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PPG Industries, Inc.NYSE:PPG 주식 보고서

시가총액 US$22.9b
주가
US$102.64
US$122.9
16.5% 저평가 내재 할인율
1Y-10.0%
7D-6.4%
포트폴리오 가치
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PPG Industries, Inc.

NYSE:PPG 주식 리포트

시가총액: US$22.9b

PPG Industries (PPG) 주식 개요

는 미국, 캐나다, 아시아 태평양, 라틴 아메리카, 유럽, 중동 및 아프리카에서 페인트, 코팅 및 특수 소재를 제조 및 유통하는 회사입니다. 자세히 보기

PPG 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장2/6
과거 실적5/6
재무 건전성4/6
배당5/6

PPG Community Fair Values

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Analyst Price Targets

Top Community Narratives

US$152.76
FV
32.8% 저평가 내재 할인율
16.00%
Revenue growth p.a.
1.4k
users have viewed this narrative
7users have liked this narrative
2users have commented on this narrative
42users have followed this narrative

PPG Industries, Inc. 경쟁사

가격 이력 및 성과

PPG Industries 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$102.64
52주 최고가US$133.43
52주 최저가US$93.39
베타1.05
1개월 변동-10.63%
3개월 변동-21.85%
1년 변동-10.03%
3년 변동-27.92%
5년 변동-42.48%
IPO 이후 변동7,421.71%

최근 뉴스 및 업데이트

내러티브 업데이트 May 12

PPG: Coatings Expansion And Buybacks Will Support Future Earnings Delivery

Analysts now estimate PPG Industries' fair value at approximately $122.90, up slightly from roughly $122.10, as recent price target revisions across firms reflect updated views on revenue growth, profit margins and P/E assumptions. Analyst Commentary Recent Street research on PPG Industries shows a mix of higher and lower price targets, along with at least one downgrade, which together help explain why fair value estimates are clustered close to the current consensus level.

Recent updates

내러티브 업데이트 May 12

PPG: Coatings Expansion And Buybacks Will Support Future Earnings Delivery

Analysts now estimate PPG Industries' fair value at approximately $122.90, up slightly from roughly $122.10, as recent price target revisions across firms reflect updated views on revenue growth, profit margins and P/E assumptions. Analyst Commentary Recent Street research on PPG Industries shows a mix of higher and lower price targets, along with at least one downgrade, which together help explain why fair value estimates are clustered close to the current consensus level.
내러티브 업데이트 Apr 26

PPG: New Coatings Expansion And Buybacks Will Shape Future Upside Potential

PPG Industries' analyst fair value estimate has edged up by about $0.35 to $122.10 as analysts factor in slightly higher modeled revenue growth and a modestly higher future P/E, partially offset by a small adjustment to profit margin and discount rate assumptions. Analyst Commentary Recent Street research on PPG Industries shows a mix of optimism and caution, with several firms adjusting price targets in both directions and at least one downgrade in rating.
Seeking Alpha Apr 16

PPG Industries: Price Hikes Will Help Stabilize Margins

Summary PPG Industries, Inc. faced top-line stagnation and margin compression in FY25, with FX headwinds, divestitures, and weak industrial demand impacting results. Despite a roughly 80 bps drop in profitability, PPG improved operational efficiency, with ROTC nearing 10% and free cash flow rising to $1.16B. PPG pre-announced a 6% YoY Q1 EPS increase and plans up to 20% price hikes across all product lines to offset cost pressures and restore margins. I remain on the PPG sidelines, monitoring the impact of price hikes, margin recovery, and aerospace segment resilience before considering a position. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 11

PPG: New Coatings Initiatives And Mixed Sentiment Will Shape Future Outlook

Analysts have trimmed their consolidated price target for PPG Industries from about $124.50 to roughly $121.75. This reflects slightly softer modeled growth and valuation assumptions after a recent wave of target cuts and one downgrade, even as earlier research in the period included several price target increases.
내러티브 업데이트 Mar 26

PPG: New Coatings Initiatives And Margin Assumptions Will Support Bullish Outlook

PPG Industries' fair value estimate has been trimmed by about $1 to $124.50 as analysts recalibrate price targets, with recent cuts of $25, $1 and $2 offsetting earlier target increases across several firms. Analyst Commentary Recent research updates on PPG Industries show a mix of optimism and caution, with several firms adjusting price targets both higher and lower.
내러티브 업데이트 Mar 12

PPG: Rising Margin Confidence And Cash Returns Will Support Bullish Outlook

The analyst fair value estimate for PPG Industries edges up to $125.75 from $125.30, reflecting Street price target increases across several firms as analysts update their models on discount rates, long run margin assumptions, and future P/E expectations. Analyst Commentary Street research around PPG Industries has been active, with a cluster of firms updating their models and target prices.
내러티브 업데이트 Feb 25

PPG: Recent Rating Shifts And Macro Signals Will Shape Fairly Valued Outlook

Analysts have nudged their fair value estimate for PPG Industries higher from $123.75 to $125.30, citing a broad wave of recent price target increases across the Street as they update their assumptions while keeping core growth and margin views largely unchanged. Analyst Commentary The recent wave of price target adjustments for PPG Industries shows a mix of optimism and caution, with most research updates clustered over a short window and one earlier move taking a more guarded stance.
내러티브 업데이트 Feb 09

PPG: Recent Research Shifts And Macro Uncertainty Will Shape Fairly Valued Outlook

Analysts have lifted their PPG Industries fair value estimate by about US$4.60 to US$123.75, citing a cluster of recent price target increases from major firms and updated assumptions around revenue growth, discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on PPG Industries has been dominated by upward price target revisions, with only one modest trim, giving you a picture of how the sell side is framing the risk and reward around the stock right now.
내러티브 업데이트 Jan 24

PPG: Cyclical Pressures And Rate Cut Hopes Shape Fairly Valued Outlook

Analysts have made a modest upward adjustment to their PPG Industries price target to about $119, reflecting slightly higher assumptions for revenue growth and P/E, while still assuming a relatively stable discount rate and profit margin outlook. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside to the current valuation, as reflected in a raised price target that aligns with slightly higher assumptions for revenue and P/E.
내러티브 업데이트 Jan 10

PPG: Cyclical Weakness And 2026 Recovery Hopes Shape Fairly Valued Outlook

Analysts have slightly reduced their average price expectations for PPG, with our fair value estimate edging down by about $0.15 to $118.85. This reflects a mix of recent target cuts tied to a tougher chemicals backdrop and one upgrade that points to potential valuation support despite cyclically weak conditions.
분석 기사 Dec 29

Here's Why PPG Industries (NYSE:PPG) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
내러티브 업데이트 Dec 21

PPG: Cyclical Recovery And Margin Expansion Will Lift Depressed Share Price

Analysts have nudged our PPG Industries fair value estimate slightly higher to $119.00 from $118.45, reflecting expectations for modestly improved profitability and valuation support, despite a series of trimmed but still constructive Street price targets in the $112 to $129 range. Analyst Commentary Street research remains mixed but generally constructive on PPG, with recent actions combining modest target cuts and at least one notable rating upgrade.
내러티브 업데이트 Dec 06

PPG: Cyclical Demand Recovery Will Lift Depressed Share Price Over Time

We trim our PPG Industries price target modestly to $118.45 from $119.80, as analysts lower near term expectations amid softer macro and uneven industrial demand, even as they highlight cyclical, not structural, earnings pressures and see room for valuation to recover over time. Analyst Commentary Recent Street research on PPG Industries reflects a mixed but generally constructive stance, with several firms trimming price targets in response to softer macro trends while still seeing scope for valuation recovery as cyclical headwinds ease.
내러티브 업데이트 Nov 22

PPG: Cyclical Weakness Will Ease And Depressed Share Price Will Rebound

The analyst consensus price target for PPG Industries has decreased modestly from $121.20 to $119.80, as analysts cite ongoing cyclical weakness in key end markets and note that a softer macroeconomic environment is pressuring near-term earnings expectations. Analyst Commentary Recent analyst notes reflect a mix of optimism about PPG Industries' long-term potential and caution regarding near-term pressures.
내러티브 업데이트 Nov 05

PPG: Depressed Market Value Will Recover As Cyclical Pressures Fade

Narrative Update: Analyst Price Target and Rationale for PPG Industries Analysts have modestly reduced their average price target for PPG Industries by $2.80 to $121.20. This change reflects continued concerns over weak macro conditions and recent price target adjustments, while maintaining a generally constructive outlook on the company's underlying fundamentals.
내러티브 업데이트 Oct 22

Analysts Adjust PPG Industries Price Target Amid Mixed Outlook and Modest Valuation Changes

Analysts have slightly reduced their price target for PPG Industries to $124.00 from $125.80. They cite prevailing macroeconomic headwinds, recent slippage in commodity business performance, and highly inconsistent industrial end markets as reasons for the modest downward adjustment.
내러티브 업데이트 Oct 08

Investments In Aerospace And Coatings Will Expand Global Reach

Analysts have slightly lowered their average price target for PPG Industries, reducing it by $1.55 to reflect tempered revenue growth expectations and a modest rise in the discount rate. Recent research cites shifts in market multiples and the near-term demand outlook as contributing factors.
분석 기사 Jul 30

These 4 Measures Indicate That PPG Industries (NYSE:PPG) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jun 27

PPG Industries (NYSE:PPG) Hasn't Managed To Accelerate Its Returns

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Jun 12

Is PPG Industries, Inc. (NYSE:PPG) Trading At A 31% Discount?

Key Insights The projected fair value for PPG Industries is US$165 based on 2 Stage Free Cash Flow to Equity PPG...
분석 기사 May 22

What Does PPG Industries, Inc.'s (NYSE:PPG) Share Price Indicate?

Today we're going to take a look at the well-established PPG Industries, Inc. ( NYSE:PPG ). The company's stock saw a...
새로운 내러티브 Mar 04

PPG Industries set to soar with 9% revenue growth in the next 3 years

Progress in smart window commercial deployments
Seeking Alpha Jan 22

PPG Industries: Updating 'Buy' For 2025

Summary PPG Industries has underperformed the S&P500 by nearly 50%, but its fundamentals remain solid, with expected annual EPS growth over 5% and record-level adjusted EPS in 3Q24. Despite challenges in automotive and architectural coatings, PPG's aerospace segment shows strong demand, and the company is streamlining operations and buying back shares. PPG trades at under 15x P/E, significantly below its historical average of 20-22x P/E, suggesting potential annualized returns of 14-15% and a price target of $160/share. The company's solid history, good dividend growth, and strong fundamentals, despite some risks, justify a "Buy" rating with an expected upside of 20% or more. Read the full article on Seeking Alpha
Seeking Alpha Nov 07

PPG Industries: Still Not Painting A Pretty Picture

Summary PPG Industries faces challenges despite a rich history, with recent divestment proceeds looking soft and modest earnings growth projections. The company reported a 3% sales increase in 2023, but long-term execution issues and market share losses remain concerns. Recent divestments, including the architectural coatings business, fetched disappointing valuations, raising questions about strategic alternatives. Given mixed news and a low 2% dividend yield, I am inclined to sell on any price increase and seek better investment opportunities. Read the full article on Seeking Alpha

주주 수익률

PPGUS ChemicalsUS 시장
7D-6.4%-0.7%-0.3%
1Y-10.0%6.7%24.0%

수익률 대 산업: PPG은 지난 1년 동안 6.7%의 수익을 기록한 US Chemicals 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: PPG은 지난 1년 동안 24%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is PPG's price volatile compared to industry and market?
PPG volatility
PPG Average Weekly Movement5.5%
Chemicals Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

안정적인 주가: PPG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PPG의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
188343,500Tim Knavishwww.ppg.com

는 미국, 캐나다, 아시아 태평양, 라틴 아메리카, 유럽, 중동 및 아프리카에서 페인트, 코팅 및 특수 소재를 제조 및 유통하는 회사입니다. 이 회사는 세 가지 부문으로 운영됩니다: 글로벌 건축용 코팅, 성능 코팅, 산업용 코팅입니다. 글로벌 건축용 코팅 부문은 다양한 장식용 코팅, 접착제, 실란트 및 마감재뿐만 아니라 페인트 스트리퍼, 얼룩 및 관련 화학 물질을 공급합니다.

PPG Industries, Inc. 기초 지표 요약

PPG Industries의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PPG 기초 통계
시가총액US$22.88b
순이익 (TTM)US$1.58b
매출 (TTM)US$16.12b
14.5x
주가수익비율(P/E)
1.4x
주가매출비율(P/S)

PPG는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PPG 손익계산서 (TTM)
매출US$16.12b
매출원가US$9.40b
총이익US$6.72b
기타 비용US$5.14b
순이익US$1.58b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)7.08
총이익률41.69%
순이익률9.79%
부채/자본 비율86.6%

PPG의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.8%
현재 배당 수익률
40%
배당 성향

PPG는 안정적으로 배당을 지급합니까?

PPG 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 PPG를 매수해야 하나요?
PPG Industries 배당 일정
배당락일May 11 2026
배당 지급일Jun 12 2026
배당락일까지 남은 일수7 days
배당 지급일까지 남은 일수25 days

PPG는 안정적으로 배당을 지급합니까?

PPG 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/17 23:28
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

PPG Industries, Inc.는 39명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
Ghansham PanjabiBaird
Scott DavisBarclays