Calumet vs Select Water Solutions

This page compares Calumet and Select Water Solutions, exploring their business models, financial performance, and market context. By examining strategy, operations, and market positioning, readers can gain a neutral overview of how the two companies operate and compete. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

CLMT

Metric

WTTR

$1.79B

Market Cap

$1.42B

6.87%

Potential Profit

27.61%

Buy

Analyst Rating

Buy

Investment Analysis

Calumet

CLMT

Pros

Calumet has successfully raised capital through a private placement, strengthening its balance sheet and supporting strategic initiatives.
The company has established a dedicated renewable diesel subsidiary with significant investment, positioning it for growth in the renewable energy sector.
Recent financial results show a strong turnaround with improved net income and adjusted EBITDA, driven by record margins in specialty products.

Considerations

Calumet's profitability remains challenged, with a negative profit margin and diluted EPS indicating ongoing earnings pressure.
The business faces supply chain disruptions, particularly in the Performance Brands segment, which can limit production capacity.
Revenue growth is stagnant, with year-on-year revenue decline, raising concerns about top-line expansion.

Select Water Solutions

WTTR

Pros

Select Water Solutions is expanding into innovative areas such as produced water lithium extraction, creating new growth opportunities.
The company has secured a dual listing on NYSE Texas, enhancing its visibility and access to capital markets.
Select Water Solutions maintains a robust infrastructure and diversified service offering, supporting recurring revenue streams in the energy sector.

Considerations

The company operates in a highly cyclical industry, making its financial performance sensitive to energy sector volatility.
Revenue concentration in the Water Services segment increases exposure to sector-specific risks and regulatory changes.
Limited publicly available financial detail makes it difficult to fully assess recent profitability and balance sheet strength.

About The Companies

Calumet (CLMT)

Calumet Specialty Products Partners LP is a US-based manufacturer and marketer of a diverse range of specialty hydrocarbon products. The company operates across three main segments: Specialty Products and Solutions, which creates items like waxes, solvents, and customised lubricating oils; Performance Brands, which markets high-performance products under names like Royal Purple and Bel-Ray; and Montana/Renewables. This latter segment is particularly noteworthy as it focuses on processing renewable feedstocks into products such as renewable diesel, sustainable aviation fuel, and renewable hydrogen. By serving both industrial and consumer-facing markets with traditional specialty products alongside a growing renewables business, Calumet holds an interesting position in the energy sector. As with any company, its performance can be influenced by market demand, commodity prices, and regulatory changes, so it's a stock worth understanding fully before making any decisions.

Select Water Solutions (WTTR)

Select Water Solutions Inc (WTTR) focuses on water treatment and recycling solutions aimed at industrial and municipal customers. The company aims to convert water-intensive processes into more efficient, lower-waste operations through treatment systems and services. With a market capitalisation around $1.37bn, investors may find exposure to environmental infrastructure and the growing demand for water reuse. Key considerations include contract wins, technology adoption, capital requirements and regulatory influences that affect revenue stability. Financial performance can be cyclical and the share price may be volatile; past performance does not guarantee future returns. This summary is educational and not personalised investment advice — potential investors should review the company’s filings, recent results and independent research, and consider suitability for their own circumstances before investing.

Which Baskets Do They Appear In?

No baskets available in this category

Which Baskets Do They Appear In?

No baskets available in this category

Buy CLMT or WTTR in 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

Calumet vs Kimbell Royalty Partners

Calumet vs NextDecade

Calumet vs Canadian Solar

Calumet vs Canadian Solar: A stock comparison

Calumet vs Select Water Solutions

Comparison Snapshot

Investment Analysis

Calumet

Pros

Considerations

Select Water Solutions

Pros

Considerations

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy CLMT or WTTR in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

Discover More Comparisons

Calumet vs Kimbell Royalty Partners

Calumet vs NextDecade

Calumet vs Canadian Solar

Frequently asked questions

What does it mean when a company reports a positive or negative net income in its recent results for comparison?

How should you interpret ‘adjusted EBITDA’ in a comparison page?

What is the significance of revenue growth versus profitability in a stock comparison?

How do corporate actions like private placements or listings affect an investor’s view?

What does ‘diversified service offering’ imply for a stock’s risk profile?

Why is ‘cyclicality’ in an industry important when comparing stocks?

What does a ‘dual listing’ mean for liquidity and visibility?

How should ‘margin’ information influence your interpretation of a comparison?

What should you look for when evaluating cost pressures in a stock comparison?

How important is undisclosed financial data in a comparison, and how should you handle it?

Why is it useful to compare business models side by side on a stock page?

Educational disclaimer for readers of a stock comparison page?

Comparison Snapshot

About The Companies