Axalta Coating Systems (AXTA)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $6.9B, Axalta Coating Systems's free cash flow of $453M (fiscal 2025) would need to grow about 1% a year for the stock to be worth today's price. That is close to what the company has delivered over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Axalta Coating Systems's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from AXTA's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Axalta Coating Systems's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $4.4B | $4.9B | $5.2B | $5.3B | $5.1B |
| Net income | $264M | $192M | $267M | $391M | $378M |
| Free cash flow | $437M | $143M | $437M | $436M | $453M |
| EPS (diluted) | $1.14 | $0.86 | $1.21 | $1.78 | $1.74 |
| Operating margin | 10.5% | 8.7% | 11.3% | 13.4% | 14.4% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own AXTA
From each investor's latest 13F filing (what a 13F shows).
Insider buying
Open-market purchases by Axalta Coating Systems's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Nov 13, 2025 | Ro Khanna |
0 | $29.65 | — |
| Nov 13, 2025 | Ro Khanna |
0 | $29.65 | — |
| Nov 10, 2025 | Ro Khanna |
0 | $28.77 | — |
| Nov 10, 2025 | Ro Khanna |
0 | $28.77 | — |
| Nov 7, 2025 | Ro Khanna |
0 | $28.98 | — |
| Nov 7, 2025 | Ro Khanna |
0 | $28.98 | — |
| Nov 6, 2025 | Ro Khanna |
0 | $28.22 | — |
| Nov 6, 2025 | Ro Khanna |
0 | $28.22 | — |
| Nov 5, 2025 | Ro Khanna |
0 | $27.93 | — |
| Nov 5, 2025 | Ro Khanna |
0 | $27.93 | — |
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In the full deep dive
Questions
What growth does Axalta Coating Systems's stock price imply?
At a market value of $6.9B, Axalta Coating Systems would need its free cash flow to grow about 1% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 1% a year.
Are Axalta Coating Systems insiders buying the stock?
10 open-market insider purchases of AXTA in the last 12 months, from SEC Form 4 filings.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.