Ecolab Inc. (ECL)

Cyclical

FairStock Score: 37/100 — MIXED

Key Financials

Current Price$308.38
Market Cap$86.5B
P/E Ratio41.45
ROE21.96%
Dividend Yield1.08%
SectorBasic Materials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Graham-and-Buffett style investor, I start with what is knowable: Ecolab sells water, hygiene, infection-prevention, pest-elimination, and life-sciences solutions and services, with 48,000 employees. In fiscal Q2 2026, the quarter ended 2026-06-30, filed figures show revenue of $4.4B, net income of $534.9M, and diluted EPS of $1.90, versus $4.0B, $524.2M, and $1.84 in fiscal Q2 2025. That is progress, but not explosive. FY2025 revenue was $16.1B and diluted EPS $7.28; FY2024 was $15.7B and $7.37, so sales rose while EPS slipped. Profit growth of 2.04% and revenue growth of 9.69% suggest a solid but cyclical business, consistent with FairStock's computed CYCLICAL category for specialty chemicals.

In plain English: Ecolab provides water treatment, cleaning, hygiene and pest-control services to businesses around the world. It is profitable and produces steady cash, but profit growth has been modest and the shares look expensive compared with the company's reported earnings. The stock is near the high end of its 52-week range.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer