COMPARE · Reviewed August 3, 2026
NTR vs PPG
Verdict: Side-by-side breakdown using the Bull Rankings model. NTR scored 55.6, PPG scored 59.9 — PPG leads.
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Different reporting periods. PPG'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.
NTR
Nutrien Ltd.
55.6
$65.96 · $31.7B
fundamentals as of
Score gap
4.3
PPG leads
PPG
PPG Industries, Inc.
59.9
$114.01 · $25.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
NTR
stronger →← stronger
PPG
59
Qualityreturns · margins · balance sheet
72
48
Growthrevenue & earnings expansion
50
60
Valuevaluation vs sector peers
59
PPG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NTR
PPG
$2.1bB
FCF
$1.2bC+
+3.5%C+
Rev
+2.8%C
0.55C+
D/E
0.87C
13.4xB+
P/E
16.4xB+
1.29B
PEG
1.74C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NTR
PPG
28% above
Price vs fair valuelower is cheaper
26% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~13%/yr
-13%
1-yr DCF upside
-27%
-22%
5-yr DCF upside
-20%
-32%
10-yr DCF upside
-9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NTR
No notable signals flagged.
PPG
Why this score
- Durable high returns
- Cyclical growth
The companies
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.
PPGPPG Industries, Inc.
Why now
Specialty Chemicals · market cap $25.3b. 15% off the 52-week high of $133.43. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $125.65 (implying +10% 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.
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.