The Chemours Company (CC) vs H. B. Fuller Company (FUL)

The Chemours Company and H. B. Fuller Company are both Specialty Chemicals companies. H. B. Fuller Company is the larger, with a market value of $2.6B against $2.1B — 1.2× the size. The Chemours Company has negative trailing earnings, so its P/E is not meaningful; H. B. Fuller Company trades at 14.7×. H. B. Fuller Company grew revenue faster over the last twelve months: −0.57% against −0.89%. H. B. Fuller Company has the higher net margin (5.29% vs −5.24%) and the higher return on invested capital (5.84% vs −2.22%). Both pay a dividend; The Chemours Company yields more (3.32% vs 1.11%). Across the 21 metrics below, H. B. Fuller Company leads on 15 and The Chemours Company on 6.

Valuation

Metric CC FUL Specialty Chemicals median
P/E n/m 14.66 24.83
P/S 0.38 0.78 1.46
P/B n/m 1.31 1.76
Price to free cash flow 10.03 18.32 19.84
EV/EBITDA 24.83 8.37 13.18
EV/Sales 0.93 1.34 1.84
Earnings yield (13.21%) 6.82% 2.11%
Free cash flow yield 9.97% 5.46% 2.29%

Profitability

Metric CC FUL Specialty Chemicals median
Gross margin 15.28% 32.01% 29.23%
Operating margin (1.93%) 10.76% 3.63%
Net margin (5.24%) 5.29% 2.89%
Free cash flow margin 3.76% 4.24% 3.78%
Return on equity (318.32%) 9.38% 3.62%
Return on assets (4.15%) 3.55% 0.35%
Return on invested capital (2.22%) 5.84% 2.75%

Growth

Metric CC FUL Specialty Chemicals median
Revenue growth (TTM) (0.89%) (0.57%) 4.51%
EPS growth (last fiscal year) (549.12%) 19.57% —
Revenue growth, 5-year CAGR 3.17% 4.48% 6.30%
Net income growth, 5-year CAGR 0.00% 4.20% 0.00%

Health

Metric CC FUL Specialty Chemicals median
Debt to equity (80.67) 1.00 0.54
Current ratio 1.66 1.80 1.94
Net debt to EBITDA 12.09 3.58 2.03

Dividend

Metric CC FUL Specialty Chemicals median
Dividend yield 3.32% 1.11% 1.69%
Payout ratio 0.18 0.30 0.25

Size

Metric CC FUL Specialty Chemicals median
Market cap 2.14b 2.61b 2.43b

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