Print
Hits: 3023

I performed a scan of chemical and chemical specialty companies and came up with the sector's version of the Doo Doo 32. I have not taken any positions in these companies for I felt there were better risk/reward opportunities elsewhere, but I decided to release the list to the blog to get the reader's feedback.Those who have expertise in the industry are urged to let me know if I have overlooked something. Keep in mind that this screen is from a short seller's perspective and companies whose share price have already fallen significantly have been excluded by default.

Total companies -20                        
Ticker                            
    Market Cap (mn) Close Px P/E EV/ EBITDA P/BVPS Price / Tan.  BVPS Cash / Assets Total debt ($ mn) Debt / Market Cap Debt / Equity Debt / EBITDA Net Debt / Assets Debt / Assets
ALB US Equity ALBEMARLE CORP 2,052 22.5 10.7 6.43 1.9 2.6 5%            932 45% 87% 2.20 28% 33%
APD US Equity AIR PRODS & CHEM 11,349 54.2 16.5 6.60 2.4 3.1 1%         4,169 37% 88% 1.79 33% 34%
AVY US Equity AVERY DENNISON 2,959 27.8 10.4 6.45 1.6 49.3 1%         2,210 75% 126% 2.82 35% 37%
BMS US Equity BEMIS CO 2,302 23.1 14.0 6.50 1.7 3.5 5%            687 30% 51% 1.52 20% 24%
DD US Equity DU PONT (EI) 20,917 23.2 10.6 5.59 3.0 10.2 4%         9,650 46% 140% 1.87 22% 27%
EMN US Equity EASTMAN CHEMICAL 2,005 27.6 4.8 3.25 1.1 1.3 15%         1,436 72% 79% 1.50 11% 26%
IFF US Equity INTL FLVR & FRAG 2,234 28.4 10.0 7.29 3.1 N/M 6%         1,190 53% 164% 2.62 37% 43%
IPHS US Equity INNOPHOS HOLDING 347 16.5 2.5 2.12 1.8 4.1 3%            383 110% 202% 1.34 50% 53%
KOP US Equity KOPPERS HOLDINGS 348 17.1 5.2 4.40 N/M N/M 3%            451 129%   2.55 63% 66%
PPG US Equity PPG INDS INC 6,380 38.9 12.0 4.96 1.5 N/M 4%         3,947 62% 94% 1.99 22% 26%
PTV US Equity PACTIV CORP 2,817 21.4 13.1 6.51 4.4 N/M 2%         1,345 48% 210% 2.15 34% 36%
RKT US Equity ROCK-TENN CO-A 1,068 27.9 11.3 7.38 1.7 N/M 2%         1,692 159% 264% 4.61 54% 56%
ROH US Equity ROHM & HAAS CO 11,146 57.1 17.8 9.53 3.3 50.7 3%         3,229 29% 97% 2.18 29% 32%
SCL US Equity STEPAN CO 383 39.8 11.3 5.94 1.7 1.8 1%            150 39% 66% 1.69 22% 23%
SON US Equity SONOCO PRODUCTS 2,293 23.0 12.7 5.35 1.6 4.4 2%            786 34% 53% 1.43 22% 24%
SXT US Equity SENSIENT TECHNOL 1,095 22.7 12.2 7.64 1.3 2.9 1%            484 44% 56% 2.36 29% 30%
VAL US Equity VALSPAR CORP 1,831 18.3 13.3 7.22 1.3 N/M 3%            956 52% 66% 2.56 25% 27%