PPG Industries (PPG)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-07
Reading PPG? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track PPG free→NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-07
Reading PPG? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track PPG free→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.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 3% 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 RiskPPG's growth in aerospace opportunities must continue to justify its current valuation. Revenue grew 7% year over year in the latest quarter, and the company beat earnings expectations by 3.4%. It trades at 16× P/E versus a peer median of 24×, indicating that the price reflects less growth than forecasted. A specific risk is the potential for a guidance cut, which our model puts at a 21% probability for the next quarter. Peer multiples imply a price about 9% above where it trades. This read is provisional.
Trailing returns as of 2026-07-07. PPG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering PPG (as of Jul 2026).
Based on 3 Wall Street analysts offering 12-month price targets for PPG in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. Current price $120.22. As of 2026-07-08. 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.



Dividend increase supports EPS guidance and growth.
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 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $120.22
The last 12 months of price, then the range of analyst 12-month targets from today’s $120.22.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

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.
Earnings increase supports EPS guidance.