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Innospec Inc.NasdaqGS:IOSP Stock Report

Market Cap US$2.0b
Share Price
US$81.65
US$99.33
17.8% undervalued intrinsic discount
1Y-5.8%
7D-0.4%
1D
Portfolio Value
View

Innospec Inc.

NasdaqGS:IOSP Stock Report

Market Cap: US$2.0b

Innospec (IOSP) Stock Overview

Develops, manufactures, blends, markets, and supplies specialty chemicals in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. More details

IOSP fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends5/6

IOSP Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Innospec Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Innospec
Historical stock prices
Current Share PriceUS$81.65
52 Week HighUS$92.14
52 Week LowUS$65.51
Beta0.88
1 Month Change6.27%
3 Month Change6.01%
1 Year Change-5.82%
3 Year Change-17.68%
5 Year Change-20.19%
Change since IPO387.46%

Recent News & Updates

Narrative Update May 17

IOSP: Share Repurchases And Dividend Increase Will Support Future Upside

Analysts have adjusted their price target on Innospec to $99.33, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E. These changes fine-tune rather than overhaul their prior view.

Recent updates

Narrative Update May 17

IOSP: Share Repurchases And Dividend Increase Will Support Future Upside

Analysts have adjusted their price target on Innospec to $99.33, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E. These changes fine-tune rather than overhaul their prior view.
Narrative Update May 01

IOSP: Higher Revenue Outlook And Stable Fair Value Will Support Future Upside

Analysts have adjusted their price target for Innospec to $99.33. This reflects updated views on the company's discount rate, revenue growth assumptions, profit margin outlook and future P/E expectations.
Narrative Update Apr 17

IOSP: Stable Margins And Lower Discount Rate Will Support Future Upside

Analysts have maintained their price target for Innospec at $99.33, citing only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions rather than any change in their overall view of the shares. Valuation Changes Fair Value: Model fair value remains unchanged at $99.33 per share.
Narrative Update Apr 01

IOSP: Refined Discount Rate And Stable Margins Will Support Upside Potential

Analysts have set their price target for Innospec at $99.33. The updated view reflects modest adjustments to the discount rate, long-run revenue growth, profit margin and future P/E assumptions, while the fair value estimate remains $99.33.
Narrative Update Mar 18

IOSP: Stable Assumptions And Lower Discount Rate Will Support Rebound Upside Potential

Analysts have nudged their price target for Innospec slightly lower to about $99.33, reflecting small refinements to their discount rate, projected revenue growth, profit margin and future P/E assumptions rather than a major shift in the story. Valuation Changes Fair Value: Model estimate is unchanged at about $99.33 per share.
Seeking Alpha Mar 14

Innospec: Oilfield Services Bound For A Recovery

Summary Innospec is positioned as a likely beneficiary of energy shortages and rising oil prices, supplying vital chemicals for oil extraction and refining. IOSP trades at a 50% discount to sector P/E and EV/EBITDA multiples, despite a debt-free balance sheet and strong free cash flow generation. Operational catalysts include potential recovery in oilfield services, resolution of the Mexico crisis, and increased demand from geopolitical disruptions. I rate IOSP a strong buy due to its discounted valuation, share repurchase support, and expected oilfield recovery. Read the full article on Seeking Alpha
Narrative Update Mar 04

IOSP: Higher Assumed P/E Will Support Rebound Upside Potential

Narrative Update The updated analyst price target for Innospec is now $99.33. Analysts point to adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers behind this revised view.
Narrative Update Feb 18

IOSP: Steady Assumptions Will Support Rebound Upside Potential

Analysts maintained their Innospec fair value estimate at approximately $99, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that support their price targets. Valuation Changes Fair Value: Kept steady at around $99 per share, with no change in the underlying estimate.
Narrative Update Feb 04

IOSP: New Product And Opportunistic M&A Upside To Support Rebound

Analysts have adjusted their price target on Innospec to US$93, citing the stock's recent underperformance, what they describe as bottoming earnings, and potential upside from new product offerings or opportunistic M&A as key reasons for the change. Analyst Commentary Bullish Takeaways Bullish analysts view the new US$93 target as reflecting what they see as a discount to the company’s value as a specialty chemicals maker, given its product mix and market positions.
Analysis Article Feb 03

Estimating The Fair Value Of Innospec Inc. (NASDAQ:IOSP)

Key Insights Innospec's estimated fair value is US$76.10 based on 2 Stage Free Cash Flow to Equity Innospec's US$83.50...
Narrative Update Jan 20

IOSP: New Offerings And Opportunistic M&A Will Drive Future Upside Potential

Analysts have raised their price target on Innospec to US$93, stating that they view the stock as undervalued with potential upside from new product offerings or opportunistic M&A as earnings stabilize. Analyst Commentary Bullish Takeaways Bullish analysts view Innospec as undervalued relative to its current earnings profile, which they see as not fully reflecting potential contributions from new products or deals.
Narrative Update Jan 06

IOSP: New Offerings And Opportunistic M&A Will Support Future Upside

Analysts have raised their price target on Innospec to about US$99. This change is supported by views that the company remains undervalued, with potential upside from new product offerings or opportunistic M&A, and an earnings profile that they believe has begun to bottom.
Narrative Update Dec 14

IOSP: Share Repurchases And Dividend Increases Will Drive Future Upside

Analysts have modestly raised their price target on Innospec to approximately $99 per share from about $93, citing the stock's recent underperformance, bottoming earnings, and potential upside from new products or opportunistic M&A as supporting reasons for a more favorable risk reward outlook. Analyst Commentary Recent commentary from bullish analysts underscores a constructive stance on Innospec, emphasizing a favorable balance between current valuation and prospective growth drivers.
Narrative Update Nov 29

IOSP: Share Repurchase And Dividend Will Drive Upside From Recent Lows

Analysts have lowered Innospec's fair value estimate from $107.50 to $99.33 per share, citing recent stock underperformance and the view that, although potential growth from new offerings or acquisitions exists, near-term challenges temper risk-reward expectations. Analyst Commentary Recent commentary from market observers provides a nuanced view of Innospec's near-term and long-term prospects.
Narrative Update Nov 15

IOSP: Share Repurchase And Dividend Moves Will Sustain Bullish Momentum

Analysts have reaffirmed Innospec’s fair value estimate at $107.50 per share. They cite stable market conditions and modest improvements in profitability as factors supporting their unchanged outlook.
Narrative Update Nov 01

IOSP: Continued Share Buybacks And Expanding Partnerships Will Support Future Upside

Analysts have maintained their price target for Innospec at $107.50, reflecting stability in their outlook as modest adjustments to discount rates and minor refinements in growth and margin forecasts were incorporated into their valuation models. What's in the News Performance Chemicals business enters its second year of partnership with International Justice Mission.
Narrative Update Oct 18

Sustainable Chemicals And Battery Chemistry Will Open Future Markets

Analysts have lowered their fair value estimate for Innospec from $115 to $107.50. They cite tempered expectations for revenue growth and profit margins as the reason for this adjustment.
Analysis Article Oct 10

Innospec Inc.'s (NASDAQ:IOSP) Popularity With Investors Is Under Threat From Overpricing

It's not a stretch to say that Innospec Inc.'s ( NASDAQ:IOSP ) price-to-sales (or "P/S") ratio of 1.1x right now seems...
Analysis Article Sep 25

Innospec Inc. (NASDAQ:IOSP) Shares Could Be 33% Above Their Intrinsic Value Estimate

Key Insights Innospec's estimated fair value is US$59.10 based on 2 Stage Free Cash Flow to Equity Innospec's US$78.60...
Analysis Article Aug 07

Innospec (NASDAQ:IOSP) Will Want To Turn Around Its Return Trends

NasdaqGS:IOSP 1 Year Share Price vs Fair Value Explore Innospec's Fair Values from the Community and select yours...
Analysis Article Jul 02

Innospec Inc. (NASDAQ:IOSP) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think Innospec Inc.'s ( NASDAQ:IOSP ) price-to-sales (or "P/S") ratio of 1.2x is worth a...
Analysis Article May 12

Innospec (NASDAQ:IOSP) Is Increasing Its Dividend To $0.84

Innospec Inc.'s ( NASDAQ:IOSP ) dividend will be increasing from last year's payment of the same period to $0.84 on...
Analysis Article May 03

Should You Think About Buying Innospec Inc. (NASDAQ:IOSP) Now?

Innospec Inc. ( NASDAQ:IOSP ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...
Analysis Article Mar 31

Innospec Inc.'s (NASDAQ:IOSP) Intrinsic Value Is Potentially 26% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Innospec fair value estimate is US$70.78 Current share price...
Seeking Alpha Mar 07

Innospec Well-Placed To Navigate Uncertain Times

Summary Innospec generated solid Q4 results relative to comparable specialty chemical companies, including strong volume growth in Fuel Specialties and Performance Chemicals and healthy margins. The outlook for 2025 is shakier, but diesel fuel demand should remain positive and further high-grading of the Performance Chemicals portfolio can offset some risk of weaker consumer spending. Oilfield is a harder call, given the company's exposure to more volatile trends in Latin America and the frac market. Despite a challenging macroeconomic environment, I remain bullish on Innospec's long-term prospects, driven by underlying volume growth drivers in Fuel Specialties and Performance Chemicals and opportunities to build the portfolio. Innospec's shares look undervalued, with discounted cash flow and EV/EBITDA pointing to a double-digit long-term annualized return and a target price of $120. Read the full article on Seeking Alpha
Analysis Article Feb 20

Innospec Inc. (NASDAQ:IOSP) Not Flying Under The Radar

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analysis Article Feb 04

Returns At Innospec (NASDAQ:IOSP) Appear To Be Weighed Down

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analysis Article Jan 13

Is Now An Opportune Moment To Examine Innospec Inc. (NASDAQ:IOSP)?

While Innospec Inc. ( NASDAQ:IOSP ) might not have the largest market cap around , it saw significant share price...
Analysis Article Nov 25

Do Innospec's (NASDAQ:IOSP) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Nov 09

Innospec (NASDAQ:IOSP) Will Pay A Larger Dividend Than Last Year At $0.79

Innospec Inc. ( NASDAQ:IOSP ) has announced that it will be increasing its dividend from last year's comparable payment...
Analysis Article Nov 08

Innospec Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Innospec Inc. ( NASDAQ:IOSP ) will be pleased this week, given that the stock price is up 11% to US$120...
Analysis Article Nov 07

Pinning Down Innospec Inc.'s (NASDAQ:IOSP) P/E Is Difficult Right Now

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analysis Article Oct 22

Returns On Capital At Innospec (NASDAQ:IOSP) Have Stalled

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Analysis Article Sep 17

At US$110, Is Innospec Inc. (NASDAQ:IOSP) Worth Looking At Closely?

While Innospec Inc. ( NASDAQ:IOSP ) might not have the largest market cap around , it saw significant share price...
User avatar
New Narrative Sep 09

Fuel Specialties And Performance Chemicals Propel Robust Financial Growth

Innospec's strategic acquisitions and innovation in Performance Chemicals and Fuel Specialties suggest sustained growth and improved profitability.
Seeking Alpha Aug 19

Innospec Navigating Turbulent End-Markets And Specialty Chemical De-Rating Relatively Well

Summary Despite outperforming many larger rivals, Innospec's stock has seen volatility, including recent weakness that was likely driven by very weak Oilfield Services revenue. Innospec's Q2 showed strength in Fuel Specialties and Performance Chemicals but was dragged down by significant weaknesses in Oilfield Services. Innospec's diverse markets offer growth opportunities but also face macroeconomic uncertainties. Innospec's focus on "better for you" personal care chemicals is a key differentiator. Innospec continues to leverage M&A, like its acquisition of QGP Quimica, to enhance its growth prospects, and I expect additional deals to add targeted product/market exposure. While near-term macro challenges persist, Innospec's disciplined R&D approach and focus on high-margin products position it for long-term growth with potential high single-digit to low double-digit returns. Read the full article on Seeking Alpha
Analysis Article Aug 01

Estimating The Intrinsic Value Of Innospec Inc. (NASDAQ:IOSP)

Key Insights The projected fair value for Innospec is US$115 based on 2 Stage Free Cash Flow to Equity With US$131...
Analysis Article Jul 15

Returns On Capital At Innospec (NASDAQ:IOSP) Have Hit The Brakes

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article Jun 12

With EPS Growth And More, Innospec (NASDAQ:IOSP) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article May 14

Innospec (NASDAQ:IOSP) Is Increasing Its Dividend To $0.76

Innospec Inc. ( NASDAQ:IOSP ) has announced that it will be increasing its dividend from last year's comparable payment...
Analysis Article May 08

Innospec Inc.'s (NASDAQ:IOSP) Share Price Could Signal Some Risk

Innospec Inc.'s ( NASDAQ:IOSP ) price-to-earnings (or "P/E") ratio of 22.3x might make it look like a sell right now...
Analysis Article Apr 11

Innospec (NASDAQ:IOSP) Has More To Do To Multiply In Value Going Forward

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analysis Article Mar 28

Is Innospec Inc. (NASDAQ:IOSP) Potentially Undervalued?

Innospec Inc. ( NASDAQ:IOSP ), might not be a large cap stock, but it saw a decent share price growth of 13% on the...
Analysis Article Mar 15

Estimating The Fair Value Of Innospec Inc. (NASDAQ:IOSP)

Key Insights Innospec's estimated fair value is US$134 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analysis Article Feb 16

Here's Why We Think Innospec (NASDAQ:IOSP) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

Shareholder Returns

IOSPUS ChemicalsUS Market
7D-0.4%-2.1%1.2%
1Y-5.8%4.9%27.0%

Return vs Industry: IOSP underperformed the US Chemicals industry which returned 6.9% over the past year.

Return vs Market: IOSP underperformed the US Market which returned 28.2% over the past year.

Price Volatility

Is IOSP's price volatile compared to industry and market?
IOSP volatility
IOSP Average Weekly Movement3.7%
Chemicals Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market3.0%

Stable Share Price: IOSP has not had significant price volatility in the past 3 months compared to the US market.

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

About the Company

FoundedEmployeesCEOWebsite
19382,450Patrick Williamsinnospec.com

Innospec Inc. develops, manufactures, blends, markets, and supplies specialty chemicals in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company operates through three segments: Performance Chemicals, Fuel Specialties, and Oilfield Services. It offers specialty chemical products used as additives in diesel, jet, marine, fuel oil, and other fuels used in the operation of commercial trucking, marine and aviation engines, power station generators, heating oil, and other industrial machinery applications.

Innospec Inc. Fundamentals Summary

How do Innospec's earnings and revenue compare to its market cap?
IOSP fundamental statistics
Market capUS$2.02b
Earnings (TTM)US$114.20m
Revenue (TTM)US$1.79b
17.6x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IOSP income statement (TTM)
RevenueUS$1.79b
Cost of RevenueUS$1.30b
Gross ProfitUS$490.80m
Other ExpensesUS$376.60m
EarningsUS$114.20m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)4.64
Gross Margin27.41%
Net Profit Margin6.38%
Debt/Equity Ratio0%

How did IOSP perform over the long term?

See historical performance and comparison

Dividends

2.1%
Current Dividend Yield
37%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 04:05
End of Day Share Price 2026/06/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Innospec Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan TanwantengCJS Securities, Inc.
David SilverFreedom Capital Markets
Sean MilliganJohnson Rice & Company, L.L.C.