-0.65%
4.69%
-4.17%
-7.89%
-23.99%
-40.97%
-7.25%
AI Spotlight on AKE
Company Description
Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide.The company operates through Adhesive Solutions, Advanced Materials, Coating Solutions, and Intermediates segments.It provides adhesive 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.
The company also offers advanced materials consisting of specialty polyamides and polyvinylidene fluoride; and performance additives, such as specialty surfactants and molecular sieves, organic peroxides, thiochemicals, and hydrogen peroxide for use in automotive and transportation, oil and gas, renewable energies, consumer goods, electronics, construction, coatings, animal nutrition, and water treatment sectors.In addition, it provides coating solutions comprising EU/US acrylics and coating resins; sartomer photocure resins and coatex rheology additives; decorative paints, industrial coatings, and adhesives; and solutions for applications in the paper, superabsorbents, water treatment and oil and gas extraction, and 3D printing and electronics industries.Further, the company offers fluorogases and acrylics; and industrial intermediate chemicals used in construction, refrigeration and air conditioning, automotive, coatings, and water treatment sectors.
Arkema S.A. was incorporated in 2003 and is headquartered in Colombes, France.
Market Data
| Last Price | 77 |
| Change Percentage | -0.65% |
| Open | 77.55 |
| Previous Close | 77.5 |
| Market Cap ( Millions) | 5819 |
| Volume | 257616 |
| Year High | 104.4 |
| Year Low | 69.15 |
| M A 50 | 73.93 |
| M A 200 | 82.42 |
Financial Ratios
| FCF Yield | 8.88% |
| Dividend Yield | 4.55% |
| ROE | 5.30% |
| Debt / Equity | 78.49% |
| Net Debt / EBIDTA | 210.06% |
| Price To Book | 0.98 |
| Price Earnings Ratio | 17.55 |
| Price To FCF | 11.26 |
| Price To sales | 0.61 |
| EV / EBITDA | 6.03 |
News
- Jan -31 - New Strong Sell Stocks for January 31st
- Jan -28 - Arkema: Disclosure of Trading in Own Shares From 20 January to 23 January 2025
- Jan -27 - Arkema Unveils New Eco-friendly Encor Binders for Textile Industry, Boosting Sustainability Efforts
- Jan -22 - Arkema: Half-year Report* as of 31 December 2024 of the Liquidity Contract Implemented With NATIXIS ODDO BHF
- Jan -21 - Arkema Announces a Project to Refocus the Activity of Its Jarrie Site in Order to Ensure Its Future Following the Cessation of Its Salt Supply by Vencorex
- Jan -21 - Arkema: Disclosure of Trading in Own Shares from 13 January to 17 January 2025
- Jan -14 - Arkema: Disclosure of Trading in Own Shares from 06 January to 10 January 2025
- Jan -07 - Arkema: Disclosure of Trading in Own Shares From 30 December to 03 January 2025
- Dec -30 - Arkema: Disclosure of Trading in Own Shares from 23 December to 27 December 2024
- Dec -26 - ARKAY Launches Global Mass Balance Solutions to Cut Carbon Footprint
- Dec -23 - Arkema: Disclosure of Trading in Own Shares from 17 December to 20 December 2024
- Dec -19 - Arkema Achieves a Milestone in Its Coating Products Portfolio Carbon Footprint Reduction with the Launch of Global Mass Balance Solutions for All Coatings Technologies
- Dec -03 - Dow sells flexible packaging laminating adhesives business to Arkema
- Dec -02 - Arkema Finalizes the Acquisition of Dow’s Flexible Packaging Laminating Adhesives Business
- Nov -07 - Arkema SA (ARKAF) Q3 2024 Earnings Call Highlights: Strong EBITDA Growth Amid Challenging ...
- Nov -07 - Top Dividend Stocks To Consider In November 2024
- Nov -06 - Arkema: Third-Quarter 2024 Results
- Oct -30 - Strong Participation in the Share Capital Increase Reserved for Arkema Employees
- Oct -18 - Top Dividend Stocks On Euronext Paris For October 2024
- Oct -10 - Fast-paced Momentum Stock Arkema (ARKAY) Is Still Trading at a Bargain
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Advanced Materials
Expected Growth : 3.5 %
What the company do ?
Advanced Materials from Arkema S.A. refers to high-performance materials used in various industries, including aerospace, automotive, and energy, offering enhanced properties and sustainability.
Why we expect these perspectives ?
Arkema's Advanced Materials segment growth is driven by increasing demand for sustainable and lightweight materials in the automotive and aerospace industries, as well as growing adoption of renewable energy sources. Additionally, the segment benefits from Arkema's innovative product offerings, such as its high-performance polymers and advanced composites, which cater to the needs of these industries.
Segment n°2 -> Adhesive Solutions
Expected Growth : 3.8 %
What the company do ?
Adhesive Solutions from Arkema S.A. offers a range of innovative adhesives, sealants, and coatings for various industries, including construction, consumer goods, and transportation.
Why we expect these perspectives ?
Arkema's Adhesive Solutions segment growth of 3.8% is driven by increasing demand for sustainable and eco-friendly adhesives in the packaging and construction industries, coupled with the company's strategic acquisitions and investments in R&D, enabling the development of innovative and high-performance adhesives.
Segment n°3 -> Coating Solutions
Expected Growth : 4.2 %
What the company do ?
Coating Solutions from Arkema S.A. offers a range of innovative and sustainable coating resins, additives, and technologies for various industrial applications.
Why we expect these perspectives ?
Arkema's Coating Solutions segment growth is driven by increasing demand for sustainable and eco-friendly coatings, expansion in the Asian market, and strategic acquisitions. Additionally, the segment benefits from the growing trend of waterborne coatings, driven by environmental regulations and consumer preferences for low-VOC products.
Segment n°4 -> Intermediates
Expected Growth : 3.2 %
What the company do ?
Arkema S.A.'s Intermediates segment produces and markets a range of chemicals, including acrylic monomers, polymer additives, and specialty chemicals, used in various industries such as coatings, adhesives, and construction materials.
Why we expect these perspectives ?
Arkema S.A.'s intermediates segment growth of 3.2% is driven by increasing demand for specialty chemicals in the automotive and construction industries, coupled with the company's strategic expansion into high-growth markets, such as Asia, and its focus on innovative and sustainable products.
Segment n°5 -> Corporate
Expected Growth : 2.8 %
What the company do ?
Arkema S.A. is a French multinational corporation producing specialty chemicals and advanced materials.
Why we expect these perspectives ?
Arkema S.A.'s 2.8% corporate growth is driven by increasing demand for sustainable and specialty materials, strategic acquisitions, and operational efficiency improvements. The company's focus on high-margin businesses, such as adhesives and advanced materials, also contributes to its growth. Additionally, Arkema's commitment to innovation and R&D investments enables it to stay ahead in the competitive chemicals market.
Arkema S.A. Products
| Product Range | What is it ? |
|---|---|
| Adhesives | Arkema's adhesives are used in various industries such as construction, automotive, and consumer goods. They offer a range of adhesives including hot melts, pressure-sensitive adhesives, and reactive adhesives. |
| Advanced Organic Materials | Arkema's advanced organic materials are used in various applications such as electronics, aerospace, and industrial coatings. They offer a range of materials including fluoropolymers, specialty polyamides, and polyvinylidene fluoride (PVDF). |
| Coatings | Arkema's coatings are used in various industries such as construction, industrial, and automotive. They offer a range of coatings including acrylic, polyurethane, and epoxy-based coatings. |
| Fluoropolymers | Arkema's fluoropolymers are used in various applications such as non-stick coatings, semiconductor manufacturing, and industrial processing. They offer a range of fluoropolymers including Teflon, Kynar, and Rilsan. |
| Hydrogen Peroxide | Arkema's hydrogen peroxide is used in various applications such as paper bleaching, wastewater treatment, and chemical synthesis. |
| PVC | Arkema's PVC is used in various applications such as pipes, profiles, and vinyl compounds. |
| Rilsan Polyamide | Arkema's Rilsan polyamide is used in various applications such as oil and gas, industrial, and automotive. |
| Thiochemicals | Arkema's thiochemicals are used in various applications such as oil and gas, mining, and industrial. |
Arkema S.A.'s Porter Forces
Threat Of Substitutes
Arkema S.A. operates in a market with moderate threat of substitutes. While there are some alternatives available, they are not significantly cheaper or better, limiting their appeal.
Bargaining Power Of Customers
Arkema S.A.'s customers have limited bargaining power due to the company's strong brand reputation and diversified product offerings.
Bargaining Power Of Suppliers
Arkema S.A. faces moderate bargaining power from its suppliers, as it relies on a diverse range of suppliers for its raw materials.
Threat Of New Entrants
The threat of new entrants is low for Arkema S.A. due to the high barriers to entry in the chemical industry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The chemical industry is highly competitive, with many established players competing for market share, leading to a high intensity of rivalry for Arkema S.A.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 43.34% |
| Debt Cost | 3.95% |
| Equity Weight | 56.66% |
| Equity Cost | 9.98% |
| WACC | 7.37% |
| Leverage | 76.50% |
Arkema S.A. : Quality Control
Arkema S.A. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| CLN.SW | Clariant AG operates as a specialty chemical company worldwide. It operates through three segments: Care Chemicals, Catalysis, Natural Resources. The company offers flame retardants, performance additives, and advanced surface solutions … |
| FPE3.DE | Fuchs Petrolub SE develops, produces, and sells lubricants and related specialties worldwide. It offers engine and gear oils, central hydraulic oils, greases, shock absorber fluids, biodegradable lubricants; brake fluids and … |
| IMCD.AS | IMCD N.V. distributes, markets, and sells specialty chemicals and ingredients in the Netherlands, rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific. The company offers … |
| BNR.DE | Brenntag SE purchases and supplies various industrial and specialty chemicals, and ingredients in Europe, the Middle East, Africa, North America, Latin America, the Asia Pacific, and internationally. The company operates … |
| EVK.DE | Evonik Industries AG engages in the specialty chemicals business. It operates through Specialty Additives, Nutrition & Care, Smart Materials, Performance Materials, and Technology & Infrastructure segments. The Specialty Additives segment … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Evonik
A-Score
1-Year Total Return ->
🥈
Fuchs Petrolub
A-Score
1-Year Total Return ->
🥉
Brenntag
A-Score
1-Year Total Return ->
4
Arkema
A-Score
1-Year Total Return ->
5
IMCD
A-Score
1-Year Total Return ->
6
