Ecovyst Inc. (ECVT) AI Stock Analysis

Ecovyst Inc. provides specialty catalysts and services across global markets, operating through two segments: Ecoservices and Catalyst Technologies. Under Ecoservices, the company provides sulfuric acid recycling services for alkylate production in refineries, alongside virgin sulfuric acid for mining operations, water treatment processes, and industrial applications. Under Catalyst Technologies, Ecovyst delivers tailored catalyst products and process solutions to producers and licensors in the polyethylene and methyl methacrylate industries, producing plastics for packaging films, bottles, and containers. The segment also supplies zeolite-based emission control catalysts to reduce nitrogen oxides in diesel engine emissions and sulfur dioxide in refining fuel processes.

Annual revenue moved from $611.2M in FY2021 to $820.2M in FY2022, before falling 15.7% to $691.1M in FY2023. Revenue grew 1.9% to $704.5M in FY2024 and 2.7% to $723.5M in FY2025, representing a 5-year revenue CAGR of 7.8% from FY2020 to FY2025. Operating margin was 8.9% in FY2021, reached 14.0% in FY2023, and ended FY2025 at 10.8%. Net income fluctuated, recording -$139.9M in FY2021, $73.7M in FY2022, -$6.7M in FY2024, and -$71.1M in FY2025. Over the trailing twelve months, revenue reached $869.3M with an operating margin of 8.8%. For the latest quarter ended June 30, 2026, quarterly revenue grew 42.0% year-over-year and quarterly earnings grew 48.9%.

As of June 30, 2026, Ecovyst held $87.8M in cash and short-term investments against total debt of $546.4M, resulting in net debt of $458.6M. Shareholders' equity was $586.9M, with total assets of $1.42B, a current ratio of 1.70, and a debt-to-equity ratio of 0.93. In FY2025, operating cash flow stood at $140.3M and free cash flow was $69.9M. Capital allocation in FY2025 included capital expenditures of $70.4M, share buybacks of $46.9M, and dividends paid of $80.0M.

Ecovyst trades at a trailing P/E of 44.7x, above the 19.7x median of its US-listed Basic Materials peers. Its forward P/E of 13.5x aligns closely with the peer median of 13.4x. The company's enterprise value of $1.59B reflects an EV to EBITDA multiple of 10.0x, compared to the peer median of 10.5x, and a price-to-sales ratio of 1.3x versus the peer median of 1.8x. Over the past year, the stock returned 25.5%, outperforming the 16.8% return of the S&P 500, but its 5-year return of -11.9% trailed the index return of 83.0%.

Wall Street coverage consists of 4 Strong Buy, 1 Buy, and 1 Hold ratings, with zero Sell or Strong Sell ratings. The mean price target is $15.17, representing an upside of 47.5% compared to the last close of $10.28 on October 16, 2026. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $1.05B and EPS of $0.69, implying 77.8% EPS growth. The company has beat EPS estimates in each of the last 4 quarters, with the next earnings date set for November 3, 2026.

This page is an AI-written research summary of Ecovyst Inc. (ECVT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ECVT income statement, ECVT balance sheet, ECVT key metrics, ECVT analyst forecast, ECVT chart. See the ECVT stock overview for the latest quote and news.