Eastman Chemical Company (EMN)

Eastman Chemical (EMN) reported Q1 2025 earnings with adjusted EPS of $1.91, beating estimates, while revenue of $2.29 billion missed expectations. The company saw improved adjusted EBIT margins and strong performance in Additives and Functional Products and Chemical Intermediates. Due to tariff uncertainty, Eastman is shifting to quarterly EPS guidance, projecting $1.70 to $1.90 for Q2 2025, and has increased cost reduction targets while decreasing capital expenditures.

This article provides a detailed peer comparison for Eastman Chemical Company (EMN) against several other companies in the materials and diversified chemicals sector. It presents key financial metrics including market capitalization, revenue, net profit, various ratios (P/E, P/B, RoE, etc.), and detailed income statement, liabilities, assets, cashflow, profitability, growth, valuation, solvency, and operating efficiency ratios. The data is presented as of August 31, 2026, allowing investors to analyze EMN's performance relative to its competitors.

This report details a 423-page study on the Sustainable Bioplastics Market from 2026-2036, profiling major companies like BASF, Dow, and Eastman Chemical. The study highlights opportunities driven by regulatory pushes for sustainable packaging and addresses challenges such as cost volatility and trade tariffs. It provides in-depth analysis across various segments, including end-of-life profiles, feedstocks, applications, processing technologies, and product types, with forecasts for global, regional, and national markets.

Eastman Chemical (EMN) stock has declined 21.8% over the past five years. A Discounted Cash Flow (DCF) model suggests the shares are undervalued by approximately 42.5%, pointing to an intrinsic value of about $127 per share. However, when evaluating the stock based on earnings multiples, it appears to be trading at a fair level compared to its tailored P/E of around 20.3x.

Stepan (NYSE:SCL) is in the early stages of a margin recovery, driven by growth in higher-margin product areas, cost reductions through Project Catalyst, and broader volume gains. The company aims for $100 million in savings by 2027 through footprint optimization and workforce reductions, while prioritizing segments like crop productivity and oilfield chemicals. Stepan also plans to reduce leverage and achieve positive cash generation for the year.