Ingevity Corporation (NGVT) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Ingevity Corporation (NGVT) trades at $74.77 with AI Score 49/100 (Grade C). Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials globally. Market cap: $2.60B, Sector: Basic materials.
Price as of Jul 20, 2026 · Last analyzed: May 9, 2026NGVT stock analysis for 2026: Analysts have set a consensus price target of $76.67 for Ingevity Corporation, suggesting 2.5% upside from the current price of $74.77. The AI MoonshotScore is 49/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
NGVT: 1/3 scored disciplines lean bearish. Dominant signal: Financial Safety weak.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Ingevity Corporation (NGVT) Materials & Commodity Exposure
Ingevity Corporation is a specialty chemicals and activated carbon materials manufacturer, operating globally through its Performance Materials and Performance Chemicals segments. The company distinguishes itself by producing hardwood-based activated carbon and tall oil-based chemicals, serving diverse applications from automotive emission control to pavement technologies.
What Is the Investment Thesis for NGVT?
Ingevity Corporation presents a mixed investment thesis. The company's focus on specialty chemicals and activated carbon provides exposure to diverse end markets, including automotive, infrastructure, and industrial sectors. A potential growth catalyst is the increasing demand for emission control solutions and sustainable materials. However, the company's negative profit margin of -10.6% raises concerns about profitability. Investors should monitor the company's ability to improve its financial performance and capitalize on growth opportunities. Key value drivers include innovation in sustainable materials and expansion in emerging markets. The company's beta of 1.27 suggests higher volatility compared to the market.
Based on FMP financials and quantitative analysis
NGVT Key Highlights
- Market capitalization of $2.60B, reflecting its position in the specialty chemicals market.
- Gross margin of 39.3%, indicating solid pricing power in its niche markets.
- Operates through two segments: Performance Materials and Performance Chemicals, diversifying its revenue streams.
- Global presence in North America, Asia Pacific, Europe, the Middle East, and Africa, providing access to diverse markets.
- Employs 1600 people, indicating a substantial operational footprint.
Who Are NGVT's Competitors?
NGVT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ELVR Elevra Lithium Limited, formerly known as DiamonEx Limited, | $56.00 | -6.82% | $4.22B | 53 |
| CC The Chemours Company | $17.29 | -1.34% | $3.00B | 39 |
| OLN Olin Corporation | $21.99 | +0.05% | $2.51B | 46 |
| SKE Skeena Resources Limited | $25.18 | -0.51% | $3.12B | 52 |
| AAUC Allied Gold Corporation | $20.41 | -1.97% | $2.57B | 56 |
| KWR Quaker Chemical Corporation | $148.04 | -1.71% | $2.57B | 59 |
| TKKYY Turkiye Sise ve Cam Fabrikalari AS | $7.88 | +0.00% | $2.36B | 54 |
| LTHM Livent Corporation | $16.51 | -8.53% | $2.97B | 57 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NGVT's Key Strengths?
- Specialized product portfolio.
- Proprietary technologies.
- Global presence.
- Diverse end markets.
What Are NGVT's Weaknesses?
- Negative profit margin.
- Dependence on raw material prices.
- Exposure to cyclical industries.
- Limited brand recognition.
What Could Drive NGVT Stock Higher?
- Increasing demand for sustainable materials driving growth in bio-based chemicals.
- Expansion in emerging markets, particularly in Asia Pacific and South America.
- Innovation in emission control solutions for the automotive industry.
What Are the Key Risks for NGVT?
- Fluctuations in raw material prices, such as crude tall oil and lignin.
- Changes in environmental regulations impacting demand for specific products.
- Economic downturns affecting demand from cyclical industries, such as automotive and construction.
- Increasing competition from other specialty chemical and activated carbon manufacturers.
What Are the Growth Opportunities for NGVT?
- Expansion in Sustainable Materials: Ingevity can capitalize on the growing demand for sustainable materials by expanding its portfolio of bio-based chemicals and activated carbon products. Ingevity's expertise in tall oil-based chemicals positions it well to capture a significant share of this market. Timeline: Ongoing.
- Penetration of Emerging Markets: Ingevity can drive growth by expanding its presence in emerging markets, particularly in Asia Pacific and South America. These regions are experiencing rapid industrialization and increasing demand for specialty chemicals and activated carbon materials. By establishing strategic partnerships and distribution networks, Ingevity can gain access to new customers and markets. Timeline: Ongoing.
- Innovation in Emission Control Solutions: With increasing stringent emission regulations worldwide, Ingevity can invest in research and development to create innovative emission control solutions for the automotive industry. This includes developing advanced activated carbon technologies for gasoline vapor emission control systems. The market for automotive emission control technologies is expected to grow significantly in the coming years. Timeline: Ongoing.
- Development of Advanced Pavement Technologies: Ingevity can focus on developing advanced pavement technologies that improve the durability, sustainability, and performance of roads and highways. This includes warm mix paving, pavement preservation, and pavement reconstruction and recycling solutions. The market for advanced pavement technologies is driven by the need to maintain and improve aging infrastructure. Timeline: Ongoing.
- Strategic Acquisitions: Ingevity can pursue strategic acquisitions to expand its product portfolio, geographic reach, and technological capabilities. This includes acquiring companies with complementary technologies or market positions in the specialty chemicals and activated carbon industries. Strategic acquisitions can accelerate Ingevity's growth and enhance its competitive advantage. Timeline: Ongoing.
What Opportunities Does NGVT Have?
- Expansion in sustainable materials.
- Penetration of emerging markets.
- Innovation in emission control solutions.
- Strategic acquisitions.
What Threats Does NGVT Face?
- Increasing competition.
- Fluctuations in raw material prices.
- Changes in environmental regulations.
- Economic downturns.
What Are NGVT's Competitive Advantages?
- Specialized product portfolio focused on niche markets.
- Proprietary technologies in activated carbon and tall oil-based chemicals.
- Long-standing relationships with key customers in diverse industries.
- Global presence with manufacturing facilities and distribution networks in multiple regions.
What Does NGVT Do?
Ingevity Corporation, founded in 1964 and headquartered in North Charleston, South Carolina, is a global manufacturer of specialty chemicals and activated carbon materials. The company operates through two primary segments: Performance Materials and Performance Chemicals. The Performance Materials segment focuses on producing hardwood-based and chemically activated carbon products, primarily used in gasoline vapor emission control systems for vehicles, including cars, motorcycles, trucks, and boats. This segment also offers activated carbon products for food, water, beverage, and chemical purification. The Performance Chemicals segment is involved in pavement technologies, industrial specialties, and engineered polymers. It manufactures products derived from crude tall oil and lignin extracted from the kraft pulping process, as well as caprolactone monomers and derivatives. These products are utilized in warm mix paving, pavement preservation, oil well service additives, adhesives, lubricants, printing inks, coatings, resins, elastomers, bioplastics, and medical devices. Ingevity's diverse product portfolio and global reach enable it to serve a wide range of industries and applications.
What Products and Services Does NGVT Offer?
- Manufactures and sells specialty chemicals.
- Produces activated carbon materials.
- Offers products for gasoline vapor emission control systems.
- Provides solutions for water, food, and beverage purification.
- Develops pavement technologies.
- Creates industrial specialties and engineered polymers.
- Utilizes crude tall oil and lignin in its products.
How Does NGVT Make Money?
- Manufactures and sells specialty chemicals and activated carbon materials.
- Operates through two segments: Performance Materials and Performance Chemicals.
- Generates revenue from diverse end markets, including automotive, infrastructure, and industrial sectors.
What Industry Does NGVT Operate In?
Ingevity Corporation operates within the specialty chemicals industry, which is characterized by innovation, customization, and a focus on specific applications. The industry is influenced by trends such as increasing environmental regulations, demand for sustainable materials, and growth in emerging markets. Ingevity competes with companies like The Chemours Company (CC) and Olin Corporation (OLN), focusing on specific niches such as activated carbon and tall oil-based chemicals. The specialty chemicals market is projected to grow, driven by demand from various end-use industries.
Who Are NGVT's Key Customers?
- Automotive manufacturers using activated carbon for emission control.
- Pavement contractors and government agencies using pavement technologies.
- Industrial companies using specialty chemicals in their products.
- Companies in the food and beverage industry using activated carbon for purification.
F-Score 6/9Financial Health
Ingevity Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.08 places it in the grey zone, a middle ground that warrants monitoring.
P/E 11.7Key Financial Metrics
Return on assets is -7.7%, showing how much profit it generates from its asset base. Its free cash flow yield is 9.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.42 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -4.8%, the inverse of the P/E and a quick read on earnings relative to price.
Ingevity Corporation (NGVT) Valuation Context
Valued at $2.60B, NGVT is classified as a mid-cap stock. Relative to its peer group, NGVT's quantitative score of 49/100 is roughly in line with the peer average of 49/100.
FY2026 estForward Outlook
Wall Street analysts project Ingevity Corporation revenue of about $1.11B for fiscal 2026, with EPS near $5.01.
NGVT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying signals confidence from those closest to the company, suggesting they believe the stock is undervalued.
- Positive community sentiment indicates growing belief in the company's long-term strategy and market position.
- The company's perceived resilience in the face of recent market volatility is attracting investors seeking stability.
- Strong community support for the company's innovative products and sustainable practices is boosting its reputation and attracting environmentally conscious investors.
Bear Case
- Recent negative news coverage has created uncertainty about the company's near-term prospects.
- Skeptical community members express concern over increased competition in the company's core markets.
- Broader market anxieties are weighing on the stock, regardless of the company's individual performance.
- Some community members are worried about potential impacts from changing regulations on the company's operations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
NGVT Latest News
-
Dentsply Sirona Appoints John Fortson as Chief Financial Officer
GlobeNewswire · Jun 11, 2026
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Earnings Scheduled For May 6, 2026
benzinga · May 6, 2026
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Stocks That Hit 52-Week Lows On Friday
· Feb 28, 2020
NGVT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for NGVT.
Price Targets
Consensus target: $76.67
NGVT MoonshotScore
What does this score mean?
The MoonshotScore rates NGVT 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: David H. Li
Unknown
Information on David H. Li's background is not available in the provided context. His career history, education, previous roles, and credentials are unknown. Further research would be required to provide a comprehensive overview of his professional background.
Track Record: Information on David H. Li's track record is not available in the provided context. Key achievements, strategic decisions, and company milestones under his leadership are unknown. Further research would be required to provide a comprehensive assessment of his performance as CEO.
What Investors Ask About Ingevity Corporation (NGVT) — Basic Materials
What does the AI Score mean for NGVT?
NGVT holds an AI Score of 49/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Ingevity Corporation manufactures and sells specialty chemicals and activated carbon materials globally. The company operates through two segments: Performance Materials and Performance Chemicals …
What does Ingevity Corporation do?
Ingevity Corporation is a specialty chemicals and activated carbon materials manufacturer. It operates through two segments: Performance Materials, which focuses on activated carbon products for emission control and purification, and Performance Chemicals, which produces pavement technologies, industrial specialties, and engineered polymers. The company's products are used in various applications, including automotive, infrastructure, and industrial sectors, serving a global customer base.
What do analysts say about NGVT stock?
Analyst consensus on NGVT stock is mixed, reflecting the company's exposure to cyclical industries and its recent financial performance. Key valuation metrics include market capitalization and gross margin. Growth considerations include the company's ability to capitalize on sustainable materials and emerging markets. Investors should monitor the company's profitability and its ability to navigate economic uncertainties.
What are the main risks for NGVT?
The main risks for Ingevity Corporation include fluctuations in raw material prices, such as crude tall oil and lignin, which can impact its profitability. Changes in environmental regulations could also affect demand for specific products. Economic downturns pose a risk to demand from cyclical industries, such as automotive and construction. Increasing competition from other specialty chemical manufacturers is another potential risk.
How does Ingevity Corporation compare to competitors in its industry?
Ingevity Corporation competes with companies like The Chemours Company (CC) and Olin Corporation (OLN) in the specialty chemicals market. Ingevity differentiates itself through its focus on activated carbon and tall oil-based chemicals. While Chemours has a broader portfolio of chemical products, Ingevity has carved out a niche in specific applications. Olin Corporation focuses on chemical products and ammunition, giving Ingevity a more specialized position in the specialty chemicals market.
What are the key financial metrics investors watch for NGVT?
Key financial metrics that investors watch for Ingevity Corporation include its gross margin, which indicates its pricing power and cost management efficiency. The company's profit margin is also closely monitored, especially given its recent negative value. Revenue growth, particularly in its Performance Materials and Performance Chemicals segments, is another important metric. Investors also pay attention to the company's debt levels and cash flow generation.
What are the key factors to evaluate for NGVT?
Ingevity Corporation (NGVT) holds an AI score of 49/100 (low). P/E: 11.7x vs the S&P 500's ~20-25x. Analysts target $76.67 (+3%). Not financial advice.
How frequently does NGVT data refresh on this page?
NGVT's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven NGVT's recent stock price performance?
Ingevity Corporation (NGVT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialized product portfolio. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on provided sources and may not reflect the most current data.