COMPANY SUMMARY
Calumet, Inc. manufactures, formulates, and markets a slate of specialty branded products and renewable fuels in North America and internationally. It operates through Specialty Products and Solutions; Performance Brands; and Montana/Renewables segments. The Specialty Products and Solutions segment manufactures and markets various solvents, waxes, customized lubricating oils, white oils, petrolatums, gels, esters, and other products. The Montana/Renewables segment processes geographically advantaged renewable feedstocks into renewable diesel, aviation fuel, and renewable naphtha. This segment also engages in the process of Canadian crude oil into conventional gasoline, diesel, jet fuel, and specialty grades of asphalt. The Performance Brands segment blends, packages, and markets high performance products through Royal Purple, Bel-Ray, and TruFuel brands. It serves wholesale distributors and retail chains. Calumet, Inc. was founded in 1919 and is headquartered in Indianapolis, Indiana.
Financial Summary
| Share Statistics |
CLMT |
Industry Median |
Percentile (All Stocks) |
| Market Cap (Mil) |
$3,851.0 |
$2,670.4 |
63% |
|
| Shares Out (Mil) |
87.0 |
109.5 |
60% |
|
| Institutional Ownership |
92.4% |
87.7% |
61% |
|
| Float (Mil) |
58.4 |
100.7 |
51% |
|
| Beta |
0.72 |
0.36 |
42% |
|
| Avg Daily Volume (000s) |
990 |
504 |
70% |
|
Price Change (52-week) |
174.0% |
84.2% |
97% |
|
| Growth |
CLMT |
Industry Median |
Percentile (All Stocks) |
| Sales (5yr) |
12.8% |
12.7% |
67% |
|
| Net Income (5yr) |
25.4% |
19.4% |
80% |
|
| EPS (5yr) |
26.9% |
19.6% |
77 |
|
| Dividends (5yr) |
0.0% |
0.0% |
0% |
|
| Cash Flow (5yr) |
9.7% |
1.5% |
70% |
|
| Estimates |
Qtrly |
Current Fiscal Year |
Next Fiscal Year |
| # of Estimates |
na |
na |
1 |
| Current EPS |
na |
na |
$0.420 |
| Month Ago EPS |
na |
na |
$0.310 |
| # Rev Up |
na |
na |
0 |
| # Rev Down |
na |
na |
1 |
| Three Months Ago EPS |
na |
na |
$0.340 |
| Year/Year Chg |
na |
na |
(415.9%) |
| Financials |
CLMT |
Industry Median |
Percentile (All Stocks) |
| Sales (TTM) (Mil) |
$4,173 |
$1,347 |
72% |
|
| Net Income (TTM) (Mil) |
($189) |
$85 |
7% |
|
| EPS (TTM) |
($2.173) |
$0.700 |
14% |
|
| Operating Cash Flow (TTM) (Mil) |
$52 |
$409 |
47% |
|
| Net Cash Flow (TTM) (Mil) |
($25) |
$3 |
25% |
|
| Long-Term Debt (Q1) (Mil) |
$2,462 |
$780 |
77% |
|
| Enterprise Value (Q1) (Mil) |
$5,567 |
$3,920 |
64% |
|
| Valuation |
CLMT |
Industry Median |
Percentile (All Stocks) |
| P/B |
na |
1.83 |
na |
|
| P/E |
na |
14.9 |
na |
|
| Dividend Yield |
0.0% |
2.1% |
0% |
|
| PEG (5yr hist) |
na |
0.5 |
na |
|
| Ratios |
CLMT |
Industry Median |
Percentile (All Stocks) |
| Gross Margin |
6.1% |
45.8% |
6% |
|
| Net Margin |
(4.5%) |
8.9% |
26% |
|
| ROA |
(6.8%) |
3.8% |
28% |
|
| ROE |
19.8% |
10.4% |
79% |
|
| Liabilities to Assets |
128.8% |
51.1% |
97% |
|
| F-Score |
5 |
5 |
51% |
|
Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
CLMT meetings the criteria of 2 screen:
Stock Screen
GURU STRATEGY
Kirkpatrick Bargain Screen
Factors: Value, Momentum
Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
GURU STRATEGY
O'Shaughnessy: Growth Screen II
Factors: Value, Momentum
O'Shaughnessy tries to predict the future using historical long-term trends.