COMPARE · Data as of August 21, 2026
AXTA vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 56.2, RPM scored 56.7 — RPM leads.
Compare another set
AXTA
Axalta Coating Systems Ltd.
56.2
$36.20 · $7.7B
fundamentals as of
Score gap
0.5
RPM leads
RPM
RPM International Inc.
56.7
$108.63 · $13.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestRPM21.0x
- Fastest growthRPM+6.7%
- Strongest balance sheetRPM0.89
- Highest qualityRPM67 / 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
RPM
65
Qualityreturns · margins · balance sheet
67
44
Growthrevenue & earnings expansion
50
62
Valuevaluation vs sector peers
55
RPM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXTA
RPM
$488mC
FCF
$675mC+
-2.6%D+
Rev
+6.7%C+
1.19C
D/E
0.89C
22.2xB
P/E
21.0xB
2.04C
PEG
1.85C+
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
RPM
16% above
Price vs fair valuelower is cheaper
18% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-19%
1-yr DCF upside
-25%
-13%
5-yr DCF upside
-15%
-6%
10-yr DCF upside
+1%
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
RPM
Why this score
- Raising its dividend
- Cyclical growth
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.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.9b. 15% off the 52-week high of $128.51. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +20% upside).
Moat
ROE 21% 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.
Where AXTA and RPM diverge
On the headline score the gap is 0.5 points in favor of RPM. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueAXTA 61.8 · RPM 54.8AXTA +7.0
- GrowthAXTA 44.5 · RPM 50.0RPM +5.5
- QualityAXTA 64.5 · RPM 66.6level
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.