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Sensient Technologies Corporation

SXT - NYQ
Life Sciences
Industrial Organic Chemicals
Country
USA
Market Cap
$3.0B
Dividend Yield
2%
Beta
0.70 (Low)
Trading Volume
253.5K (Low)
Momentum
Very Weak Weak Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Good Excellent
Size
Micro Mid Cap Mega Cap

Sensient Technologies Corporation develops, manufactures, and markets colors, flavors, and other specialty ingredients in North America, Europe, Asia Pacific, and internationally. The company is headquartered in Milwaukee, Wisconsin.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
23.37
Forward P/E
21.83
PEG Ratio
1.67
Price/Book
2.75
EV/EBITDA
13.97
EV/Revenue
2.26

Income Statement

Revenue (TTM)
$1.6B
Gross Profit (TTM)
$507.7M
EBITDA
$258.2M

Financial Ratios

Profit Margin
8%
Operating Margin (TTM)
11%
Gross Profit Margin
33%
EBITDA Margin
17%
ROE (TTM)
12%
ROA (TTM)
6%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
3%
52-Week Range
$65.27
$70.73
$81.63
50-Day Moving Average
$72.63
Price vs. 50-Day MA
-2.62%
200-Day Moving Average
$75.52
Price vs. 200-Day MA
-6.34%
Analyst Ratings Distribution
0
0
0
1
1
Strong Sell Strong Buy
Median Price Target
$85.50
Price to Target
83%

Oracle Corporation

ORCL - NYQ
View ORCL's Comps
A-
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Services-prepackaged Software
Market Cap: $464.5B
Volume: 8.1M (Moderate)
Beta: 1.05 (Average)
Dividend Yield: 1%
Neutral Momentum
Growth
Good Quality
Mega Cap

Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.

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Valuation
Financials
Momentum
Ratings

The SPDR S&P Software & Services ETF focuses on companies in the software and services industry, including Oracle. This ETF provides targeted exposure to firms that are similar in nature, allowing for a focused investment strategy in the software sector.

correlation
B+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 34%

R-squared: 12%

This indicates a weak positive relationship between the price movements of these stocks.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • ORCL in SXT's comparables: No
  • SXT in ORCL's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 9% vs 8%
  • Profit Margin: 21% vs 8%
  • ROE: 125% vs 12%
  • Operating Margin: 31% vs 11%
  • Revenue (TTM): $54.9B vs $1.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
C

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $464.5B vs $3.0B

Size Category: Mega Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
B

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 40.60 vs 24.06
  • P/B Ratio: 33.79 vs 2.75
  • EV/EBITDA: 23.86 vs 13.97
  • Forward P/E: 23.70 vs 21.83
  • PEG Ratio: 1.81 vs 1.67

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: TECHNOLOGY vs LIFE SCIENCES
  • Industry: SERVICES-PREPACKAGED SOFTWARE vs INDUSTRIAL ORGANIC CHEMICALS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ORCL Rating: Buy
  • SXT Rating: Strong Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ORCL Country: USA
  • SXT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ORCL Beta: 1.05 (Average)
  • SXT Beta: 0.70 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ORCL Price vs 200-day MA: 105.47%
  • SXT Price vs 200-day MA: 93.66%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ORCL Dividend Yield: 1%
  • SXT Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
40.60
Forward P/E
23.70
PEG Ratio
1.81
Price/Book
33.79
EV/EBITDA
23.86
EV/Revenue
9.86

Income Statement

Revenue (TTM)
$54.9B
Gross Profit (TTM)
$39.1B
EBITDA
$22.3B

Financial Ratios

Profit Margin
21%
Operating Margin (TTM)
31%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
125%
ROA (TTM)
8%

Growth

Quarterly Revenue Growth (YoY)
9%
Quarterly Earnings Growth (YoY)
24%
52-Week Range
$109.17
$166.06
$197.80
50-Day Moving Average
$169.12
Price vs. 50-Day MA
-1.81%
200-Day Moving Average
$157.45
Price vs. 200-Day MA
5.47%
Analyst Ratings Distribution
0
1
13
17
5
Strong Sell Strong Buy
Median Price Target
$194.82
Price to Target
85%

Nutrien Ltd.

NTR - NYQ
View NTR's Comps
A-
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Agricultural Chemicals
Market Cap: $24.9B
Volume: 1.5M (Moderate)
Beta: 0.96 (Average)
Dividend Yield: 5%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.

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Valuation
Financials
Momentum
Ratings

Nutrien Ltd. focuses on agricultural solutions, including specialty chemicals that enhance crop yields, connecting it to Sensient’s involvement in industrial organic chemicals.

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 19%

R-squared: 4%

This indicates a negligible relationship between the price movements of these stocks.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • NTR in SXT's comparables: Yes
  • SXT in NTR's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: -10% vs 8%
  • Profit Margin: 3% vs 8%
  • ROE: 3% vs 12%
  • Operating Margin: 9% vs 11%
  • Revenue (TTM): $25.0B vs $1.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $24.9B vs $3.0B

Size Category: Large Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 37.39 vs 24.06
  • P/B Ratio: 0.97 vs 2.75
  • EV/EBITDA: 8.50 vs 13.97
  • Forward P/E: 12.63 vs 21.83
  • PEG Ratio: 1.24 vs 1.67

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: AGRICULTURAL CHEMICALS vs INDUSTRIAL ORGANIC CHEMICALS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • NTR Rating: Buy
  • SXT Rating: Strong Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • NTR Country: USA
  • SXT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • NTR Beta: 0.96 (Average)
  • SXT Beta: 0.70 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
B-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • NTR Price vs 200-day MA: 102.44%
  • SXT Price vs 200-day MA: 93.66%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • NTR Dividend Yield: 5%
  • SXT Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
36.67
Forward P/E
12.63
PEG Ratio
1.24
Price/Book
0.97
EV/EBITDA
8.50
EV/Revenue
1.37

Income Statement

Revenue (TTM)
$25.0B
Gross Profit (TTM)
$7.5B
EBITDA
$4.5B

Financial Ratios

Profit Margin
3%
Operating Margin (TTM)
9%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
3%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
-10%
Quarterly Earnings Growth (YoY)
-34%
52-Week Range
$43.21
$50.85
$58.84
50-Day Moving Average
$50.08
Price vs. 50-Day MA
1.54%
200-Day Moving Average
$49.64
Price vs. 200-Day MA
2.44%
Analyst Ratings Distribution
0
1
8
10
7
Strong Sell Strong Buy
Median Price Target
$60.86
Price to Target
84%

Kimberly-Clark Corporation

KMB - NYQ
View KMB's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Manufacturing
Converted Paper & Paperboard Prods (no Contaners/boxes)
Market Cap: $47.0B
Volume: 2.1M (Moderate)
Beta: 0.38 (No Correlation)
Dividend Yield: 4%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Kimberly-Clark Corporation is an American multinational personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.

Compare
Valuation
Financials
Momentum
Ratings

Kimberly-Clark Corporation, while more consumer-focused, also operates in the specialty ingredients and materials space, providing a comparable market perspective in life sciences.

correlation
C+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 11%

R-squared: 1%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 1
  • KMB in SXT's comparables: Yes
  • SXT in KMB's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: -1% vs 8%
  • Profit Margin: 13% vs 8%
  • ROE: 252% vs 12%
  • Operating Margin: 13% vs 11%
  • Revenue (TTM): $20.1B vs $1.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $47.0B vs $3.0B

Size Category: Large Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 18.76 vs 24.06
  • P/B Ratio: 56.60 vs 2.75
  • EV/EBITDA: 13.60 vs 13.97
  • Forward P/E: 18.90 vs 21.83
  • PEG Ratio: 1.67 vs 1.67

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs LIFE SCIENCES
  • Industry: CONVERTED PAPER & PAPERBOARD PRODS (NO CONTANERS/BOXES) vs INDUSTRIAL ORGANIC CHEMICALS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KMB Rating: Hold
  • SXT Rating: Strong Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KMB Country: USA
  • SXT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A-

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KMB Beta: 0.38 (No Correlation)
  • SXT Beta: 0.70 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KMB Price vs 200-day MA: 103.30%
  • SXT Price vs 200-day MA: 93.66%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KMB Dividend Yield: 4%
  • SXT Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

XLP
Trailing P/E
18.69
Forward P/E
18.90
PEG Ratio
1.67
Price/Book
56.60
EV/EBITDA
13.60
EV/Revenue
2.70

Income Statement

Revenue (TTM)
$20.1B
Gross Profit (TTM)
$7.3B
EBITDA
$3.9B

Financial Ratios

Profit Margin
13%
Operating Margin (TTM)
13%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
252%
ROA (TTM)
12%

Growth

Quarterly Revenue Growth (YoY)
-1%
Quarterly Earnings Growth (YoY)
-12%
52-Week Range
$119.85
$141.63
$147.01
50-Day Moving Average
$131.87
Price vs. 50-Day MA
7.40%
200-Day Moving Average
$137.10
Price vs. 200-Day MA
3.30%
Analyst Ratings Distribution
1
1
12
3
3
Strong Sell Strong Buy
Median Price Target
$143.84
Price to Target
98%

Sempra

SRE - NYQ
View SRE's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Gas & Other Services Combined
Market Cap: $46.4B
Volume: 3.2M (Moderate)
Beta: 0.78 (Low)
Dividend Yield: 4%
Very Weak Momentum
Fair Value
Good Quality
Large Cap

Sempra Energy is a North American energy infrastructure company based in San Diego, California. Sempra Energy's focus is on electric and natural gas infrastructure. Its operating companies include: Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDG&E) in Southern California; Oncor Electric Delivery Company (Oncor) in Texas; Sempra LNG; and IEnova, based in Mexico.

Compare
Valuation
Financials
Momentum
Ratings

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 21%

R-squared: 5%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • SRE in SXT's comparables: No
  • SXT in SRE's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs 8%
  • Profit Margin: 22% vs 8%
  • ROE: 10% vs 12%
  • Operating Margin: 26% vs 11%
  • Revenue (TTM): $13.2B vs $1.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $46.4B vs $3.0B

Size Category: Large Cap vs Mid Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 16.13 vs 24.06
  • P/B Ratio: 1.53 vs 2.75
  • EV/EBITDA: 14.61 vs 13.97
  • Forward P/E: 14.66 vs 21.83
  • PEG Ratio: 3.19 vs 1.67

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: ENERGY & TRANSPORTATION vs LIFE SCIENCES
  • Industry: GAS & OTHER SERVICES COMBINED vs INDUSTRIAL ORGANIC CHEMICALS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • SRE Rating: Buy
  • SXT Rating: Strong Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • SRE Country: USA
  • SXT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • SRE Beta: 0.78 (Low)
  • SXT Beta: 0.70 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • SRE Price vs 200-day MA: 86.81%
  • SXT Price vs 200-day MA: 93.66%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • SRE Dividend Yield: 4%
  • SXT Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
16.16
Forward P/E
14.66
PEG Ratio
3.19
Price/Book
1.53
EV/EBITDA
14.61
EV/Revenue
6.20

Income Statement

Revenue (TTM)
$13.2B
Gross Profit (TTM)
$5.4B
EBITDA
$5.3B

Financial Ratios

Profit Margin
22%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
10%
ROA (TTM)
2%

Growth

Quarterly Revenue Growth (YoY)
8%
Quarterly Earnings Growth (YoY)
-10%
52-Week Range
$64.89
$71.30
$95.12
50-Day Moving Average
$82.56
Price vs. 50-Day MA
-13.64%
200-Day Moving Average
$82.13
Price vs. 200-Day MA
-13.19%
Analyst Ratings Distribution
0
0
7
9
3
Strong Sell Strong Buy
Median Price Target
$82.22
Price to Target
87%

WEC Energy Group, Inc.

WEC - NYQ
View WEC's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Electric & Other Services Combined
Market Cap: $33.1B
Volume: 941.6K (Low)
Beta: 0.44 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

WEC Energy Group, based in Milwaukee, Wisconsin, provides electricity and natural gas to 4.4 million customers across four states.

Compare
Valuation
Financials
Momentum
Ratings

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 27%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • SXT in WEC's comparables: No
  • WEC in SXT's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 8% vs 3%
  • Profit Margin: 8% vs 18%
  • ROE: 12% vs 12%
  • Operating Margin: 11% vs 21%
  • Revenue (TTM): $1.6B vs $8.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
B+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $3.0B vs $33.1B

Size Category: Mid Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 24.06 vs 21.58
  • P/B Ratio: 2.75 vs 2.78
  • EV/EBITDA: 13.97 vs 13.99
  • Forward P/E: 21.83 vs 20.66
  • PEG Ratio: 1.67 vs 2.65

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
B-

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs ENERGY & TRANSPORTATION
  • Industry: INDUSTRIAL ORGANIC CHEMICALS vs ELECTRIC & OTHER SERVICES COMBINED

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • SXT Rating: Strong Buy
  • WEC Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • SXT Country: USA
  • WEC Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • SXT Beta: 0.70 (Low)
  • WEC Beta: 0.44 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
C

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • SXT Price vs 200-day MA: 93.66%
  • WEC Price vs 200-day MA: 112.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • SXT Dividend Yield: 2%
  • WEC Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
21.84
Forward P/E
20.66
PEG Ratio
2.65
Price/Book
2.78
EV/EBITDA
13.99
EV/Revenue
6.37

Income Statement

Revenue (TTM)
$8.6B
Gross Profit (TTM)
$3.8B
EBITDA
$3.4B

Financial Ratios

Profit Margin
18%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
12%
ROA (TTM)
3%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
106%
52-Week Range
$74.76
$104.23
$108.87
50-Day Moving Average
$99.08
Price vs. 50-Day MA
5.20%
200-Day Moving Average
$92.39
Price vs. 200-Day MA
12.82%
Analyst Ratings Distribution
1
0
11
4
2
Strong Sell Strong Buy
Median Price Target
$102.69
Price to Target
101%
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