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Upturn AI SWOT - About
CLMT 
Calumet Specialty Products Partners (CLMT)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $19
1 Year Target Price $19
| 2 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.14% | 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 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.35B USD | Price to earnings Ratio - | 1Y Target Price 19 |
Price to earnings Ratio - | 1Y Target Price 19 | ||
Volume (30-day avg) 7 | Beta 0.92 | 52 Weeks Range 7.68 - 25.29 | Updated Date 06/30/2025 |
52 Weeks Range 7.68 - 25.29 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -8.22% | Operating Margin (TTM) -11.88% |
Management Effectiveness
Return on Assets (TTM) -1.35% | Return on Equity (TTM) -1172.22% |
Valuation
Trailing PE - | Forward PE 11.35 | Enterprise Value 3547931429 | Price to Sales(TTM) 0.32 |
Enterprise Value 3547931429 | Price to Sales(TTM) 0.32 | ||
Enterprise Value to Revenue 0.85 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 86621504 | Shares Floating 62763319 |
Shares Outstanding 86621504 | Shares Floating 62763319 | ||
Percent Insiders 22.27 | Percent Institutions 46.19 |
Analyst Ratings
Rating 3 | Target Price 19 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Calumet Specialty Products Partners
Company Overview
History and Background
Calumet Specialty Products Partners, founded in 1916, is a leading independent producer of specialty hydrocarbon products and fuel products in North America. It has evolved from a small oil company to a diversified refiner and manufacturer.
Core Business Areas
- Specialty Products: Produces a wide range of specialty hydrocarbon products, including lubricants, solvents, waxes, and other specialty products. These products are used in various industrial and consumer applications.
- Fuel Products: Refines crude oil into gasoline, diesel, and other fuel products. They produce a variety of products, for transportation and industrial uses.
Leadership and Structure
The leadership team consists of a CEO, CFO, and various vice presidents overseeing different business segments. The organizational structure is a partnership model with general and limited partners.
Top Products and Market Share
Key Offerings
- Lubricants and Waxes: Calumet is a leading manufacturer of specialty lubricants and waxes. Market share data is difficult to ascertain precisely, but Calumet holds a significant portion of niche markets within the specialty segment. Key competitors include Ergon, HollyFrontier, and Sonneborn.
- Solvents: Calumet produces a range of solvents used in various industrial applications. They are a major player with significant presence in the solvents market. Key competitors include ExxonMobil, Shell, and Eastman Chemical.
- Fuel Products: Calumet refines and sells gasoline, diesel, and other fuel products. Revenue from fuels is volatile depending on fluctuations in energy markets. Competitors include Marathon Petroleum, Valero, and Phillips 66.
Market Dynamics
Industry Overview
The specialty products market is driven by industrial production, consumer demand, and technological advancements. The fuel products market is influenced by crude oil prices, regulations, and geopolitical events.
Positioning
Calumet focuses on specialty products, differentiating itself from larger refiners by targeting niche markets and high-value applications. The companies competitive advantage is its focus in the specialty hydrocarbon space.
Total Addressable Market (TAM)
The TAM for specialty hydrocarbon products is estimated to be in the billions of dollars annually. Calumet is well-positioned within its niches, though vulnerable to swings in fuel and crude oil pricing.
Upturn SWOT Analysis
Strengths
- Strong presence in specialty hydrocarbon markets
- Diversified product portfolio
- Established customer relationships
- Niche market expertise
Weaknesses
- High debt levels
- Vulnerability to commodity price fluctuations
- Complex organizational structure
- Operational challenges at refineries
Opportunities
- Expanding into new geographic markets
- Developing new specialty products
- Acquiring complementary businesses
- Leveraging technological advancements
Threats
- Economic downturns
- Increased competition
- Changing regulations
- Environmental liabilities
Competitors and Market Share
Key Competitors
- HFC
- CVLG
- ERGON
Competitive Landscape
Calumet competes with larger refiners and specialty product manufacturers. It has advantages in niche markets but faces challenges related to scale and financial resources.
Major Acquisitions
Superior Asphalt
- Year: 2023
- Acquisition Price (USD millions): 78
- Strategic Rationale: Expand Calumetu2019s asphalt product offerings and geographic footprint.
Growth Trajectory and Initiatives
Historical Growth: Calumet's growth has been inconsistent due to operational challenges and market volatility.
Future Projections: Analyst estimates vary, with growth potential tied to the successful execution of turnaround plans and strategic initiatives.
Recent Initiatives: Recent initiatives focus on improving operational efficiency, reducing debt, and expanding into higher-margin specialty products.
Summary
Calumet Specialty Products Partners is a company with a strong presence in niche specialty hydrocarbon markets. However, it faces challenges related to high debt, commodity price volatility, and operational inefficiencies. Successful execution of turnaround plans and strategic initiatives are critical for its future growth. The company also has a solid footprint of acquisitions to supplement their product lines.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is subject to change. Market share data is estimated.
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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