Quaker Houghton vs CSN

Quaker Houghton and CSN are presented for a neutral comparison of how each company operates, their financial performance, and their place in the market context. This page compares business models, financial performance, and market context to help readers understand similarities and differences. Educational content, not financial advice.

Quaker Houghton and CSN are presented for a neutral comparison of how each company operates, their financial performance, and their place in the market context. This page compares business models, fin...

About The Companies

Quaker Houghton (KWR)

Quaker Chemical Corporation (KWR) is a US-based specialty chemicals company that supplies metalworking fluids, process chemicals and surface treatment solutions to industrial customers worldwide. With a market cap around $2.3 billion, it operates B2B, serving automotive, aerospace, heavy industry and energy clients where product performance and technical support matter. Investors should note its revenue mix tends to be recurring but linked to industrial cycles — demand rises with manufacturing activity and can fall in downturns. The company emphasises formulation expertise and customer service rather than commodity chemicals, which can support pricing and margins but also requires ongoing R&D and local production. Key considerations include exposure to raw-material costs, regulatory and environmental standards, and potential benefits from targeted acquisitions. Quaker has historically returned cash to shareholders, but past payments are not a guarantee of future payouts. This summary is educational and not financial advice; investors should consider their own situation and seek professional guidance.

CSN (SID)

Companhia Siderúrgica Nacional (SID) is one of Brazil’s leading integrated steel producers, combining steelmaking with related mining and industrial activities. Investors should note its exposure to global steel demand and commodity cycles — revenues can swing with prices for steel and iron ore — and to movements in the Brazilian real, which affect export competitiveness and translated earnings. Vertical integration can support margins, but the business is capital-intensive and sensitive to raw-material costs, domestic construction activity and global manufacturing trends. Regulatory and environmental pressures, including the push to lower-carbon steel, may require sizeable investment and influence costs. With a market capitalisation of about $2.13bn, SID sits in the mid-cap range and can be more volatile than large diversified peers. This is general educational information, not personalised advice; investors should consider suitability, perform their own research and consult a financial adviser before investing.

Comparison Snapshot

Key Financial Metrics

KWR

Metric

SID

$2.41B

Market Cap

$2.37B

33.10%

Potential Profit

-19.62%

Buy

Analyst Rating

Sell

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

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

Quaker Houghton

KWR

Pros

Reported 7% increase in net sales in Q3 2025, driven by organic growth and acquisitions, indicating strong demand and expansion.
Active share buyback program of up to $150 million signals management’s confidence in undervaluation and supports shareholder returns.
Diverse product portfolio serving multiple industrial sectors like steel, automotive, aerospace, and metalworking reduces market concentration risks.

Considerations

Negative earnings with a net loss of $9.06 million over the trailing twelve months despite revenue growth challenges profitability.
Revenue saw a slight year-over-year decline of around 3% in the trailing twelve months, reflecting some pressure on top-line growth.
Debt-to-equity ratio of 64% suggests moderate leverage, which may increase financial risk during downturns or higher interest rate environments.

CSN

SID

Pros

As the search results do not provide detailed recent data on CSN, and my knowledge cutoff includes CSN’s standing as a leading Brazilian steel producer with significant vertical integration.
Strong presence in steel production benefits from cyclical demand recovery and infrastructure development in Brazil and export markets.
CSN's diversified operations beyond steel, including mining and logistics, provide additional revenue streams and operational synergies.

Considerations

Exposure to raw material price volatility, particularly iron ore and coal, impacts cost structure and margin stability.
Cylicality of steel industry exposes CSN to macroeconomic fluctuations and demand shocks globally and domestically.
Brazilian macroeconomic and political risks, including currency volatility and regulatory changes, can affect operational and financial results.

Discover More Comparisons

Quaker Houghton vs Materion

Quaker Houghton vs Endeavour Silver

Quaker Houghton vs Olin

Quaker Houghton vs CSN

About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Chemical Sector: Berkshire's $10B Acquisition Impact

Which Baskets Do They Appear In?

Chemical Sector: Berkshire's $10B Acquisition Impact