In this article, we will discuss the 10 Worst Specialty Chemical Stocks To Buy According to Short Sellers.
Companies in the specialty chemicals sector produce value-added specialty chemicals that play an essential role across a wide range of industries. These chemicals are key components in products like polishes, adhesives, sealants, explosives, inks, paints, carbon black, acids, repellents, and cleaning solutions. They are uniquely formulated for specific performance characteristics, allowing manufacturers to provide tailored solutions that improve the functionality, durability, and efficiency of end products.
The sector has seen a year-to-date (YTD) rise of 8.11%, while the broader market has risen by 20.30% (as of writing this article). The sector’s growth is primarily driven by its increasing focus on sustainability and innovation. Companies in this space are adopting green chemistry practices, such as using renewable feedstocks, which not only improve operational efficiency but also reduce environmental impact. Additionally, robust demand in key sectors like construction, particularly in emerging regions like Asia Pacific, has contributed to the sector’s upward trend, according to Research and Markets.
In the U.S., the industry benefits from robust demand for paints, coatings, and industrial cleaning chemicals. Looking ahead, the North American for waterborne coatings is expected to reach $24 billion in the next five years, according to Grand View Research. The sector’s ability to meet rising demands across diverse markets will be key to sustaining its long-term positive trajectory.
Specialty Chemical Industry Outlook
Globally, some of the most in-demand specialty chemicals include electronic chemicals, specialty polymers, industrial and institutional cleaners, water-soluble polymers, and construction chemicals, as noted by S&P Global. Together, these chemicals held a market share of 38% as of 2023. The demand for these chemicals is expected to keep growing, with the market projected to expand at a compound annual growth rate (CAGR) of 5.2% from 2024 to 2030, according to Grand View Research.
Traditionally, specialty chemical companies sold their products based on value, as their costs made up only a small part of their customers’ overall expenses. However, advancements in supply-chain management, strategic sourcing, and e-commerce have increased transparency, pushing some companies to compete on price, rather than performance. To combat commoditization, many companies are shifting to a service-oriented approach, offering support services and tailored solutions to specific customers.
This strategy has proven effective in the sectors such as automotive coatings, pharmaceutical ingredients, and water treatment. As commoditization spreads, more companies are expanding their service offerings to create barriers to entry and stay competitive.
Growing Focus on Sustainable Chemicals
There is also a rising need for safe and sustainable specialty chemicals in the electronics and consumer goods sectors. For instance, big technology companies have implemented their regulations on the use of specialty chemicals, requiring compliance in the manufacturing of their products. They have issued public disclosures of how they intend to eliminate harmful substances from their product life cycle.
Key Market Trends
The CASE (Coatings, Adhesives, Sealants, and Elastomers) segment accounts for approximately 40% of the specialty chemicals market, according to Grand View Research. Increasing demand from industries like automotive, electronics, and construction, especially in high-growth regions, is expected to drive the adhesives and sealants market further. Asia Pacific, led by manufacturing hubs in China, India, Japan, Indonesia, and Vietnam, will maintain its leadership over the next five years. The electronic chemicals and materials market in the region is projected to grow, reflecting robust regional demand.
The industrial and institutional cleaning chemicals sector has emerged as one of the fastest-growing segments, with an expected growth rate of 6.3% over the next five years. Additionally, the packaging industry is becoming a significant market driver, with rising demand for specialty paper and pulp chemicals, making it one of the most valuable emerging sectors in the specialty chemicals market.
With this, let’s now move on to our list of the 10 Worst Specialty Chemical Stocks To Buy According to Short Sellers.
A technician performing quality checks on a range of specialty chemicals.
Methodology
To compile our list of the 10 Worst Specialty Chemical Stocks To Buy According to Short Sellers, we ranked the holdings by the percentage of outstanding shares that were sold short. Stocks with the highest short interest within the industry were then chosen. Additionally, we included the number of hedge funds that had invested in these stocks during the second quarter of 2024, according to Insider Monkey’s database. The stocks are ranked in ascending order of short interest.
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10. Perimeter Solutions, SA (NYSE:PRM)
Number of Hedge Fund Holders: 20
Short % of Shares Outstanding: 1.89%
Perimeter Solutions, SA (NYSE:PRM), based in Clayton, Missouri, produces firefighting products and lubricant additives for international markets. It operates through two segments: Fire Safety, which provides fire retardants, foams, and specialized equipment, and the Specialty Products segment, which manufactures Phosphorus Pentasulfide for use in lubricant additives. It is one of the best chemical stocks to buy.
In Q2 2024, Perimeter Solutions, SA (NYSE:PRM) reported a 67% increase in net sales, reaching $127.3 million compared to the same quarter last year. Fire Safety revenues surged 85% year-over-year (YoY), driven by the growing use of fire retardants and suppressants, while the Specialty Products segment saw a 25% YoY increase, fueled by the development of innovative specialty products like the P2S5 SKU for wind turbines.
Despite strong revenue performance, net income fell by $30.3 million to $21.7 million, mainly due to higher non-operating costs, including interest expenses, depreciation, and amortization.
However, the company’s liquidity remains healthy, with $43.2 million in cash. Looking ahead, ongoing investments in air base upgrades and fluorine-free technologies are expected to fuel future growth.
Perimeter Solutions, SA (NYSE:PRM), in partnership with AUXQUIMIA, has announced an automated fire test system for firefighting foams, aimed at speeding up R&D and enhancing quality control.
In terms of stock performance, Perimeter saw a 17.57% increase over the past month and a remarkable 183.7% YTD, reflecting strong investor confidence due to robust revenue growth. Strategic moves, such as reincorporating in Delaware and effectively using excess cash flow, have further boosted market sentiment.
As of Q2 2024, 20 hedge funds with a combined investment of $292.4 million remain bullish on the stock, according to Insider Monkey’s database. PRM is one of the worst specialty chemical stocks to buy.
9. Ashland Inc. (NYSE:ASH)
Number of Hedge Fund Holders: 25
Short % of Shares Outstanding: 2.22%
Headquartered in Wilmington, Delaware, Ashland Inc. (NYSE:ASH) is a global leader in additives and specialty ingredients, catering to markets across North and Latin America, Europe, the Asia-Pacific region, and beyond. The company serves a wide range of industries, including architectural coatings, construction, energy, and food and beverage, becoming one of the best chemical stocks in the industry.
In Q3 2024, Ashland Inc. (NYSE:ASH) reported relatively flat YoY revenue at $544 million. Notably, the Personal Care segment saw a robust 22% growth in sales volume, significantly boosting overall performance. The Specialty Additives segment achieved a 5% sales volume increase, primarily due to strong demand recovery in coatings, contributing 26.7% to total revenue.
Net earnings benefited from margin improvements, with adjusted EBITDA rising by 5% to $139 million, reflecting higher volumes and favorable product mixes across segments. The adjusted EBITDA margin increased to 25.6%, up from 24.4% in the previous year, despite some pricing pressure.
In terms of liquidity, Ashland Inc. (NYSE:ASH) generated $112 million in free cash flow, up 15% YoY for the quarter. With $399 million in cash on hand and no significant debt maturities over the next three years, the company continued its shareholder-friendly policies, repurchasing $130 million worth of shares during the quarter.
In August 2024, Ashland expanded its pharmaceutical injectables manufacturing and R&D lab in Ireland, boosting its bioresorbable polymer chemistry capabilities to meet rising market demand. This expansion strengthens Ashland’s pharmaceutical portfolio and reinforces Ireland’s position as a life sciences hub.
Despite rising net income, the stock declined by 3.78% in the past month, driven by weaker demand in key markets such as Life Sciences and increased competition in Asia. However, it saw a 1.09% YTD increase, reflecting long-term confidence in the company’s strategic initiatives, including portfolio optimization and growth in Personal Care and Specialty Additives.
Given the factors discussed above, 2.22% of outstanding shares have been sold short, earning it a place on our list of the worst specialty chemical stocks to buy. However, as of Q2 2024, 25 hedge funds with a combined investment of $540.7 million remain bullish on the stock, according to Insider Monkey’s database.
8. Huntsman Corporation (NYSE:HUN)
Number of Hedge Fund Holders: 32
Short % of Shares Outstanding: 2.39%
Huntsman Corporation (NYSE:HUN) is a publicly traded global manufacturer and marketer of specialty chemicals. The company operates more than 60 manufacturing, R&D, and operations facilities across approximately 25 countries. It is one of the best chemical stocks to consider.
In Q2 2024, Huntsman Corporation (NYSE:HUN) reported revenue of over $1.5 billion, a dip of 1.4% compared to the same quarter last year. The company experienced a decline in its revenue across all segments. The Performance Products segment, which manufactures specialty amines and other products, saw lower average selling prices due to competitive pressure, partially offset by higher sales volumes driven by improved industrial activity and increased demand.
Net income for the quarter was $24 million, continuing the downward trend, driven by lower selling prices, higher fixed costs, and increased corporate overhead. LIFO valuation losses further impacted profitability, despite the higher sales volumes.
Despite lower earnings, Huntsman Corporation (NYSE:HUN)’s liquidity remained strong in the quarter, with $1.3 billion in cash and unused borrowing capacity, generating $5 million in free cash flow in Q2 2024 – a significant improvement compared to the $11 million outflow in Q2 2023.
In April 2024, Huntsman Corporation (NYSE:HUN) launched a new range of lightweight, durable SHOKLESS polyurethane foam systems for EV batteries, offering structural and thermal protection with flexible manufacturing processes.
Despite a revenue decline, Huntsman’s stock saw a 7% rise over the past month, likely due to earnings beats, cost control measures, cash flow management, and improved sales volumes. However, a 6.67% YTD decline reflects broader challenges faced by the company, including pricing pressure and operational challenges that have weighed on investor confidence over the long term.
As a result, 2.39% of outstanding shares have been sold short. As of Q2 2024, 32 hedge funds, with a combined $429.8 million investment, remained bullish on the stock, according to Insider Monkey’s database.
7. Tronox Holdings plc (NYSE:TROX)
Number of Hedge Fund Holders: 18
Short % of Shares Outstanding: 2.98%
Tronox Holdings plc (NYSE:TROX), headquartered in Stamford, Connecticut, is a global leader in producing premium titanium products, including titanium dioxide pigment, specialty-grade titanium dioxide, high-purity titanium chemicals, and zircon. Its products are widely used in the production of paints, coatings, plastics, paper, and various other applications.
In Q2 2024, Tronox Holdings plc (NYSE:TROX) reported $820 million in revenue, a 3% YoY increase, primarily driven by higher TiO2 volumes, which were up 16%. While pricing pressure resulted in an 8% decline in TiO2, strong demand across all regions helped offset the impact. Zircon volumes remained stable, with modest pricing improvements.
The company posted a net income of $10 million for the quarter, significantly rebounding from last year’s loss, as a result of improved production efficiency, reduced material cost, and cost-saving measures such as lower freight expenses and favorable foreign exchange rates.
From a liquidity standpoint, Tronox Holdings plc (NYSE:TROX) remained strong in the quarter, with $680 million in available liquidity, including $201 million in cash. The company generated $84 million in free cash flow, and capital expenditures for the quarter totaled $76 million – primarily invested in strategic growth projects.
In June 2024, Tronox partnered with NOA Group for a renewable energy project, supplying approximately 497GWh of wind and solar power to its South African operations by 2027. This will cut global emissions by 12% and help meet Tronox’s goal of net-zero emissions by 2050.
In terms of price movement, Tronox saw a 6.11% dip over the past month and a 4.98% drop in YTD. This can be attributed to a combination of pricing pressures in the TiO2 market, operational challenges related to ramping up production, and broader market volatility.
Despite these challenges, as of Q2 2024, a total of 18 hedge funds, with a combined investment of $131.7 million, remained bullish on the stock, according to Insider Monkey’s database.
6. The Chemours Company (NYSE:CC)
Number of Hedge Fund Holders: 33
Short % of Shares Outstanding: 4.33%
The Chemours Company (NYSE:CC) is a global leader in industrial and specialty chemicals, serving key markets like coatings, plastics, refrigeration, air conditioning, transportation, and advanced electronics. The company operates through three main segments: Titanium Technologies, Thermal & Specialized Solutions, and Advanced Performance Materials (APM). With around 6,100 employees across 28 manufacturing sites, Chemours serves approximately 2,700 customers in 110 countries.
In Q2 2024, The Chemours Company (NYSE:CC) reported net sales of $1.5 billion, a 6% YoY decline, driven by lower pricing and portfolio impacts, partially offset by a 1% increase in volume. The APM segment, which deals in specialty chemicals, experienced a 13% quarterly decline due to pricing, volume, and currency impacts, reflecting weakened market conditions and weaker demand in economically sensitive markets.
For the quarter, Adjusted EBITDA dropped significantly from $324 million to $206 million, impacted by lower pricing, production costs, and currency fluctuations. Adjusted net income fell to $57 million from $167 million in the previous year.
Nevertheless, the company’s liquidity remained stable for the quarter, with $1.5 billion in liquidity, including $604 million in cash and $852 million in revolving credit capacity. While net leverage increased to 4.4 times, The Chemours Company (NYSE:CC) remains optimistic about its cash flow outlook. Relying on its robust cash balance, the company launched its Battery Innovation Center in August 2024, to advance electric vehicle battery technology, reinforcing its commitment to clean energy and electric mobility.
Chemours stock saw a 1.94% decline over the past month and a 40.00% drop YTD, driven by weaker demand in key segments, along with pricing pressure, production costs, and regulatory shifts. Consequently, 4.33% of outstanding shares have been sold short, indicating that some investors are betting on a decline in the company’s stock price, earning it a place on our list of the worst specialty chemical stocks to buy.
As of Q2 2024, 33 hedge funds with a combined $379.3 million investment remain bullish on the stock, according to Insider Monkey’s database.
5. Cabot Corporation (NYSE:CBT)
Number of Hedge Fund Holders: 22
Short % of Shares Outstanding: 4.48%
Cabot Corporation (NYSE:CBT), based in Boston, Massachusetts, is a global leader in specialty chemicals and performance materials. The company offers a diverse range of products, including reinforcing and specialty carbons, battery materials, engineered elastomer composites, inkjet colorants, masterbatches, conductive compounds, fumed metal oxides, and aerogel. It is one of the best chemical stocks to consider.
In Q3 2024, Cabot Corporation’s (NYSE:CBT) revenue increased by 5% to over $1 billion, compared to the previous quarter. The Performance Chemicals segment saw a 9% increase in sales, driven by strong demand in the automotive and semiconductor sectors. Meanwhile, the Reinforcement Materials segment experienced a 4% rise in sales volumes, despite weather-related disruptions in Mexico and Brazil.
Earnings also showed significant growth for the quarter, with adjusted EPS up 35% to $1.92, driven by a 72% EBIT increase in the Performance Chemicals segment and a 3% growth in the Reinforcement Materials segment due to higher pricing and a better product mix.
Liquidity remained strong in Q3, with $207 million in operating cash flow and $128 million in discretionary free cash flow. Cabot Corporation (NYSE:CBT) also maintained its liquidity at $1.4 billion and returned $73 million to shareholders through dividends and share buybacks.
On September 20, Cabot announced that the U.S. Department of Energy selected it for the award negotiation of up to $50 million. This funding will support the construction of a U.S.-based facility to produce battery-grade carbon nanotubes and conductive additive dispersions.
Cabot’s stock has risen by 5.74% over the past month and 32.00% YTD, driven by strong financial performance and solid liquidity. The company’s strategic investments in sustainability and cutting-edge technologies, such as battery-grade carbon nanotubes, have further boosted investor confidence in the company.
Cabot Corporation (NYSE:CBT)’s exposure to cyclical industries, particularly automotive and construction, makes it vulnerable to potential economic downturns in these sectors. This uncertainty has led to 4.48% of Cabot’s outstanding shares being sold short. Despite this, CBT is one of the best chemical stocks to consider.
Despite this, as of Q2 2024, 22 hedge funds, holding a combined investment of $92.4 million, remained bullish on the stock, according to Insider Monkey’s database.
4. Quaker Chemical Corporation (NYSE:KWR)
Number of Hedge Fund Holders: 25
Short % of Shares Outstanding: 6.93%
Quaker Chemical Corporation (NYSE:KWR), headquartered in Pennsylvania, is a global leader in the industrial process fluids and specialty chemicals, serving key industries. The company offers a diverse range of industrial fluids, including metal removal fluids, corrosion inhibitors, specialty greases, and hydraulic fluids.
In Q2 2024, Quaker Chemical Corporation (NYSE:KWR) reported net sales of $464 million, reflecting a 6% YoY decline, largely due to softer industrial activity in both the Americas and EMEA regions. In contrast, the Asia-Pacific segment saw strong performance, with high single-digit volume growth, particularly in China, India, and Southeast Asia. Moreover, weak demand for metalworking applications, particularly in the industrial and automotive sectors, negatively impacted sales.
Despite this revenue decline, net profit improved by 10% for the quarter compared to Q2 2023, driven by lower raw material costs and enhanced operational efficiencies. Cabot Corporation (NYSE:CBT)’s disciplined cost management and focus on its value-driven model helped mitigate the impact of weaker demand in metalworking applications, supporting profitability in a challenging market environment.
Liquidity remained strong, with $46 million in operating cash flow during the quarter, alongside a net leverage ratio of 1.7x adjusted EBITDA. Additionally, $8 million in dividends were paid out in the quarter, and 49,000 shares worth $7.8 million were repurchased.
In July 2024, Quaker Chemical began construction on a new manufacturing facility in China to enhance production capabilities and support growth in the Asia-Pacific region. The facility is part of the company’s global supply chain strategy to meet increasing customer demand.
However, Cabot Corporation (NYSE:CBT) experienced a 0.90% dip in share price and a 22.43% YTD decline, largely due to softer industrial activity in both the Americas and EMEA regions. Continued challenges in the metalworking sector and unplanned customer outages also created short-term headwinds.
As of Q2 2024, 25 hedge funds, with a combined investment of $176.6 million, are bullish on the stock, according to Insider Monkey’s database. KWR is one of the worst specialty chemical stocks to buy according to short sellers.
3. Arcadium Lithium plc (NYSE:ALTM)
Number of Hedge Fund Holders: 19
Short % of Shares Outstanding: 8.03%
Arcadium Lithium plc (NYSE:ALTM) specializes in producing lithium chemicals and specialty products, serving markets globally. It offers battery-grade lithium hydroxide, lithium carbonate, butyllithium, and high-purity lithium metal, which are critical for industries such as electric vehicles, electronics, pharmaceuticals, polymers, and aerospace applications.
In Q2 2024, Arcadium Lithium plc (NYSE:ALTM) posted revenue of $255 million, reflecting an 8% increase YoY, primarily driven by higher sales volumes of lithium hydroxide and carbonate, but partially offset by reduced spodumene sales due to production cuts at Mt. Cattlin. Butyllithium and Other Lithium Specialties segments also played a significant role, contributing to higher realized prices per lithium carbonate equivalent (LCE).
Despite market challenges, Arcadium Lithium plc (NYSE:ALTM) maintained a strong adjusted EBITDA of $99 million for the quarter, with a 39% margin, highlighting its low-cost operations and long-term customer contracts. Net income came in at $94.5 million, boosted by a favorable product mix and ongoing cost-saving initiatives.
The company’s liquidity remained strong in Q2, supported by operational cash flows and a strategic decision to slow down expansion projects, reducing capital spending by $500 million.
In August 2024, Arcadium Lithium plc (NYSE:ALTM) acquired Li-Metals, a lithium metal business, for $11 million to enhance its production capabilities by refining lithium metal from carbonate. The objective is to commercialize and improve the production process, making it safer, more sustainable, and cost-effective.
Arcadium saw a 6.65% dip in its share price over the past month and a 64.3% YTD decline due to falling lithium prices, reduced demand for spodumene, and an oversupply in the market. Additionally, the company’s decision to slow down expansion projects likely contributed to the short-term decline.
As of Q2 2024, 19 hedge funds, with a combined investment of $52.0 million, remain bullish on the stock, according to Insider Monkey’s database.
2. WD-40 Company (NASDAQ:WDFC)
Number of Hedge Fund Holders: 22
Short % of Shares Outstanding: 9.78%
WD-40 Company (NASDAQ:WDFC), headquartered in San Diego, California, develops and sells maintenance, home care, and cleaning products globally. Geographically, it operates in the Americas, Europe, the Middle East and Africa (EMEA), and the Asia-Pacific region. Its Specialty segment offers professional-grade products such as penetrants, degreasers, lubricants, and rust removers under the WD-40 Specialist brand.
In Q3 2024, WD-40 Company (NASDAQ:WDFC) reported record net sales of $155 million, up by over 9% year-over-year, driven by strong volume growth across all regions. The WD-40 Specialist segment saw impressive growth, with sales increasing 10% in the Americas, 11% in EIMEA, and surging 30% in Asia-Pacific, particularly in China, where sales jumped 47%.
Net income for the quarter was $19.8 million, a 5% increase over the prior year, mainly due to a favorable sales mix and lower costs in specialty chemicals, although this was partially offset by higher operating expenses.
On the liquidity front, WD-40 Company (NASDAQ:WDFC) maintained a solid cash balance, with $65 million in cash flow from operations year-to-date. Additionally, the company used $12 million to pay down higher interest-rate borrowings, reinforcing its strong financial position. In July 2024, it also announced a quarterly dividend of $0.88 per share.
WD-40 Company (NASDAQ:WDFC) has made significant strides in expanding its geographic reach, increasing premium product sales, and growing its Specialist product line for professionals. A major focus on accelerating digital commerce has driven an 18% increase in e-commerce sales.
Despite strong financial performance, the stock saw a 2.55% dip over the past month, likely due to its high dividend payout ratio (greater than 50%), which limits reinvestment and may have caused short-term negative sentiment. However, the stock is up 6.74% YTD, driven by robust quarterly performance exceeding market expectations, and boosting investor confidence.
As of Q2 2024, 22 hedge funds with a combined investment of $169.2 million are bullish on the stock, according to Insider Monkey’s database.
1. Albemarle Corporation (NYSE:ALB)
Number of Hedge Fund Holders: 32
Short % of Shares Outstanding: 10.09%
Headquartered in Charlotte, North Carolina, Albemarle Corporation (NYSE:ALB) is a global manufacturer and marketer of engineered specialty chemicals. It is considered as one of the best chemical stocks as the company operates through three primary segments: Energy Storage, Specialties, and Ketjen. The Specialties segment focuses on providing bromine-based specialty chemicals and producing cesium products for the chemical and pharmaceutical sectors.
In Q2 2024, Albemarle Corporation (NYSE:ALB) reported net sales of $1.4 billion, a 40% decline compared to the previous year due to weaker pricing conditions. This drop significantly impacted earnings, with a net loss of $188 million, primarily due to capital project write-offs at its Kemerton site.
The specialty segment saw a decline in EBITDA for the quarter, driven by raw material sourcing issues and a freeze at the Magnolia site, although improved bromine pricing helped mitigate the impact of lower lithium specialties prices. Overall, Albemarle Corporation (NYSE:ALB) increased its adjusted EBITDA by 33% sequentially, fueled by higher sales volumes across all segments, particularly in its Talison JV, which helped mitigate some pricing pressures.
The company’s liquidity remains strong, with $1.8 billion in cash and $3.5 billion in available resources. Albemarle’s future outlook focuses on maintaining lithium prices at $15 per kilogram, despite market softness, while leveraging operational efficiency.
The stock saw a 1.50% increase in the stock price over the past month, possibly attributable to being named one of TIME’s ‘World’s Best Companies,’ a recognition based on factors such as employee satisfaction, revenue growth, and sustainability, which likely boosted investor confidence.
However, its 36.42% YTD decline reflects a 39.7% revenue drop, weaker lithium prices, and ongoing supply chain challenges affecting long-term performance.
Of 912 hedge funds tracked by Insider Monkey, 32 hedge funds with a combined investment of $485.0 million remain bullish on the stock as of Q2 2024, according to Insider Monkey’s database.
Albemarle Corporation (NYSE:ALB) ranks first on our list of specialty chemical stocks according to short sellers. While we acknowledge the potential of ALB as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ALB but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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