Arkema (LSE:0IB0) - Stock Price, News & Analysis

0IB0 Stock Overview

Manufactures and sells specialty chemicals and advanced materials worldwide.

0IB0 fundamental analysis
Snowflake Score
Valuation	6/6
Future Growth	3/6
Past Performance	2/6
Financial Health	5/6
Dividends	5/6

Rewards

Trading at 65.4% below our estimate of its fair value

Earnings are forecast to grow 19.09% per year

Pays a reliable dividend of 4.12%

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 27.1%

Risk Analysis

No risks detected for 0IB0 from our risk checks.

Arkema S.A. Competitors

Croda International

LSE:CRDA

UK£5.8b

Johnson Matthey

LSE:JMAT

UK£2.7b

Victrex

LSE:VCT

UK£843.5m

Treatt

LSE:TET

UK£264.8m

Price History & Performance

Summary of all time highs, changes and price drops for Arkema
Historical stock prices
Current Share Price	€81.81
52 Week High	€104.10
52 Week Low	€76.80
Beta	1.15
11 Month Change	0.14%
3 Month Change	1.31%
1 Year Change	-12.74%
33 Year Change	-27.43%
5 Year Change	0.65%
Change since IPO	179.11%

Recent updates

Shareholder Returns

	0IB0	GB Chemicals	GB Market
7D	2.8%	0.1%	-0.5%
1Y	-12.7%	-10.9%	7.9%

Return vs Industry: 0IB0 underperformed the UK Chemicals industry which returned -10.9% over the past year.

Return vs Market: 0IB0 underperformed the UK Market which returned 7.9% over the past year.

Price Volatility

Is 0IB0's price volatile compared to industry and market?
0IB0 volatility
0IB0 Average Weekly Movement	3.9%
Chemicals Industry Average Movement	7.4%
Market Average Movement	4.7%
10% most volatile stocks in GB Market	9.3%
10% least volatile stocks in GB Market	2.5%

Stable Share Price: 0IB0 has not had significant price volatility in the past 3 months.

Volatility Over Time: 0IB0's weekly volatility (4%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2003	21,100	Thierry Le Henaff	www.arkema.com

Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide. The company operates in three segments: Adhesive Solutions, Advanced Materials and Coating Solutions, and Intermediates. The Adhesive Solutions segment provides solutions for construction, renovation of buildings, DIY, durable goods, and packaging and non-woven applications; and supplies technologies used in building activities for businesses and individuals, including sealants, tiles, flooring adhesives and waterproofing systems, and technologies used in industry, which include automotive, textiles, glazing, flexible and rigid packaging, and hygiene markets.

Arkema S.A. Fundamentals Summary

How do Arkema's earnings and revenue compare to its market cap?
0IB0 fundamental statistics
Market cap	€6.34b
Earnings (TTM)	€342.00m
Revenue (TTM)	€9.43b

18.5x

P/E Ratio

0.7x

P/S Ratio

Is 0IB0 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
0IB0 income statement (TTM)
Revenue	€9.43b
Cost of Revenue	€7.47b
Gross Profit	€1.96b
Other Expenses	€1.61b
Earnings	€342.00m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Nov 06, 2024

Earnings per share (EPS)	4.58
Gross Margin	20.74%
Net Profit Margin	3.63%
Debt/Equity Ratio	51.0%

How did 0IB0 perform over the long term?

See historical performance and comparison

Dividends

4.1%

Current Dividend Yield

76%

Payout Ratio

0IB0 Stock Overview

Rewards

Risk Analysis

Arkema S.A. Competitors

LSE:CRDA

UK£5.8b

LSE:JMAT

UK£2.7b

LSE:VCT

UK£843.5m

LSE:TET

UK£264.8m

Price History & Performance

Recent News & Updates

Arkema S.A. Announces Management Changes

Second quarter 2024 earnings released: EPS: €1.94 (vs €2.03 in 2Q 2023)

Arkema S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025

Upcoming dividend of €3.50 per share

First quarter 2024 earnings released: EPS: €0.99 (vs €1.77 in 1Q 2023)

Arkema S.A. (ENXTPA:AKE) agreed to acquire The Dow Chemical Company from Dow Inc. (NYSE:DOW) for an enterprise value of $150 million.

Recent updates

Arkema S.A. Announces Management Changes

Second quarter 2024 earnings released: EPS: €1.94 (vs €2.03 in 2Q 2023)

Arkema S.A. to Report Fiscal Year 2024 Results on Feb 27, 2025

Upcoming dividend of €3.50 per share

First quarter 2024 earnings released: EPS: €0.99 (vs €1.77 in 1Q 2023)

Arkema S.A. (ENXTPA:AKE) agreed to acquire The Dow Chemical Company from Dow Inc. (NYSE:DOW) for an enterprise value of $150 million.

Dividend increased to €3.50

Full year 2023 earnings released: EPS: €5.39 (vs €12.81 in FY 2022)

Arkema S.A. to Report Q2, 2024 Results on Aug 01, 2024

Arkema S.A. (ENXTPA:AKE) acquired an unknown minority stake in Tiamat.

Arkema S.A. (ENXTPA:AKE) acquired Arc Bulding Products.

Arkema S.A. (ENXTPA:AKE) completed the acquisition of 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity.

Arkema S.A. to Report Q1, 2024 Results on May 07, 2024

Third quarter 2023 earnings released: EPS: €1.39 (vs €2.88 in 3Q 2022)

Arkema S.A., Annual General Meeting, May 15, 2024

Second quarter 2023 earnings released: EPS: €2.03 (vs €5.42 in 2Q 2022)

Now 20% undervalued

Arkema S.A. (ENXTPA:AKE) agreed to acquire a 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity for approximately €730 million.

Arkema S.A. (ENXTPA:AKE) agreed to acquire a 54% stake in PI Advanced Materials Co., Ltd. (KOSE:A178920) from Glenwood Private Equity for approximately €730 million.

Arkema S.A. agreed to acquire Polytec PT GmbH Polymere Technologien.

Arkema S.A. Appoints Florence Lambert and Séverin Cabannes as Director

Upcoming dividend of €3.40 per share at 3.9% yield

First quarter 2023 earnings released: EPS: €1.70 (vs €4.34 in 1Q 2022)

Full year 2022 earnings released: EPS: €12.81 (vs €17.15 in FY 2021)

Full year 2022 earnings released: EPS: €12.81 (vs €17.15 in FY 2021)

Arkema S.A. Announces Executive Changes

Prayon S.A. completed the acquisition of Febex S.A from Arkema S.A. (ENXTPA:AKE).

Arkema S.A. to Report Q1, 2023 Results on May 05, 2023

Third quarter 2022 earnings released: EPS: €2.88 (vs €3.19 in 3Q 2021)

Third quarter 2022 earnings released: EPS: €2.88 (vs €3.19 in 3Q 2021)

Prayon S.A. entered into an agreement to acquire Febex S.A from Arkema S.A. (ENXTPA:AKE).

Arkema S.A. (ENXTPA:AKE) acquired Polimeros Especiales, S.A. De C.V.

Second quarter 2022 earnings released

Arkema S.A. to Report Fiscal Year 2022 Results on Feb 23, 2023

Arkema S.A. (ENXTPA:AKE) agreed to acquire Polimeros Especiales, S.A. De C.V.

Investor sentiment deteriorated over the past week

Upcoming dividend of €3.00 per share

First quarter 2022 earnings released: EPS: €4.34 (vs €1.62 in 1Q 2021)

Full year 2021 earnings released: EPS: €17.13 (vs €3.98 in FY 2020)

Investor sentiment deteriorated over the past week

Arkema S.A. (ENXTPA:AKE) completed the acquisition of Performance Adhesives Business of Ashland LLC.

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Arkema S.A. to Report Q3, 2022 Results on Nov 10, 2022

Arkema S.A. Recommends Dividend, Payable on May 25, 2022

Arkema S.A. (ENXTPA:AKE) agreed to acquire Shanghai Zhiguan Polymer Materials.

Arkema S.A. (ENXTPA:AKE) agreed to acquire Permoseal (Pty) Ltd.

Third quarter 2021 earnings released: EPS €3.19 (vs €1.02 in 3Q 2020)

Cargill, Incorporated agreed to acquire Epoxides Business of Arkema S.A. (ENXTPA:AKE) for $38.8 million.

Arkema S.A. (ENXTPA:AKE) entered into a Purchase and Sale Agreement to acquire Performance Adhesives Business of Ashland LLC for $1.7 billion.

Second quarter 2021 earnings released: EPS €10.82 (vs €1.56 in 2Q 2020)

Arkema Announces New Breakthrough Range of Renewable PVDF Grades for Lithium-Ion Batteries

Arkema S.A. (ENXTPA:AKE) agreed to acquire Erpro 3d Factory.

Non-Executive Independent Director has left the company

Non-Executive Independent Director has left the company

Non-Executive Independent Director has left the company

Upcoming dividend of €2.50 per share

First quarter 2021 earnings released: EPS €1.56 (vs €1.02 in 1Q 2020)

Trinseo S.A. (NYSE:TSE) completed the acquisition of polymethyl methacrylates and activated methyl methacrylates business from Arkema S.A. (ENXTPA:AKE).

Full year 2020 earnings released: EPS €3.98 (vs €6.45 in FY 2019)