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AXTA vs IFF
Which Stock Would AI Choose? Axalta Coating Systems (AXTA) vs. International Flavors & Fragrances (IFF) Stock Comparison
Key Takeaways
- AXTA reported Q1 2026 net sales of $1.25 billion and adjusted EPS of $0.56, exceeding guidance despite a year-over-year sales decline, boosting recent momentum.
- IFF awaits Q1 2026 earnings on May 5, with analysts expecting a year-over-year earnings decline amid ongoing integration efforts.
- AXTA's year-to-date return stands at 14.18%, outpacing IFF's 5.70% amid stronger profitability (7.22% margin vs. negative for IFF).
- Both operate in specialty chemicals, but AXTA focuses on coatings with EV exposure, while IFF targets flavors and fragrances for consumer goods.
- AXTA shows higher beta (1.33) indicating greater volatility than IFF (0.94), appealing to momentum traders.
Introduction
In the specialty chemicals sector, AXTA and IFF represent distinct niches—coatings versus flavors and fragrances—offering investors exposure to industrial and consumer-driven demand. This stock comparison analyzes their recent market positioning, performance metrics, and sector dynamics. Traders seeking relative value in materials stocks or those rotating into cyclicals may find insights here, particularly amid earnings season and evolving economic signals. With broader market focus on profitability and momentum, understanding these contrasts aids informed decision-making in volatile conditions.
AXTA Overview and Recent Performance
Axalta Coating Systems Ltd. (AXTA) is a leading global provider of liquid coatings for automotive refinish, commercial vehicles, and industrial applications, with growing emphasis on electric vehicle (EV) technologies. In recent market activity, the stock has traded around $27.73, reflecting a year-to-date gain of 14.18% and market capitalization of approximately $5.9 billion. The company's Q1 2026 results highlighted resilience, with net sales of $1.25 billion (down slightly year-over-year but beating expectations), adjusted EBITDA of $259 million, and adjusted diluted EPS of $0.56—a 12% beat on EPS. Strong cash flow generation and progress on merger workstreams have supported sentiment, alongside innovations like Edison Awards for AI-powered color technology and EV safety coatings. These factors have driven positive price behavior in recent weeks, underpinned by disciplined execution amid softer volumes.
IFF Overview and Recent Performance
International Flavors & Fragrances Inc. (IFF) is a global leader in creating flavors, fragrances, and related ingredients for food, beverage, health, and personal care markets. The stock has hovered near $70.81, posting a year-to-date return of 5.70% and a market cap of about $18.1 billion. Recent developments include a declared Q2 dividend of $0.40 per share and anticipation for Q1 2026 earnings on May 5, where consensus points to revenue pressure but potential beats on cost controls. Despite trailing twelve-month (TTM) challenges with negative EPS of -$1.41 and a -3.32% profit margin, efforts in pet probiotics and heart-health innovations signal growth potential. Sentiment remains cautious in recent weeks, influenced by integration post prior mergers and macroeconomic headwinds in consumer spending.
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Head-to-Head Comparison
AXTA and IFF both compete in specialty chemicals but diverge in business models: AXTA emphasizes performance coatings tied to automotive and industrial cycles, with EV catalysts, while IFF relies on consumer staples like food and fragrance ingredients for steadier demand. Growth drivers contrast too—AXTA benefits from innovation awards and cash flow strength, versus IFF's focus on nutritionals amid profitability hurdles. Recent momentum favors AXTA post-earnings beat, with superior YTD returns and positive margins, though its higher beta (1.33) introduces volatility risks compared to IFF (0.94). Sector exposure overlaps in materials but AXTA leans cyclical, IFF defensive; market sentiment tilts toward AXTA's execution amid economic recovery signals.
Tickeron AI Verdict
Tickeron’s AI tools, analyzing trend consistency, stability, and catalysts, would likely favor AXTA in the current environment. Its recent earnings outperformance, robust cash generation, and relative strength position it ahead probabilistically, particularly for momentum-oriented strategies, while IFF lags pending earnings clarity and profitability recovery.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AXTA is a StrongBuy and IFF is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AXTA’s FA Score shows that 1 FA rating(s) are green whileIFF’s FA Score has 2 green FA rating(s).
- AXTA’s FA Score: 1 green, 4 red.
- IFF’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AXTA’s TA Score shows that 6 TA indicator(s) are bullish while IFF’s TA Score has 4 bullish TA indicator(s).
- AXTA’s TA Score: 6 bullish, 4 bearish.
- IFF’s TA Score: 4 bullish, 2 bearish.
Price Growth
AXTA (@Chemicals: Specialty) experienced а +1.66% price change this week, while IFF (@Chemicals: Specialty) price change was -2.56% for the same time period.
The average weekly price growth across all stocks in the @Chemicals: Specialty industry was -1.31%. For the same industry, the average monthly price growth was -1.54%, and the average quarterly price growth was +16.77%.
Reported Earning Dates
AXTA is expected to report earnings on Aug 05, 2026.
IFF is expected to report earnings on Aug 10, 2026.
Industries' Descriptions
@Chemicals: Specialty (-1.31% weekly)The specialty chemicals sector includes companies that produce chemicals and industrial gases, which are of relatively high-value, often made to customer specifications. Examples of specialty chemicals are electronic chemicals, industrial gases, coatings, adhesives and sealants, industrial and institutional cleaning chemicals. The products are often valued on the basis of their purposes/performances rather than for their composition. Linde Plc, Ecolab Inc., Air Products and Chemicals, Inc., and Dow, Inc. are some of the largest companies making specialty chemicals.
| AXTA | IFF | AXTA / IFF | |
| Capitalization | 7.35B | 19.4B | 38% |
| EBITDA | 993M | 1.97B | 51% |
| Gain YTD | 6.252 | 13.967 | 45% |
| P/E Ratio | 20.08 | 23.51 | 85% |
| Revenue | 5.11B | 10.8B | 47% |
| Total Cash | 608M | N/A | - |
| Total Debt | 3.15B | 6.44B | 49% |
AXTA | IFF | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 43 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 30 Undervalued | |
PROFIT vs RISK RATING 1..100 | 87 | 100 | |
SMR RATING 1..100 | 53 | 84 | |
PRICE GROWTH RATING 1..100 | 41 | 28 | |
P/E GROWTH RATING 1..100 | 25 | 54 | |
SEASONALITY SCORE 1..100 | n/a | 34 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IFF's Valuation (30) in the Household Or Personal Care industry is somewhat better than the same rating for AXTA (76) in the Industrial Specialties industry. This means that IFF’s stock grew somewhat faster than AXTA’s over the last 12 months.
AXTA's Profit vs Risk Rating (87) in the Industrial Specialties industry is in the same range as IFF (100) in the Household Or Personal Care industry. This means that AXTA’s stock grew similarly to IFF’s over the last 12 months.
AXTA's SMR Rating (53) in the Industrial Specialties industry is in the same range as IFF (84) in the Household Or Personal Care industry. This means that AXTA’s stock grew similarly to IFF’s over the last 12 months.
IFF's Price Growth Rating (28) in the Household Or Personal Care industry is in the same range as AXTA (41) in the Industrial Specialties industry. This means that IFF’s stock grew similarly to AXTA’s over the last 12 months.
AXTA's P/E Growth Rating (25) in the Industrial Specialties industry is in the same range as IFF (54) in the Household Or Personal Care industry. This means that AXTA’s stock grew similarly to IFF’s over the last 12 months.
| AXTA | IFF | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | N/A |
| Stochastic ODDS (%) | 2 days ago 66% | 2 days ago 58% |
| Momentum ODDS (%) | 6 days ago 69% | 2 days ago 58% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 48% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 60% | 2 days ago 52% |
| Advances ODDS (%) | 6 days ago 64% | 9 days ago 56% |
| Declines ODDS (%) | 22 days ago 62% | 7 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 72% | N/A |
| Aroon ODDS (%) | 2 days ago 51% | N/A |
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AXTA and
Correlation & Price change
A.I.dvisor indicates that over the last year, AXTA has been closely correlated with PPG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if AXTA jumps, then PPG could also see price increases.
| Ticker / NAME | Correlation To AXTA | 1D Price Change % | ||
|---|---|---|---|---|
| AXTA | 100% | -1.29% | ||
| PPG - AXTA | 73% Closely correlated | +0.57% | ||
| DD - AXTA | 66% Closely correlated | +1.01% | ||
| RPM - AXTA | 65% Loosely correlated | -0.41% | ||
| OLN - AXTA | 65% Loosely correlated | -2.14% | ||
| SHW - AXTA | 64% Loosely correlated | -1.21% | ||
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