NewMarketEastman

NewMarket vs Eastman

This page compares NewMarket and Eastman, detailing their business models, financial performance, and market context to help readers understand strengths and differences in a neutral, accessible way. ...

Which Baskets Do They Appear In?

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

Explore Basket

Investment Analysis

Pros

  • NewMarket delivered record first-half net income in 2025, reflecting strong profitability and effective cost management.
  • The company maintains a robust balance sheet with a low net debt to EBITDA ratio, supporting financial flexibility.
  • NewMarket consistently returns capital to shareholders through dividends and share repurchases, demonstrating commitment to shareholder value.

Considerations

  • Petroleum additives segment shipments declined in 2025, raising concerns about volume growth and market demand.
  • Net income per share in Q3 2025 was lower than the same period in 2024, indicating potential earnings pressure.
  • The business is exposed to cyclical commodity markets, which could impact future revenue and margins.

Pros

  • Eastman Chemical operates across diverse global markets, reducing reliance on any single region or sector.
  • The company has a stable share price with lower volatility compared to the broader market and industry peers.
  • Eastman Chemical offers a broad portfolio of specialty materials, supporting resilience in various end markets.

Considerations

  • Eastman Chemical's stock underperformed both the industry and broader market over the past year, reflecting weak investor sentiment.
  • The company faces exposure to global economic cycles, which may affect demand for its specialty materials.
  • Recent financial results have not shown strong growth, with limited upside in analyst price targets.

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

NewMarketGerdau

NewMarket vs Gerdau

NewMarket vs Gerdau: stock comparison

NewMarketIAMGOLD

NewMarket vs IAMGOLD

NewMarket vs IAMGOLD

NewMarketCleveland-Cliffs

NewMarket vs Cleveland-Cliffs

NewMarket vs Cleveland-Cliffs

Frequently asked questions