Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ASH
HOLDREMOVEAshland Inc. · Basic Materials · United States · $2.6B · Avg Vol: $71M/d
Ashland is a specialty chemicals company. While it has transitioned toward higher-margin life sciences and personal care ingredients, it remains highly sensitive to raw material and energy input costs, making it a net casualty of the energy risk premium.
COMPANY DESCRIPTION
Ashland Inc. is a global specialty chemicals company focused on providing differentiated products that enhance performance in diverse end markets, including personal care, pharmaceuticals, construction, and food & beverage. The company leverages its expertise in cellulose ethers and other specialty polymers to develop customized solutions, positioning itself as a critical supplier for innovative formulations. Ashland's competitive moat lies in its deep application knowledge and R&D capabilities for high-value additives.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.4B | 2.2B | 2.1B | 1.8B | -8.6% |
| EPS | 17.17 | 3.49 | 3.60 | -18.37 | -54.2% |
| Shares | 54M | 51M | 47M | 46M | -14.8% |
| Debt | 1.4B | 1.5B | 1.5B | 1.5B | 2.5% |
| Equity | 3.2B | 3.1B | 2.9B | 1.9B | -16.1% |
| Op CF | -213M | 243M | 411M | 94M | -37.8% |
| Inv CF | 1.6B | -109M | -51M | -3M | — |
| Fin CF | -896M | -371M | -479M | -179M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of ASH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ASH | Ashland Inc.(you) | $2.6B | 59 | HOLD |
| CLMT | Calumet, Inc. | $3.1B | 58 | HOLD |
| WDFC | WD-40 Company | $2.7B | 67 | BUY |
| HWKN | Hawkins, Inc. | $3.3B | 63 | HOLD |
| KWR | Quaker Chemical Corporation | $2.6B | 68 | BUY |
| CC | The Chemours Company | $3.4B | 55 | HOLD |
| NGVT | Ingevity Corporation | $2.4B | 68 | BUY |
| BCPC | Balchem Corporation | $5.1B | 66 | BUY |
| SXT | Sensient Technologies Corporation | $5.0B | 67 | BUY |
| SCL | Stepan Company | $1.2B | 65 | BUY |
Peer medians: ROE 6.7% · P/E 22.2x · Gross margin 24.1%