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AXTA or DD or FUL
Which Stock Would AI Choose? Axalta Coating Systems Ltd. (AXTA) vs. DuPont de Nemours, Inc. (DD) vs. H.B. Fuller Company (FUL) Stock Comparison
Key Takeaways
- DuPont de Nemours (DD) and Axalta Coating Systems (AXTA) lead year-to-date (YTD) gains at approximately 15% and 14%, respectively, compared to H.B. Fuller (FUL)'s 1.6%.
- Recent quarterly earnings beats for AXTA (EPS of $0.56 vs. $0.50 expected) and FUL ($0.57 vs. $0.55), with DD's Q1 report upcoming.
- AXTA trades at a forward price-to-earnings (P/E) ratio of 11.1, the lowest among the three, signaling potential value.
- DD and FUL offer dividends yielding 1.7% and 1.6%, respectively; AXTA pays none.
- AXTA's pending merger with AkzoNobel adds a key catalyst, while DD advances AI initiatives.
Introduction
This stock comparison examines three leaders in the specialty chemicals sector: Axalta Coating Systems Ltd. (AXTA), DuPont de Nemours, Inc. (DD), and H.B. Fuller Company (FUL). These companies focus on coatings, advanced materials, and adhesives, making them relevant for investors tracking industrial recovery, automotive, and construction trends. With shared sector exposure but distinct business lines and recent catalysts like earnings beats and strategic announcements, traders can assess relative performance, valuation sensitivity, and market positioning in the current environment. This analysis aids decisions on sector allocation amid volatile materials markets.
AXTA Overview and Recent Performance
Axalta Coating Systems Ltd. (AXTA) manufactures and distributes high-performance coatings for automotive refinish, industrial, and mobility applications across global markets. Headquartered in Philadelphia with 12,300 employees, it operates in two segments: Performance Coatings and Mobility Coatings. In recent market activity, AXTA shares have shown resilience, trading around $27.73 with a market cap of $5.9 billion, beta of 1.33, and trailing P/E of 16.2. YTD gains of 14% reflect positive sentiment from a Q1 2026 earnings beat (EPS $0.56 vs. $0.50 expected, revenue $1.25 billion), new product launches like Zencore Cabinet Coating, and Edison Awards for innovations. Progress on its merger of equals with AkzoNobel, announced late 2025, continues to influence upside expectations, though shares remain below the 52-week high of $35.72 amid broader sector pressures.
DD Overview and Recent Performance
DuPont de Nemours, Inc. (DD) delivers technology-based materials across healthcare, water technologies, and diversified industrials, including TYVEK protective gear and water filtration solutions. Based in Wilmington with 15,000 employees, it emphasizes innovation in medical, construction, and automotive applications. Shares recently closed at $46.24, up 1.3% that day, with a $19 billion market cap, beta of 1.06, trailing P/E of 220 (due to low EPS of $0.21), and forward P/E of 20.4; dividend yield stands at 1.7%. YTD performance of 15.5% has been supported by recent AI collaborations, such as with Uncountable for lab strategies and a new digital advisor for water treatment systems, plus 2035 sustainability goals. Q1 earnings are slated for early May, sustaining steady momentum below the 52-week high of $52.66.
FUL Overview and Recent Performance
H.B. Fuller Company (FUL) formulates adhesives, sealants, and specialty chemicals for hygiene, engineering, and building applications worldwide. From its Saint Paul headquarters with 7,100 employees, it serves packaging, electronics, and construction markets through three segments. Trading near $59.95 with a $3.3 billion market cap, beta of 1.04, trailing P/E of 20.7, and forward P/E of 12.5, shares yield 1.6% via dividends. Recent weeks saw modest YTD gains of 1.6%, bolstered by a Q1 earnings beat (EPS $0.57 vs. $0.55) and a 4.3% quarterly dividend hike to $0.245 per share. Raised 2026 guidance and global price adjustments have lifted sentiment, though shares hover below the 52-week high of $68.63.
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Head-to-Head Comparison
Axalta Coating Systems (AXTA), DuPont de Nemours (DD), and H.B. Fuller (FUL) all anchor the specialty chemicals space but diverge in focus: AXTA on coatings for vehicles and industrials, DD on broad materials for healthcare/water, and FUL on adhesives for assembly and construction. Growth drivers include AXTA’s merger synergies, DD’s AI and sustainability pushes, and FUL’s pricing power.
Recent momentum favors DD and AXTA with stronger YTD returns, while FUL lags but shows stability. Risk profiles align with betas around 1.0-1.3, though AXTA’s higher volatility ties to M&A (mergers and acquisitions) exposure. Valuation sensitivity highlights AXTA and FUL’s sub-13 forward P/Es versus DD’s 20+, trading off size for value. Market sentiment reflects earnings strength across the board, with dividends favoring DD and FUL.
Tickeron AI Verdict
Tickeron’s AI models currently favor Axalta Coating Systems (AXTA) for its consistent earnings momentum, lowest forward P/E, and merger catalyst positioning it for relative outperformance in the specialty chemicals sector. While DD offers stability and FUL value with income, AXTA’s trend alignment suggests higher probability of near-term gains based on observable factors.
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
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 whileDD’s FA Score has 1 green FA rating(s), and FUL’s FA Score reflects 0 green FA rating(s).
- AXTA’s FA Score: 1 green, 4 red.
- DD’s FA Score: 1 green, 4 red.
- FUL’s FA Score: 0 green, 5 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 DD’s TA Score has 2 bullish TA indicator(s), and FUL’s TA Score reflects 7 bullish TA indicator(s).
- AXTA’s TA Score: 6 bullish, 4 bearish.
- DD’s TA Score: 2 bullish, 7 bearish.
- FUL’s TA Score: 7 bullish, 3 bearish.
Price Growth
AXTA (@Chemicals: Specialty) experienced а +0.96% price change this week, while DD (@Chemicals: Specialty) price change was -2.85% , and FUL (@Chemicals: Specialty) price fluctuated -0.94% for the same time period.
The average weekly price growth across all stocks in the @Chemicals: Specialty industry was -1.18%. For the same industry, the average monthly price growth was -1.34%, and the average quarterly price growth was +17.76%.
Reported Earning Dates
AXTA is expected to report earnings on Aug 05, 2026.
DD is expected to report earnings on Aug 04, 2026.
FUL is expected to report earnings on Jun 24, 2026.
Industries' Descriptions
@Chemicals: Specialty (-1.18% 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 | DD | FUL | |
| Capitalization | 7.2B | 18.9B | 3.44B |
| EBITDA | 993M | 1.2B | 541M |
| Gain YTD | 4.116 | 17.023 | 6.969 |
| P/E Ratio | 20.08 | 126.82 | 22.25 |
| Revenue | 5.11B | 6.92B | 3.46B |
| Total Cash | 608M | 710M | 108M |
| Total Debt | 3.15B | 3.17B | 2.08B |
AXTA | DD | FUL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 7 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 35 Fair valued | 37 Fair valued | |
PROFIT vs RISK RATING 1..100 | 89 | 35 | 98 | |
SMR RATING 1..100 | 53 | 92 | 77 | |
PRICE GROWTH RATING 1..100 | 42 | 23 | 44 | |
P/E GROWTH RATING 1..100 | 25 | 100 | 72 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
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.
DD's Valuation (35) in the Integrated Oil industry is in the same range as FUL (37) in the Industrial Specialties industry, and is somewhat better than the same rating for AXTA (76) in the Industrial Specialties industry. This means that DD's stock grew similarly to FUL’s and somewhat faster than AXTA’s over the last 12 months.
DD's Profit vs Risk Rating (35) in the Integrated Oil industry is somewhat better than the same rating for AXTA (89) in the Industrial Specialties industry, and is somewhat better than the same rating for FUL (98) in the Industrial Specialties industry. This means that DD's stock grew somewhat faster than AXTA’s and somewhat faster than FUL’s over the last 12 months.
AXTA's SMR Rating (53) in the Industrial Specialties industry is in the same range as FUL (77) in the Industrial Specialties industry, and is somewhat better than the same rating for DD (92) in the Integrated Oil industry. This means that AXTA's stock grew similarly to FUL’s and somewhat faster than DD’s over the last 12 months.
DD's Price Growth Rating (23) in the Integrated Oil industry is in the same range as AXTA (42) in the Industrial Specialties industry, and is in the same range as FUL (44) in the Industrial Specialties industry. This means that DD's stock grew similarly to AXTA’s and similarly to FUL’s over the last 12 months.
AXTA's P/E Growth Rating (25) in the Industrial Specialties industry is somewhat better than the same rating for FUL (72) in the Industrial Specialties industry, and is significantly better than the same rating for DD (100) in the Integrated Oil industry. This means that AXTA's stock grew somewhat faster than FUL’s and significantly faster than DD’s over the last 12 months.
| AXTA | DD | FUL | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 56% | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 56% | 1 day ago 67% |
| Momentum ODDS (%) | 7 days ago 69% | 1 day ago 53% | 1 day ago 60% |
| MACD ODDS (%) | 1 day ago 61% | 1 day ago 52% | 1 day ago 50% |
| TrendWeek ODDS (%) | 1 day ago 60% | 1 day ago 52% | 1 day ago 58% |
| TrendMonth ODDS (%) | 1 day ago 60% | 1 day ago 49% | 1 day ago 55% |
| Advances ODDS (%) | 7 days ago 64% | 10 days ago 64% | 7 days ago 54% |
| Declines ODDS (%) | 1 day ago 60% | 7 days ago 54% | 1 day ago 58% |
| BollingerBands ODDS (%) | 1 day ago 70% | 1 day ago 76% | 1 day ago 64% |
| Aroon ODDS (%) | 1 day ago 51% | 1 day ago 45% | 1 day ago 50% |
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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% | -2.01% | ||
| PPG - AXTA | 73% Closely correlated | -1.03% | ||
| DD - AXTA | 66% Closely correlated | -3.15% | ||
| RPM - AXTA | 65% Loosely correlated | -1.41% | ||
| OLN - AXTA | 65% Loosely correlated | -0.37% | ||
| SHW - AXTA | 65% Loosely correlated | +1.89% | ||
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FUL and
Correlation & Price change
A.I.dvisor indicates that over the last year, FUL has been closely correlated with RPM. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if FUL jumps, then RPM could also see price increases.
| Ticker / NAME | Correlation To FUL | 1D Price Change % | ||
|---|---|---|---|---|
| FUL | 100% | -1.85% | ||
| RPM - FUL | 70% Closely correlated | -1.41% | ||
| PPG - FUL | 69% Closely correlated | -1.03% | ||
| AVNT - FUL | 69% Closely correlated | -4.05% | ||
| OLN - FUL | 65% Loosely correlated | -0.37% | ||
| IOSP - FUL | 65% Loosely correlated | -0.80% | ||
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