Added to YB: 2025-09-08
Pitch date: 2025-07-21
AXTA [bullish]
Axalta Coating Systems Ltd.
+4.28%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$6.2B
Pitch Price
$29.91
Price Target
41.00 (+31%)
Dividend
N/A
EV/EBITDA
8.53
P/E
13.82
EV/Sales
1.74
Sector
Chemicals
Category
value
Axalta Coating Systems Ltd. - $AXTA
AXTA: Dominant refinish coatings player (40% revenue, 60% EBITDA) trading at record-low 8x EBITDA despite best earnings growth in industry. Recent volume weakness appears cyclical - insurance data shows stable accident frequency, weakness from collision claim downgrades due to premium spikes. Growth levers (pricing, share gains, adjacencies) offsetting secular headwinds. Target $41 (+38%) on 10x EBITDA reversion. BASF sale process (10-12x) could trigger re-rating/takeout.
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