Is Calumet Specialty Stock a Good Investment?
Calumet Specialty Investment Advice | CLMT |
- Examine Calumet Specialty's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Calumet Specialty's leadership team and their track record. Good management can help Calumet Specialty navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Oil & Gas Refining & Marketing space and any emerging trends that could impact Calumet Specialty's business and its evolving consumer preferences.
- Compare Calumet Specialty's performance and market position to its competitors. Analyze how Calumet Specialty is positioned in terms of product offerings, innovation, and market share.
- Check if Calumet Specialty pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Calumet Specialty's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Calumet Specialty Products stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Calumet Specialty Products is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Calumet Specialty Stock
Researching Calumet Specialty's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 21.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 2.71. Calumet Specialty recorded a loss per share of 2.67. The entity last dividend was issued on the 29th of January 2016. The firm had 1:1 split on the 11th of July 2024.
To determine if Calumet Specialty is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Calumet Specialty's research are outlined below:
| Calumet Specialty generated a negative expected return over the last 90 days | |
| Calumet Specialty has high historical volatility and very poor performance | |
| Calumet Specialty Products currently holds 276.5 M in liabilities. Calumet Specialty has a current ratio of 0.59, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Calumet Specialty's use of debt, we should always consider it together with its cash and equity. | |
| The entity reported the previous year's revenue of 4.19 B. Net Loss for the year was (222 M) with profit before overhead, payroll, taxes, and interest of 289.1 M. | |
| Calumet Specialty Products currently holds about 50.5 M in cash with (46.4 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.64. | |
| Calumet Specialty has a strong financial position based on the latest SEC filings | |
| Roughly 21.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Calumet Specialty Products Partners Shares Up 3.7 percent Still a Buy |
Calumet Specialty Quarterly Accounts Payable |
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Calumet Specialty uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Calumet Specialty Products. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Calumet Specialty's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 20th of March 2024 Upcoming Quarterly Report | View | |
| 3rd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 20th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Calumet Specialty's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Calumet Specialty's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-08-09 | 2018-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2020-08-06 | 2020-06-30 | -0.22 | -0.25 | -0.03 | 13 | ||
2015-05-06 | 2015-03-31 | 0.31 | 0.27 | -0.04 | 12 | ||
2010-02-17 | 2009-12-31 | 0.29 | 0.24 | -0.05 | 17 | ||
2024-08-02 | 2024-06-30 | -0.55 | -0.48 | 0.07 | 12 | ||
2019-11-12 | 2019-09-30 | 0.01 | 0.09 | 0.08 | 800 | ||
2019-03-07 | 2018-12-31 | 0.14 | 0.23 | 0.09 | 64 | ||
2012-10-31 | 2012-09-30 | 0.6 | 0.69 | 0.09 | 15 |
Calumet Specialty Target Price Consensus
Calumet target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Calumet Specialty's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 6 | Buy |
Most Calumet analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Calumet stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Calumet Specialty, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationCalumet Specialty Target Price Projection
Calumet Specialty's current and average target prices are 13.45 and 24.60, respectively. The current price of Calumet Specialty is the price at which Calumet Specialty Products is currently trading. On the other hand, Calumet Specialty's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Calumet Specialty Market Quote on 27th of March 2025
Target Price
Analyst Consensus On Calumet Specialty Target Price
Calumet Specialty Analyst Ratings
Calumet Specialty's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Calumet Specialty stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Calumet Specialty's financials, market performance, and future outlook by experienced professionals. Calumet Specialty's historical ratings below, therefore, can serve as a valuable tool for investors.Know Calumet Specialty's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Calumet Specialty is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calumet Specialty Products backward and forwards among themselves. Calumet Specialty's institutional investor refers to the entity that pools money to purchase Calumet Specialty's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Group One Trading, Lp | 2024-12-31 | 517.7 K | Garnet Capital Holdings, Inc. | 2024-12-31 | 455.6 K | Arrowpoint Investment Partners (singapore) Pte. Ltd. | 2024-12-31 | 449.5 K | Charles Schwab Investment Management Inc | 2024-12-31 | 405.7 K | Goldman Sachs Group Inc | 2024-12-31 | 348.5 K | Marshall Wace Asset Management Ltd | 2024-12-31 | 320 K | Royal Bank Of Canada | 2024-12-31 | 310.5 K | Barnett & Co Inc | 2024-12-31 | 278.9 K | Vanderbilt University | 2024-12-31 | 212.6 K | Wasserstein Debt Opportunities Management Lp | 2024-12-31 | 5.7 M | Adams Asset Advisors Llc | 2024-12-31 | 5.3 M |
Calumet Specialty's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.05 B.Market Cap |
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Calumet Specialty's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.09) | (0.08) | |
| Return On Assets | (0.08) | (0.08) | |
| Return On Equity | 0.31 | 0.30 |
Determining Calumet Specialty's profitability involves analyzing its financial statements and using various financial metrics to determine if Calumet Specialty is a good buy. For example, gross profit margin measures Calumet Specialty's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Calumet Specialty's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Calumet Specialty's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Calumet Specialty Products. Check Calumet Specialty's Beneish M Score to see the likelihood of Calumet Specialty's management manipulating its earnings.
Evaluate Calumet Specialty's management efficiency
Calumet Specialty has return on total asset (ROA) of 0.0176 % which means that it generated a profit of $0.0176 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (11.7222) %, meaning that it created substantial loss on money invested by shareholders. Calumet Specialty's management efficiency ratios could be used to measure how well Calumet Specialty manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to -0.08 in 2025. Return On Capital Employed is likely to drop to 0 in 2025. At this time, Calumet Specialty's Non Current Liabilities Other is comparatively stable compared to the past year. Change To Liabilities is likely to gain to about 79.1 M in 2025, whereas Liabilities And Stockholders Equity is likely to drop slightly above 1.8 B in 2025.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (5.61) | (5.33) | |
| Tangible Book Value Per Share | (7.95) | (7.56) | |
| Enterprise Value Over EBITDA | 12.58 | 13.21 | |
| Price Book Value Ratio | (2.57) | (2.70) | |
| Enterprise Value Multiple | 12.58 | 13.21 | |
| Price Fair Value | (2.57) | (2.70) | |
| Enterprise Value | 2.1 B | 1.8 B |
Calumet Specialty has shown resilience through effective management strategies. Our analysis examines how these strategies influence financial outcomes and investor returns which helps in understanding the stock's long-term potential.
Beta 1.886 |
Basic technical analysis of Calumet Stock
As of the 27th of March, Calumet Specialty shows the Mean Deviation of 3.34, standard deviation of 4.63, and Risk Adjusted Performance of (0.12). Calumet Specialty technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Calumet Specialty's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Calumet Specialty insiders, such as employees or executives, is commonly permitted as long as it does not rely on Calumet Specialty's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Calumet Specialty insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Calumet Specialty's Outstanding Corporate Bonds
Calumet Specialty issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calumet Specialty uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calumet bonds can be classified according to their maturity, which is the date when Calumet Specialty Products has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| US131477AV34 Corp BondUS131477AV34 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Understand Calumet Specialty's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Calumet Specialty's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.12) | |||
| Market Risk Adjusted Performance | (3.42) | |||
| Mean Deviation | 3.34 | |||
| Coefficient Of Variation | (675.59) | |||
| Standard Deviation | 4.63 | |||
| Variance | 21.48 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.70) | |||
| Total Risk Alpha | (0.68) | |||
| Treynor Ratio | (3.43) | |||
| Maximum Drawdown | 22.03 | |||
| Value At Risk | (7.52) | |||
| Potential Upside | 8.21 | |||
| Skewness | 0.0571 | |||
| Kurtosis | 1.42 |
| Risk Adjusted Performance | (0.12) | |||
| Market Risk Adjusted Performance | (3.42) | |||
| Mean Deviation | 3.34 | |||
| Coefficient Of Variation | (675.59) | |||
| Standard Deviation | 4.63 | |||
| Variance | 21.48 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.70) | |||
| Total Risk Alpha | (0.68) | |||
| Treynor Ratio | (3.43) | |||
| Maximum Drawdown | 22.03 | |||
| Value At Risk | (7.52) | |||
| Potential Upside | 8.21 | |||
| Skewness | 0.0571 | |||
| Kurtosis | 1.42 |
Consider Calumet Specialty's intraday indicators
Calumet Specialty intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calumet Specialty stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Calumet Specialty Corporate Filings
F4 | 26th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 19th of March 2025 Other Reports | ViewVerify | |
8K | 18th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 3rd of March 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Calumet Stock media impact
Far too much social signal, news, headlines, and media speculation about Calumet Specialty that are available to investors today. That information is available publicly through Calumet media outlets and privately through word of mouth or via Calumet internal channels. However, regardless of the origin, that massive amount of Calumet data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Calumet Specialty news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Calumet Specialty relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Calumet Specialty's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Calumet Specialty alpha.
Calumet Specialty Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Calumet Specialty can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Calumet Specialty Corporate Management
| Chris Hodges | Alpha IR | Profile | |
| Marc Lawn | LLC GP | Profile | |
| Vincent Donargo | Chief Officer | Profile | |
| Brad McMurray | Director Relations | Profile |
Additional Tools for Calumet Stock Analysis
When running Calumet Specialty's price analysis, check to measure Calumet Specialty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calumet Specialty is operating at the current time. Most of Calumet Specialty's value examination focuses on studying past and present price action to predict the probability of Calumet Specialty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calumet Specialty's price. Additionally, you may evaluate how the addition of Calumet Specialty to your portfolios can decrease your overall portfolio volatility.