COMPARE · Reviewed August 3, 2026
AXTA vs NTR
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 57.4, NTR scored 55.6 — 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.
57.4
$36.28 · $7.8B
fundamentals as of
Score gap
1.8
AXTA leads
NTR
Nutrien Ltd.
55.6
$65.96 · $31.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
NTR
65
Qualityreturns · margins · balance sheet
59
50
Growthrevenue & earnings expansion
48
59
Valuevaluation vs sector peers
60
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
0.55C+
22.3xB
P/E
13.4xB+
2.04C
PEG
1.29B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXTA
NTR
15% above
Price vs fair valuelower is cheaper
28% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
-19%
1-yr DCF upside
-13%
-13%
5-yr DCF upside
-22%
-6%
10-yr DCF upside
-32%
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
NTR
No notable signals flagged.
The companies
AXTAAxalta Coating Systems Ltd.
Why now
Specialty Chemicals · market cap $7.8b. Trading near 52-week high of $36.82 — momentum setup, limited technical margin of safety. 14 sell-side analysts rate this a Buy with a mean 1-yr target of $38.57 (implying +6% 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 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
NTRNutrien Ltd.
Why now
Agricultural Inputs · market cap $31.7b. Down 23% 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 $77.59 (implying +18% 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.