Ecolab Inc (ECL)vsOrion Engineered Carbons SA (OEC)
ECL
Ecolab Inc
$268.54
+1.53%
BASIC MATERIALS · Cap: $74.91B
OEC
Orion Engineered Carbons SA
$5.86
+6.55%
BASIC MATERIALS · Cap: $293.19M
Smart Verdict
WallStSmart Research — data-driven comparison
Ecolab Inc generates 790% more annual revenue ($16.08B vs $1.81B). ECL leads profitability with a 12.9% profit margin vs -3.9%. OEC appears more attractively valued with a PEG of 1.25. ECL earns a higher WallStSmart Score of 55/100 (C-).
ECL
Buy55
out of 100
Grade: C-
OEC
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-142.8%
Fair Value
$125.04
Current Price
$268.54
$143.50 premium
Intrinsic value data unavailable for OEC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 23 in profit
17.8% revenue growth
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.4x book value
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
Operating margin of 4.8%
ROE of -16.3% — below average capital efficiency
Revenue declined 5.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : ECL
The strongest argument for ECL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 17.8% demonstrates continued momentum.
Bull Case : OEC
The strongest argument for OEC centers on Price/Book. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bear Case : ECL
The primary concerns for ECL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : OEC
The primary concerns for OEC are Market Cap, Operating Margin, Return on Equity.
Key Dynamics to Monitor
ECL profiles as a growth stock while OEC is a turnaround play — different risk/reward profiles.
OEC carries more volatility with a beta of 1.02 — expect wider price swings.
ECL is growing revenue faster at 17.8% — sustainability is the question.
ECL generates stronger free cash flow (758M), providing more financial flexibility.
Bottom Line
ECL scores higher overall (55/100 vs 44/100) and 17.8% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ecolab Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ecolab Inc., headquartered in St. Paul, Minnesota, is an American corporation that develops and offers services, technology and systems that specialize in water treatment, purification, cleaning and hygiene in a wide variety of applications. It helps organizations both private market as well as public treat their water, not only for drinking directly, but also for use in food, healthcare, hospitality related safety and industry.
Orion Engineered Carbons SA
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Orion Engineered Carbons SA, produces and sells carbon black products in Germany, the United States, South Korea, Brazil, China, South Africa, the rest of Europe and internationally. The company is headquartered in Senningerberg, Luxembourg.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?