Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FUL
STRONG BUYAPPROVEH.B. Fuller Company · Basic Materials · United States · $3.0B · Avg Vol: $49M/d
H.B. Fuller clears the calibrated bar. All three legs are above the floor (Q62 V56 M64) and an active buyback provides the required corroboration. Nothing adverse is on file: no insider selling, and the forward-EPS consensus was revised up 3.5%. Industrial adhesives is a formulation business with reasonable pricing power and a diversified end-market base spanning packaging, hygiene and construction.
COMPANY DESCRIPTION
H.B. Fuller Company is a leading global formulator and manufacturer of adhesives, sealants, and other specialty chemical products for diverse industries including packaging, hygiene, construction, electronics, and automotive. The company's competitive moat stems from its extensive R&D capabilities, broad product portfolio customized for complex applications, and deep customer relationships across a wide geographic footprint. H.B. Fuller is a pure-play global adhesives specialist, providing critical bonding solutions that enable innovation across various end-markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.7B | 3.5B | 3.6B | 3.5B | -2.5% | 3.5B | 3.6B | 3.9B | 6.3% |
| EPS | 3.37 | 2.67 | 2.37 | 2.78 | -6.2% | 3.37 | 3.19 | 3.49 | 12.1% |
| Shares | 53.7M | 54.1M | 54.7M | 54.2M | +0.9% | 53.8M | — | — | — |
| Debt | 1.8B | 1.9B | 2.1B | 2.1B | 4.9% | 2.2B | — | — | — |
| Equity | 1.6B | 1.8B | 1.8B | 2.0B | 7.6% | — | — | — | — |
| Op CF | 256.5M | 378.4M | 302.4M | 263.5M | 0.9% | 322.9M | — | — | — |
| Inv CF | -375.3M | -319.2M | -407.1M | -232.2M | — | — | — | — | — |
| Fin CF | 160.3M | 35.1M | 112.1M | -107.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of FUL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FUL | H.B. Fuller Company(you) | $3.0B | 87 | STRONG BUY |
| AVNT | Avient Corporation | $3.4B | 87 | STRONG BUY |
| WDFC | WD-40 Company | $3.1B | 80 | STRONG BUY |
| MTX | Minerals Technologies Inc. | $2.3B | 81 | STRONG BUY |
| NGVT | Ingevity Corporation | $2.5B | 77 | BUY |
| IOSP | Innospec Inc. | $2.1B | 81 | STRONG BUY |
| CBT | Cabot Corporation | $4.7B | 96 | STRONG BUY |
| NEU | NewMarket Corporation | $7.2B | 87 | STRONG BUY |
| AXTA | Axalta Coating Systems Ltd. | $7.0B | 88 | STRONG BUY |
| ODC | Oil-Dri Corporation of America | $1.4B | 92 | STRONG BUY |
Peer medians: ROE 5.1% · P/E 21.3x · Gross margin 25.1%