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APD Air Products

energy · 2026-10-14

N/A
too hard · 35
Owner-earnings value—
Price$288.96
Margin of safety —

Quality gate · 35/100

Returns on capital 11.7/30
Consistency 10.0/22
Margins / pricing power 9.2/16
Balance sheet 0/16
Cash conversion 0/10
Capital allocation 4.4/6

⚠ over-levered (net debt/EBITDA 9.8x > 4x)

Median ROIC10.4%
Gross margin32.1%
Net debt / EBITDA9.8x
FCF conversion-101%
Share count / yr+0.1%
Profitable years3/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)-47.30M
Owner-earnings yield-0.1%
Free-cash-flow yield-0.5%
Growth used (normalized)—
Terminal growth—
Discount rate (hurdle)—

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · non-positive owner earnings — cannot value as a going wonderful business

History

DateQualityPriceValueMoSRating
2026-10-14 35 $288.96 — — N/A
2026-09-10 35 $295.24 — — N/A
2026-08-07 35 $299.92 — — N/A
2026-07-06 42 $314.19 $143.09 -54.5% N/A
2026-07-02 42 $306.40 $143.09 -53.3% N/A
2026-06-29 42 $277.79 $143.09 -48.5% N/A
2026-06-25 42 $278.73 $143.09 -48.7% N/A
2026-06-23 42 $282.45 $143.09 -49.3% N/A