ChemoursIngevity

Chemours vs Ingevity

Chemours and Ingevity are compared on this page, outlining business models, financial performance, and market context in a neutral, accessible way to support understanding. Educational content, not fi...

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Chemical Sector: Berkshire's $10B Acquisition Impact

Chemical Sector: Berkshire's $10B Acquisition Impact

Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.

Published: October 1, 2025

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Necessary Evils Portfolio

Necessary Evils Portfolio

These companies provide the essential infrastructure and services our society can't function without, even if they're not always popular. Carefully selected by our analysts, these stocks offer defensive stability thanks to their non-negotiable role in the global economy.

Published: June 17, 2025

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Investment Analysis

Chemours

Pros

  • Strong demand for Opteon™ refrigerant products supports operational performance despite challenging macroeconomic conditions.
  • Attractive valuation with discount cash flow analysis suggesting the stock is undervalued by approximately 33%, offering potential value for long-term investors.
  • Analyst consensus rates Chemours as a 'Buy' with an average price target implying a potential 35% upside from current levels.

Considerations

  • Q3 2025 earnings significantly missed estimates, with EPS of $0.20 versus $0.26 expected, highlighting near-term profitability challenges.
  • Ongoing environmental litigation and leadership changes introduce uncertainty and have contributed to a 40% stock decline over the past year.
  • Net income remains negative with reported losses, reflecting continued operational and financial headwinds despite revenue generation.
Ingevity

Pros

  • Diverse operations spanning specialty chemicals, advanced polymer technologies, and automotive carbon products provide multiple growth avenues.
  • Primary revenue generation from North America markets supports operational stability in a large and developed economy.
  • Solid balance sheet metrics including a current ratio of 2.00 indicate good short-term liquidity management.

Considerations

  • Relatively low quick ratio of 0.69 signals potential challenges in meeting immediate liabilities without inventory sales.
  • Negative interest coverage ratio suggests challenges in covering interest expenses, indicating leveraged financial structure.
  • Smaller market capitalization and valuation multiples reflect limited scale and potential growth constraints compared to larger peers.

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