AXTA
Axalta Coating Systems Ltd.Basic Materials · $7.0B market cap
Verdict
Share price
$32.20
close of Oct 3, 2026
Fair value
$30.35
Sticker Price
Payback Price
$12.14
buy price
AXTA is Fairly Valued: at $32.20 it's within 6% of its fair value of $30.35. Its buy price (Payback Price) is $12.14, 62% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold AXTA. In Q2 2026, 1 opened a position. Who we track
John Rogers
Ariel Investments · as of Q2 2026
$118.5M
3,462,010 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$43.6M
1,274,356 shares
Moves in Q2 2026
New position: Seth Klarman
Insider activity
Since Aug 1, 2026: no open-market purchases and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
About Axalta Coating Systems Ltd.
Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance…
Chemicals - Specialty
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works