PPG Industries (PPG)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · PPG
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $113 PPG trades at 15× p/e, below its 17× p/e peer median, but our blended $113 fair value is roughly in line with the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $122–$140. Note: our $113 fair value sits below the entire analyst range ($122–$140). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $135.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $68.38 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $121.65 | — | — | Hist. CAGR | high |
| graham number | 12M | $81.53 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
$122.00 – $140.00 (median $135.00) · 5 analysts · as of 2026-07-30
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 5% over what the business is worth with no growth; closing that gap needs roughly 5.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $6.13/sh owner earnings.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $115.37 |
| 10.0 |
| 13.97 |
| TTM |
| high |
| Peer P/FCF | 12M | $132.48 | 21.1 | 6.28 | TTM | high |
| Peer P/E | 12M | $133.64 | 17.4 | 7.70 | TTM | high |
| Peer P/S | 12M | $106.27 | 1.4 | 73.34 | TTM | high |
| PEG | 12M | $115.28 | 15.0 | 7.70 | TTM | high |
| residual income | 12M | $53.53 | — | — | TTM | high |
| Own P/E history | 12M | $117.83 | 15.3 | 7.70 | TTM | high |
| triangulated | 12M | $135.93 | 17.4 | 7.83 | Triangulated | high |
| Peer P/FCF | 3Y | $152.28 | 21.1 | 7.22 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $161.27 | 17.4 | 9.29 | Analyst | medium |
| Peer P/S | 3Y | $120.46 | 1.4 | 83.14 | Analyst | medium |
| PEG | 3Y | $139.12 | 15.0 | 9.29 | Analyst | medium |
| Own P/E history | 3Y | $142.19 | 15.3 | 9.29 | Analyst | medium |
| Peer P/FCF | 5Y | $167.11 | 21.1 | 7.93 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $174.98 | 17.4 | 10.08 | Analyst | high |
| Peer P/S | 5Y | $130.70 | 1.4 | 90.21 | Analyst | high |
| PEG | 5Y | $150.94 | 15.0 | 10.08 | Analyst | high |
| Own P/E history | 5Y | $154.28 | 15.3 | 10.08 | Analyst | high |