Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PPG
STRONG BUYREMOVEPPG Industries, Inc. · Basic Materials · United States · $25.2B · Avg Vol: $216M/d
PPG Industries is a leading global paints and coatings manufacturer. While it is a solid business, it is highly energy-intensive and relies heavily on petrochemical feedstocks. Elevated oil and gas prices driven by geopolitical tensions present a major headwind to its margins, making it a casualty of the current macro regime.
COMPANY DESCRIPTION
PPG Industries is a global manufacturer of paints, coatings, and specialty materials used in aerospace, automotive, industrial, packaging, and architectural applications. The company is a leading global player with extensive R&D, a broad product portfolio, and strong relationships with industrial and commercial customers, benefiting from high switching costs. PPG is a market leader known for innovation and a strong global footprint in coatings and specialty materials.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 15.6B | 16.2B | 15.8B | 15.9B | 0.6% |
| EPS | 4.34 | 5.38 | 4.77 | 6.96 | 17.1% |
| Shares | 581M | 581M | 581M | 581M | 0.0% |
| Debt | 7.6B | 6.6B | 6.4B | 7.9B | 1.1% |
| Equity | 6.6B | 7.8B | 6.8B | 7.9B | 6.4% |
| Op CF | 963M | 2.4B | 1.4B | 1.9B | 26.3% |
| Inv CF | -461M | -556M | 107M | -700M | — |
| Fin CF | -409M | -1.6B | -1.4B | -545M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of PPG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PPG | PPG Industries, Inc.(you) | $25.2B | 81 | STRONG BUY |
| IFF | International Flavors & Fragrances Inc. | $19.9B | 84 | STRONG BUY |
| DD | DuPont de Nemours, Inc. | $19.3B | 73 | BUY |
| ALB | Albemarle Corporation | $20.8B | 68 | BUY |
| EMN | Eastman Chemical Company | $8.7B | 84 | STRONG BUY |
| NEU | NewMarket Corporation | $7.2B | 81 | STRONG BUY |
| AXTA | Axalta Coating Systems Ltd. | $6.5B | 82 | STRONG BUY |
| RPM | RPM International Inc. | $13.7B | 66 | BUY |
| ESI | Element Solutions Inc | $10.2B | 69 | BUY |
| SXT | Sensient Technologies Corporation | $5.0B | 75 | BUY |
Peer medians: ROE 6.6% · P/E 22.2x · Gross margin 23.7%