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Ppg Industries Inc. (PPG) Stock Fundamental Analysis & AI Rating 2026

PPG NYSE Paints, Varnishes, Lacquers, Enamels & Allied Prods PA CIK: 0000079879
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • After-hours ET • EPS est. $1.71 (vs $1.72 prior year) • All earnings →
Combined AI Rating
BUY
76% Confidence
AGREEMENT
BUY
75% Conf
HOLD
77% Conf

📊 PPG Key Takeaways

Revenue: $15.9B
Net Margin: 9.9%
Free Cash Flow: $1.2B
Current Ratio: 1.62x
Debt/Equity: 0.92x
EPS: $6.94
AI Rating: BUY with 75% confidence
Ppg Industries Inc. (PPG) receives a BUY rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $15.9B, net profit margin of 9.9%, and return on equity (ROE) of 19.8%, Ppg Industries Inc. demonstrates strong fundamentals in the Market sector. Below is our complete PPG stock analysis for 2026.

Is Ppg Industries Inc. (PPG) a Good Investment?

Claude

PPG demonstrates solid operational efficiency with 12.9% operating margin and strong returns on equity (19.8%), supported by healthy free cash flow generation of $1.2B. However, stagnant revenue growth (+0.2% YoY) and modest net income decline (-1.0% YoY) suggest the company faces headwinds in its core markets, though the 46.1% EPS growth indicates effective capital management through buybacks.

ChatGPT

PPG Industries shows solid core fundamentals, with healthy operating and net margins, strong returns on equity, and adequate free cash flow generation supported by good liquidity. However, revenue growth is essentially flat and net income declined slightly year over year, which suggests stable but not accelerating business momentum. The balance sheet is manageable, but leverage remains meaningful enough that future improvement depends on stronger organic growth and sustained margin execution.

Why Buy Ppg Industries Inc. Stock? PPG Key Strengths

Claude
  • + Strong profitability with 9.9% net margin and 19.8% ROE indicating efficient capital deployment
  • + Robust liquidity position with 1.62x current ratio and $2.2B cash, providing financial flexibility
  • + Solid free cash flow generation of $1.2B (7.3% FCF margin) supporting dividends and share repurchases
  • + Conservative leverage at 0.92x debt-to-equity with 11.2x interest coverage, indicating low financial risk
  • + High insider activity with 79 Form 4 filings suggesting confidence in company direction
ChatGPT
  • + Solid profitability with 12.9% operating margin, 9.9% net margin, and 19.8% ROE
  • + Good financial health with 1.62x current ratio, 1.22x quick ratio, and 11.2x interest coverage
  • + Positive free cash flow of $1.16B provides flexibility for debt service, capital investment, and shareholder returns

PPG Stock Risks: Ppg Industries Inc. Investment Risks

Claude
  • ! Near-flat revenue growth (+0.2% YoY) indicates stagnation in end markets (construction, automotive, industrial)
  • ! Net income declining despite stable revenue suggests margin compression from input cost inflation or competitive pressures
  • ! Elevated long-term debt of $7.3B relative to equity base may limit financial flexibility if revenues deteriorate
  • ! Missing gross margin data limits visibility into underlying pricing power and cost management
  • ! Capital intensity with $778M capex required to maintain competitive position in cyclical industry
ChatGPT
  • ! Revenue growth is minimal at 0.2% YoY, indicating limited top-line momentum
  • ! Net income declined 1.0% YoY, suggesting earnings quality is not clearly improving despite EPS growth
  • ! Debt remains notable with $7.30B long-term debt and 0.92x debt-to-equity, limiting balance-sheet flexibility if conditions weaken

Key Metrics to Watch

Claude
  • * Revenue growth acceleration - critical to demonstrate market demand recovery
  • * Operating margin trend - monitor for further compression from input costs or pricing pressure
  • * Free cash flow sustainability - ensure capex requirements don't erode cash generation
  • * Debt reduction progress - track debt/equity ratio improvement to strengthen balance sheet
  • * Working capital efficiency - monitor inventory and receivables management in stagnant revenue environment
ChatGPT
  • * Organic revenue growth and operating margin trend
  • * Free cash flow conversion and net debt reduction

Ppg Industries Inc. (PPG) Financial Metrics & Key Ratios

Revenue
$15.9B
Net Income
$1.6B
EPS (Diluted)
$6.94
Free Cash Flow
$1.2B
Total Assets
$22.1B
Cash Position
$2.2B

💡 AI Analyst Insight

Ppg Industries Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PPG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 12.9%
Net Margin 9.9%
ROE 19.8%
ROA 7.1%
FCF Margin 7.3%

PPG vs Market Sector: How Ppg Industries Inc. Compares

How Ppg Industries Inc. compares to Market sector averages

Net Margin
PPG 9.9%
vs
Sector Avg 12.0%
PPG Sector
ROE
PPG 19.8%
vs
Sector Avg 15.0%
PPG Sector
Current Ratio
PPG 1.6x
vs
Sector Avg 1.8x
PPG Sector
Debt/Equity
PPG 0.9x
vs
Sector Avg 0.7x
PPG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ppg Industries Inc. Stock Overvalued? PPG Valuation Analysis 2026

Based on fundamental analysis, Ppg Industries Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
19.8%
Sector avg: 15%
Net Profit Margin
9.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.92x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ppg Industries Inc. Balance Sheet: PPG Debt, Cash & Liquidity

Current Ratio
1.62x
Quick Ratio
1.22x
Debt/Equity
0.92x
Debt/Assets
63.4%
Interest Coverage
11.17x
Long-term Debt
$7.3B

PPG Revenue & Earnings Growth: 5-Year Financial Trend

PPG 5-year financial data: Year 2021: Revenue $16.8B, Net Income $1.2B, EPS $5.22. Year 2022: Revenue $17.7B, Net Income $1.1B, EPS $4.45. Year 2023: Revenue $18.2B, Net Income $1.4B, EPS $6.01. Year 2024: Revenue $16.2B, Net Income $1.0B, EPS $4.32. Year 2025: Revenue $16.2B, Net Income $1.3B, EPS $5.35.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ppg Industries Inc.'s revenue has remained relatively flat over the 5-year period, with a 3% decline. The most recent EPS of $5.35 reflects profitable operations.

PPG Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.3%
Free cash flow / Revenue

PPG Quarterly Earnings & Performance

Quarterly financial performance data for Ppg Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.0B $453.0M $2.00
Q2 2025 $4.2B $450.0M $1.98
Q1 2025 $3.7B $373.0M $1.63
Q3 2024 $4.6B $426.0M $1.79
Q2 2024 $4.8B $490.0M $2.06
Q1 2024 $4.3B $264.0M $1.11
Q3 2023 $4.5B $329.0M $1.39
Q1 2023 $4.3B $18.0M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ppg Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.9B
Cash generated from operations
Stock Buybacks
$790.0M
Shares repurchased (TTM)
Capital Expenditures
$778.0M
Investment in assets
Dividends Paid
$628.0M
Returned to shareholders

PPG SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ppg Industries Inc. (CIK: 0000079879)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 4 xslF345X06/wk-form4_1776365711.xml View →
Apr 16, 2026 4 xslF345X06/wk-form4_1776365679.xml View →
Apr 16, 2026 4 xslF345X06/wk-form4_1776365632.xml View →
Apr 16, 2026 4 xslF345X06/wk-form4_1776365598.xml View →
Apr 16, 2026 4 xslF345X06/wk-form4_1776365538.xml View →

Frequently Asked Questions about PPG

What is the AI rating for PPG?

Ppg Industries Inc. (PPG) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PPG's key strengths?

Claude: Strong profitability with 9.9% net margin and 19.8% ROE indicating efficient capital deployment. Robust liquidity position with 1.62x current ratio and $2.2B cash, providing financial flexibility. ChatGPT: Solid profitability with 12.9% operating margin, 9.9% net margin, and 19.8% ROE. Good financial health with 1.62x current ratio, 1.22x quick ratio, and 11.2x interest coverage.

What are the risks of investing in PPG?

Claude: Near-flat revenue growth (+0.2% YoY) indicates stagnation in end markets (construction, automotive, industrial). Net income declining despite stable revenue suggests margin compression from input cost inflation or competitive pressures. ChatGPT: Revenue growth is minimal at 0.2% YoY, indicating limited top-line momentum. Net income declined 1.0% YoY, suggesting earnings quality is not clearly improving despite EPS growth.

What is PPG's revenue and growth?

Ppg Industries Inc. reported revenue of $15.9B.

Does PPG pay dividends?

Ppg Industries Inc. pays dividends, with $628.0M distributed to shareholders in the trailing twelve months.

Where can I find PPG SEC filings?

Official SEC filings for Ppg Industries Inc. (CIK: 0000079879) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PPG's EPS?

Ppg Industries Inc. has a diluted EPS of $6.94.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PPG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ppg Industries Inc. has a BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is PPG stock overvalued or undervalued?

Valuation metrics for PPG: ROE of 19.8% (sector avg: 15%), net margin of 9.9% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy PPG stock in 2026?

Our dual AI analysis gives Ppg Industries Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PPG's free cash flow?

Ppg Industries Inc.'s operating cash flow is $1.9B, with capital expenditures of $778.0M. FCF margin is 7.3%.

How does PPG compare to other Market stocks?

Vs Default sector averages: Net margin 9.9% (avg: 12%), ROE 19.8% (avg: 15%), current ratio 1.62 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI