Celanese Corporation (CE) vs Westlake Chemical Partners LP (WLKP)

Celanese Corporation and Westlake Chemical Partners LP are both Chemicals companies. Celanese Corporation is the larger, with a market value of $5.5B against $758.1M — 7.2× the size. Celanese Corporation has negative trailing earnings, so its P/E is not meaningful; Westlake Chemical Partners LP trades at 13.3×. Westlake Chemical Partners LP grew revenue faster over the last twelve months: 12.1% against −2.17%. Westlake Chemical Partners LP has the higher net margin (4.66% vs −12.0%) and the higher return on invested capital (19.9% vs −2.84%). Both pay a dividend; Westlake Chemical Partners LP yields more (4.30% vs 1.86%). Across the 22 metrics below, Westlake Chemical Partners LP leads on 17 and Celanese Corporation on 5.

Valuation

Metric CE WLKP Chemicals median
P/E n/m 13.25 —
P/S 0.53 0.62 0.44
P/B 1.13 0.99 1.13
Price to free cash flow 7.30 1.86 7.30
EV/EBITDA 94.68 3.02 9.48
EV/Sales 1.63 1.21 0.86
Earnings yield (22.68%) 7.55% (10.53%)
Free cash flow yield 13.70% 53.74% 4.86%

Profitability

Metric CE WLKP Chemicals median
Gross margin 20.90% 31.16% 16.03%
Operating margin (7.13%) 28.80% (0.82%)
Net margin (12.04%) 4.66% (3.05%)
Free cash flow margin 7.29% 33.14% 1.50%
Return on equity (22.72%) 7.20% (5.24%)
Return on assets (5.18%) 4.56% (2.51%)
Return on invested capital (2.84%) 19.85% (0.75%)

Growth

Metric CE WLKP Chemicals median
Revenue growth (TTM) (2.17%) 12.06% 2.53%
EPS growth (last fiscal year) 23.62% (22.03%) —
Revenue growth, 5-year CAGR 11.03% 3.83% 2.20%
Net income growth, 5-year CAGR 0.00% (5.95%) 0.00%

Health

Metric CE WLKP Chemicals median
Debt to equity 2.62 0.52 0.71
Current ratio 1.45 3.44 1.99
Net debt to EBITDA (14.42) 0.79 3.49

Dividend

Metric CE WLKP Chemicals median
Dividend yield 1.86% 4.30% 2.33%
Payout ratio 0.24 — 0.00

Size

Metric CE WLKP Chemicals median
Market cap 5.46b 758.14m 643.59m

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