AXTA vs ESI
Axalta vs Element Solutions Inc — AI-powered side-by-side comparison
VS
ESI
Element Solutions Inc
57
Watch
| Metric | AXTA | ESI |
|---|
| AI Score |
66
|
57
|
| Price |
$37.27
|
$37.66
|
| P/E Ratio |
22.87×
|
51.21×
|
| ROE |
16.1%
|
7.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
32.6%
|
38.4%
|
| Debt / Equity |
1.22×
|
0.75×
|
| Dividend Yield |
0.0%
|
0.8%
|
| RSI (14) |
65.4
|
48.2
|
| Beta |
1.239
|
1.259
|
| Expected Upside |
+0.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for AXTA versus ESI.
AXTA leads by 9 points.
AXTA scores 66/100 (Buy) versus ESI at 57/100 (Watch).
AXTA Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 26.9% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 26.9% signals elevated volatility — Risk
ESI Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 51.0 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 26.6% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 51.0 is expensive by classic value standards — Value
- EPS declining -25.9% YoY despite any revenue growth — Growth