COMPARE · Reviewed July 29, 2026
AXTA vs IOSP
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 57.7, IOSP scored 61.1 — IOSP leads.
Compare another set
AXTA
Axalta Coating Systems Ltd.
57.7
$35.87 · $7.7B
fundamentals as of
Score gap
3.4
IOSP leads
IOSP
Innospec Inc.
61.1
$85.31 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
IOSP
65
Qualityreturns · margins · balance sheet
65
50
Growthrevenue & earnings expansion
50
59
Valuevaluation vs sector peers
71
IOSP is stronger on 1 of 3 pillars.
Fundamentals, head-to-head
AXTA
IOSP
$488mC
FCF
$110mC
-2.6%D+
Rev
+0.2%C
1.28C
D/E
0.04A-
21.0xB
P/E
18.6xB
2.04C
PEG
0.66A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXTA
IOSP
14% above
Price vs fair valuelower is cheaper
24% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-17%
1-yr DCF upside
+0%
-12%
5-yr DCF upside
+32%
-4%
10-yr DCF upside
+98%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AXTA
Why this score
- Buying back stock
- Revenue shrinking
IOSP
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
AXTAAxalta Coating Systems Ltd.
Why now
Specialty Chemicals · market cap $7.7b. Trading near 52-week high of $36.62 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $36.86 (implying +3% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 132% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
IOSPInnospec Inc.
Why now
Specialty Chemicals · market cap $2.1b. 7% off the 52-week high of $92.14. PEG 0.66 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $99.33 (implying +16% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.