Chemicals - Specialty
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5 / 10Stock Comparison
AVNT vs FUL vs RPM vs IOSP vs LYB
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
Chemicals - Specialty
Chemicals - Specialty
Chemicals - Specialty
AVNT vs FUL vs RPM vs IOSP vs LYB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty |
| Market Cap | $3.35B | $3.29B | $12.99B | $1.91B | $23.04B |
| Revenue (TTM) | $3.28B | $3.47B | $7.58B | $1.78B | $22.48B |
| Net Income (TTM) | $158M | $152M | $667M | $117M | $-774M |
| Gross Margin | 31.7% | 31.5% | 41.2% | 27.7% | -19.3% |
| Operating Margin | 9.3% | 10.9% | 12.0% | 8.7% | -0.9% |
| Forward P/E | 12.0x | 12.9x | 18.5x | 15.5x | 9.9x |
| Total Debt | $1.92B | $2.02B | $2.96B | $90M | $15.96B |
| Cash & Equiv. | $511M | $107M | $302M | $293M | $3.45B |
AVNT vs FUL vs RPM vs IOSP vs LYB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Avient Corporation (AVNT) | 100 | 147.3 | +47.3% |
| H.B. Fuller Company (FUL) | 100 | 161.3 | +61.3% |
| RPM International I… (RPM) | 100 | 135.6 | +35.6% |
| Innospec Inc. (IOSP) | 100 | 99.4 | -0.6% |
| LyondellBasell Indu… (LYB) | 100 | 112.1 | +12.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AVNT vs FUL vs RPM vs IOSP vs LYB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AVNT ranks third and is worth considering specifically for growth exposure.
- Rev growth 0.6%, EPS growth -51.6%, 3Y rev CAGR -1.4%
- 0.6% revenue growth vs LYB's -25.2%
Among these 5 stocks, FUL doesn't own a clear edge in any measured category.
RPM is the #2 pick in this set and the best alternative if long-term compounding is your priority.
- 134.7% 10Y total return vs FUL's 54.5%
- 8.8% margin vs LYB's -3.4%
- 8.5% ROA vs LYB's -3.0%, ROIC 13.3% vs -1.1%
IOSP is the clearest fit if your priority is sleep-well-at-night and valuation efficiency.
- Lower volatility, beta 0.70, Low D/E 6.7%, current ratio 2.79x
- PEG 0.48 vs FUL's 4.14
- Lower P/E (15.5x vs 18.5x), PEG 0.48 vs 1.03
LYB carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 2 yrs, beta 0.38, yield 7.7%
- Beta 0.38, yield 7.7%, current ratio 1.77x
- Beta 0.38 vs FUL's 1.20
- 7.7% yield, 2-year raise streak, vs RPM's 2.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.6% revenue growth vs LYB's -25.2% | |
| Value | Lower P/E (15.5x vs 18.5x), PEG 0.48 vs 1.03 | |
| Quality / Margins | 8.8% margin vs LYB's -3.4% | |
| Stability / Safety | Beta 0.38 vs FUL's 1.20 | |
| Dividends | 7.7% yield, 2-year raise streak, vs RPM's 2.0% | |
| Momentum (1Y) | +37.2% vs IOSP's -14.9% | |
| Efficiency (ROA) | 8.5% ROA vs LYB's -3.0%, ROIC 13.3% vs -1.1% |
AVNT vs FUL vs RPM vs IOSP vs LYB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AVNT vs FUL vs RPM vs IOSP vs LYB — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
RPM leads in 3 of 6 categories
LYB leads 1 • AVNT leads 0 • FUL leads 0 • IOSP leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
RPM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LYB is the larger business by revenue, generating $22.5B annually — 12.6x IOSP's $1.8B. RPM is the more profitable business, keeping 8.8% of every revenue dollar as net income compared to LYB's -3.4%. On growth, RPM holds the edge at +3.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $3.3B | $3.5B | $7.6B | $1.8B | $22.5B |
| EBITDAEarnings before interest/tax | $445M | $472M | $1.1B | $198M | $865M |
| Net IncomeAfter-tax profit | $158M | $152M | $667M | $117M | -$774M |
| Free Cash FlowCash after capex | $205M | $121M | $583M | $88M | $3.1B |
| Gross MarginGross profit ÷ Revenue | +31.7% | +31.5% | +41.2% | +27.7% | -19.3% |
| Operating MarginEBIT ÷ Revenue | +9.3% | +10.9% | +12.0% | +8.7% | -0.9% |
| Net MarginNet income ÷ Revenue | +4.8% | +4.4% | +8.8% | +6.6% | -3.4% |
| FCF MarginFCF ÷ Revenue | +6.3% | +3.5% | +7.7% | +4.9% | +13.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.5% | -3.1% | +3.5% | -2.4% | -100.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +3.8% | +122.2% | -11.3% | +167.7% | -100.0% |
Valuation Metrics
LYB leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 16.4x trailing earnings, IOSP trades at a 60% valuation discount to AVNT's 41.0x P/E. Adjusting for growth (PEG ratio), IOSP offers better value at 0.51x vs FUL's 7.10x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $3.3B | $3.3B | $13.0B | $1.9B | $23.0B |
| Enterprise ValueMkt cap + debt − cash | $4.8B | $5.2B | $15.6B | $1.7B | $35.5B |
| Trailing P/EPrice ÷ TTM EPS | 41.01x | 22.06x | 18.95x | 16.41x | -30.43x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.95x | 12.87x | 18.48x | 15.45x | 9.92x |
| PEG RatioP/E ÷ EPS growth rate | — | 7.10x | 1.05x | 0.51x | — |
| EV / EBITDAEnterprise value multiple | 12.22x | 9.00x | 14.22x | 8.29x | 33.44x |
| Price / SalesMarket cap ÷ Revenue | 1.03x | 0.95x | 1.76x | 1.07x | 0.76x |
| Price / BookPrice ÷ Book value/share | 1.40x | 1.68x | 4.50x | 1.44x | 2.26x |
| Price / FCFMarket cap ÷ FCF | 17.16x | 27.11x | 24.13x | 21.68x | 59.99x |
Profitability & Efficiency
RPM leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
RPM delivers a 21.3% return on equity — every $100 of shareholder capital generates $21 in annual profit, vs $-7 for LYB. IOSP carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to LYB's 1.56x. On the Piotroski fundamental quality scale (0–9), FUL scores 7/9 vs LYB's 3/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +6.6% | +7.6% | +21.3% | +9.0% | -7.2% |
| ROA (TTM)Return on assets | +2.6% | +2.9% | +8.5% | +6.5% | -3.0% |
| ROICReturn on invested capital | +3.9% | +7.8% | +13.3% | +11.2% | -1.1% |
| ROCEReturn on capital employed | +4.0% | +9.2% | +15.9% | +11.0% | -1.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 7 | 6 | 3 |
| Debt / EquityFinancial leverage | 0.81x | 1.01x | 1.03x | 0.07x | 1.56x |
| Net DebtTotal debt minus cash | $1.4B | $1.9B | $2.7B | -$203M | $12.5B |
| Cash & Equiv.Liquid assets | $511M | $107M | $302M | $293M | $3.4B |
| Total DebtShort + long-term debt | $1.9B | $2.0B | $3.0B | $90M | $16.0B |
| Interest CoverageEBIT ÷ Interest expense | 3.61x | 2.62x | 8.51x | — | -1.42x |
Total Returns (Dividends Reinvested)
RPM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in RPM five years ago would be worth $11,343 today (with dividends reinvested), compared to $7,726 for AVNT. Over the past 12 months, LYB leads with a +37.2% total return vs IOSP's -14.9%. The 3-year compound annual growth rate (CAGR) favors RPM at 10.0% vs IOSP's -6.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +16.0% | +1.3% | -1.2% | +0.5% | +62.6% |
| 1-Year ReturnPast 12 months | +4.1% | +16.1% | -5.3% | -14.9% | +37.2% |
| 3-Year ReturnCumulative with dividends | +2.3% | -4.3% | +33.3% | -17.3% | -5.5% |
| 5-Year ReturnCumulative with dividends | -22.7% | -6.6% | +13.4% | -18.3% | -11.3% |
| 10-Year ReturnCumulative with dividends | +27.8% | +54.5% | +134.7% | +84.4% | +48.6% |
| CAGR (3Y)Annualised 3-year return | +0.8% | -1.5% | +10.0% | -6.1% | -1.9% |
Risk & Volatility
Evenly matched — FUL and LYB each lead in 1 of 2 comparable metrics.
Risk & Volatility
LYB is the less volatile stock with a 0.38 beta — it tends to amplify market swings less than FUL's 1.20 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FUL currently trades 88.4% from its 52-week high vs RPM's 78.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.19x | 1.20x | 1.01x | 0.70x | 0.38x |
| 52-Week HighHighest price in past year | $44.85 | $68.63 | $129.12 | $95.55 | $83.94 |
| 52-Week LowLowest price in past year | $27.48 | $48.71 | $92.92 | $65.58 | $41.58 |
| % of 52W HighCurrent price vs 52-week peak | +81.4% | +88.4% | +78.5% | +80.2% | +85.2% |
| RSI (14)Momentum oscillator 0–100 | 55.2 | 49.9 | 47.7 | 59.1 | 50.9 |
| Avg Volume (50D)Average daily shares traded | 620K | 569K | 932K | 221K | 8.1M |
Analyst Outlook
Evenly matched — RPM and LYB each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: AVNT as "Buy", FUL as "Buy", RPM as "Buy", IOSP as "Hold", LYB as "Hold". Consensus price targets imply 50.1% upside for IOSP (target: $115) vs 2.9% for LYB (target: $74). For income investors, LYB offers the higher dividend yield at 7.66% vs FUL's 1.50%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $48.40 | $73.33 | $122.67 | $115.00 | $73.60 |
| # AnalystsCovering analysts | 20 | 15 | 22 | 9 | 39 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +1.5% | +2.0% | +2.2% | +7.7% |
| Dividend StreakConsecutive years of raises | 14 | 23 | 30 | 12 | 2 |
| Dividend / ShareAnnual DPS | $1.08 | $0.91 | $1.99 | $1.70 | $5.48 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | +1.8% | +0.7% | 0.0% | +0.9% |
RPM leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). LYB leads in 1 (Valuation Metrics). 2 tied.
AVNT vs FUL vs RPM vs IOSP vs LYB: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AVNT or FUL or RPM or IOSP or LYB a better buy right now?
For growth investors, Avient Corporation (AVNT) is the stronger pick with 0.
6% revenue growth year-over-year, versus -25. 2% for LyondellBasell Industries N. V. (LYB). Innospec Inc. (IOSP) offers the better valuation at 16. 4x trailing P/E (15. 5x forward), making it the more compelling value choice. Analysts rate Avient Corporation (AVNT) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AVNT or FUL or RPM or IOSP or LYB?
On trailing P/E, Innospec Inc.
(IOSP) is the cheapest at 16. 4x versus Avient Corporation at 41. 0x. On forward P/E, LyondellBasell Industries N. V. is actually cheaper at 9. 9x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Innospec Inc. wins at 0. 48x versus H. B. Fuller Company's 4. 14x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — AVNT or FUL or RPM or IOSP or LYB?
Over the past 5 years, RPM International Inc.
(RPM) delivered a total return of +13. 4%, compared to -22. 7% for Avient Corporation (AVNT). Over 10 years, the gap is even starker: RPM returned +134. 7% versus AVNT's +27. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AVNT or FUL or RPM or IOSP or LYB?
By beta (market sensitivity over 5 years), LyondellBasell Industries N.
V. (LYB) is the lower-risk stock at 0. 38β versus H. B. Fuller Company's 1. 20β — meaning FUL is approximately 216% more volatile than LYB relative to the S&P 500. On balance sheet safety, Innospec Inc. (IOSP) carries a lower debt/equity ratio of 7% versus 156% for LyondellBasell Industries N. V. — giving it more financial flexibility in a downturn.
05Which is growing faster — AVNT or FUL or RPM or IOSP or LYB?
By revenue growth (latest reported year), Avient Corporation (AVNT) is pulling ahead at 0.
6% versus -25. 2% for LyondellBasell Industries N. V. (LYB). On earnings-per-share growth, the picture is similar: Innospec Inc. grew EPS 228. 9% year-over-year, compared to -156. 6% for LyondellBasell Industries N. V.. Over a 3-year CAGR, RPM leads at 3. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AVNT or FUL or RPM or IOSP or LYB?
RPM International Inc.
(RPM) is the more profitable company, earning 9. 3% net margin versus -2. 5% for LyondellBasell Industries N. V. — meaning it keeps 9. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RPM leads at 12. 3% versus -1. 1% for LYB. At the gross margin level — before operating expenses — RPM leads at 41. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AVNT or FUL or RPM or IOSP or LYB more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Innospec Inc. (IOSP) is the more undervalued stock at a PEG of 0. 48x versus H. B. Fuller Company's 4. 14x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, LyondellBasell Industries N. V. (LYB) trades at 9. 9x forward P/E versus 18. 5x for RPM International Inc. — 8. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IOSP: 50. 1% to $115. 00.
08Which pays a better dividend — AVNT or FUL or RPM or IOSP or LYB?
All stocks in this comparison pay dividends.
LyondellBasell Industries N. V. (LYB) offers the highest yield at 7. 7%, versus 1. 5% for H. B. Fuller Company (FUL).
09Is AVNT or FUL or RPM or IOSP or LYB better for a retirement portfolio?
For long-horizon retirement investors, LyondellBasell Industries N.
V. (LYB) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 38), 7. 7% yield). Both have compounded well over 10 years (LYB: +48. 6%, AVNT: +27. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AVNT and FUL and RPM and IOSP and LYB?
Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: AVNT is a small-cap quality compounder stock; FUL is a small-cap quality compounder stock; RPM is a mid-cap quality compounder stock; IOSP is a small-cap deep-value stock; LYB is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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