Ingevity Corporation

NYSE:NGVT 주식 리포트

시가총액: US$2.7b

Ingevity 향후 성장

Future 기준 점검 3/6

Ingevity은 연간 수입과 매출이 각각 65.7%와 0.9% 증가할 것으로 예상되고 EPS는 연간 66.9%만큼 증가할 것으로 예상됩니다.

핵심 정보

65.7%

이익 성장률

66.86%

EPS 성장률

Chemicals 이익 성장18.0%
매출 성장률0.9%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트15 Apr 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
Seeking Alpha • Sep 05

Ingevity: No Specialty Play, Awaiting External Drivers

Summary Ingevity Corporation's shares look cheap on earnings multiples, but a poor track record and capital allocation mistakes limit my conviction. Recent divestment of low-margin assets slightly improves leverage, but has minimal impact on overall earnings and does not address core issues. Performance materials segment remains highly profitable, suggesting a potential spin-off could unlock value, but no such move is imminent. Despite undemanding valuation, lack of dividends, modest buybacks, and no clear catalyst keep me on the NGVT sidelines for now. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
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새 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

NYSE:NGVT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,2072062603283
12/31/20271,1812012473154
12/31/20261,1871662242814
12/31/20251,168-150274331N/A
9/30/20251,382-361240299N/A
6/30/20251,383-354150215N/A
3/31/20251,350-35495166N/A
12/31/20241,200-12151129N/A
9/30/20241,309-25828110N/A
6/30/20241,421-28072169N/A
3/31/20241,640-11287188N/A
12/31/20231,21610695205N/A
9/30/20231,704127128257N/A
6/30/20231,740177120252N/A
3/31/20231,678202154294N/A
12/31/20221,668212171313N/A
9/30/20221,621225160291N/A
6/30/20221,516146171291N/A
3/31/20221,454130152266N/A
12/31/20211,392118190293N/A
9/30/20211,381135273370N/A
6/30/20211,336209272360N/A
3/31/20211,248185264343N/A
12/31/20201,216181270352N/A
9/30/20201,194180199285N/A
6/30/20201,222170222313N/A
3/31/20201,304206238344N/A
12/31/20191,293184161276N/A
9/30/20191,268182N/A276N/A
6/30/20191,219171N/A252N/A
3/31/20191,175161N/A234N/A
12/31/20181,134169N/A252N/A
9/30/20181,085169N/A207N/A
6/30/20181,037153N/A193N/A
3/31/2018989138N/A178N/A
12/31/2017972127N/A174N/A
9/30/201795494N/A187N/A
6/30/201794253N/A144N/A
3/31/201792745N/A131N/A
12/31/201690835N/A128N/A
9/30/201689834N/A111N/A
6/30/201690264N/A100N/A
3/31/201691966N/A92N/A
12/31/201595880N/A72N/A
9/30/201599999N/A76N/A
6/30/20151,025115N/A111N/A

애널리스트 향후 성장 전망

수입 대 저축률: NGVT 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: NGVT (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: NGVT 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: NGVT 의 수익(연간 0.9%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NGVT 의 수익(연간 0.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NGVT의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 09:13
종가2026/05/06 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Ingevity Corporation는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paretosh MisraBerenberg
John McNultyBMO Capital Markets Equity Research
Jonathan TanwantengCJS Securities, Inc.