CLMT Share Price Performance
US$19.04
-3.36 (-15.00%)
11.2% undervalued intrinsic discount
US$21.45
Fair Value
Price US$19.04
AnalystConsensusTarget US$21.45
AnalystLowTarget US$13.25
AnalystHighTarget US$33.00
Fair ValueUS$21.45
Share Pricen/a
Calumet, Inc. Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
CLMT Community Narratives
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Fair Value US$21.45 11.2% undervalued intrinsic discount
Analysts Lift Calumet Price Target After EPA Exemptions and Stable Margin Outlook
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Fair Value US$13.25 43.7% overvalued intrinsic discount
Regulatory Volatility Will Restrict Margins Across Renewables And Specialty Sectors
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Fair Value US$33 42.3% undervalued intrinsic discount
Renewable Fuels Will Expand Premium Specialty Markets
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Analysts Lift Calumet Price Target After EPA Exemptions and Stable Margin Outlook
Key Takeaways Expansion into sustainable aviation fuel and regulatory tailwinds position Calumet for significant revenue and margin growth in renewable fuels. Strategic shift to high-margin specialty products and efficiency initiatives enhance earnings quality and provide resilience against commodity market volatility.Read more
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AN
US$21.45
11.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
8.21% p.a.
Profit Margin
1.7%
Future PE
27.57x
Share price in 2028
US$27.12
Renewable Fuels Will Expand Premium Specialty Markets
Key Takeaways Strong demand and industry-leading cost structure position Calumet's renewables business for significant, sustained margin growth and outperformance versus consensus expectations. Diversified operations, strategic market access, and regulatory tailwinds are set to deliver stable earnings, cash flow, and increased equity value through growth and deleveraging.Read more
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US$33
42.3% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
12.48% p.a.
Profit Margin
14.88%
Future PE
4.49x
Share price in 2028
US$43.32
Regulatory Volatility Will Restrict Margins Across Renewables And Specialty Sectors
Key Takeaways Regulatory uncertainty, capital flight from hydrocarbons, and tightening compliance standards threaten Calumet's profit margins, earnings, and access to affordable financing. Ongoing decarbonization and costly modernization efforts weaken future demand, slow growth, and suppress shareholder returns from both renewable and specialty businesses.Read more
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US$13.25
43.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
6.51% p.a.
Profit Margin
14.93%
Future PE
2.12x
Share price in 2028
US$17.45
Recently Updated Narratives
AN
Analysts Lift Calumet Price Target After EPA Exemptions and Stable Margin Outlook
Fair Value: US$21.45 11.2% undervalued intrinsic discount
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AN
Regulatory Volatility Will Restrict Margins Across Renewables And Specialty Sectors
Fair Value: US$13.25 43.7% overvalued intrinsic discount
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Renewable Fuels Will Expand Premium Specialty Markets
Fair Value: US$33 42.3% undervalued intrinsic discount
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Snowflake Analysis
Calumet, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.43
- 9.65%
- -0.92%
- -511.6%
About CLMT
- Founded
- 1919
- Employees
- 1620
- CEO
- WebsiteView website
Calumet, Inc. manufactures, formulates, and markets a diversified slate of specialty branded products and renewable fuels to various consumer-facing and industrial markets in North America and internationally. It operates through Specialty Products and Solutions; Montana/Renewables; and Performance Brands segments. The Specialty Products and Solutions segment offers various solvents, waxes, customized lubricating oils, white oils, petrolatums, gels, esters, and other products. Its Montana/Renewables segment focuses on processing renewable feedstocks into renewable diesel, sustainable aviation fuel, renewable hydrogen, renewable natural gas, renewable propane, and renewable naphtha. This segment also processes Canadian crude oil into conventional gasoline, diesel, jet fuel, and specialty grades of asphalt. The Performance Brands segment blends, packages, and markets high performance products through Royal Purple, Bel-Ray, and TruFuel brands. It serves wholesale distributors and retail chains. Calumet, Inc. was founded in 1919 and is headquartered in Indianapolis, Indiana.
