Stock AnalizAxalta Coating Systems Ltd. AXTA
Paints/Coatings · IPO 2014 · data as of November 13, 2026
Axalta Coating Systems Ltd. (AXTA) is a consumer discretionary company listed in the US with a market value of about $7.8B. In the twelve months to September 30, 2026 it had revenue of $5.2B and net income of $334M, a net margin of 6.5%.
Its overall Stock Analiz score is 2.4 out of 5 (weak). The strongest part is value (3/5); the weakest is financial health (1/5).
Key numbers: a P/E of 23.6, a price to free cash flow of 15.7, 5-year revenue growth of 6% a year, a 5-year average ROIC of 8%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 37% below the current price.
Score: 2.4 / 5
Checks passed
- P/E below 25
- P/FCF below 20
- PEG below 1.5
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- Profitable 5 years in a row
- ROE above 15%
Checks not passed
- P/E below the industry median
- Price below intrinsic value (DCF, moderate assumptions)
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- More cash than debt, or low debt to equity
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.2B | $5.1B | $5.3B | $5.2B | $4.9B | $4.4B | $3.7B | $4.5B | $4.7B | $4.4B | $4.1B |
| Net income | $334M | $378M | $391M | $267M | $192M | $264M | $122M | $249M | $207M | $37M | $39M |
| Free cash flow | $497M | $453M | $436M | $437M | $143M | $437M | $427M | $461M | $353M | $415M | $423M |
| EPS (diluted) | $1.55 | $1.74 | $1.78 | $1.21 | $0.86 | $1.14 | $0.52 | $1.06 | $0.85 | $0.15 | $0.16 |
| Net margin | 6.5% | 7.4% | 7.4% | 5.1% | 3.9% | 6.0% | 3.2% | 5.6% | 4.4% | 0.8% | 0.9% |
| ROIC | — | 9.0% | 10.2% | 8.3% | 5.9% | 6.6% | 5.6% | 7.0% | 6.9% | 5.5% | 4.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 17 analysts is $38.82, 6% above the current price; targets range from $33.00 to $46.00; the consensus rating is “Buy”; expected EPS is $2.46 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Axalta Coating Systems’s P/E ratio?
About 23.6, based on the last twelve months of diluted earnings per share (forward P/E about 14.7).
Is Axalta Coating Systems stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 37% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Axalta Coating Systems pay a dividend?
Not currently.
Is Axalta Coating Systems a good stock to buy?
We do not give buy or sell advice. Axalta Coating Systems scores 2.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.