NewMarket vs Cleveland-Cliffs

This page compares NewMarket (NewMarket Corporation) and Cleveland-Cliffs (Cliffs Natural Resources Inc.). It provides a neutral overview of business models, financial performance, and market context to help readers understand how each company operates, competes, and positions itself within its sector. Educational content, not financial advice.

This page compares NewMarket (NewMarket Corporation) and Cleveland-Cliffs (Cliffs Natural Resources Inc.). It provides a neutral overview of business models, financial performance, and market context ...

About The Companies

NewMarket (NEU)

NewMarket Corporation (NEU) is a US-listed holding company whose principal businesses include Valvoline (retail and professional automotive care and lubricants) and Afton Chemical (speciality petroleum additives). With a market capitalisation around $7.13 billion, NEU offers exposure to both consumer-facing automotive aftermarket services and more industrial speciality-chemicals markets. Revenue drivers include demand for vehicle maintenance and lubricants, global mobility trends, and margins in high-value additive products. Strengths can include diversified end-markets, established brands and recurring demand for maintenance products, but the business also faces cyclical exposure to vehicle miles travelled, commodity and raw-material price swings, and competitive pressure. Investors should note the company’s capital-allocation choices — including dividends and shareholder returns — and monitor execution on growth initiatives. This summary is for general educational purposes only and not personal financial advice; values can fall as well as rise and suitability will depend on your circumstances.

Cleveland-Cliffs (CLF)

Cliffs Natural Resources Inc. (CLF) is primarily an iron‑ore miner and pellet producer that supplies raw material to steelmakers. With a market capitalisation of about $6.62 billion, the business is closely tied to global steel demand and commodity cycles; revenues and margins typically move with iron‑ore prices, construction and manufacturing activity. Investors should note the capital‑intensive nature of mining, exposure to cyclical end markets (notably China and North America), and sensitivity to freight, input costs and regulation. The company may also face operational and environmental risks common to mining firms. Given these factors, CLF can offer leverage to a recovering steel cycle but also substantial volatility. This summary is for general education only and not personal financial advice. Always consider your risk tolerance, investment horizon and financial circumstances before taking a position; values can rise and fall and returns are not guaranteed.

Comparison Snapshot

Key Financial Metrics

NEU

Metric

CLF

$7.07B

Market Cap

$7.24B

N/A

Potential Profit

-1.37%

N/A

Analyst Rating

Hold

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Which Baskets Do They Appear In?

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

Explore Basket

Investment Analysis

NewMarket

NEU

Pros

NewMarket Corporation has demonstrated strong profitability with a net profit margin of 73.1%, indicating excellent cost management.
The company showed revenue growth of over 3% in 2024, highlighting steady business expansion in petroleum additives.
NewMarket has a solid market capitalization of around $7.1 billion, positioning it as a stable mid-cap stock with efficient shareholder returns as shown by a 22.9% ROE.

Considerations

Recent net income for the first nine months of 2025 slightly declined compared to the previous year, indicating some pressure on earnings.
The company’s stock price has exhibited notable volatility, with a 52-week range from $480 to $876, reflecting market uncertainty.
NewMarket operates in a niche industrial chemicals sector heavily linked to petroleum additives, which may expose it to fluctuations in oil markets and regulatory risks.

Cleveland-Cliffs

CLF

Pros

Cleveland-Cliffs is a vertically integrated steel producer with control over iron ore mines, enhancing supply chain stability and cost control.
The company serves multiple key industries including automotive and infrastructure, benefiting from broad industrial demand.
Recent analyst coverage shows a balanced outlook with some upside potential in price targets, reflecting confidence in long-term steel market fundamentals.

Considerations

Cleveland-Cliffs reported a negative P/E ratio indicative of recent losses, reflecting ongoing profitability challenges.
The steel industry is cyclical and highly sensitive to economic downturns and commodity price volatility, increasing operational risk.
The company faces moderate sell ratings from analysts and a downward revision in price targets, suggesting concerns about near-term performance.

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About The Companies

Comparison Snapshot

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