PPGPan American Silver

PPG vs Pan American Silver

PPG Industries Inc. and Pan American Silver Corp. are the focus of this comparison, examining their business models, financial performance, and market context. The page presents neutral, accessible in...

Why It's Moving

PPG

PPG Stock Warning: Why Analysts See -10% Downside Risk

  • Senior VP Chancey Hagerty exercised options for 2,250 shares at $95 and sold them at $115.59 on January 29, raising eyebrows about internal confidence in near-term gains.
  • Mizuho maintained a Buy rating while lifting its target to $140, yet conflicting analyst opinions highlight risks from softening automotive refinish coatings demand.
  • Stock climbed 0.85% to $127.59 on February 9 with elevated trading volume, reflecting sector volatility but underscoring vulnerability to materials downturns.
Sentiment:
🐻Bearish

Investment Analysis

PPG

PPG

PPG

Pros

  • PPG Industries has a strong market presence with $15.69 billion in trailing twelve-month revenue and diversified product segments in paints, coatings, and specialty materials.
  • The company exhibits solid profitability with a net income near $1 billion and a return on equity of approximately 23.85%, reflecting effective management.
  • Multiple valuation analyses suggest PPG is currently undervalued, supported by a forward P/E of around 12 and analyst consensus rating of buy with price targets implying about 30% upside.

Considerations

  • PPG’s share price has declined over the last year by more than 15%, reflecting market concerns and recent challenges in raw material costs and regulatory pressures.
  • The company experienced a slight revenue decline recently and maintains a dividend payout ratio over 60%, which may limit reinvestment capacity for growth.
  • Volatility in earnings and share price amid ongoing economic uncertainty and potential supply chain disruptions pose execution risks for stability and future growth.
Pan American Silver

Pros

  • Pan American Silver benefits from a strong position in silver and precious metals mining with $3.12 billion in revenue and exposure across multiple Americas-based mining assets.
  • The company has a cleaner balance sheet and more moderate dividend payout ratio (around 47%), supporting sustainability and some reinvestment into operations.
  • Analysts rate Pan American Silver as a strong buy with price targets implying nearly 30% upside, driven by robust commodity prices and operational scaling potential.

Considerations

  • As a metals and mining company, Pan American Silver faces significant exposure to volatility in silver and other base metal prices, affecting earnings predictability.
  • Its beta under 1 indicates some market sensitivity, but underlying commodity cyclicality introduces risk connected to global macroeconomic and geopolitical conditions.
  • The company’s dividend yield near 1.2% is modest, which may not appeal to investors seeking higher income from dividends compared to other sectors.

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PPG (PPG) Next Earnings Date

PPG Industries' next earnings date is estimated for April 28, 2026, following the recent Q4 2025 report released on January 28-29, 2026. This release will cover results for the first quarter of 2026 (Q1 2026). Estimates vary slightly across sources, with some projecting late April to early May based on historical patterns.

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