VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Air Products and Chemicals, Inc. vs PPG Industries, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Air Products and Chemicals, Inc.

APD · New York Stock Exchange

Market cap (USD)$58.7B
Gross margin (TTM)31.4%
Operating margin (TTM)-7.3%
Net margin (TTM)-3.3%
SectorMaterials
IndustryChemicals - Specialty
CountryUS
Data as of2025-12-27
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Air Products and Chemicals, Inc.'s moat claims, evidence, and risks.

View APD analysis

PPG Industries, Inc.

PPG · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorMaterials
Industry
CountryUS
Data as of2026-01-12
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into PPG Industries, Inc.'s moat claims, evidence, and risks.

View PPG analysis

Comparison highlights

  • Moat score gap: Air Products and Chemicals, Inc. leads (70 / 100 vs 62 / 100 for PPG Industries, Inc.).
  • Segment focus: Air Products and Chemicals, Inc. has 3 segments (51.3% in On-site industrial gases (incl. pipelines)); PPG Industries, Inc. has 3 segments (42.2% in Industrial Coatings).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: Air Products and Chemicals, Inc. has 6 moat types across 3 domains; PPG Industries, Inc. has 7 across 3.

Primary market context

Air Products and Chemicals, Inc.

On-site industrial gases (incl. pipelines)

Market

On-site supply of industrial gases (oxygen, nitrogen, hydrogen, etc.)

Geography

Global

Customer

Large-volume industrial customers (refining, chemicals, metals, electronics)

Role

Producer / operator of on-site plants and pipeline networks

Revenue share

51.3%

PPG Industries, Inc.

Industrial Coatings

Market

Industrial coatings for OEM/manufacturing (automotive OEM, general industrial, packaging coatings, specialty materials)

Geography

Global

Customer

Automotive OEMs and tier suppliers, industrial manufacturers, can/closure and packaging producers

Role

Coatings/materials supplier integrated into OEM production processes

Revenue share

42.2%

Side-by-side metrics

Air Products and Chemicals, Inc.
PPG Industries, Inc.
Ticker / Exchange
APD - New York Stock Exchange
PPG - New York Stock Exchange
Market cap (USD)
$58.7B
n/a
Gross margin (TTM)
31.4%
n/a
Operating margin (TTM)
-7.3%
n/a
Net margin (TTM)
-3.3%
n/a
Sector
Materials
Materials
Industry
Chemicals - Specialty
n/a
HQ country
US
US
Primary segment
On-site industrial gases (incl. pipelines)
Industrial Coatings
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
70 / 100
62 / 100
Moat domains
Demand, Legal, Supply
Demand, Supply, Legal
Last update
2025-12-27
2026-01-12

Moat coverage

Shared moat types

No overlap yet.

Air Products and Chemicals, Inc. strengths

Long Term ContractsPermits Rights Of WayCapex Knowhow ScalePhysical Network DensityInstalled Base ConsumablesOperational Excellence

PPG Industries, Inc. strengths

Brand TrustDistribution ControlService Field NetworkLearning Curve YieldDesign In QualificationScale Economies Unit CostCompliance Advantage

Segment mix

Air Products and Chemicals, Inc. segments

Full profile >

On-site industrial gases (incl. pipelines)

Oligopoly

51.3%

Merchant gases (liquid bulk + packaged)

Competitive

44.3%

Industrial gases equipment (cryogenic & gas processing)

Competitive

4.3%

PPG Industries, Inc. segments

Full profile >

Global Architectural Coatings

Competitive

24.7%

Performance Coatings

Oligopoly

33.1%

Industrial Coatings

Oligopoly

42.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.