Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
PPGPOSCO

PPG vs POSCO

PPG and POSCO are presented here to help you understand how two major groups operate in today’s markets. This page compares their business models, financial performance, and the market context in whic...

Why It's Moving

PPG

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.
Sentiment:
🐃Bullish

Investment Analysis

PPG

PPG

PPG

Pros

  • PPG Industries is currently trading below its fair value with a price-to-earnings ratio significantly lower than its historic fair ratio, indicating potential undervaluation.
  • The company exhibits a strong financial position with stable earnings, a solid return on equity near 24%, and a growing dividend, reflecting effective profitability and shareholder value.
  • PPG has diverse global operations across multiple coatings and specialty materials segments, offering exposure to varied markets and some mitigation against sector-specific risks.

Considerations

  • PPG’s share price declined notably in 2025, down over 15%, reflecting challenges in the coatings industry such as volatile raw material costs and regulatory pressures.
  • Recent quarterly results showed only modest organic sales growth, along with a slight decline in overall revenue compared to the previous year, indicating potential growth headwinds.
  • The dividend payout ratio is relatively high at about 64%, which could limit reinvestment in the business and potentially constrain future growth initiatives.

Pros

  • POSCO operates as a fully integrated steel producer with diversified business segments including green materials and alternative energy, positioning it well amid industry transitions.
  • The company trades at a low price-to-book ratio compared to sector averages, suggesting valuation support and potential upside relative to peers.
  • POSCO has a broad global footprint and exposure to steel and raw materials trading, which may enhance revenue streams and reduce dependency on a single market segment.

Considerations

  • POSCO’s price-to-earnings ratio is substantially higher than sector peers, indicating expensive valuation relative to earnings which may increase downside risk.
  • The steel industry is cyclical and commodity-sensitive, exposing POSCO to macroeconomic and raw material price volatility that can impact profitability.
  • Recent stock performance shows limited appreciation with an analyst price target upside under 10%, suggesting muted near-term growth expectations.

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.

Author avatar

Aimee Silverwood | Financial Analyst

October 1, 2025

Read Insight

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

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 Basket

Buy PPG or PKX in Nemo

Nemo Logo Fade
🆓

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

PPGAmcor

PPG vs Amcor

PPG vs Amcor

PPGCarpenter Technology

PPG vs Carpenter Technology

PPG vs Carpenter Technology: Stock comparison

PPGPackaging Corp of America

PPG vs Packaging Corp of America

PPG vs Packaging Corp of America

Frequently asked questions