Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 52.5, NTR scored 49.3 — AXTA leads.
Compare another set
Different reporting periods. AXTA's fundamentals are as of March 2026, but NTR's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AXTA
Axalta Coating Systems Ltd.
Specialty Chemicals · Quality-Growth
52.5
$32.63 · $7.0B
fundamentals as of
Score gap
3.2
AXTA leads
NTR
Nutrien Ltd.
Agricultural Inputs · Quality-Growth
49.3
$67.48 · $32.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNTR13.7x
Fastest growthNTR+3.5%
Strongest balance sheetNTR0.49
Highest qualityAXTA65 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
NTR
65
Qualityreturns · margins · balance sheet
60
33
Growthrevenue & earnings expansion
47
68
Valuevaluation vs sector peers
43
AXTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXTA
NTR
$488mC
FCF
$2.1bB
-2.6%D+
Rev
+3.5%C+
1.19C
D/E
0.49B
20.0xB
P/E
13.7xB+
2.04C
PEG
1.98C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXTA
NTR
10% above
Price vs fair valuelower is cheaper
13% above
~8%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~7%/yr
-12%
1-yr DCF upside
-11%
-9%
5-yr DCF upside
-11%
-4%
10-yr DCF upside
-12%
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
NTR
No notable signals flagged.
The companies
AXTAAxalta Coating Systems Ltd.
Specialty Chemicals · $32.63 · beta 1.26
Why now
Specialty Chemicals · market cap $7.0b. 15% off the 52-week high of $38.61. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $39.27 (implying +20% upside).
Moat
ROE 15% is above 15% — 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.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
NTRNutrien Ltd.
Agricultural Inputs · $67.48 · beta 1.13
Why now
Agricultural Inputs · market cap $32.2b. Down 21% from 52-week high of $85.36 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $76.81 (implying +14% 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.
Where AXTA and NTR diverge
On the headline score the gap is 3.2 points in favor of AXTA. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueAXTA 67.5 · NTR 42.6AXTA +24.9
GrowthAXTA 33.1 · NTR 47.0NTR +13.9
QualityAXTA 64.6 · NTR 59.9AXTA +4.7
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is AXTA or NTR the better stock?
AXTA scores higher: AXTA 52.5, NTR 49.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AXTA and NTR differ most?
The widest gap is value, where AXTA leads by 25 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are AXTA and NTR scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.