IOSPInnospec Inc.

$98.58+36% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though priced for +13% a year vs −3% a year delivered.

1 to watch, 2 neutral
What the price assumes~+13% a year

Priced for ~13% a year FCF growth. The price already bakes in strong, sustained growth.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 20.1 vs a 20.0 median over 40 quarters (+1% vs median).

Vs sector (EV/EBIT)16.6×

Sector median 17.6× across 53 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)middle of the market
FCF yieldbehind 77% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What IOSP's price assumes

Innospec Inc. trades at 20.1× earnings against 31.1× for the median Specialty Chemicals name, cheaper than its own group.

20.1

Trailing P/E · Specialty Chemicals median 31.1 · cheaper than the typical name in its group

Price / sales
1.32

Price / sales · today's price, trailing year to Jun 30, 2026

Free cash flow yield
2.8%

Free cash flow yield · Specialty Chemicals median 4.8%

Growth the price implies
+13%

Growth the price implies · The price pays for +13% free cash flow growth a year for a decade; the business has delivered −21% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jun 30, 2026
1.81
EV / EBITtoday's price, trailing year to Jun 30, 2026
16.6
EV / salestoday's price, trailing year to Jun 30, 2026
1.16
Basic Materials median P/E202 names
20.6
Specialty Chemicals median P/E43 names
31.1
Free cash flow, trailing twelve months
$69M
Market capitalisation24.6 million shares, counted Jul 31, 2026
$2.43B
3-year revenue growth
−2.9%
3-year free cash flow growth
−21%
What the market has paid for these earnings: 40 quarters of its own multiple × $4.90 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$87.45
Its own P/E history, median$97.93
Its own P/E history, upper quartile$122.68
52-week range$65.12 – $99.71
Today$98.58

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.