Industrial Organic Chemicals stocks: intrinsic value, ROIC & growth

25 U.S. industrial organic chemicals companies with at least three years of SEC filings, ranked by size. 7 of the 11 with a current price trade below their Graham intrinsic value. The median company earned a 5.2% average return on invested capital and grew revenue 0.7% a year.

Updated October 18, 2026

25companies
7below Graham value
5.2%median 10-yr ROIC
0.7%median revenue CAGR

Most undervalued industrial organic chemicals stocks

Ticker Company Upside Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
REX REX AMERICAN RESOURCES Corp +80% $41.72 $75.32 45% below $1.4B 14.1% 4.1%
NEU NEWMARKET CORP +7% $876.01 $939.34 7% below $8.2B 20.5% 3.2%

Highest-ROIC industrial organic chemicals stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
NEU NEWMARKET CORP 20.5% $876.01 $939.34 7% below $8.2B 20.5% 3.2%
LYB LyondellBasell 17.6% $64.01 $35.09 82% above $21.1B 17.6% 0.7%
REX REX AMERICAN RESOURCES Corp 14.1% $41.72 $75.32 45% below $1.4B 14.1% 4.1%
WLK WESTLAKE CORP 8.8% $63.33 $154.12 59% below $8.1B 8.8% 57.1%
SXT SENSIENT TECHNOLOGIES CORP 8.6% $133.74 $30.10 344% above $5.7B 8.6% 1.7%
IFF International Flavors & Fragrances 3.6% $90.68 $31.41 189% above $23.2B 3.6% 14.9%

All industrial organic chemicals stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
IFF International Flavors & Fragrances $90.68 $31.41 189% above $23.2B 3.6% 14.9%
LYB LyondellBasell $64.01 $35.09 82% above $21.1B 17.6% 0.7%
NEU NEWMARKET CORP $876.01 $939.34 7% below $8.2B 20.5% 3.2%
WLK WESTLAKE CORP $63.33 $154.12 59% below $8.1B 8.8% 57.1%
SXT SENSIENT TECHNOLOGIES CORP $133.74 $30.10 344% above $5.7B 8.6% 1.7%
WLKP Westlake Chemical Partners LP $20.80 — — — — 1.9%
REX REX AMERICAN RESOURCES Corp $41.72 $75.32 45% below $1.4B 14.1% 4.1%
GPRE Green Plains Inc. $14.47 — — $976.7M -3.3% -27.5%
GEVO Gevo, Inc. $1.17 — — $273.8M -28.1% 22.1%
ALTO Alto Ingredients, Inc. $3.45 $5.31 35% below $261.0M -5.0% -6.2%
FF FutureFuel Corp. $5.58 — — $244.7M 4.1% -10.2%
CDXS CODEXIS, INC. $1.24 — — $108.1M 649.7% 4.1%
AMTX AEMETIS, INC $1.46 — — $87.6M -43.5% 3.6%
WNDW SolarWindow Technologies, Inc. $1.44 — — $80.4M -378.2% —
LODE Comstock Inc. $1.79 — — $65.7M -31.2% -12.3%
BIOF BLUE BIOFUELS, INC. $0.11 $0.45 76% below $33.6M 5.2% -33.2%
TOMZ TOMI Environmental Solutions, Inc. $1.47 $1.17 26% above $29.5M -42.2% -1.3%
SAFX XCF Global, Inc. $0.14 — — $19.9M 8.9% —
SUIC SUIC Worldwide Holdings Ltd. $0.06 — — $18.9M 47.4% -5.9%
LNZA LanzaTech Global, Inc. $4.62 — — $10.2M 39078.0% 14.4%
VGAS Verde Clean Fuels, Inc. $0.98 — — $6.2M -428.4% —
GWTI GREENWAY TECHNOLOGIES, INC. & SUBSIDIARIES $0.01 — — $6.1M 66.6% —
QGAI Quantum Genesis AI Corp. $0.06 $0.14 57% below $2.0M -145.7% -12.2%
CLNV Clean Vision Corp $0.00 $0.21 — $1.8M 270.7% -10.2%
QTZM Quantum Genesis AI Corp. — $0.14 — — -145.7% -12.2%

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