Axalta Coating Systems Ltd (AXTA) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Axalta Coating Systems Ltd stock $21.58, price $36.45, that is 40.8% below the price, quality 56 out of 100. Rating: strongly overvalued. Calculated from audited financials with 20 of our 26 valuation models and 37 quality factors, updated daily.
- Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with one Yes, for free
Axalta Coating Systems Ltd
AXTA · USOur calculation puts a fair price 41% below what the stock costs today.
Risks from the AI analysis
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 6, 2026.
How to read this chart
60‑month range $21.06 – $41.29 · fair‑value band $14.22 – $32.75 · the $36.45 price screens above the $21.58 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 6, 2026.
Every Wednesday you see whether Axalta Coating Systems is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Company profile
Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Show moreShow less
The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops.
In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications under the Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands.
Further, it develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, MDT, bus, rail, motorcycles, marine and aviation, trailers, recreational vehicles, and personal sport vehicles under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands.
The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Hydropon, Imron ExcelPro, Imron Elite, Imron, Lutophen, Nap-Gard, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, Rival, U-POL, and Vermeera brands.
The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.
Stock analysis
Axalta Coating Systems Ltd (AXTA) currently trades at $36.45, while our model-based Fair Value estimate is $21.58, 41% below the price, so the stock looks overvalued today.
Show more
Valuation
Bull case: the Multiples group reads highest at a median of $30.03 per share, and 2 of the 20 models we run sit above the $36.45 price.
Bear case: the Economic Profit group reads lowest at $14.40, and 18 of the 20 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $14.22 (bear) to $32.75 (bull), the price of $36.45 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 56/100 (solid quality), in the Basic Materials sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Axalta Coating Systems Ltd reported revenue of $5.1B in FY2025 versus $4.4B in FY2021, a compound +3.8%/yr. Reported net income was $378M in FY2025, compounding +9.4%/yr from FY2021.
Key figures
Market cap $7.8B Mid · P/E ratio 23.4 · P/S ratio 1.51 · EPS (TTM) $1.56 · Net margin 6.5% · Return on equity 13.4% · Return on assets (EBIT) 8.1% (5-year average) · Operating margin 12.6%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 49 out of 100 (low confidence).
What moves the price
The share trades about 5% below its 52-week high and 43% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Basic Materials peers we cover trades at −43% fair-value upside, at −41%, AXTA screens cheaper than that median.
Fair Value models
All 20 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, no officer or director bought or sold shares on the open market.
Plus 4 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
AXTA screens overvalued: fair value 41% below the price. Compare with Linde plc →
Recent news
- Axalta-Akzo Nobel merger conditionally approved by European Union
- European Commission approves AkzoNobel and Axalta merger of equals
- Axalta Stock As Sales Rise But Earnings Slip In Quarterly Results
- Is Axalta Coating Systems (AXTA) Stock About Right On Earnings?
Compare Axalta Coating Systems Ltd with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Specialty Chemicals · 727 stocks
Valuation Multiplesvs Specialty Chemicals median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Materials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Dividend yield by industry
- EV/EBITDA by industry
- PEG screener for stocks with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Nan Ya Plastics Corporation 1303 | 239.50 TWD | 383.20 TWD | +60% | vs AXTA |
| Wanhua Chemical Group 600309 | ¥72.65 | ¥68.03 | −6% | vs AXTA |
| Linde plc LIN | $515.25 | $446.62 | −13% | vs AXTA |
| PPG Industries, Inc PPG | $122.38 | $77.68 | −37% | vs AXTA |
| DSM-Firmenich AG DSFIR | CHF 100.50 | CHF 57.70 | −43% | vs AXTA |
| The Sherwin-Williams Company SHW | $344.10 | $146.37 | −57% | vs AXTA |
| Givaudan SA GIVN | CHF 4,054 | CHF 1,554 | −62% | vs AXTA |
| EMS-CHEMIE HOLDING AG EMSN | CHF 848.50 | CHF 284.63 | −66% | vs AXTA |
| Ecolab Inc ECL | $300.68 | $96.56 | −68% | vs AXTA |
| Air Products and Chemicals, Inc APD | $304.84 | $82.92 | −73% | vs AXTA |
Explore undervalued stocks
More undervalued Basic Materials stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Axalta Coating Systems Ltd (AXTA) overvalued or undervalued?
What is the fair value of AXTA?
What is the quality score of AXTA?
What is the price target for Axalta Coating Systems Ltd (AXTA)?
What is the Axalta Coating Systems Ltd stock forecast for 2026?
What is the revenue of Axalta Coating Systems Ltd (AXTA)?
What growth is priced into Axalta Coating Systems Ltd (AXTA)?
What discount rate (WACC) does the fair value of AXTA use?
What is a reverse DCF?
How much growth has Axalta Coating Systems Ltd (AXTA) delivered so far?
How fast is the sector of Axalta Coating Systems Ltd (AXTA) growing?
What is the free cash flow yield of Axalta Coating Systems Ltd (AXTA)?
What is the intrinsic value of Axalta Coating Systems Ltd (AXTA)?
Is Axalta Coating Systems Ltd stock overvalued or undervalued in 2026?
Is fair value the same as the market price of AXTA?
How much is Axalta Coating Systems Ltd worth?
What do the bullish and bearish scenarios say about AXTA?
What is the P/E ratio of AXTA?
What is the PEG ratio of AXTA?
How solid is the balance sheet of Axalta Coating Systems Ltd (AXTA)?
How far is AXTA from its 52-week high?
Which stocks are comparable to Axalta Coating Systems Ltd?
Is Axalta Coating Systems Ltd stock attractive at the current price?
How is the fair value of AXTA calculated?
Is it still worth investing in stocks now?
What is the share price of Axalta Coating Systems Ltd (AXTA)?
What should I pay attention to with Axalta Coating Systems Ltd right now?
Where does the earnings growth of Axalta Coating Systems Ltd (AXTA) come from?
Key figures of Axalta Coating Systems Ltd
How large is the market capitalisation of Axalta Coating Systems Ltd (AXTA)?
What is the P/S ratio of Axalta Coating Systems Ltd (AXTA)?
What are the earnings per share of Axalta Coating Systems Ltd (AXTA)?
What is the net margin of Axalta Coating Systems Ltd (AXTA)?
What is the return on equity of Axalta Coating Systems Ltd (AXTA)?
What is the EBIT return on assets of Axalta Coating Systems Ltd (AXTA)?
What is the operating margin of Axalta Coating Systems Ltd (AXTA)?
How fast is revenue growing at Axalta Coating Systems Ltd (AXTA)?
How fast are earnings growing at Axalta Coating Systems Ltd (AXTA)?
How much net debt does Axalta Coating Systems Ltd (AXTA) carry?
Watch Axalta Coating Systems Ltd in the live analysis
One click puts Axalta Coating Systems Ltd on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.