APD

Air Products and Chemicals, Inc.

Basic MaterialsSpecialty ChemicalsNASDAQ

$290

+$8.84 (3.05%)today

Conviction

0/ 10

Fair Value$306.62

Upside+5.73%

Signal0

Market Cap$64.9B

52W Range$229.11–$301.11

Next EarningsApr 30

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 10% valid

Low confidence model

Fair Value$11.23

Current Price$292.19

Upside / Down-96.2%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

35.5%/yr

±4.1% · revenue growth to justify current price

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Air Products and Chemicals, Inc.

Forward P/E20.8x

P/S5.3x

EPS (TTM)-$1.46

Analyst Target$306.62

Analyst Upside5.7%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 2

Conviction: unchanged

APD Q1 FY2026: Margin Expansion Amid Project Restructuring

Q1 delivered solid margin expansion (23.7%, +170 bps) on energy pass-through, pricing, and mix benefits. Restructuring charges ($28.3M) and $4B+ annual capex on NEOM/clean energy create execution risk...