Ecolab Inc (ECL) Fair Value & Analysis
Basic Materials · US · Market cap $77.2B
Ecolab Inc
ECL · US
Fair value as of: Aug 13, 2026
From 26 valuation models · updated today
Fair value updated Aug 13, 2026, revised from $104.15 to $96.18 (−7.7%) since Jul 14, 2026. Share price +2.4% over the past month.
A solid business, but screening 65% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($128.03). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($56.66 to $128.03) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $126.04 – $306.69 · fair‑value band $56.66 – $128.03 · the $276.26 price screens above the $96.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Ecolab Inc (ECL) currently trades at $276.26, while our model-based Fair Value estimate is $96.18, implying the stock looks roughly 65.2% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Ecolab Inc generated revenue of $16.5B at a net margin of 12.8%. Revenue grew 10.0% year over year. It earns a return on equity of 22.4%. Net debt stands at $8.8B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $56.66 (bear case) to $128.03 (bull case); at $276.26, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 14% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -68% fair-value upside, at -65%, ECL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($118.35) versus Asset-Based ($23.26). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 52
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences.
Full company description
Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences. The Global Water segment offers water treatment and process applications, and cleaning and sanitizing solutions to manufacturing, food and beverage processing, transportation, chemical, primary metals and mining, power generation, global refining, petrochemical, pulp and paper industries. The Global Institutional & Specialty segment provides cleaning and sanitizing products to the foodservice, healthcare, hospitality, lodging, government, education and retail industries. The Global Pest Elimination segment provides pest elimination services to detect, prevent, and eliminate pests comprising rodents and insects in full-service and quick-service restaurants, food and beverage processors, hotels, grocery operations, and other commercial segments, including education, life sciences, and healthcare. The Global Life Sciences segment provides cleaning and contamination control solutions to pharmaceutical and personal care manufacturers. It offers its products under the Ecolab, Kay, Purolite, and Bioquell brand names. The company sells its products through field sales and corporate account personnel, distributors, and dealers. Ecolab Inc. was founded in 1923 and is headquartered in Saint Paul, Minnesota.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ecolab Inc reported revenue of $16.1B in FY2025 versus $12.7B in FY2021, a compound +6.0%/yr. Reported net income was $2.1B in FY2025, compounding +16.4%/yr from FY2021.
of which total revenue +1.6 pp · buybacks/dilution +0.6 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
ECL screens 65% overvalued. Compare with Linde plc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Ecolab (ECL) Stock Looks Overvalued As Its 60% Three Year Run Continues
- Ecolab (ECL) Could Be 12% Undervalued After Its Dividend Affirmation
- Daily Dividend Report: CHE,ECL,MAR,PSA,EMN,TSN
- Ecolab Declares Cash Dividend
Peer Group
Specialty Chemicals · 666 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $479.43 | $222.03 | -54% |
| Wanhua Chemical Group 600309 | ¥75.06 | ¥68.03 | -9% |
| Novozymes A/S NSISB | kr 416.10 | kr 170.02 | -59% |
| Asian Paints Limited ASIANPAINT | ₹2,756 | ₹664.51 | -76% |
| Solar Industries India Limited SOLARINDS | ₹18,730 | ₹2,793 | -85% |
| Pidilite Industries Limited PIDILITIND | ₹1,702 | ₹351.84 | -79% |
| PT Chandra Asri Pacific Tbk TPIA | 2,160 IDR | 2,322 IDR | +8% |
| Berger Paints India Limited BERGEPAINT | ₹559.80 | ₹154.46 | -72% |
| Gujarat Fluorochemicals Limited FLUOROCHEM | ₹4,566 | ₹836.47 | -82% |
| Himadri Speciality Chemical Limited HSCL | ₹778.15 | ₹248.63 | -68% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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