ECL

Ecolab Inc.

Basic MaterialsSpecialty ChemicalsNASDAQ

$269.76

+$8.16 (3.02%)today

Conviction

0/ 10

Fair Value$320.19

Upside+18.69%

Signal0

Market Cap$74.1B

52W Range$221.62–$309.27

Next EarningsApr 28

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$96.55

Current Price$261.37

Upside / Down-63.1%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

24.4%/yr

±6.9% · revenue growth to justify current price

FCF-Based Reverse DCF

27.8%/yr

±3.4% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Ecolab Inc.

Trailing P/E36.0x

Forward P/E27.1x

P/S4.6x

EPS (TTM)$7.29

Analyst Target$320.19

Analyst Upside18.7%

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kMar 1

Conviction: unchanged

ECL FY2025 10-K: Data Center Water Tailwind + Margin Expansion Story Intact

ECL delivered ~$16B in FY2025 revenue as a global leader in water, hygiene, and infection prevention. The data center water treatment vector is emerging as a material growth driver alongside biopharma...