COMPARE · Data as of August 24, 2026
AXTA vs MOS
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 56.0, MOS scored 34.9 — AXTA leads.
Compare another set
Different reporting periods. MOS'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
21.1
AXTA leads
MOS
The Mosaic Company
34.9
$24.00 · $7.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMOS+8.8%
- Strongest balance sheetMOS0.52
- Highest qualityAXTA65 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AXTA
stronger →← stronger
MOS
65
Qualityreturns · margins · balance sheet
31
44
Growthrevenue & earnings expansion
50
61
Valuevaluation vs sector peers
28
AXTA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXTA
MOS
$488mC
FCF
-$947mF
-2.6%D+
Rev
+8.8%B
1.19C
D/E
0.52C+
22.3xB
P/E
—
2.04C
PEG
2.02C
—
P/S
0.6xA
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
MOS
15% above
Price vs fair valuelower is cheaper
—
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-18%
1-yr DCF upside
—
-13%
5-yr DCF upside
—
-6%
10-yr DCF upside
—
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
MOS
Why this score
- Cyclical growth
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.
MOSThe Mosaic Company
Why now
Agricultural Inputs · market cap $7.6b. Down 35% from 52-week high of $36.99 — deep drawdown territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $26.47 (implying +10% upside).
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
Free cash flow is negative (-$947m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.2%) — path to GAAP profitability is the core thesis risk. Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 MOS diverge
On the headline score the gap is 21.1 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.
- QualityAXTA 64.5 · MOS 30.5AXTA +34.0
- ValueAXTA 61.3 · MOS 27.8AXTA +33.5
- GrowthAXTA 44.5 · MOS 50.0MOS +5.5
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.