Specialty Chemicals Stocks — Fair Value & Margin of Safety

Equity Rank covers 40 Specialty Chemicals companies; 34 have a published model fair value, and 19 of those (56%) trade below the model estimate. The median model fair value sits 6.6% above the current price, under these model assumptions. Data as of 2026-10-22.

Source: Equity Rank — Specialty Chemicals stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.

Specialty Chemicals stocks furthest below the model estimate

Among companies valued by at least five methods. A wide gap can also mean the models are missing something.

  1. EMN — Eastman Chemical Company: model fair value $105.77 vs. price $65.31, a model fair value differential of 62.0% above the current price (as of 2026-10-22)
  2. KOP — Koppers Holdings Inc: model fair value $64.06 vs. price $40.75, a model fair value differential of 57.2% above the current price (as of 2026-10-22)
  3. FUL — H B Fuller Company: model fair value $72.83 vs. price $50.89, a model fair value differential of 43.1% above the current price (as of 2026-10-22)
  4. CBT — Cabot Corporation: model fair value $103.86 vs. price $74.33, a model fair value differential of 39.7% above the current price (as of 2026-10-22)
  5. MATV — Mativ Holdings Inc.: model fair value $16.97 vs. price $12.25, a model fair value differential of 38.5% above the current price (as of 2026-10-22)
  6. SQM — Sociedad Quimica y Minera de Chile SA ADR B: model fair value $74.69 vs. price $56.37, a model fair value differential of 32.5% above the current price (as of 2026-10-22)
  7. AXTA — Axalta Coating Systems Ltd: model fair value $45.22 vs. price $35.05, a model fair value differential of 29.0% above the current price (as of 2026-10-22)
  8. SCL — Stepan Company: model fair value $80.50 vs. price $64.32, a model fair value differential of 25.2% above the current price (as of 2026-10-22)
  9. NEU — NewMarket Corporation: model fair value $1072.81 vs. price $876.33, a model fair value differential of 22.4% above the current price (as of 2026-10-22)
  10. PPG — PPG Industries Inc: model fair value $137.36 vs. price $113.07, a model fair value differential of 21.5% above the current price (as of 2026-10-22)

All 40 Specialty Chemicals companies

TickerCompanyPriceModel fair valueGap
LINLinde plc Ordinary Shares$510.36$337.16-33.9%
SHWSherwin-Williams Co$345.63$240.92-30.3%
ECLEcolab Inc$292.21$159.33-45.5%
APDAir Products and Chemicals Inc$308.22$274.66-10.9%
PPGPPG Industries Inc$113.07$137.36+21.5%
IFFInternational Flavors & Fragrances Inc$93.83$81.58-13.1%
LYBLyondellBasell Industries NV$65.37$69.83+6.8%
DDDupont De Nemours Inc$135.10$130.31-3.5%
SQMSociedad Quimica y Minera de Chile SA ADR B$56.37$74.69+32.5%
RPMRPM International Inc$101.72$115.03+13.1%
ALBAlbemarle Corp$92.57$93.31+0.8%
SSLSasol Ltd$17.46Not published—
ESIElement Solutions Inc$33.11$29.76-10.1%
NEUNewMarket Corporation$876.33$1072.81+22.4%
WLKWestlake Chemical Corporation$64.14Not published—
EMNEastman Chemical Company$65.31$105.77+62.0%
AXTAAxalta Coating Systems Ltd$35.05$45.22+29.0%
SXTSensient Technologies Corporation$130.94$88.85-32.1%
BCPCBalchem Corporation$173.23$127.71-26.3%
CLMTCalumet Specialty Products Partners$49.32Not published—
PRMPerimeter Solutions SA$27.15$25.16-7.3%
CBTCabot Corporation$74.33$103.86+39.7%
AVNTAvient Corp$40.58$48.21+18.8%
ASHAshland Global Holdings Inc$73.57$80.44+9.3%
HWKNHawkins Inc$133.17$99.88-25.0%
FULH B Fuller Company$50.89$72.83+43.1%
KWRQuaker Chemical Corporation$156.56$148.99-4.8%
WDFCWD-40 Company$210.18$136.70-35.0%
IOSPInnospec Inc$98.67$116.21+17.8%
NGVTIngevity Corp$69.84$61.34-12.2%
CCChemours Co$13.03$12.61-3.2%
MTXMinerals Technologies Inc$64.07$68.49+6.9%
SCLStepan Company$64.32$80.50+25.2%
ECVTEcovyst Inc$9.81$11.64+18.6%
ODCOil-Dri Corporation Of America$75.03$79.86+6.4%
KROKronos Worldwide Inc$7.64Not published—
KOPKoppers Holdings Inc$40.75$64.06+57.2%
MATVMativ Holdings Inc.$12.25$16.97+38.5%
ASPNAspen Aerogels Inc$5.45Not published—
OECOrion Engineered Carbons SA$5.40Not published—

Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.

Compare Specialty Chemicals peers

LIN vs SHW · LIN vs ECL · LIN vs APD · SHW vs ECL · SHW vs APD · ECL vs APD

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