PPG Industries (PPG)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-15
$104.89-0.34%
Close 2026-09-15 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-15
Research Workspace
Put PPG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
PPG's growth in the materials sector relies on steady demand and effective management. Revenue grew 7% year over year, although the last quarter missed expectations. PPG trades at 14× P/E versus a peer median of 16×, indicating that the price reflects less growth than anticipated. A specific risk is the 25% probability of missing outlooks, which could pressure the stock. Peer multiples imply a price about 5% above where it trades. Our read remains intact.
Trailing returns as of 2026-09-15. PPG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering PPG (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for PPG in the last 4 months.
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Compare PPG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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|---|---|---|---|---|---|
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put PPG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain full-year adjusted EPS guidance of $7.70 to $8.10
Earnings miss impacts adjusted EPS guidance credibility.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $104.89
The last 12 months of price, then the range of analyst 12-month targets from today’s $104.89.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Dividend increase supports EPS guidance and growth.
New products can drive organic sales growth.
Exhibiting new solutions supports organic sales growth.
New coatings expand product offerings, aiding sales growth.
Quality control app launch enhances operational efficiency.
Earnings beat supports EPS guidance.
Investment in production supports organic sales growth.