Contrasting Taminco (TAM) & Airgas (ARG)

Taminco (NYSE: TAM) and Airgas (NYSE:ARG) are both basic materials companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, earnings, profitability, valuation and risk.

Analyst Ratings

This is a summary of recent ratings and price targets for Taminco and Airgas, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Taminco 0 0 0 0 N/A
Airgas 0 0 0 0 N/A

Dividends

Airgas pays an annual dividend of $2.40 per share and has a dividend yield of 1.7%. Taminco does not pay a dividend. Airgas pays out 53.0% of its earnings in the form of a dividend. Taminco has raised its dividend for 15 consecutive years.

Profitability

This table compares Taminco and Airgas’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Taminco N/A N/A N/A
Airgas 5.98% 15.44% 5.04%

Earnings & Valuation

This table compares Taminco and Airgas’ revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Taminco N/A N/A N/A $0.66 39.39
Airgas N/A N/A N/A $4.53 31.56

Airgas is trading at a lower price-to-earnings ratio than Taminco, indicating that it is currently the more affordable of the two stocks.

Summary

Airgas beats Taminco on 5 of the 8 factors compared between the two stocks.

About Taminco

Taminco Corp is a producer of alkylamines and alkylamine derivatives. The Company’s products are used by its customers in the manufacturing of everyday products primarily for the agriculture, water treatment, personal and home care, animal nutrition and oil and gas end-markets. It operates in 19 countries with seven production facilities and, as of December 31, 2012, had an installed production capacity of 1,272 thousand tons. The Company has three business segments: Functional Amines, Specialty Amines, and Crop Protection. In March 2014, the Company announced that it completed the acquisition of the formic acid business of Kemira Oyj. Its main shareholder is Eastman Chemical Company.

About Airgas

Airgas, Inc. is a supplier of industrial, medical and specialty gases, and hard goods, such as welding equipment and related products. The Company is also a producer of atmospheric gases, carbon dioxide, dry ice and nitrous oxide and a supplier of safety products, refrigerants, ammonia products and process chemicals. It operates through two segments: Distribution and All Other Operations. The Distribution segment offers a portfolio of related gas and hard goods products and services to the end customers. The All Other Operations segment consists of five business units which manufacture or distribute carbon dioxide, dry ice, nitrous oxide, ammonia and refrigerant gases. It also offers supply chain management services and solutions, and product and process technical support across many customer segments. It markets its products and services through multiple sales channels, including branch-based sales representatives, retail stores and strategic customer account programs, among others.

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