Axalta Coating Systems Ltd.

LSE:0U6C Stock Report

Market Cap: US$7.3b

Axalta Coating Systems Valuation

Is 0U6C undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0U6C when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0U6C ($33.53) is trading below our estimate of fair value ($55.8)

Significantly Below Fair Value: 0U6C is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0U6C?

Key metric: As 0U6C is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0U6C. This is calculated by dividing 0U6C's market cap by their current earnings.
What is 0U6C's PE Ratio?
PE Ratio22.4x
EarningsUS$327.40m
Market CapUS$7.32b

Price to Earnings Ratio vs Peers

How does 0U6C's PE Ratio compare to its peers?

The above table shows the PE ratio for 0U6C vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average26.7x
CRDA Croda International
28.8x14.9%UK£4.7b
JMAT Johnson Matthey
4.2x-24.7%UK£2.2b
VCT Victrex
54x29.3%UK£929.0m
TET Treatt
19.8x10.3%UK£285.5m
0U6C Axalta Coating Systems
22.4x19.5%US$7.3b

Price-To-Earnings vs Peers: 0U6C is good value based on its Price-To-Earnings Ratio (22.4x) compared to the peer average (26.7x).

Price to Earnings Ratio vs Industry

How does 0U6C's PE Ratio compare vs other companies in the European Chemicals Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
0U6C 22.4xIndustry Avg. 17.2xNo. of Companies11PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0U6C is expensive based on its Price-To-Earnings Ratio (22.4x) compared to the European Chemicals industry average (17.2x).

Price to Earnings Ratio vs Fair Ratio

What is 0U6C's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0U6C PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio22.4x
Fair PE Ratio20.1x

Price-To-Earnings vs Fair Ratio: 0U6C is expensive based on its Price-To-Earnings Ratio (22.4x) compared to the estimated Fair Price-To-Earnings Ratio (20.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0U6C forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$33.53
US$43.92
+31.0%
7.4%US$51.00US$39.00n/a19
Dec ’25US$40.48
US$43.93
+8.5%
6.5%US$50.00US$39.00n/a20
Nov ’25US$37.77
US$43.56
+15.3%
6.4%US$50.00US$39.00n/a19
Oct ’25US$35.77
US$41.56
+16.2%
6.7%US$45.00US$35.00n/a19
Sep ’25US$36.30
US$41.56
+14.5%
6.7%US$45.00US$35.00n/a19
Aug ’25US$36.24
US$40.40
+11.5%
6.9%US$45.00US$35.00n/a19
Jul ’25US$33.76
US$40.00
+18.5%
6.9%US$45.00US$33.00n/a18
Jun ’25US$35.09
US$40.06
+14.2%
6.9%US$45.00US$33.00n/a18
May ’25US$34.50
US$37.53
+8.8%
9.7%US$45.00US$30.00n/a19
Apr ’25US$34.31
US$36.50
+6.4%
8.5%US$42.00US$30.00n/a18
Mar ’25US$32.66
US$36.50
+11.8%
8.5%US$42.00US$30.00n/a18
Feb ’25US$32.76
US$36.11
+10.2%
9.5%US$42.00US$30.00n/a18
Jan ’25US$34.15
US$35.17
+3.0%
9.6%US$42.00US$30.00US$34.2318
Dec ’24US$32.00
US$34.44
+7.6%
7.6%US$39.00US$30.00US$40.4818
Nov ’24US$28.17
US$33.78
+19.9%
7.9%US$38.00US$29.00US$37.7718
Oct ’24US$26.18
US$34.35
+31.2%
7.9%US$38.00US$29.00US$35.7718
Sep ’24US$28.31
US$34.17
+20.7%
8.0%US$38.00US$29.00US$36.3019
Aug ’24US$32.55
US$35.21
+8.2%
8.8%US$40.00US$29.00US$36.2419
Jul ’24US$31.55
US$34.42
+9.1%
8.6%US$40.00US$29.00US$33.7619
Jun ’24US$29.50
US$33.94
+15.1%
9.7%US$40.00US$28.00US$35.0918
May ’24US$31.64
US$33.18
+4.9%
11.7%US$40.00US$24.00US$34.5017
Apr ’24US$30.03
US$32.06
+6.8%
12.1%US$40.00US$24.00US$34.3117
Mar ’24US$30.19
US$32.23
+6.8%
11.9%US$40.00US$24.00US$32.6618
Feb ’24US$29.72
US$31.90
+7.3%
11.8%US$40.00US$24.00US$32.7618
Jan ’24n/a
US$28.24
0%
10.7%US$34.00US$20.00US$34.1518

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/03 09:48
End of Day Share Price 2025/01/02 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Axalta Coating Systems Ltd. is covered by 31 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ghansham PanjabiBaird
Ishan MajumdarBaptista Research
Patrick Duffy FischerBarclays