COMPARE · Reviewed July 29, 2026
AXTA vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 57.7, RPM scored 55.3 — AXTA leads.
Compare another set
AXTA
Axalta Coating Systems Ltd.
57.7
$35.87 · $7.7B
fundamentals as of
Score gap
2.4
AXTA leads
RPM
RPM International Inc.
55.3
$107.86 · $13.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
RPM
65
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
59
Valuevaluation vs sector peers
51
AXTA and RPM split the three pillars evenly.
Fundamentals, head-to-head
AXTA
RPM
$488mC
FCF
$675mC+
-2.6%D+
Rev
+6.7%C+
1.28C
D/E
0.89C
21.0xB
P/E
20.9xB
2.04C
PEG
1.79C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXTA
RPM
14% above
Price vs fair valuelower is cheaper
15% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-17%
1-yr DCF upside
-23%
-12%
5-yr DCF upside
-13%
-4%
10-yr DCF upside
+3%
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
RPM
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
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.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.8b. 16% off the 52-week high of $129.12. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +21% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 102% 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.
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.