Albemarle vs Axalta
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The short version
- Albemarle is the larger business, with $5.1B of revenue in fiscal 2025 against $5.1B for Axalta.
- Axalta grew revenue faster (−3.0%, against −4.4%).
- Axalta kept more of each dollar of sales as operating profit (14.4% operating margin, against −7.1%).
- Albemarle turned more of its sales into free cash flow (13.5% FCF margin, against 8.9%).
- Axalta earned a higher return on the capital invested in it (10.5%, against −2.4%).
| Latest fiscal year | ALB · FY25 | AXTA · FY25 |
|---|---|---|
| Size | ||
| Market cap | $12.8B | $7.3B |
| Revenue | $5.1B | $5.1B |
| Free cash flow | $692M | $453M |
| Net income | −$511M | $378M |
| Growth | ||
| Revenue growth | −4.4% | −3.0% |
| 5-year growth | 10.5% | 6.5% |
| Share count change | 0.1% | −1.5% |
| Profitability | ||
| Gross margin | 13.0% | 34.4% |
| Operating margin | −7.1% | 14.4% |
| Net margin | −9.9% | 7.4% |
| FCF margin | 13.5% | 8.9% |
| Return on capital | −2.4% | 10.5% |
| Return on equity | −5.2% | 17.8% |
| Balance sheet | ||
| Net debt | $1.7B | $2.5B |
| Net debt / EBITDA | 5.8x | 2.5x |
| Dividends and buybacks | $191M | $165M |
| Valuation & quality | ||
| P/E | — | 20.0x |
| Piotroski F-score | 7 | 7 |
Revenue
FY16
ALB $2.7B
AXTA $4.1B
FY17
ALB $3.1B
AXTA $4.4B
FY18
ALB $3.4B
AXTA $4.7B
FY19
ALB $3.6B
AXTA $4.5B
FY20
ALB $3.1B
AXTA $3.7B
FY21
ALB $3.3B
AXTA $4.4B
FY22
ALB $7.3B
AXTA $4.9B
FY23
ALB $9.6B
AXTA $5.2B
FY24
ALB $5.4B
AXTA $5.3B
FY25
ALB $5.1B
AXTA $5.1B
ALB
AXTA
Operating margin
FY16
ALB 22.5%
AXTA 9.9%
FY17
ALB 18.6%
AXTA 8.3%
FY18
ALB 27.0%
AXTA 9.4%
FY19
ALB 18.6%
AXTA 10.9%
FY20
ALB 16.2%
AXTA 8.2%
FY21
ALB 24.0%
AXTA 10.5%
FY22
ALB 33.7%
AXTA 8.7%
FY23
ALB 2.6%
AXTA 11.3%
FY24
ALB −33.0%
AXTA 13.4%
FY25
ALB −7.1%
AXTA 14.4%
ALB
AXTA
Free cash flow
FY16
ALB $539M
AXTA $423M
FY17
ALB −$13.7M
AXTA $415M
FY18
ALB −$154M
AXTA $353M
FY19
ALB −$132M
AXTA $461M
FY20
ALB −$51.6M
AXTA $427M
FY21
ALB −$609M
AXTA $437M
FY22
ALB $646M
AXTA $143M
FY23
ALB −$828M
AXTA $437M
FY24
ALB −$993M
AXTA $436M
FY25
ALB $692M
AXTA $453M
ALB
AXTA
Return on capital
FY16
ALB —
AXTA 5.4%
FY17
ALB 6.7%
AXTA 4.2%
FY18
ALB 15.8%
AXTA 7.7%
FY19
ALB 9.8%
AXTA 8.4%
FY20
ALB 6.2%
AXTA 7.3%
FY21
ALB 8.2%
AXTA 8.3%
FY22
ALB 23.3%
AXTA 6.8%
FY23
ALB 1.1%
AXTA 9.8%
FY24
ALB −10.9%
AXTA 11.9%
FY25
ALB −2.4%
AXTA 10.5%
ALB
AXTA
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.