Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NGVT
BuyPremium GrowerFLAGIngevity Corporation · Basic Materials · United States · $2.4B · Avg Vol: $16M/d
Ingevity has very strong momentum M84 and quality exactly at Q50 with a buyback retiring 2.23% of shares, but value at V39 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
Ingevity Corporation manufactures specialty chemicals and high-performance carbon materials used in a wide range of applications, including asphalt paving, automotive components, and oilfield technologies. Its competitive moat is derived from its proprietary technology, sustainable product offerings, and critical role in improving performance and environmental impact across diverse industrial processes. The company is a niche market leader in specialty chemicals, particularly in activated carbon for automotive emissions and sustainable paving solutions.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.7B | 1.2B | 1.2B | 1.2B | -11.2% | 1.2B | 1.0B | 1.0B | -6.4% |
| EPS | 2.97 | 5.54 | -0.15 | -11.85 | -4.61 | 86.5% | 0.71 | — | — | — |
| Shares | — | 37.3M | 36.2M | 36.4M | 35.5M | -4.9% | 34.4M | — | — | — |
| Debt | — | 1.5B | 1.5B | 1.4B | 1.2B | -6.7% | 1.2B | — | — | — |
| Equity | — | 698.3M | 631.4M | 195.2M | 29.7M | -65.1% | — | — | — | — |
| Op CF | — | 313.4M | 205.1M | 128.6M | 331.2M | 1.9% | 211.0M | — | — | — |
| Inv CF | — | -551.9M | -77.3M | -79.5M | -57.5M | — | — | — | — | — |
| Fin CF | — | 48.1M | -99.9M | -70.2M | -252.2M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of NGVT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NGVT | Ingevity Corporation(you) | $2.4B | 69 | Buy |
| KWR | Quaker Chemical Corporation | $2.9B | 67 | Buy |
| ASH | Ashland Inc. | $3.4B | 69 | Buy |
| FUL | H.B. Fuller Company | $3.0B | 72 | Buy |
| WDFC | WD-40 Company | $2.9B | 60 | Hold |
| MTX | Minerals Technologies Inc. | $2.2B | 54 | Hold |
| IOSP | Innospec Inc. | $2.3B | 88 | Strong Buy |
| BCPC | Balchem Corporation | $5.7B | 67 | Buy |
| SCL | Stepan Company | $1.4B | 80 | Buy |
| ODC | Oil-Dri Corporation of America | $1.4B | 80 | Strong Buy |
Peer medians: ROE 1.8% · P/E 23.0x · Gross margin 24.1%