Ingevity（NGVT）株式概要
北米、アジア太平洋、欧州、中東、アフリカ、南米で活性炭製品、誘導体特殊化学品、エンジニアリングポリマーを製造・販売。 詳細
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Analyst Price Targets
Ingevity Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$66.67 |
| 52週高値 | US$79.29 |
| 52週安値 | US$39.74 |
| ベータ | 1.24 |
| 1ヶ月の変化 | -12.75% |
| 3ヶ月変化 | -6.26% |
| 1年変化 | 63.05% |
| 3年間の変化 | 33.71% |
| 5年間の変化 | -19.00% |
| IPOからの変化 | 148.21% |
最新ニュース
Seeking Alpha • May 19
Ingevity - Shrinking To Grow
Summary Ingevity is pursuing a shrink-to-grow strategy, divesting non-core assets to boost focus and margins. Recent asset sales fetched modest prices, following significant impairment charges, but have not materially impacted earnings. Ingevity´s leverage is gradually declining, with 2026 guidance targeting $4.70–$5.20 EPS and $370–$395 million adjusted EBITDA. I remain cautiously optimistic, seeing potential for re-rating if further simplification or a performance materials spin-off occurs. Read the full article on Seeking Alpha
ナラティブの更新 • May 14
NGVT: Future P/E Will Reward Margin Strength Despite Recent Impairment Charge
Analysts have raised Ingevity's price target from $80.50 to $85.50, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E that they believe more accurately reflect the stock's risk and earnings profile. What's in the News Ingevity reaffirmed earnings guidance for full year 2026, with expected net sales in a range of $1.05b to $1.15b (company guidance).ナラティブの更新 • Apr 28
NGVT: Future P/E Will Reflect Margin Resilience And Impairment Charge Impact
Analysts have increased their price target for Ingevity to $80.50 from $79.25, citing updated assumptions on long term revenue growth, profit margin resilience, and future P/E levels reflected in recent research, including the Wells Fargo target increase. Analyst Commentary Recent research behind the new US$80.50 price target focuses on refreshed assumptions for long term revenue trends, margin resilience, and the P/E level that investors may be willing to ascribe to Ingevity over time.ナラティブの更新 • Apr 11
NGVT: Future P/E Will Depend On Margin Execution And Impairment Fallout
Analysts have raised their price target on Ingevity by $5 to $79.25, citing updated assumptions regarding discount rates, long-term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Analysts raising the price target to $79.25 are updating their models to reflect changes in discount rates, long term revenue assumptions, profit margins, and future P/E expectations.Recent updates
Seeking Alpha • May 19
Ingevity - Shrinking To Grow
Summary Ingevity is pursuing a shrink-to-grow strategy, divesting non-core assets to boost focus and margins. Recent asset sales fetched modest prices, following significant impairment charges, but have not materially impacted earnings. Ingevity´s leverage is gradually declining, with 2026 guidance targeting $4.70–$5.20 EPS and $370–$395 million adjusted EBITDA. I remain cautiously optimistic, seeing potential for re-rating if further simplification or a performance materials spin-off occurs. Read the full article on Seeking Alphaナラティブの更新 • May 14
NGVT: Future P/E Will Reward Margin Strength Despite Recent Impairment Charge
Analysts have raised Ingevity's price target from $80.50 to $85.50, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E that they believe more accurately reflect the stock's risk and earnings profile. What's in the News Ingevity reaffirmed earnings guidance for full year 2026, with expected net sales in a range of $1.05b to $1.15b (company guidance).ナラティブの更新 • Apr 28
NGVT: Future P/E Will Reflect Margin Resilience And Impairment Charge Impact
Analysts have increased their price target for Ingevity to $80.50 from $79.25, citing updated assumptions on long term revenue growth, profit margin resilience, and future P/E levels reflected in recent research, including the Wells Fargo target increase. Analyst Commentary Recent research behind the new US$80.50 price target focuses on refreshed assumptions for long term revenue trends, margin resilience, and the P/E level that investors may be willing to ascribe to Ingevity over time.ナラティブの更新 • Apr 11
NGVT: Future P/E Will Depend On Margin Execution And Impairment Fallout
Analysts have raised their price target on Ingevity by $5 to $79.25, citing updated assumptions regarding discount rates, long-term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Analysts raising the price target to $79.25 are updating their models to reflect changes in discount rates, long term revenue assumptions, profit margins, and future P/E expectations.ナラティブの更新 • Mar 28
NGVT: Higher P/E Will Rely On Future Margin Delivery
Analysts have lifted their price target on Ingevity by $5 to $79.25, citing updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E, which support a slightly higher valuation outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as consistent with updated assumptions on discount rates and long term revenue growth, which they believe better reflect the company’s current risk profile and earnings potential.ナラティブの更新 • Mar 13
NGVT: Higher P/E Outlook Will Depend On Margin Execution
Analysts have raised their price target on Ingevity by $8.50 to $79.25, citing updated views on revenue growth, profit margins, and an expected higher future P/E multiple. Analyst Commentary Recent Street research has focused on how Ingevity might justify a higher valuation, with specific attention on revenue trends, profitability, and the potential for the shares to support a richer P/E multiple over time.ナラティブの更新 • Feb 24
NGVT: Updated P/E Assumptions And Buybacks Will Shape Balanced Outlook
Analysts have raised their price target on Ingevity by $5 to $70.75, citing updated assumptions around discount rates and future P/E as the main factors behind this revised view. Analyst Commentary Analysts framing the new US$70.75 price target are focusing less on short term headlines and more on what updated discount rate and P/E assumptions imply for Ingevity's risk profile and execution needs.ナラティブの更新 • Feb 09
NGVT: Share Repurchases And Battery Materials License Will Guide Balanced Outlook
Analysts have raised their price target on Ingevity from US$69.50 to US$70.75, citing updated assumptions around discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Analysts who support the higher price target describe it as a fine tuning of their models rather than a wholesale rethink.ナラティブの更新 • Jan 26
NGVT: Buybacks And Battery Materials License Will Shape Balanced Outlook
Analysts have maintained their fair value estimate for Ingevity at US$69.50, with only minor adjustments to inputs such as the discount rate and long-term P/E assumptions. These changes reflect updated modeling rather than a change in conviction.ナラティブの更新 • Jan 10
NGVT: Battery Additives And Buybacks Will Shape Balanced Long-Term Outlook
Analysts have adjusted their price target on Ingevity to US$69.50. This reflects updated views on the discount rate, revenue outlook, profit margins and future P/E assumptions.ナラティブの更新 • Dec 25
NGVT: Future Battery Materials Role Will Drive Long-Term Upside Despite Margin Reset
Analysts have modestly raised their price target on Ingevity by about $1.25 to approximately $69.50. They cite a lower perceived discount rate and an improving revenue trajectory, which more than offset concerns about a structurally lower profit margin and a higher future valuation multiple.ナラティブの更新 • Dec 10
NGVT: Future Battery Materials Role Will Drive Stronger Long Term Upside Potential
Analysts have nudged their price target on Ingevity higher from $65.25 to $68.25, citing a modestly richer future earnings multiple that more than offsets slightly softer revenue growth and margin assumptions. What's in the News Ingevity announced that Executive Vice President and Chief Financial Officer Mary Dean Hall will transition from her role effective May 1, 2026, and remain in an advisory capacity for one year, as part of a planned leadership change.分析記事 • Sep 30
Is There Now An Opportunity In Ingevity Corporation (NYSE:NGVT)?
While Ingevity Corporation ( NYSE:NGVT ) might not have the largest market cap around , it received a lot of attention...分析記事 • Sep 06
Does Ingevity (NYSE:NGVT) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Sep 05
Portfolio Repositioning And Engineered Additives Will Create A Sustainable Future
Consensus analyst price targets for Ingevity have risen to $65.25, reflecting increased confidence in continued earnings and free cash flow growth following a strong Q2 beat and improved operational outlook. Analyst Commentary Q2 earnings beat, demonstrating stronger-than-expected financial performance.ナラティブの更新 • Aug 06
Portfolio Repositioning And Engineered Additives Will Create A Sustainable Future
The upward revision in Ingevity's revenue growth forecasts from 2.6% to 3.7% per annum has outweighed the impact of a higher discount rate, resulting in an increased consensus analyst price target from $54.25 to $57.00. What's in the News Ingevity Corporation maintained its earnings guidance for 2025, expecting sales between $1.25 billion and $1.40 billion.分析記事 • Jun 27
Ingevity Corporation (NYSE:NGVT) Shares Could Be 39% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Ingevity is US$71.30 based on 2 Stage Free Cash Flow to Equity Ingevity's...分析記事 • May 28
Subdued Growth No Barrier To Ingevity Corporation (NYSE:NGVT) With Shares Advancing 33%
Those holding Ingevity Corporation ( NYSE:NGVT ) shares would be relieved that the share price has rebounded 33% in the...新しいナラティブ • May 27
Premium Markets Will Secure Long Term Value
Expansion into premium specialty chemicals and advanced materials is increasing margins and positioning for growth as sustainability trends and vehicle electrification accelerate.分析記事 • Apr 05
Why We're Not Concerned Yet About Ingevity Corporation's (NYSE:NGVT) 32% Share Price Plunge
Ingevity Corporation ( NYSE:NGVT ) shares have had a horrible month, losing 32% after a relatively good period...分析記事 • Feb 20
Ingevity (NYSE:NGVT) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jan 16
Ingevity Corporation (NYSE:NGVT) Shares Could Be 49% Below Their Intrinsic Value Estimate
Key Insights Ingevity's estimated fair value is US$82.84 based on 2 Stage Free Cash Flow to Equity Ingevity is...分析記事 • Nov 07
What Ingevity Corporation's (NYSE:NGVT) 32% Share Price Gain Is Not Telling You
Ingevity Corporation ( NYSE:NGVT ) shareholders have had their patience rewarded with a 32% share price jump in the...分析記事 • Oct 13
Is Ingevity (NYSE:NGVT) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 08
Ingevity Corporation's (NYSE:NGVT) Prospects Need A Boost To Lift Shares
When you see that almost half of the companies in the Chemicals industry in the United States have price-to-sales...Seeking Alpha • Aug 27
Ingevity: The Risk-Reward Ratio Is Still Unfavorable
Summary Ingevity, once considered a growth story, turned out to be a classic example of market cycles. While Road Technology and Performance Materials performed reasonably well in the first half of 2024, the Industrial Specialties segment dragged down revenue and net income. Given the company's significant debt burden, risk-averse investors should seek safer options within the chemical industry. Read the full article on Seeking Alpha分析記事 • Aug 03
Ingevity Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
There's been a notable change in appetite for Ingevity Corporation ( NYSE:NGVT ) shares in the week since its quarterly...分析記事 • Jul 13
Ingevity (NYSE:NGVT) Use Of Debt Could Be Considered Risky
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 14
Should You Investigate Ingevity Corporation (NYSE:NGVT) At US$45.90?
Ingevity Corporation ( NYSE:NGVT ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Apr 18
Are Investors Undervaluing Ingevity Corporation (NYSE:NGVT) By 44%?
Key Insights Ingevity's estimated fair value is US$78.59 based on 2 Stage Free Cash Flow to Equity Current share price...分析記事 • Mar 22
Is Ingevity (NYSE:NGVT) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 23
What Is Ingevity Corporation's (NYSE:NGVT) Share Price Doing?
Ingevity Corporation ( NYSE:NGVT ), might not be a large cap stock, but it saw a double-digit share price rise of over...分析記事 • Jan 04
Ingevity Corporation (NYSE:NGVT) Doing What It Can To Lift Shares
With a price-to-earnings (or "P/E") ratio of 12.6x Ingevity Corporation ( NYSE:NGVT ) may be sending bullish signals at...分析記事 • Nov 10
These Analysts Just Made An Incredible Downgrade To Their Ingevity Corporation (NYSE:NGVT) EPS Forecasts
The latest analyst coverage could presage a bad day for Ingevity Corporation ( NYSE:NGVT ), with the analysts making...株主還元
| NGVT | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 0.3% | 0.5% | 1.1% |
| 1Y | 63.0% | 8.9% | 28.7% |
業界別リターン: NGVT過去 1 年間で8.9 % の収益を上げたUS Chemicals業界を上回りました。
リターン対市場: NGVT過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| NGVT volatility | |
|---|---|
| NGVT Average Weekly Movement | 5.3% |
| Chemicals Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: NGVT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NGVTの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1964 | 1,500 | Dave Li | www.ingevity.com |
北米、アジア太平洋、欧州、中東、アフリカ、南米で活性炭製品、誘導体特殊化学品、エンジニアリングポリマーを製造・販売。3つのセグメントで事業を展開している：パフォーマンス・マテリアルズ、パフォーマンス・ケミカルズ、アドバンスト・ポリマー・テクノロジーズ。パフォーマンス・マテリアルズ部門は、自動車、トラック、オートバイ、ボートのガソリン蒸気排出抑制システムに使用される広葉樹ベースの化学活性炭製品を設計、製造、販売している。また、食品、水、飲料、化学浄化用途のその他の活性炭製品も製造している。機能化学品部門は、道路技術および工業用特殊製品から成る。当部門の製品は、舗装工事、舗装保護、舗装再建とリサイクル、道路標示、農薬分散剤、潤滑剤、特定の接着剤、ゴム、およびその他の工業用途に使用される。アドバンスト・ポリマー・テクノロジーズ部門は、コーティング剤、樹脂、エラストマー、接着剤、バイオプラスチック、医療機器に使用されるカプロラクトンおよびカプロラクトンをベースとした特殊ポリマーを生産している。販売代理店、第三者販売代理店、代理店を通じて自動車部品メーカーに製品を供給している。以前はWestRock Company, Specialty Chemicals Businessとして知られていたが、2015年9月にIngevity Corporationに社名変更した。インジェビティ・コーポレーションは1964年に設立され、サウスカロライナ州ノースチャールストンに本社を置いている。
Ingevity Corporation 基礎のまとめ
| NGVT 基礎統計学 | |
|---|---|
| 時価総額 | US$2.32b |
| 収益（TTM） | -US$156.00m |
| 売上高(TTM) | US$1.18b |
2.0x
P/Sレシオ-14.9x
PER（株価収益率NGVT は割高か？
公正価値と評価分析を参照収益と収入
| NGVT 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.18b |
| 売上原価 | US$711.70m |
| 売上総利益 | US$466.00m |
| その他の費用 | US$622.00m |
| 収益 | -US$156.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -4.49 |
| グロス・マージン | 39.57% |
| 純利益率 | -13.25% |
| 有利子負債／自己資本比率 | 2,842.9% |
NGVT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 01:16 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ingevity Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Paretosh Misra | Berenberg |
| John McNulty | BMO Capital Markets Equity Research |
| Jonathan Tanwanteng | CJS Securities, Inc. |