Chemicals - Specialty
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NEU vs KWR
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
NEU vs KWR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Chemicals - Specialty | Chemicals - Specialty |
| Market Cap | $6.38B | $2.48B |
| Revenue (TTM) | $2.69B | $1.93B |
| Net Income (TTM) | $411M | $4M |
| Gross Margin | 31.3% | 34.4% |
| Operating Margin | 19.6% | 3.7% |
| Forward P/E | 15.3x | 19.3x |
| Total Debt | $962M | $929M |
| Cash & Equiv. | $78M | $180M |
NEU vs KWR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| NewMarket Corporati… (NEU) | 100 | 155.7 | +55.7% |
| Quaker Chemical Cor… (KWR) | 100 | 83.7 | -16.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NEU vs KWR
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 income & stability and growth exposure.
- Dividend streak 7 yrs, beta 0.56, yield 1.7%
- Rev growth -2.2%, EPS growth -7.8%, 3Y rev CAGR -0.5%
- Lower volatility, beta 0.56, Low D/E 54.1%, current ratio 2.53x
KWR is the clearest fit if your priority is long-term compounding.
- 88.7% 10Y total return vs NEU's 88.5%
- 2.7% revenue growth vs NEU's -2.2%
- +45.1% vs NEU's +9.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.7% revenue growth vs NEU's -2.2% | |
| Value | Lower P/E (15.3x vs 19.3x) | |
| Quality / Margins | 15.3% margin vs KWR's 0.2% | |
| Stability / Safety | Beta 0.56 vs KWR's 1.35, lower leverage | |
| Dividends | 1.7% yield, 7-year raise streak, vs KWR's 1.4% | |
| Momentum (1Y) | +45.1% vs NEU's +9.9% | |
| Efficiency (ROA) | 12.2% ROA vs KWR's 0.2%, ROIC 16.0% vs 6.6% |
NEU vs KWR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
NEU vs KWR — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — NEU and KWR each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NEU and KWR operate at a comparable scale, with $2.7B and $1.9B in trailing revenue. NEU is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to KWR's 0.2%. On growth, KWR holds the edge at +8.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.7B | $1.9B |
| EBITDAEarnings before interest/tax | $652M | $143M |
| Net IncomeAfter-tax profit | $411M | $4M |
| Free Cash FlowCash after capex | $484M | $143M |
| Gross MarginGross profit ÷ Revenue | +31.3% | +34.4% |
| Operating MarginEBIT ÷ Revenue | +19.6% | +3.7% |
| Net MarginNet income ÷ Revenue | +15.3% | +0.2% |
| FCF MarginFCF ÷ Revenue | +18.0% | +7.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -4.5% | +8.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -5.3% | +54.8% |
Valuation Metrics
KWR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, NEU's 10.9x EV/EBITDA is more attractive than KWR's 11.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $6.4B | $2.5B |
| Enterprise ValueMkt cap + debt − cash | $7.3B | $3.2B |
| Trailing P/EPrice ÷ TTM EPS | 15.28x | -1021.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 19.32x |
| PEG RatioP/E ÷ EPS growth rate | 1.22x | — |
| EV / EBITDAEnterprise value multiple | 10.91x | 11.93x |
| Price / SalesMarket cap ÷ Revenue | 2.34x | 1.31x |
| Price / BookPrice ÷ Book value/share | 3.58x | 1.81x |
| Price / FCFMarket cap ÷ FCF | 12.99x | 30.74x |
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 $0 for KWR. NEU carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to KWR's 0.67x. On the Piotroski fundamental quality scale (0–9), NEU scores 5/9 vs KWR's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +39.3% | +0.3% |
| ROA (TTM)Return on assets | +12.2% | +0.2% |
| ROICReturn on invested capital | +16.0% | +6.6% |
| ROCEReturn on capital employed | +18.7% | +7.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.54x | 0.67x |
| Net DebtTotal debt minus cash | $884M | $749M |
| Cash & Equiv.Liquid assets | $78M | $180M |
| Total DebtShort + long-term debt | $962M | $929M |
| Interest CoverageEBIT ÷ Interest expense | 14.71x | 1.41x |
Total Returns (Dividends Reinvested)
Evenly matched — NEU and KWR each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NEU five years ago would be worth $20,613 today (with dividends reinvested), compared to $6,267 for KWR. Over the past 12 months, KWR leads with a +45.1% total return vs NEU's +9.9%. The 3-year compound annual growth rate (CAGR) favors NEU at 21.8% vs KWR's -11.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -0.8% | +3.6% |
| 1-Year ReturnPast 12 months | +9.9% | +45.1% |
| 3-Year ReturnCumulative with dividends | +80.8% | -30.1% |
| 5-Year ReturnCumulative with dividends | +106.1% | -37.3% |
| 10-Year ReturnCumulative with dividends | +88.5% | +88.7% |
| CAGR (3Y)Annualised 3-year return | +21.8% | -11.2% |
Risk & Volatility
Evenly matched — NEU and KWR 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 KWR's 1.35 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.56x | 1.35x |
| 52-Week HighHighest price in past year | $875.97 | $183.00 |
| 52-Week LowLowest price in past year | $580.03 | $99.18 |
| % of 52W HighCurrent price vs 52-week peak | +77.5% | +78.1% |
| RSI (14)Momentum oscillator 0–100 | 61.8 | 58.2 |
| Avg Volume (50D)Average daily shares traded | 129K | 176K |
Analyst Outlook
NEU leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates NEU as "Hold" and KWR as "Buy". For income investors, NEU offers the higher dividend yield at 1.66% vs KWR's 1.38%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $176.33 |
| # AnalystsCovering analysts | 4 | 14 |
| Dividend YieldAnnual dividend ÷ price | +1.7% | +1.4% |
| Dividend StreakConsecutive years of raises | 7 | 6 |
| Dividend / ShareAnnual DPS | $11.29 | $1.97 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.2% | +1.7% |
NEU leads in 2 of 6 categories (Profitability & Efficiency, Analyst Outlook). KWR leads in 1 (Valuation Metrics). 3 tied.
NEU vs KWR: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is NEU or KWR a better buy right now?
For growth investors, Quaker Chemical Corporation (KWR) is the stronger pick with 2.
7% revenue growth year-over-year, versus -2. 2% for NewMarket Corporation (NEU). NewMarket Corporation (NEU) offers the better valuation at 15. 3x trailing P/E, making it the more compelling value choice. Analysts rate Quaker Chemical Corporation (KWR) a "Buy" — based on 14 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 is the better long-term investment — NEU or KWR?
Over the past 5 years, NewMarket Corporation (NEU) delivered a total return of +106.
1%, compared to -37. 3% for Quaker Chemical Corporation (KWR). Over 10 years, the gap is even starker: KWR returned +88. 7% versus NEU's +88. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — NEU or KWR?
By beta (market sensitivity over 5 years), NewMarket Corporation (NEU) is the lower-risk stock at 0.
56β versus Quaker Chemical Corporation's 1. 35β — meaning KWR is approximately 139% more volatile than NEU relative to the S&P 500. On balance sheet safety, NewMarket Corporation (NEU) carries a lower debt/equity ratio of 54% versus 67% for Quaker Chemical Corporation — giving it more financial flexibility in a downturn.
04Which is growing faster — NEU or KWR?
By revenue growth (latest reported year), Quaker Chemical Corporation (KWR) is pulling ahead at 2.
7% versus -2. 2% for NewMarket Corporation (NEU). On earnings-per-share growth, the picture is similar: NewMarket Corporation grew EPS -7. 8% year-over-year, compared to -102. 2% for Quaker Chemical Corporation. Over a 3-year CAGR, NEU leads at -0. 5% 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.
05Which has better profit margins — NEU or KWR?
NewMarket Corporation (NEU) is the more profitable company, earning 15.
4% net margin versus -0. 1% for Quaker Chemical Corporation — 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. 4% for KWR. At the gross margin level — before operating expenses — KWR leads at 36. 0%, 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.
06Which pays a better dividend — NEU or KWR?
All stocks in this comparison pay dividends.
NewMarket Corporation (NEU) offers the highest yield at 1. 7%, versus 1. 4% for Quaker Chemical Corporation (KWR).
07Is NEU or KWR 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. 7% yield). Both have compounded well over 10 years (NEU: +88. 5%, KWR: +88. 7%), 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.
08What are the main differences between NEU and KWR?
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; KWR is a small-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.
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