APD vs CRH
Air Products vs CRH plc — AI-powered side-by-side comparison
| Metric | APD | CRH |
|---|
| AI Score |
63
|
66
|
| Price |
$303.43
|
$100.49
|
| P/E Ratio |
-1458.85×
|
15.68×
|
| ROE |
-2.6%
|
15.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
32.1%
|
35.8%
|
| Debt / Equity |
1.31×
|
0.82×
|
| Dividend Yield |
2.4%
|
1.5%
|
| RSI (14) |
66.3
|
52.5
|
| Beta |
0.736
|
1.189
|
| Expected Upside |
+0.8%
|
+3.7%
|
AI Committee View
Current Innellis committee reasoning for APD versus CRH.
CRH leads by 3 points.
CRH scores 66/100 (Buy) versus APD at 63/100 (Buy).
APD Committee View
83% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 32 articles, 14d). Value Analyst remains cautious — price-to-book of 4.0x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 4.0x prices in significant intangible value — Value
- ROE of only -0.3% -- cheap may mean cheap for a reason — Value
- Price trading above the upper Bollinger Band -- stretched — Technical
CRH Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Price structure making lower highs and lower lows — Technical
- Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical