Specialty Chemicals. Scored on the same transparent model behind the daily rankings.
★
PPG
PPG Industries, Inc. · Specialty Chemicals
54.1Score
$103.96Oct 9 close$23.1B
1Y Target$125.57Analyst consensus · 21 analysts
5Y Target$183.85Compound horizon
10Y Target$272.73Long-dated conviction
FCF$1.2bTTM · 03/26C+
FCF $1.2b — respectable but not differentiating · TTM from SEC filings (OCF − CapEx), four quarters to 03/26.
Rev+2.8%TTM YoYC
Revenue +2.8% — flat, mature phase or headwinds present · Latest four quarters of revenue vs the four before them, from SEC filings.
D/E0.87C
D/E 0.87 — more levered than most Basic Materials peers (≈90th pctile)
P/E15.2xB+
P/E 15.2 — below the Basic Materials median (≈40th pctile)
PEG1.51C+
PEG 1.51 — modest premium; above fair value
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 54.1
Quality70.4
Growth46.4
Value48.5
Entry · Margin of safety
52-week rangeNear 52-week low
22% off the 12-month high
vs DCF fair value35% aboveest. fair value ~$77
What the price assumes: free cash flow growing about 11% next year, slowing to 4% a year by year ten — vs a starting rate of ~3% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
Gross profitability30% · B+gross profit ÷ total assets — not in the score
ROIC11.9% · Breturn on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Specialty Chemicals · market cap $23.1b. Down 22% from 52-week high of $133.43 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $125.57 (implying +21% upside).
Moat
ROE 20% is above 15% — 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.
Horizon
1-3 yr $125.57 (21-analyst consensus) — fundamentals + valuation re-rating. 5 yr $183.85 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $272.73 if current growth sustains into durable earnings power.
PPG vs the Top Picks average
Pillar
PPG
Book avg
Diff
Quality
70
83
-13
Growth
46
89
-43
Value
49
76
-27
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · PPG
Trend
-5.5 over 80 daily scores
From 59.6 (Jun 22) → 54.1 (now)
One point per daily run; read From → To for the actual range.
PPG at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
-0.4%
90-day change
-0.3%
Forward EPS estimate
$8.64
Over the last 90 days, what analysts expect PPG to earn is essentially unchanged. The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · PPG
$
%
%
Shares to buy
19
Position size
$1,975
4.0% of portfolio
Stop price
$77.97
25% below $103.96
$ at risk if stopped
$493.81
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
PPG Industries, Inc. (PPG): score, valuation & FAQ
PPG Industries, Inc. (PPG) is a Specialty Chemicals company that scores 54.1 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are P/E (B+). On valuation, PPG sits about 35% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 11% next year, slowing to 4% a year by year ten.
Is PPG a good stock to buy?
Bull Rankings scores PPG 54.1 out of 100 on its quality-growth model, which is a middling reading. That is driven by P/E (B+). A score is a quantitative screen of PPG Industries, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does PPG score 54.1 on Bull Rankings?
The score leans on quality at 70.4 out of 100, with growth the weakest pillar at 46.4 — the three combine geometrically, so a weak one cannot be papered over by a strong one. PPG earns its highest marks on P/E (B+). Each signal is graded against sector-aware thresholds rather than one absolute bar, so PPG is measured against Specialty Chemicals peers, not against the market as a whole.
Is PPG overvalued or undervalued?
Based on $103.96, PPG sits about 35% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 11% next year, slowing to 4% a year by year ten. It trades at a 15.2x P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in PPG?
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.