PPG vs Dow
PPG and Dow are the focus of this page, which compares their business models, financial performance, and market context. The analysis is presented in clear, accessible language to help readers understand how these chemical industry leaders operate and compete within their markets. Educational content, not financial advice.
PPG and Dow are the focus of this page, which compares their business models, financial performance, and market context. The analysis is presented in clear, accessible language to help readers underst...
Why It's Moving
PPG Industries rides wave of fresh innovations and sustainability wins, fueling investor optimism.
- CEO Tim Knavish emphasized innovations solving customer challenges in thermal stability for EV batteries and lighter-weight coatings, positioning PPG for organic growth and margin gains.
- New Thailand plant ramps up waterborne automotive coatings production, tapping into Asia's booming EV and manufacturing demand.
- Fortune recognition underscores PPG's leadership in sustainability, aligning with ESG trends and supportive macro tailwinds like easing inflation.
PPG Industries rides wave of fresh innovations and sustainability wins, fueling investor optimism.
- CEO Tim Knavish emphasized innovations solving customer challenges in thermal stability for EV batteries and lighter-weight coatings, positioning PPG for organic growth and margin gains.
- New Thailand plant ramps up waterborne automotive coatings production, tapping into Asia's booming EV and manufacturing demand.
- Fortune recognition underscores PPG's leadership in sustainability, aligning with ESG trends and supportive macro tailwinds like easing inflation.
Investment Analysis
PPG
PPG
Pros
- PPG Industries has a diversified global presence in paints, coatings, and specialty materials across multiple continents reducing regional dependency.
- The company reports steady profitability with a return on equity of approximately 23.85%, indicating efficient management.
- Analyst consensus rates PPG with a 'Buy' rating and an average price target suggesting over 30% potential upside in the next 12 months.
Considerations
- PPG's stock price has experienced volatility and a decline of over 15% year-to-date, reflecting market concerns and sector challenges.
- Recent quarterly revenue showed a slight decline of about 0.9% year-over-year, raising questions about near-term growth momentum.
- The dividend payout ratio is around 64%, which limits reinvestment capacity and could pressure future dividend sustainability.
Dow
DOW
Pros
- Dow demonstrates a notably high dividend yield near 9.8%, offering attractive income for investors seeking dividends.
- The company has a lower beta at approximately 0.88, indicating less volatility and market sensitivity compared to PPG.
- Dow's forward price-to-earnings ratio is significantly lower than PPG’s, suggesting a more attractive valuation on earnings multiples.
Considerations
- Dow’s dividend payout ratio exceeds 600%, which is not sustainable and indicates possible reliance on debt or asset sales to fund dividends.
- The company's market capitalization is slightly smaller than PPG’s, reflecting relatively smaller scale or investor preference.
- Dow’s year-to-date stock performance is negative and the AI-based stock score for beating the market in the near term is very low.
Related Market Insights
Chemical Sector Shake-Up: Riding Berkshire's Ripple
Berkshire Hathaway's $10B OxyChem bid signals confidence in the chemical sector. Discover investment opportunities & ripple effects. Invest commission-free with Nemo.
Aimee Silverwood | Financial Analyst
October 1, 2025
Related Market Insights
Chemical Sector Shake-Up: Riding Berkshire's Ripple
Berkshire Hathaway's $10B OxyChem bid signals confidence in the chemical sector. Discover investment opportunities & ripple effects. Invest commission-free with Nemo.
Aimee Silverwood | Financial Analyst
October 1, 2025
PPG (PPG) Next Earnings Date
PPG Industries' next earnings date is January 27, 2026, after market close, covering the fiscal Q4 2025 period ending December 2025. This date is confirmed across multiple analyst consensus estimates and aligns with the company's historical quarterly reporting pattern following the prior Q3 release on October 28, 2025. A conference call is scheduled for the following morning to discuss results.
PPG (PPG) Next Earnings Date
PPG Industries' next earnings date is January 27, 2026, after market close, covering the fiscal Q4 2025 period ending December 2025. This date is confirmed across multiple analyst consensus estimates and aligns with the company's historical quarterly reporting pattern following the prior Q3 release on October 28, 2025. A conference call is scheduled for the following morning to discuss results.
Which Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketBuy PPG or DOW in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
PPG vs Amcor
PPG vs Amcor
PPG vs Carpenter Technology
PPG vs Carpenter Technology: Stock comparison
PPG vs Packaging Corp of America
PPG vs Packaging Corp of America