Added to YB: 2025-09-17
Pitch date: 2025-09-15
AXTA [bullish]
Axalta Coating Systems Ltd.
+11.75%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
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
$7.3B
Pitch Price
$30.98
Price Target
41.00 (+18%)
Dividend
N/A
EV/EBITDA
9.51
P/E
19.61
EV/Sales
1.95
Sector
Chemicals
Category
turnaround
Quick Value #284 - Axalta Coating (AXTA)
AXTA: Specialty coatings co flat since 2014 IPO despite market-leading refinish position (41% rev). New CEO/CFO (2023) executing 3yr plan: achieved 2.5x leverage target, $2.50 EPS guide vs $2.73 2026E. Trading 12.4x FY25 EPS vs peers 14-15x. Price target $38-41 on re-rating.
Read full article (4 min)