Ashland vs Ivanhoe Electric
Ashland and Ivanhoe Electric: this page compares their business models, financial performance, and market context in a neutral, accessible way. It explains how each company operates and the factors shaping their roles in the sector. Educational content, not financial advice.
Ashland and Ivanhoe Electric: this page compares their business models, financial performance, and market context in a neutral, accessible way. It explains how each company operates and the factors sh...
Which Baskets Do They Appear In?
No baskets available in this category
Which Baskets Do They Appear In?
No baskets available in this category
Investment Analysis
Ashland
ASH
Pros
- Ashland achieved margin expansion in Q4 2025 despite an 8% sales decline, indicating effective cost management and portfolio optimisation.
- The company maintains stable underlying organic volumes, suggesting resilience in core business operations amid challenging market conditions.
- Ashland provided a positive outlook for fiscal year 2026, signalling confidence in future profitability and strategic adjustments.
Considerations
- Sales declined by 8% in Q4 2025, reflecting ongoing headwinds from portfolio actions and slightly lower pricing.
- Reported earnings per share missed analyst expectations, falling well below forecasts despite adjusted figures showing improvement.
- Adjusted EBITDA fell 4% year-on-year, indicating persistent pressure on profitability despite margin gains.
Pros
- Ivanhoe Electric secured 100% ownership of mineral rights at its flagship Santa Cruz Copper Project, strengthening its asset base.
- The company formed an exploration alliance with BHP, bringing $15 million in committed capital to accelerate copper and critical minerals discovery.
- Ivanhoe Electric trades at a high price-to-sales ratio, reflecting strong market sentiment and perceived growth potential in the critical minerals sector.
Considerations
- The company reports negative return on assets, equity, and invested capital, indicating ongoing losses and capital inefficiency.
- Ivanhoe Electric has a negative price-earnings ratio, reflecting unprofitability and uncertainty around future earnings generation.
- As a relatively new mineral exploration company, it faces significant execution and development risks before achieving commercial production.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Ashland vs FMC
Ashland vs FMC: stock comparison
Ashland vs Ingevity
Ashland vs Ingevity
Ashland vs Chemours
Ashland vs Chemours: company comparison