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

Calumet, Inc. and Perimeter Solutions, SA are both Specialty Chemicals companies. Calumet, Inc. and Perimeter Solutions, SA are of similar size ($4.7B and $4.6B). Perimeter Solutions, SA grew revenue faster over the last twelve months: 24.3% against 12.8%. Calumet, Inc. has the higher net margin (−2.98% vs −44.9%) and the higher return on invested capital (2.03% vs −11.1%). Across the 18 metrics below, Calumet, Inc. leads on 10 and Perimeter Solutions, SA on 8.

Valuation

Metric CLMT PRM Specialty Chemicals median
P/E n/m n/m 24.83
P/S 1.02 6.28 1.46
P/B n/m 4.66 1.76
Price to free cash flow 63.93 58.10 19.84
EV/EBITDA 54.43 n/m 13.18
EV/Sales 1.59 7.78 1.84
Earnings yield (2.89%) (7.56%) 2.11%
Free cash flow yield 1.56% 1.72% 2.29%

Profitability

Metric CLMT PRM Specialty Chemicals median
Gross margin 6.57% 54.70% 29.23%
Operating margin 1.03% (50.60%) 3.63%
Net margin (2.98%) (44.86%) 2.89%
Free cash flow margin 1.60% 10.81% 3.78%
Return on equity 12.74% (30.87%) 3.62%
Return on assets (4.90%) (11.85%) 0.35%
Return on invested capital 2.03% (11.11%) 2.75%

Growth

Metric CLMT PRM Specialty Chemicals median
Revenue growth (TTM) 12.80% 24.25% 4.51%
EPS growth (last fiscal year) 85.39% (3,325.00%) —
Revenue growth, 5-year CAGR 12.77% 13.97% 6.30%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLMT PRM Specialty Chemicals median
Debt to equity (2.41) 1.19 0.54
Current ratio 0.84 1.57 1.94
Net debt to EBITDA 7.36 (2.79) 2.03

Dividend

Metric CLMT PRM Specialty Chemicals median
Dividend yield — — 1.69%
Payout ratio — 0.00 0.25

Size

Metric CLMT PRM Specialty Chemicals median
Market cap 4.69b 4.59b 2.43b

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