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Upturn AI Summary - About
Quaker Chemical Corporation(KWR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for KWR
11/09/2026: KWR (1-star) is currently NOT-A-BUY. Pass it for now.
Quaker Houghton (KWR) is a global specialty chemical company providing essential process fluids to the automotive and industrial sectors. The company is known for its high-touch service model, which creates strong customer loyalty and recurring revenue. Its primary growth story revolves around leveraging its expanded global scale following the 2019 Houghton merger and advancing sustainable product solutions. However, it faces risks from cyclical automotive demand and raw material cost volatility. The stock may suit dividend-oriented and value-focused investors looking for stable exposure to the industrial sector. Key developments to monitor include margin expansion trends and the company’s success in navigating the automotive industry's transition to electric vehicles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is a mature, steady performer rather than a high-growth disruptor. |
| Momentum investor | Weak fit | The stock typically moves in line with industrial cycles rather than short-term momentum triggers. |
| Value investor | Strong fit | The company often trades at reasonable multiples relative to its stable cash flow and market position. |
| Dividend investor | Strong fit | Quaker Houghton has a long, consistent history of paying and increasing dividends. |
| Low-risk investor | Mixed fit | While established, the stock is subject to volatility linked to industrial and automotive production cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is sensitive to industrial production cycles and raw material price shocks. |
| Valuation risk | Low | The company generally trades within reasonable historical valuation ranges. |
| Competition risk (specialty chemical peers) | Medium | Intense competition from both diversified oil majors and specialized firms requires constant innovation. |
| Business quality | Strong | The recurring revenue nature of chemical process fluids creates a defensive, high-quality business model. |
| Dividend income | Low | The risk to dividend payments is low due to strong cash flow and capital allocation discipline. |
| Execution risk | Medium | Successful integration of historical acquisitions is critical to sustaining long-term margins. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 6.71% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.71B USD | Price to earnings Ratio 28.27 | 1Y Target Price 192 |
Price to earnings Ratio 28.27 | 1Y Target Price 192 | ||
Volume (30-day avg) 156.0K shares | Beta 1.41 | 52 Weeks Range 111.00 - 181.09 | Updated Date 11/09/2026 |
52 Weeks Range 111.00 - 181.09 | Updated Date 11/09/2026 | ||
Dividends yield (FY) 1.37% | Basic EPS (TTM) 5.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Industrial Process Fluids | Metalworking fluids, hydraulic fluids, and specialty coatings. | The company makes money by selling chemicals that keep manufacturing machines running efficiently. |
| Geography (Global) | Operations in North America, Europe, Asia/Pacific, and Latin America. | Revenue is well-diversified across global manufacturing regions, reducing reliance on any single country's economy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 2.16 | Actual 2.39 |
Profitability
Profit Margin 4.8% | Operating Margin (TTM) 10.46% |
Management Effectiveness
Return on Assets (TTM) 4.13% | Return on Equity (TTM) 6.99% |
Valuation
Trailing PE 28.27 | Forward PE 15.97 | Enterprise Value 3.34B | Price to Sales(TTM) 1.34 |
Enterprise Value 3.34B | Price to Sales(TTM) 1.34 | ||
Enterprise Value to Revenue 1.65 | Enterprise Value to EBITDA 13.1 | Shares Outstanding 17.19M | Shares Floating 13.36M |
Shares Outstanding 17.19M | Shares Floating 13.36M | ||
Percent Insiders 22.18 | Percent Institutions 92.4 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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