Axalta Coating Systems Ltd.
$9.80B- Market cap
- $7.26B
- Debt
- +$3.20B
- Cash
- −$657.00M
Capital structure 69% equity / 31% debt · EV / Revenue 1.92x · EV proxy / EBITDA proxy 10.17x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: AXTA stock price at discount vs SHW $33.92 current versus $53.61 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at SHW's multiple
Implied fair value · at AXTA's multiple
Snapshot Sep 10, 2026, 10:47 AM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth lag
Reported gross margin
Operating income + D&A
Lower is better
Lower P/E
Lower leverage
Statements
Annual statements in reported currencies, with calculations and source evidence.
Values retain reported currencies and share bases. Select a figure to inspect its period, calculation and filing inputs. Differences require compatible units and periods.
Explore enterprise value and market valuation multiples in the valuation sections.
Trendline
Ten period-end years of reported revenue, earnings, and margins. Periods and currencies are shown with the data.
Price framework
USD market cap plus reported borrowing debt, less cash and equivalents. This EV proxy excludes investments, preferred stock and noncontrolling-interest adjustments.
Capital structure 69% equity / 31% debt · EV / Revenue 1.92x · EV proxy / EBITDA proxy 10.17x
Complete market value, debt and cash evidence is required for enterprise value.
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
AXALTA COATING SYSTEMS LTD. · implied price per share
Bear
$7.91
Base
$11.17
Bull
$15.65
THE SHERWIN-WILLIAMS COMPANY · implied price per share
Bear
$57.59
Base
$75.34
Bull
$98.46
Balance sheet health
Inspect reported liquidity and leverage alongside historical financial-health checks.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Cash excludes investments. EBITDA is an operating-income-plus-D&A proxy. Missing borrowing categories remain unavailable; select a value to inspect its inputs.
LLM-powered synthesis
An explanation of the financial evidence. Check its snapshot date against the figures above.
This explanation uses an earlier data snapshot or evidence version. Review its generation date and the current figures, or refresh after signing in.
If you believe AXTA can reaccelerate growth and sustain margin expansion without deteriorating leverage, then AXTA looks attractive versus SHW because it trades at much lower P/E, P/S, and EV/EBITDA multiples; otherwise, the current discount is partly justified by weaker operating quality.
AXTA trades well below SHW-implied valuation, with the provided implied price of $57.80 versus the current price of $35.81, implying 61.4% upside. The gap is consistent across multiples, though AXTA’s lower growth and profitability help explain why it does not deserve a full SHW-level valuation.
Supporting Metrics