Calumet, Inc. (CLMT) vs Perimeter Solutions, SA (PRM)

Calumet, Inc. and Perimeter Solutions, SA are both Specialty Chemicals companies. Perimeter Solutions, SA is the larger, with a market value of $4.6B against $3.8B — 1.2× the size. Calumet, Inc. has negative trailing earnings, so its P/E is not meaningful; Perimeter Solutions, SA trades at 102×. Perimeter Solutions, SA grew revenue faster over the last twelve months: 30.7% against 12.8%. Perimeter Solutions, SA has the higher net margin (6.68% vs −2.98%) and the higher return on invested capital (3.10% vs 2.03%). Across the 19 metrics below, Perimeter Solutions, SA leads on 12 and Calumet, Inc. on 7.

Valuation

Metric CLMT PRM Specialty Chemicals median
P/E n/m 102.29 24.46
P/S 0.83 5.64 1.64
P/B n/m 3.53 1.88
Price to free cash flow 51.99 121.19 19.15
EV/EBITDA 47.88 25.21 12.87
EV/Sales 1.40 6.97 1.88
Earnings yield (3.55%) 0.98% 2.42%
Free cash flow yield 1.92% 0.83% 2.25%

Profitability

Metric CLMT PRM Specialty Chemicals median
Gross margin 6.57% 54.53% 27.84%
Operating margin 1.03% 14.52% 5.64%
Net margin (2.98%) 6.68% 4.19%
Free cash flow margin 1.60% 6.48% 3.49%
Return on equity 12.74% 4.55% 2.34%
Return on assets (4.90%) 1.84% 0.45%
Return on invested capital 2.03% 3.10% 3.21%

Growth

Metric CLMT PRM Specialty Chemicals median
Revenue growth (TTM) 12.80% 30.67% 6.39%
EPS growth (last fiscal year) 85.39% (3,325.00%) (9.77%)
Revenue growth, 5-year CAGR 12.77% 13.97% 6.33%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLMT PRM Specialty Chemicals median
Debt to equity (2.41) 0.92 0.59
Current ratio 0.84 2.79 2.28
Net debt to EBITDA 7.36 (2.79) 2.03

Dividend

Metric CLMT PRM Specialty Chemicals median
Dividend yield — — 1.80%
Payout ratio — — 0.40

Size

Metric CLMT PRM Specialty Chemicals median
Market cap 3.81b 4.61b 2.08b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack