ECLEcolab

Basic Materials

$281.83+7.3% 1Y

$281.83

$245.0652 weeks$306.69

Is the price fair?

Watch

A demanding price: priced for +15% a year vs +4% a year delivered and rich vs its sector.

2 to watch, 1 neutral

What the price assumes~+15% a year

Priced for ~15% a year FCF growth. The price demands more than its three-year revenue growth of 4% a year, priced for acceleration.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 37.8 vs a 35.4 median over 37 quarters (+7% vs median).

Vs sector (EV/EBIT)29.4×

Sector median 18.9× across 51 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 78% of the market

FCF yieldbehind 78% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What ECL's price assumes

Ecolab trades at 37.8× earnings against 29.4× for the median Specialty Chemicals name, more expensive than its own group.

37.8

Trailing P/E · Specialty Chemicals median 29.4 · 1.29× the median: the market pays up for this one

Price / sales: 4.50
Price / sales · today's price, trailing year to Jun 30, 2026
Free cash flow yield: 2.5%
Free cash flow yield · Specialty Chemicals median 4.7%
Growth the price implies: +15%
Growth the price implies · The price pays for +15% free cash flow growth a year for a decade; the business has delivered +12% a year over the last three.

Details›

Price / booktoday's price, trailing year to Jun 30, 2026: 7.53
EV / EBITtoday's price, trailing year to Jun 30, 2026: 29.4
EV / salestoday's price, trailing year to Jun 30, 2026: 4.97
Basic Materials median P/E203 names: 20.7
Specialty Chemicals median P/E43 names: 29.4
Free cash flow, trailing twelve months: $1.87B
Market capitalisation: $75.7B
3-year revenue growth: +4.5%
3-year free cash flow growth: +12%

What the market has paid for these earnings: 37 quarters of its own multiple × $7.45 of trailing earnings per share
Method	Per share
Its own P/E history, lower quartile	$208.23
Its own P/E history, median	$263.51
Its own P/E history, upper quartile	$290.75
52-week range	$245.06 – $306.69
Today	$281.83

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

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Specialty Chemicals

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