| Valuation |
9.4 |
auto |
P/E 15.6 |
| Liquidity |
8.4 |
auto |
Current ratio 1.62 |
| Growth |
6.0 |
auto |
Revenue growth 5.0% |
| Profitability |
7.0 |
auto |
Net margin 9.9% |
| Efficiency |
9.1 |
auto |
ROE 21.1% |
| Leadership Tenure |
7.2 |
ai |
CEO Tim Knavish took over in January 2023 after a long PPG career; tenure is short but transition was internal and clean, with stable CFO Vince Morales providing continuity. |
| Ownership Alignment |
4.1 |
auto |
Insider holding 0.14% |
| Strategic Vision |
7.1 |
ai |
Knavish's 'Enterprise Growth Strategy' includes divesting architectural coatings US/Canada and silica businesses to focus on higher-margin industrial/aerospace/protective coatings — coherent portfolio reshaping but incremental rather than visionary. |
| Focus / Clarity |
8.2 |
ai |
Post-divestitures, PPG is a near pure-play coatings company across Performance Coatings and Industrial Coatings segments with clear strategic logic around paints, coatings, and specialty materials. |
| Diversification |
8.4 |
ai |
~$15B revenue spread across automotive OEM, aerospace, industrial, protective/marine, packaging, and refinish coatings, with ~60% of sales outside the US and no single customer dominant. |
| Maturity / Revenue |
8.3 |
ai |
Revenue $15.9B |
| Growth Potential |
6.8 |
ai |
Coatings is a mature mid-single-digit growth category, but aerospace coatings backlog, protective/marine strength, and post-divestiture margin expansion plus a cyclical auto/industrial recovery create a credible rerating path. |
| Volatility |
6.6 |
auto |
β 1.16 · D/E 97.59 |
| Market Standing |
7.9 |
auto |
Market cap $24.1B |
| Competitive Moat |
7.8 |
ai |
Top-2 global coatings player alongside Sherwin-Williams with ~$15B revenue, strong technical formulation IP, qualified-supplier status with Boeing/Airbus and global automakers, and high switching costs in aerospace and OEM applications. |