Ecovyst (ECVT)

• Market cap: $681M
• 1 day: -1.19%
• 5 days: -3.49%
• 1 month: -9.38%
• 3 months: -27.32%
• 6 months: -9.94%
• Year to date: -24.97%
• 1 year: -41.59%
• 5 years: -40.27%
• 10 years: -66.38%
• Sector: Materials
• Industry: Specialty Chemicals

About: Ecovyst Inc is an integrated and provider of materials, specialty catalysts and services. Its products contribute to lower emissions and cleaner air, higher fuel efficiency and cleaner fuels, and key enablers to advance transition to clean energy. The company has two reporting segments: (1) Ecoservices and (2) Advanced Materials & Catalysts. Ecoservices provides sulfuric acid recycling to the North American refining industry for the production of alkylate and provides on-purpose virgin sulfuric acid for water treatment, mining, and industrial applications. Maximum revenue is generated from Ecoservices segment.

Employees: 920

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

57% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 44

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $731M [Q3] → $788M (+$57M) [Q4]

6% more funds holding

Funds holding: 158 [Q3] → 168 (+10) [Q4]

3.17% less ownership

Funds ownership: 91.62% [Q3] → 88.44% (-3.17%) [Q4]

10% less call options, than puts

Call options by funds: $77K | Put options by funds: $86K

17% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $9 55% upside
• Avg. target: $10.50 81% upside
• High target: $12 107% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

BMO Capital John McNulty 20% 1-year accuracy 9 / 46 met price target	55% upside $9	Outperform Maintained	3 Mar 2025
BWS Financial Hamed Khorsand 43% 1-year accuracy 80 / 184 met price target	107% upside $12	Buy Maintained	28 Feb 2025