Chemicals - Specialty
Compare Stocks
4 / 10Stock Comparison
NEU vs ECL vs IFF vs RPM
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
Chemicals - Specialty
Chemicals - Specialty
NEU vs ECL vs IFF vs RPM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty |
| Market Cap | $6.44B | $71.80B | $20.70B | $12.91B |
| Revenue (TTM) | $2.69B | $16.08B | $10.79B | $7.58B |
| Net Income (TTM) | $411M | $2.08B | $839M | $667M |
| Gross Margin | 31.3% | 44.5% | 35.1% | 41.2% |
| Operating Margin | 19.6% | 17.7% | 8.0% | 12.0% |
| Forward P/E | 15.4x | 30.5x | 18.1x | 18.4x |
| Total Debt | $962M | $9.43B | $6.65B | $2.96B |
| Cash & Equiv. | $78M | $646M | $590M | $302M |
NEU vs ECL vs IFF vs RPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| NewMarket Corporati… (NEU) | 100 | 157.0 | +57.0% |
| Ecolab Inc. (ECL) | 100 | 119.6 | +19.6% |
| International Flavo… (IFF) | 100 | 60.9 | -39.1% |
| RPM International I… (RPM) | 100 | 134.8 | +34.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NEU vs ECL vs IFF vs RPM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NEU carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and defensive.
- Lower volatility, beta 0.56, Low D/E 54.1%, current ratio 2.53x
- Beta 0.56, yield 1.6%, current ratio 2.53x
- Lower P/E (15.4x vs 18.1x)
- 15.3% margin vs IFF's 7.8%
ECL is the #2 pick in this set and the best alternative if growth exposure and long-term compounding is your priority.
- Rev growth 2.2%, EPS growth -1.2%, 3Y rev CAGR 4.3%
- 137.4% 10Y total return vs NEU's 90.0%
- 2.2% revenue growth vs IFF's -5.2%
IFF is the clearest fit if your priority is momentum.
- +11.6% vs RPM's -7.2%
RPM is the clearest fit if your priority is income & stability and valuation efficiency.
- Dividend streak 30 yrs, beta 1.01, yield 2.0%
- PEG 1.02 vs NEU's 1.23
- 2.0% yield, 30-year raise streak, vs NEU's 1.6%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.2% revenue growth vs IFF's -5.2% | |
| Value | Lower P/E (15.4x vs 18.1x) | |
| Quality / Margins | 15.3% margin vs IFF's 7.8% | |
| Stability / Safety | Beta 0.56 vs RPM's 1.01, lower leverage | |
| Dividends | 2.0% yield, 30-year raise streak, vs NEU's 1.6% | |
| Momentum (1Y) | +11.6% vs RPM's -7.2% | |
| Efficiency (ROA) | 12.2% ROA vs IFF's 3.3%, ROIC 16.0% vs 3.5% |
NEU vs ECL vs IFF vs RPM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NEU vs ECL vs IFF vs RPM — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
NEU leads in 3 of 6 categories
IFF leads 1 • RPM leads 1 • ECL leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
NEU leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ECL is the larger business by revenue, generating $16.1B annually — 6.0x NEU's $2.7B. NEU is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to IFF's 7.8%. On growth, ECL holds the edge at +4.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $2.7B | $16.1B | $10.8B | $7.6B |
| EBITDAEarnings before interest/tax | $652M | $3.5B | $1.7B | $1.1B |
| Net IncomeAfter-tax profit | $411M | $2.1B | $839M | $667M |
| Free Cash FlowCash after capex | $484M | $1.9B | $400M | $583M |
| Gross MarginGross profit ÷ Revenue | +31.3% | +44.5% | +35.1% | +41.2% |
| Operating MarginEBIT ÷ Revenue | +19.6% | +17.7% | +8.0% | +12.0% |
| Net MarginNet income ÷ Revenue | +15.3% | +12.9% | +7.8% | +8.8% |
| FCF MarginFCF ÷ Revenue | +18.0% | +11.8% | +3.7% | +7.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -4.5% | +4.8% | -3.6% | +3.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.3% | +19.3% | +116.6% | -11.3% |
Valuation Metrics
IFF leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 15.4x trailing earnings, NEU trades at a 56% valuation discount to ECL's 34.9x P/E. Adjusting for growth (PEG ratio), RPM offers better value at 1.05x vs NEU's 1.23x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $6.4B | $71.8B | $20.7B | $12.9B |
| Enterprise ValueMkt cap + debt − cash | $7.3B | $80.6B | $26.8B | $15.6B |
| Trailing P/EPrice ÷ TTM EPS | 15.41x | 34.92x | -55.51x | 18.84x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 30.47x | 18.13x | 18.37x |
| PEG RatioP/E ÷ EPS growth rate | 1.23x | — | — | 1.05x |
| EV / EBITDAEnterprise value multiple | 10.99x | 22.48x | 13.64x | 14.16x |
| Price / SalesMarket cap ÷ Revenue | 2.36x | 4.46x | 1.90x | 1.75x |
| Price / BookPrice ÷ Book value/share | 3.62x | 7.39x | 1.46x | 4.48x |
| Price / FCFMarket cap ÷ FCF | 13.10x | 37.70x | 80.87x | 23.99x |
Profitability & Efficiency
NEU leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
NEU delivers a 39.3% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $6 for IFF. IFF carries lower financial leverage with a 0.47x debt-to-equity ratio, signaling a more conservative balance sheet compared to RPM's 1.03x. On the Piotroski fundamental quality scale (0–9), RPM scores 7/9 vs IFF's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +39.3% | +22.0% | +5.9% | +21.3% |
| ROA (TTM)Return on assets | +12.2% | +8.8% | +3.3% | +8.5% |
| ROICReturn on invested capital | +16.0% | +12.7% | +3.5% | +13.3% |
| ROCEReturn on capital employed | +18.7% | +15.8% | +4.4% | +15.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | 0.54x | 0.96x | 0.47x | 1.03x |
| Net DebtTotal debt minus cash | $884M | $8.8B | $6.1B | $2.7B |
| Cash & Equiv.Liquid assets | $78M | $646M | $590M | $302M |
| Total DebtShort + long-term debt | $962M | $9.4B | $6.7B | $3.0B |
| Interest CoverageEBIT ÷ Interest expense | 14.71x | 9.82x | 5.26x | 8.51x |
Total Returns (Dividends Reinvested)
NEU leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NEU five years ago would be worth $20,872 today (with dividends reinvested), compared to $6,548 for IFF. Over the past 12 months, IFF leads with a +11.6% total return vs RPM's -7.2%. The 3-year compound annual growth rate (CAGR) favors NEU at 22.1% vs IFF's -3.6% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +0.0% | -2.9% | +19.7% | -1.8% |
| 1-Year ReturnPast 12 months | +9.9% | +1.4% | +11.6% | -7.2% |
| 3-Year ReturnCumulative with dividends | +82.3% | +51.4% | -10.4% | +32.5% |
| 5-Year ReturnCumulative with dividends | +108.7% | +18.1% | -34.5% | +12.3% |
| 10-Year ReturnCumulative with dividends | +90.0% | +137.4% | -10.3% | +133.5% |
| CAGR (3Y)Annualised 3-year return | +22.1% | +14.8% | -3.6% | +9.8% |
Risk & Volatility
Evenly matched — NEU and IFF each lead in 1 of 2 comparable metrics.
Risk & Volatility
NEU is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than RPM's 1.01 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IFF currently trades 96.3% from its 52-week high vs RPM's 78.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.56x | 0.64x | 0.86x | 1.01x |
| 52-Week HighHighest price in past year | $875.97 | $309.27 | $84.19 | $129.12 |
| 52-Week LowLowest price in past year | $580.03 | $249.04 | $59.14 | $92.92 |
| % of 52W HighCurrent price vs 52-week peak | +78.2% | +82.2% | +96.3% | +78.1% |
| RSI (14)Momentum oscillator 0–100 | 57.1 | 39.8 | 60.5 | 45.6 |
| Avg Volume (50D)Average daily shares traded | 128K | 1.4M | 1.6M | 929K |
Analyst Outlook
RPM leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: NEU as "Hold", ECL as "Buy", IFF as "Buy", RPM as "Buy". Consensus price targets imply 28.7% upside for ECL (target: $327) vs 8.7% for IFF (target: $88). For income investors, RPM offers the higher dividend yield at 1.98% vs ECL's 1.04%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $327.11 | $88.13 | $122.67 |
| # AnalystsCovering analysts | 4 | 37 | 33 | 22 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | +1.0% | +2.0% | +2.0% |
| Dividend StreakConsecutive years of raises | 7 | 12 | 0 | 30 |
| Dividend / ShareAnnual DPS | $11.29 | $2.64 | $1.60 | $1.99 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +1.1% | +0.2% | +0.7% |
NEU leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IFF leads in 1 (Valuation Metrics). 1 tied.
NEU vs ECL vs IFF vs RPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is NEU or ECL or IFF or RPM a better buy right now?
For growth investors, Ecolab Inc.
(ECL) is the stronger pick with 2. 2% revenue growth year-over-year, versus -5. 2% for International Flavors & Fragrances Inc. (IFF). NewMarket Corporation (NEU) offers the better valuation at 15. 4x trailing P/E, making it the more compelling value choice. Analysts rate Ecolab Inc. (ECL) a "Buy" — based on 37 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 — NEU or ECL or IFF or RPM?
On trailing P/E, NewMarket Corporation (NEU) is the cheapest at 15.
4x versus Ecolab Inc. at 34. 9x. On forward P/E, International Flavors & Fragrances Inc. is actually cheaper at 18. 1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — NEU or ECL or IFF or RPM?
Over the past 5 years, NewMarket Corporation (NEU) delivered a total return of +108.
7%, compared to -34. 5% for International Flavors & Fragrances Inc. (IFF). Over 10 years, the gap is even starker: ECL returned +137. 4% versus IFF's -10. 3%. 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 — NEU or ECL or IFF or RPM?
By beta (market sensitivity over 5 years), NewMarket Corporation (NEU) is the lower-risk stock at 0.
56β versus RPM International Inc. 's 1. 01β — meaning RPM is approximately 80% more volatile than NEU relative to the S&P 500. On balance sheet safety, International Flavors & Fragrances Inc. (IFF) carries a lower debt/equity ratio of 47% versus 103% for RPM International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — NEU or ECL or IFF or RPM?
By revenue growth (latest reported year), Ecolab Inc.
(ECL) is pulling ahead at 2. 2% versus -5. 2% for International Flavors & Fragrances Inc. (IFF). On earnings-per-share growth, the picture is similar: RPM International Inc. grew EPS 17. 3% year-over-year, compared to -253. 7% for International Flavors & Fragrances Inc.. Over a 3-year CAGR, ECL leads at 4. 3% 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 — NEU or ECL or IFF or RPM?
NewMarket Corporation (NEU) is the more profitable company, earning 15.
4% net margin versus -3. 4% for International Flavors & Fragrances Inc. — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NEU leads at 20. 0% versus 9. 2% for IFF. At the gross margin level — before operating expenses — ECL leads at 44. 5%, 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 NEU or ECL or IFF or RPM more undervalued right now?
On forward earnings alone, International Flavors & Fragrances Inc.
(IFF) trades at 18. 1x forward P/E versus 30. 5x for Ecolab Inc. — 12. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ECL: 28. 7% to $327. 11.
08Which pays a better dividend — NEU or ECL or IFF or RPM?
All stocks in this comparison pay dividends.
RPM International Inc. (RPM) offers the highest yield at 2. 0%, versus 1. 0% for Ecolab Inc. (ECL).
09Is NEU or ECL or IFF or RPM better for a retirement portfolio?
For long-horizon retirement investors, NewMarket Corporation (NEU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
56), 1. 6% yield). Both have compounded well over 10 years (NEU: +90. 0%, RPM: +133. 5%), 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 NEU and ECL and IFF and RPM?
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: NEU is a small-cap deep-value stock; ECL is a mid-cap quality compounder stock; IFF is a mid-cap quality compounder stock; RPM is a mid-cap quality compounder 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.