Croda International Plc

OTCPK:COIH.F Stock Report

Market Cap: US$6.1b

Croda International Valuation

Is COIH.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of COIH.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: COIH.F ($44.63) is trading above our estimate of fair value ($33.85)

Significantly Below Fair Value: COIH.F is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for COIH.F?

Key metric: As COIH.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for COIH.F. This is calculated by dividing COIH.F's market cap by their current earnings.
What is COIH.F's PE Ratio?
PE Ratio29.7x
EarningsUK£162.70m
Market CapUK£4.83b

Price to Earnings Ratio vs Peers

How does COIH.F's PE Ratio compare to its peers?

The above table shows the PE ratio for COIH.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average29.9x
ESI Element Solutions
26.5x0.5%US$6.9b
BCPC Balchem
48.8x14.9%US$5.9b
AVNT Avient
32.1x20.4%US$4.7b
NEU NewMarket
12.1xn/aUS$5.1b
COIH.F Croda International
29.7x15.1%US$4.8b

Price-To-Earnings vs Peers: COIH.F is expensive based on its Price-To-Earnings Ratio (29.7x) compared to the peer average (29.4x).

Price to Earnings Ratio vs Industry

How does COIH.F's PE Ratio compare vs other companies in the US Chemicals Industry?

7 CompaniesPrice / EarningsEstimated GrowthMarket Cap
FFHL Fuwei Films (Holdings)
2.8xn/aUS$27.11m
BSLK Bolt Projects Holdings
0.08xn/aUS$9.19m
BON Bon Natural Life
2.5xn/aUS$6.27m
GSPI Green Star Products
1.1xn/aUS$1.64m
COIH.F 29.7xIndustry Avg. 22.4xNo. of Companies8PE01224364860+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: COIH.F is expensive based on its Price-To-Earnings Ratio (29.7x) compared to the US Chemicals industry average (22.4x).

Price to Earnings Ratio vs Fair Ratio

What is COIH.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

COIH.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio29.7x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate COIH.F's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst COIH.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$44.63
US$57.42
+28.6%
11.0%US$69.62US$49.05n/a16
Nov ’25US$48.52
US$60.52
+24.7%
10.7%US$71.74US$50.54n/a16
Oct ’25US$55.91
US$62.66
+12.1%
10.1%US$73.41US$54.73n/a16
Sep ’25US$53.21
US$59.67
+12.1%
10.3%US$70.18US$52.32n/a15
Aug ’25US$51.51
US$60.84
+18.1%
10.0%US$70.69US$52.70n/a15
Jul ’25US$51.32
US$62.63
+22.0%
9.3%US$72.07US$51.84n/a15
Jun ’25US$57.75
US$62.73
+8.6%
8.7%US$71.33US$51.31n/a15
May ’25US$57.50
US$62.73
+9.1%
8.7%US$71.33US$51.31n/a15
Apr ’25US$60.91
US$62.32
+2.3%
8.7%US$70.26US$51.44n/a15
Mar ’25US$61.99
US$62.12
+0.2%
9.1%US$70.90US$51.91n/a15
Feb ’25US$62.22
US$62.71
+0.8%
10.1%US$74.52US$51.79n/a15
Jan ’25US$64.49
US$65.34
+1.3%
10.0%US$79.68US$55.65n/a15
Dec ’24US$57.24
US$66.69
+16.5%
11.1%US$79.98US$55.86n/a15
Nov ’24US$52.86
US$64.51
+22.0%
11.0%US$76.97US$53.76US$48.5215
Oct ’24US$58.00
US$75.41
+30.0%
9.4%US$87.40US$60.69US$55.9116
Sep ’24US$67.37
US$79.49
+18.0%
8.8%US$90.67US$62.97US$53.2117
Aug ’24US$78.92
US$81.39
+3.1%
11.0%US$99.65US$63.88US$51.5117
Jul ’24US$70.00
US$85.25
+21.8%
11.6%US$99.69US$63.90US$51.3217
Jun ’24US$77.90
US$94.83
+21.7%
11.4%US$109.56US$67.23US$57.7518
May ’24US$88.30
US$96.37
+9.1%
11.0%US$110.22US$67.64US$57.5018
Apr ’24US$81.26
US$95.26
+17.2%
11.0%US$109.03US$66.90US$60.9118
Mar ’24US$82.69
US$95.80
+15.9%
12.7%US$125.53US$64.90US$61.9919
Feb ’24US$88.18
US$99.06
+12.3%
12.5%US$129.38US$66.89US$62.2219
Jan ’24US$77.99
US$97.38
+24.9%
12.6%US$125.77US$65.02US$64.4919
Dec ’23US$86.80
US$97.76
+12.6%
12.5%US$126.34US$65.32US$57.2419
Nov ’23US$78.29
US$91.92
+17.4%
13.1%US$117.81US$60.91US$52.8619

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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