COMPARE · Data as of August 24, 2026
AXTA vs CTVA
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 56.0, CTVA scored 42.8 — AXTA leads.
Compare another set
Different reporting periods. CTVA's fundamentals are as of June 2026, but AXTA's are as of March 2026 — 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.
56
$36.06 · $7.7B
fundamentals as of
Score gap
13.2
AXTA leads
CTVA
Corteva, Inc.
42.8
$82.81 · $55.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAXTA22.3x
- Fastest growthCTVA+3.7%
- Strongest balance sheetCTVA0.19
- 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
CTVA
65
Qualityreturns · margins · balance sheet
59
44
Growthrevenue & earnings expansion
42
61
Valuevaluation vs sector peers
32
AXTA is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AXTA
CTVA
$488mC
FCF
$629mC+
-2.6%D+
Rev
+3.7%C+
1.19C
D/E
0.19B+
22.3xB
P/E
49.6xC
2.04C
PEG
1.31B
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
CTVA
15% above
Price vs fair valuelower is cheaper
241% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~37%/yr
-18%
1-yr DCF upside
-73%
-13%
5-yr DCF upside
-71%
-6%
10-yr DCF upside
-67%
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
CTVA
Why this score
- Raising its dividend
- Short track record
The companies
AXTAAxalta Coating Systems Ltd.
Why now
Specialty Chemicals · market cap $7.7b. 7% 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.
CTVACorteva, Inc.
Why now
Agricultural Inputs · market cap $55.3b. 9% off the 52-week high of $90.97. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $92.10 (implying +11% upside).
Moat
$55.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 50x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 CTVA diverge
On the headline score the gap is 13.2 points in favor of AXTA. The widest single difference is Value, where AXTA leads by 29.6 points.
- ValueAXTA 61.3 · CTVA 31.7AXTA +29.6
- QualityAXTA 64.5 · CTVA 59.3AXTA +5.2
- GrowthAXTA 44.5 · CTVA 41.7level
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.