Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

11 Dec 25

Views

215

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

11.8%

7D

2.4%

Loading

1Y

11.8%

7D

2.4%

You can edit this narrative until Dec 12 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$291.758.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

ECL: Rising Margins And Dividend Increase Will Support Strong Returns Into 2026

Analysts have modestly raised their price target on Ecolab by $10 to $325, citing improving operating margins, above average returns on equity, and resilient prospects despite a challenging macro backdrop for specialty chemicals volumes. Analyst Commentary Bullish analysts highlight that Ecolab's medium term setup remains attractive, underpinned by structurally improving operating margins and above average returns on equity that support a higher valuation multiple.

Shared on 27 Nov 25

ECL: Margin Expansion From One Ecolab Will Drive Steady Returns Into 2026

Analysts have raised their price targets for Ecolab, with the consensus forecast increasing from $315 to $325 per share. This change is driven by expectations for continued margin expansion and robust medium-term growth prospects.

Shared on 13 Nov 25

Fair value Increased 0.55%

ECL: Margin Expansion Will Drive Stronger Performance Through 2026

Ecolab’s fair value price target has been modestly increased from $290.15 to $291.75. This reflects analysts’ continued confidence in the company’s margin expansion and growth prospects, despite ongoing macroeconomic challenges.

Shared on 29 Oct 25

Fair value Increased 1.42%

The fair value estimate for Ecolab has increased slightly from $286.10 to $290.15. Analysts point to improving medium-term growth prospects and higher operating margin expectations, citing several recent upward price target revisions.

Shared on 06 Sep 25

Fair value Increased 0.77%

Ecolab’s consensus analyst price target was modestly raised to $285.95, reflecting increased confidence in growth and margin expansion from the "One Ecolab" initiative and improved sector sentiment, despite valuation concerns. Analyst Commentary Bullish analysts cite the "One Ecolab" initiative as a catalyst for accelerating growth and driving margin expansion.

Shared on 07 May 25

Fair value Increased 3.58%

Shared on 30 Apr 25

Fair value Increased 0.46%

AnalystConsensusTarget has increased revenue growth from 4.1% to 4.7%.

Shared on 23 Apr 25

Fair value Decreased 1.22%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 16 Apr 25

Fair value Decreased 2.32%

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 4.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$291.75

8.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.17%

Chemicals revenue growth rate

0.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.55%

Calculation

US$2.86b

Earnings '28

x

35.88x

PE Ratio '28

=

US$102.70b

Market Cap '28

US$102.70b

Market Cap '28

/

283.95m

No. shares '28

=

US$361.68

Share Price '28

US$361.68 Share Price '28

Discounted to 2025 @ 7.55% p.a.

=

US$290.77

Fair Value '25