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Upturn AI SWOT - About
NGVT 
Ingevity Corp (NGVT)
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Upturn Advisory Summary
03/11/2025: NGVT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -44.6% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.42B USD | Price to earnings Ratio - | 1Y Target Price 58.5 |
Price to earnings Ratio - | 1Y Target Price 58.5 | ||
Volume (30-day avg) 260925 | Beta 1.53 | 52 Weeks Range 30.90 - 56.30 | Updated Date 04/2/2025 |
52 Weeks Range 30.90 - 56.30 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -11.85 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -30.6% | Operating Margin (TTM) 20.62% |
Management Effectiveness
Return on Assets (TTM) 7.17% | Return on Equity (TTM) -104.11% |
Valuation
Trailing PE - | Forward PE 9.97 | Enterprise Value 2802365639 | Price to Sales(TTM) 1.01 |
Enterprise Value 2802365639 | Price to Sales(TTM) 1.01 | ||
Enterprise Value to Revenue 1.99 | Enterprise Value to EBITDA 43.19 | Shares Outstanding 36439300 | Shares Floating 36093506 |
Shares Outstanding 36439300 | Shares Floating 36093506 | ||
Percent Insiders 0.77 | Percent Institutions 102.56 |
Analyst Ratings
Rating 3.75 | Target Price 54.25 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ingevity Corp
Company Overview
History and Background
Ingevity Corporation was formed in 2016 as a spin-off from WestRock. It has a long history in specialty chemicals and performance materials, evolving from its roots in the paper and printing industries to focus on higher-value applications.
Core Business Areas
- Performance Chemicals: Manufactures and sells specialty chemicals derived from pine chemicals, including tall oil fatty acids, rosin, and rosin derivatives. These products are used in a wide range of applications, including adhesives, inks, coatings, and oilfield chemicals.
- Performance Materials: Focuses on engineered polymers and activated carbon products used in automotive, industrial, and consumer applications. Key products include automotive carbon canisters, pavement technologies, and specialty polymers for various industrial uses.
Leadership and Structure
Ingevity is led by John Fortson (President & CEO). The company has a typical corporate structure with a board of directors and executive leadership team responsible for different functional areas (finance, operations, sales, etc.).
Top Products and Market Share
Key Offerings
- Automotive Carbon: Activated carbon used in automotive evaporative emissions control systems (carbon canisters). Estimates indicate a significant market share in North America. Competitors include Haycarb PLC and Kuraray Chemical.
- Pavement Technologies: Specialty paving additives that enhance the performance and durability of asphalt pavements. Revenue information is not publicly available. Competitors include Kraton Corporation and Arkema S.A..
- Industrial Specialties: Specialty chemicals from pine chemicals used across multiple markets. Specifics are not publicly available. Competitors include Kraton Corporation and Eastman Chemical Company.
Market Dynamics
Industry Overview
The specialty chemicals industry is fragmented, with various players focusing on specific niches. Demand is driven by economic growth, automotive production, infrastructure spending, and consumer preferences for sustainable products.
Positioning
Ingevity is positioned as a leader in pine-based specialty chemicals and performance materials. Its competitive advantages include its vertically integrated supply chain, strong customer relationships, and focus on innovation.
Total Addressable Market (TAM)
The TAM across Ingevity's segments (automotive, paving, industrial) is estimated to be several billion dollars globally. Ingevity holds a good position in key markets but substantial growth potential in untapped geographies and applications.
Upturn SWOT Analysis
Strengths
- Vertically integrated supply chain
- Strong customer relationships
- Focus on innovation and sustainability
- Leading market positions in key segments
- Diversified end-market exposure
Weaknesses
- Exposure to raw material price volatility
- Cyclicality of some end-markets (e.g., automotive)
- Dependence on pine chemical sourcing
- Susceptibility to economic downturns
Opportunities
- Expanding into new geographies and applications
- Developing bio-based and sustainable products
- Acquiring complementary businesses
- Benefiting from infrastructure spending
- Leveraging technology to improve efficiency
Threats
- Increased competition from established players
- Fluctuations in raw material costs (pine chemicals)
- Changes in environmental regulations
- Economic slowdowns affecting end-market demand
- Technological disruption in relevant industries
Competitors and Market Share
Key Competitors
- KRAT
- ECL
- ARKAY
Competitive Landscape
Ingevity competes in specialty chemicals and performance materials segments. It has advantages in vertically integrated supply chains and pine-based chemicals but faces competition from larger, diversified chemical companies.
Major Acquisitions
Perstorp Capa
- Year: 2022
- Acquisition Price (USD millions): 675
- Strategic Rationale: Expanded Ingevityu2019s engineered polymers portfolio and added complementary technology and manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Analyze Ingevity's historical revenue and earnings growth rates. Identify the drivers of growth and assess the company's ability to sustain its growth momentum.
Future Projections: Consult analyst estimates for Ingevity's future revenue and earnings growth. Consider factors such as industry trends, new product introductions, and strategic initiatives when evaluating growth prospects.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Ingevity, such as acquisitions, partnerships, or investments in new technologies. Evaluate the potential impact of these initiatives on the company's future growth.
Summary
Ingevity is a specialty chemicals and performance materials company with a strong position in its core markets. Its vertically integrated supply chain and focus on innovation provide a competitive edge. Challenges include raw material price volatility and cyclicality in some end markets, but future growth prospects are positive due to strategic initiatives and expanding into new applications.
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Sources and Disclaimers
Data Sources:
- Ingevity Corp Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Market Research Reports
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data may be estimates and vary across sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ingevity Corp
Exchange NYSE | Headquaters North Charleston, SC, United States | ||
IPO Launch date 2016-05-02 | Interim President, Interim CEO & Director Mr. Luis Fernandez-Moreno | ||
Sector Basic Materials | Industry Specialty Chemicals | Full time employees 1600 | Website https://www.ingevity.com |
Full time employees 1600 | Website https://www.ingevity.com | ||
Ingevity Corporation manufactures and sells activated carbon products, derivative specialty chemicals, and engineered polymers in North America, the Asia Pacific, Europe, the Middle East, Africa, and South America. It operates through three segments: Performance Materials, Performance Chemicals, and Advanced Polymer Technologies. The Performance Materials segment engineers, manufactures, and sells hardwood-based and chemically activated carbon products for use in gasoline vapor emission control systems in cars, trucks, motorcycles, and boats. This segment also produces other activated carbon products for food, water, beverage, and chemical purification applications. The Performance Chemicals segment consists of road technologies and industrial specialties. This segment's products are used in pavement construction, pavement preservation, pavement reconstruction and recycling, road markings, agrochemical dispersants, lubricants, certain adhesives, rubber, and other industrial uses. The Advanced Polymer Technologies segment produces caprolactone and caprolactone-based specialty polymers for use in coatings, resins, elastomers, adhesives, bioplastics, and medical devices. It serves automotive parts manufacturers through sales representatives, third-party sales representatives, and distributors. The company was formerly known as WestRock Company, Specialty Chemicals Business and changed its name to Ingevity Corporation in September 2015. Ingevity Corporation was founded in 1964 and is headquartered in North Charleston, South Carolina.
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