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Upturn AI SWOT - About
CLMT 
Calumet Specialty Products Partners (CLMT)
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Upturn Advisory Summary
09/12/2025: CLMT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $19.05
1 Year Target Price $19.05
| 2 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.94% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.51B USD | Price to earnings Ratio - | 1Y Target Price 19.05 |
Price to earnings Ratio - | 1Y Target Price 19.05 | ||
Volume (30-day avg) 7 | Beta 0.97 | 52 Weeks Range 7.68 - 25.29 | Updated Date 09/14/2025 |
52 Weeks Range 7.68 - 25.29 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -11.12% | Operating Margin (TTM) -9.42% |
Management Effectiveness
Return on Assets (TTM) -3.99% | Return on Equity (TTM) -1172.22% |
Valuation
Trailing PE - | Forward PE 11.35 | Enterprise Value 3735321262 | Price to Sales(TTM) 0.37 |
Enterprise Value 3735321262 | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.92 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 86752200 | Shares Floating 58216818 |
Shares Outstanding 86752200 | Shares Floating 58216818 | ||
Percent Insiders 22.07 | Percent Institutions 51.52 |
Upturn AI SWOT
Calumet Specialty Products Partners
Company Overview
History and Background
Calumet Specialty Products Partners, L.P. was founded in 1916 as a supplier of lubricating oils. It has since evolved into a leading independent producer of specialty hydrocarbon products and fuel products. Significant milestones include acquisitions and expansions into different product lines.
Core Business Areas
- Specialty Products and Solutions: This segment produces a diverse range of specialty products, including white mineral oils, petrolatums, waxes, solvents, and other specialty products. These are used in various applications such as adhesives, cosmetics, pharmaceuticals, and industrial processes.
- Performance Brands: This segment focuses on branded products, including Royal Purple and Bel-Ray lubricants and greases, targeted towards automotive, motorcycle, and industrial applications.
Leadership and Structure
The leadership team consists of a CEO, CFO, and other key executives. The organizational structure is that of a master limited partnership (MLP), with a general partner managing the business.
Top Products and Market Share
Key Offerings
- White Mineral Oils: These are highly refined mineral oils used in personal care, food, and pharmaceutical applications. Calumet holds a significant market share in North America, but data on exact market share is limited. Competitors include Sonneborn, Renkert Oil, and Petro-Canada Lubricants.
- Petrolatums: Petrolatums are used in various applications, including cosmetics, personal care, and industrial applications. Market share data is limited. Competitors include Sonneborn and others.
- Royal Purple Lubricants: High performance synthetic lubricants. Exact market share data is not publicly available. Competitors include Amsoil, Mobil 1, and Red Line.
Market Dynamics
Industry Overview
The specialty hydrocarbon products industry is influenced by factors such as raw material costs, regulatory requirements, and end-market demand. The industry is moderately competitive, with several large and small players.
Positioning
Calumet is positioned as a leading independent producer of specialty hydrocarbon products, focusing on high-value applications and niche markets. Its competitive advantages include its diverse product portfolio, technical expertise, and established customer relationships.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the billions of dollars, encompassing a wide range of specialty hydrocarbon products. Calumet is positioned to capture a portion of this market through its diversified product offerings and focus on specific applications.
Upturn SWOT Analysis
Strengths
- Diverse product portfolio
- Technical expertise
- Established customer relationships
- Strong brand recognition (Royal Purple)
Weaknesses
- High debt levels
- Sensitivity to raw material costs
- Complex organizational structure (MLP)
- Exposure to commodity price fluctuations
Opportunities
- Expanding into new markets
- Developing new products and applications
- Acquiring complementary businesses
- Benefiting from favorable regulatory changes
Threats
- Increased competition
- Fluctuations in raw material prices
- Changing regulatory requirements
- Economic downturns
Competitors and Market Share
Key Competitors
- VLO
- CVX
- XOM
Competitive Landscape
Calumet faces competition from larger integrated oil companies and other specialty hydrocarbon producers. Its advantages include its focus on niche markets and high-value applications. Disadvantages include its smaller size and higher debt levels compared to some competitors.
Major Acquisitions
Superior Asphalt Pavement Company
- Year: 2023
- Acquisition Price (USD millions): 78
- Strategic Rationale: Expanded asphalt pavement solutions product portfolio. Strengthened vertical integration and increased market share.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been impacted by debt levels, commodity price fluctuations, and operational challenges. The company has focused on streamlining operations and reducing debt.
Future Projections: Future growth projections depend on the company's ability to execute its strategic plan, reduce debt, and capitalize on market opportunities. Analyst estimates vary.
Recent Initiatives: Recent initiatives include debt reduction efforts, cost-cutting measures, and investments in high-return projects.
Summary
Calumet Specialty Products Partners faces significant challenges due to its high debt load, but it is a leader in specialty hydrocarbon products. It needs to reduce debt and improve operational efficiency. Its strengths are in product diversity, customer relationships, and the Royal Purple brand. Fluctuations in oil prices and increased competition are key risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calumet Specialty Products Partners
Exchange NASDAQ | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 2006-01-26 | President, CEO & Director Mr. Louis Todd Borgmann | ||
Sector Basic Materials | Industry Specialty Chemicals | Full time employees 1620 | Website https://calumet.com |
Full time employees 1620 | Website https://calumet.com | ||
Calumet, Inc. manufactures, formulates, and markets a diversified slate of specialty branded products and renewable fuels to various consumer-facing and industrial markets in North America and internationally. It operates through Specialty Products and Solutions; Montana/Renewables; and Performance Brands segments. The Specialty Products and Solutions segment offers various solvents, waxes, customized lubricating oils, white oils, petrolatums, gels, esters, and other products. Its Montana/Renewables segment focuses on processing renewable feedstocks into renewable diesel, sustainable aviation fuel, renewable hydrogen, renewable natural gas, renewable propane, and renewable naphtha. This segment also processes 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.
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