Axalta Coating Systems (AXTA) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Axalta Coating Systems

NYSE•Basic Materials•Specialty Chemicals

$34.43+0.29(0.01%)Market open

Market Cap

$7.19B

P/E

21.5x

P/S

1.4x

P/B

2.7x

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. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops. In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications under the Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands. Further, it develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, MDT, bus, rail, motorcycles, marine and aviation, trailers, recreational vehicles, and personal sport vehicles under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Hydropon, Imron ExcelPro, Imron Elite, Imron, Lutophen, Nap-Gard, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, Rival, U-POL, and Vermeera brands. The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.

How this company scores

GoodMetricSide Score: 61/100

Strongest: Cash & Earnings Quality (22/25); weakest: Growth (8/25).

Profitability15/25

Growth8/25

Balance Sheet & Red Flags16/25

Cash & Earnings Quality22/25

Strengths

Rising free cash flowImproving leverageImproving marginsNo share dilution

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 21.5x5y range 13.2x – 44.1x

Currently below its 20-quarter median.

P/S · 1.4x5y range 1.1x – 2.0x

Currently near its 20-quarter median.

P/B · 2.7x5y range 2.4x – 6.6x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Margin Pressure

Watch

Operating margins declined 15.9% — watch for continued compression, which may signal competitive or cost pressure.

Revenue Decline

Watch

Revenue has softened, declining in 5 quarters. Watch for further erosion.

Price & Volume

Market Cap $7.19B

Metrics at a Glance

as of September 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $5.17B
Q. Revenue: $1.31B
TTM EBITDA: $950.00M
TTM Op. Income: $640.00M
Q. Op. Income: $165.00M
TTM Net Income: $334.00M
Q. Net Income: $95.00M
EPS: $0.44
Shares Out.: $214.00M

$5.17B in TTM revenue grew 0.1% YoY, reaching $1.31B last quarter. TTM EBITDA of $950.00M and TTM operating income of $640.00M show growth is flowing through to the bottom line. TTM net income of $334.00M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 2 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 33.1%
EBITDA Margin: 18.8%
Op. Margin: 12.6%
Net Margin: 7.2%

Op. margin of 12.6% is down 3.3% YoY — costs are rising relative to revenue. Net margin at 7.2% and gross margin of 33.1% show how much of each revenue dollar survives to profit. Across the last 8 quarters, operating margin has risen for 2 consecutive quarters — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 21.5x
P/S Ratio: 1.4x
P/B Ratio: 2.7x

At 21.5x P/E, the stock trades within typical market levels. P/S of 1.4x and P/B of 2.7x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Across the last 8 quarters, P/E has risen for 2 consecutive quarters — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $7.75B
Cash: $656.00M
Long-Term Debt: $2.48B
Book Value: $2.62B
D/E Ratio: 0.9
Debt/EBITDA: 10.1

With $7.75B in assets and $2.48B in long-term debt, D/E is 0.9and book value is $2.62B — a conservative capital structure with a cushion to weather downturns. Across the last 8 quarters, debt/equity has fallen for 7 consecutive quarters — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $135.00M
TTM Free Cash Flow: $497.00M
FCF Margin: 9.6%
FCF / Net Income: 1.5

TTM FCF of $497.00M on $135.00M in operating cash flow. The FCF / Net Income ratio of 1.5x means free cash flow covers net income — earnings are backed by cash. Across the last 8 quarters, free cash flow has risen for 4 consecutive quarters — an improving trend.