Renewable Diesel Surge And Mining Momentum Will Fuel Catalyst Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Sep 24

Updated

28 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

8.4%

7D

-5.0%

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1Y

8.4%

7D

-5.0%

You can edit this narrative until Nov 29 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$10.9219.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Decreased 4.38%

ECVT: Portfolio Streamlining Will Unlock Cash For Shareholder Returns

Ecovyst's analyst price target shifted slightly lower, decreasing by $0.50 to $10.92, as analysts weigh both the streamlining impacts and the perceived balance in risk and reward following the divestiture of its AMC segment. Analyst Commentary Recent street research reflects a range of opinions on Ecovyst's outlook, highlighting both the upside potential and the risks stemming from its recent strategic changes.

Shared on 14 Nov 25

Fair value Decreased 5.52%

ECVT: Recent Business Sale Will Unlock Shareholder Value

Ecovyst's analyst price target has been adjusted downward from $12.08 to $11.42. Analysts factor in the effects of the recent AM&C business divestiture, which is expected to streamline operations but also shift growth and valuation expectations.

Shared on 27 Sep 25

Fair value Increased 6.62%

Analysts have raised Ecovyst’s price target from $11.33 to $12.08, citing the sale of its AM&C business as a key catalyst that streamlines operations, improves the risk/reward profile, and enables strategic uses of divestiture proceeds including debt reduction and potential shareholder returns. Analyst Commentary Bullish analysts see the sale of the AM&C business as a positive catalyst, removing a volatile segment and streamlining Ecovyst’s portfolio.

Shared on 12 Sep 25

Fair value Increased 9.68%

Despite a notable reduction in forecast revenue growth from 9.0% to 7.3%, the consensus analyst price target for Ecovyst has increased from $10.33 to $11.33, supported by an expanded future P/E multiple. What's in the News Completed repurchase of 27,490,490 shares (21.51% of shares) for $242.28 million under buyback program.

Shared on 01 May 25

Fair value Increased 3.33%

Shared on 23 Apr 25

Fair value Increased 5.49%

Shared on 17 Apr 25

Fair value Decreased 2.97%

AnalystConsensusTarget has increased revenue growth from 6.5% to 8.4%, increased profit margin from 11.2% to 17.8%, decreased future PE multiple from 15.9x to 9.2x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 6.34%

AnalystConsensusTarget has increased revenue growth from 5.9% to 6.5%, decreased profit margin from 14.4% to 11.2% and increased future PE multiple from 13.0x to 15.8x.

AnalystConsensusTarget Fair Value

US$10.92

19.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.50%

Chemicals revenue growth rate

0.62%

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

9.15%

Calculation

US$330.67m

Earnings '28

x

4.45x

PE Ratio '28

=

US$1.47b

Market Cap '28

US$1.47b

Market Cap '28

/

104.54m

No. shares '28

=

US$14.08

Share Price '28

US$14.08 Share Price '28

Discounted to 2025 @ 9.04% p.a.

=

US$10.86

Fair Value '25