COMPARE · Data as of August 21, 2026
AXTA vs SOLS
Verdict: Side-by-side breakdown using the Bull Rankings model. AXTA scored 56.2, SOLS scored 55.2 — AXTA leads.
Compare another set
Different reporting periods. SOLS'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.
56.2
$36.20 · $7.7B
fundamentals as of
Score gap
1.0
AXTA leads
SOLS
Solstice Advanced Materials, Inc.
55.2
$56.16 · $8.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAXTA22.2x
- Fastest growthSOLS+9.2%
- Strongest balance sheetAXTA1.19
- 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
SOLS
65
Qualityreturns · margins · balance sheet
51
44
Growthrevenue & earnings expansion
50
62
Valuevaluation vs sector peers
66
SOLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXTA
SOLS
$488mC
FCF
$195mC
-2.6%D+
Rev
+9.2%B
1.19C
D/E
1.53D
22.2xB
P/E
42.5xC
2.04C
PEG
0.64A-
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
SOLS
16% above
Price vs fair valuelower is cheaper
133% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~32%/yr
-19%
1-yr DCF upside
-64%
-13%
5-yr DCF upside
-57%
-6%
10-yr DCF upside
-45%
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
SOLS
Why this score
- Cyclical growth
- Short track record
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.
SOLSSolstice Advanced Materials, Inc.
Why now
Specialty Chemicals · market cap $8.9b. Down 38% from 52-week high of $90.80 — deep drawdown territory. PEG 0.64 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $80.43 (implying +43% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 43x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 SOLS diverge
On the headline score the gap is 1.0 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 · SOLS 51.3AXTA +13.2
- GrowthAXTA 44.5 · SOLS 50.0SOLS +5.5
- ValueAXTA 61.8 · SOLS 65.7SOLS +3.9
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.