Added to YB: 2025-04-25
Pitch date: 2025-04-10
APD [bullish]
Air Products and Chemicals, Inc.
-5.88%
current return
Author Info
No bio for this author
Company Info
Air Products and Chemicals, Inc. provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally.
Market Cap
$54.1B
Pitch Price
$260.32
Price Target
N/A
Dividend
2.95%
EV/EBITDA
47.91
P/E
-139.66
EV/Sales
6.06
Sector
Chemicals
Category
value
Aristotle Capital Value Equity Strategy Portfolio new position: Air Products and Chemicals, Inc.
APD (new position): Leading global industrial gas supplier w/ 50% rev from 15-20yr onsite contracts. New CEO refocusing on core gases/hydrogen after activist pressure. Quality: oligopoly industry, high barriers, mission-critical products, 43yr dividend growth. Catalysts: non-core divestitures, Linde exec leadership, hydrogen megaprojects nearing completion. Purchased at discount to intrinsic value.
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