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Strategies & Market Trends : Value Investing

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From: Elroy	11/6/2025 7:13:31 AM
	of 78773

This is the first HON spin off Solstice Advanced Materials Reports Third Quarter 2025 Results finance.yahoo.com Anyone know how to value materials / chemical companies? Seems their EBITDA is about $950m per year, and currently Cap Ex is about $300m per year. They say that's elevated in order to for have future growth, I don't know the story. Market cap is $7.6 billion, so EBITDA to market cap is about 8x. They have about $1.5b net debt, so EV to EBITDA is going to be closer to 10x. Hmmm, it doesn't seem inexpensive to me, but I don't know. Their sales have a 25% margin which is sort of nice I suppose. OK, I got no idea if this is a good stock to own! Anybody have any idea?

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