Axalta
AXTA · Specialty Chemicals
$34.14
2.6%RPM International
RPM · Specialty Chemicals
$98.74
2.9%The short version
- RPM International is the larger business, with $7.9B of revenue in fiscal 2026 against $5.1B for Axalta, about 1.5 times as much.
- RPM International grew revenue faster (6.7%, against −3.0%).
- RPM International earned a higher return on the capital invested in it (13.9%, against 10.5%).
- Investors pay more for each dollar of Axalta’s earnings: a P/E of 20.0x against 18.3x for RPM International.
| Latest fiscal year | AXTA · FY25 | RPM · FY26 |
|---|---|---|
| Size | ||
| Market cap | $7.3B | $12.6B |
| Revenue | $5.1B | $7.9B |
| Free cash flow | $453M | $675M |
| Net income | $378M | $661M |
| Growth | ||
| Revenue growth | −3.0% | 6.7% |
| 5-year growth | 6.5% | 5.2% |
| Share count change | −1.5% | −0.5% |
| Profitability | ||
| Gross margin | 34.4% | 41.4% |
| Operating margin | 14.4% | — |
| Net margin | 7.4% | 8.4% |
| FCF margin | 8.9% | 8.6% |
| Return on capital | 10.5% | 13.9% |
| Return on equity | 17.8% | 21.4% |
| Balance sheet | ||
| Net debt | $2.5B | $2.2B |
| Net debt / EBITDA | 2.5x | 1.9x |
| Dividends and buybacks | $165M | $349M |
| Valuation & quality | ||
| P/E | 20.0x | 18.3x |
| Piotroski F-score | 7 | 6 |
FY17
AXTA $4.4B
RPM $5.0B
FY18
AXTA $4.7B
RPM $5.3B
FY19
AXTA $4.5B
RPM $5.6B
FY20
AXTA $3.7B
RPM $5.5B
FY21
AXTA $4.4B
RPM $6.1B
FY22
AXTA $4.9B
RPM $6.7B
FY23
AXTA $5.2B
RPM $7.3B
FY24
AXTA $5.3B
RPM $7.3B
FY25
AXTA $5.1B
RPM $7.4B
FY26
AXTA —
RPM $7.9B
AXTA
RPM
FY17
AXTA 8.3%
RPM —
FY18
AXTA 9.4%
RPM —
FY19
AXTA 10.9%
RPM —
FY20
AXTA 8.2%
RPM —
FY21
AXTA 10.5%
RPM —
FY22
AXTA 8.7%
RPM —
FY23
AXTA 11.3%
RPM —
FY24
AXTA 13.4%
RPM —
FY25
AXTA 14.4%
RPM —
FY26
AXTA —
RPM —
AXTA
RPM
FY17
AXTA $415M
RPM $260M
FY18
AXTA $353M
RPM $276M
FY19
AXTA $461M
RPM $156M
FY20
AXTA $427M
RPM $402M
FY21
AXTA $437M
RPM $609M
FY22
AXTA $143M
RPM −$43.7M
FY23
AXTA $437M
RPM $323M
FY24
AXTA $436M
RPM $908M
FY25
AXTA $453M
RPM $538M
FY26
AXTA —
RPM $675M
AXTA
RPM
FY17
AXTA 4.2%
RPM 8.7%
FY18
AXTA 7.7%
RPM 12.8%
FY19
AXTA 8.4%
RPM 9.7%
FY20
AXTA 7.3%
RPM 10.5%
FY21
AXTA 8.3%
RPM 15.3%
FY22
AXTA 6.8%
RPM 13.5%
FY23
AXTA 9.8%
RPM 12.5%
FY24
AXTA 11.9%
RPM 15.1%
FY25
AXTA 10.5%
RPM 16.1%
FY26
AXTA —
RPM 13.9%
AXTA
RPM
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.