COMPARE · Data as of August 21, 2026
AXTA vs OLN
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 56.2, OLN scored 50.2 — AXTA leads.
Compare another set
AXTA
Axalta Coating Systems Ltd.
56.2
$36.20 · $7.7B
fundamentals as of
Score gap
6.0
AXTA leads
OLN
Olin Corp
50.2
$18.40 · $2.1B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthOLN+2.6%
- Strongest balance sheetAXTA1.19
- Highest qualityAXTA65 / 100
- Largest discount to fair valueOLN-43%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
OLN
65
Qualityreturns · margins · balance sheet
37
44
Growthrevenue & earnings expansion
35
62
Valuevaluation vs sector peers
97
AXTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXTA
OLN
$488mC
FCF
$303mC
-2.6%D+
Rev
+2.6%C
1.19C
D/E
1.54C
22.2xB
P/E
—
2.04C
PEG
—
—
P/S
0.3xA
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
OLN
16% above
Price vs fair valuelower is cheaper
43% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
-19%
1-yr DCF upside
+78%
-13%
5-yr DCF upside
+77%
-6%
10-yr DCF upside
+76%
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
OLN
No notable signals flagged.
The companies
AXTAAxalta Coating Systems Ltd.
Why now
Specialty Chemicals · market cap $7.7b. 6% off the 52-week high of $38.61. 14 sell-side analysts publish a mean 1-yr target of $38.57 (implying +7% 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
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.
OLNOlin Corp
Why now
Chemicals · market cap $2.1b. Down 40% from 52-week high of $30.46 — deep drawdown territory.
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.9%) — path to GAAP profitability is the core thesis risk. Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 126% of earnings on a 4.2% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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 OLN diverge
On the headline score the gap is 6.0 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 61.8 · OLN 96.5OLN +34.7
- QualityAXTA 64.5 · OLN 37.1AXTA +27.4
- GrowthAXTA 44.5 · OLN 35.2AXTA +9.3
Pillars run 0–100 against sector peers, so a 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.