Croda International PLC CRDA

Morningstar Rating
GBX3,278.00 +4.00 (0.12%)
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Company Report

Croda's Attractive Niches Underpin Recovery Potential Beyond Near-Term Pharma Weakness

Croda is a British specialty chemicals company focused on the consumer, crop protection, and healthcare end markets. Croda targets fast-growing niches across these industries, looking to consolidate its presence by acquiring early-stage technology and science-rich firms and becoming entrenched in the supply chain of its customers through its high-touch direct-selling model and a strong focus on collaborative innovation. A key driver for the company is the percentage of sales from new and protected products, or NPPs, which represented around 35% of group sales in 2025.

Price vs Fair Value

CRDA is trading at a LOCK|B<>p premium.
Price
GBX3,274.00
Fair Value
LOCK|XtG
Uncertainty
LOCK|$&T>
1-Star Price
LOCK|%dx
5-Star Price
LOCK|s%
Economic Moat
LOCK|B%k<H
Capital Allocation
LOCK|#?^#BT

Bulls Say, Bears Say

Bulls

Croda aims to consistently improve its portfolio mix toward the higher end of the quality spectrum in all the market niches in which it plays, which should bode well for a further reduction in cyclicality and margin improvement.

Bears

Croda was late to develop its business in emerging markets compared with peers, which may reduce its competitiveness in these higher-growth areas.

Trading Information

Previous Close Price
GBX3,274.00
Day Range
GBX3,258.00–3,299.00
52-Week Range
GBX2,488.00–3,520.24
Bid/Ask
GBX2,721.00 / GBX3,400.00
Shares Outstanding
139.35M
Market Cap
GBX456.80B
Volume/Avg
415,129 / 459,359

Key Statistics

Price/Earnings (Normalized)
24.88
Price/Sales
2.65
Dividend Yield (Trailing)
3.39%
Dividend Yield (Forward)
3.39%
Dividend Payment Schedule
May, Oct
Total Yield
3.52%

Company Profile

Croda is a British specialty chemicals company with 60% of sales outside Europe. Croda operates through three segments: consumer care, life sciences, and industrial specialties. Consumer care produces specialty and active ingredients for cosmetics and skincare/haircare and also flavors and fragrances. The life sciences business manufactures products for healthcare and agrichemicals. The company sold the majority of its industrial businesses to Cargill in 2022, retaining only a subsegment of the business (industrial specialties segment) that supports the other two segments and sells their byproducts.
Sector
Basic Materials
Industry
Specialty Chemicals
Stock Style Box
Mid Core
Total Number of Employees
5,954

Competitors

Valuation

Metric
CRDA
SY1
GIVN
Price/Earnings (Normalized)
24.8825.1930.90
Price/Book Value
2.103.327.00
Price/Sales
2.652.564.19
Price/Cash Flow
15.5315.4821.26
Price/Earnings
CRDA
SY1
GIVN

Financial Strength

Metric
CRDA
SY1
GIVN
Quick Ratio
1.561.770.70
Current Ratio
2.572.981.29
Interest Coverage
4.705.1910.87
Quick Ratio
CRDA
SY1
GIVN

Profitability

Metric
CRDA
SY1
GIVN
Return on Assets (Normalized)
6.13%4.54%9.24%
Return on Equity (Normalized)
9.70%9.45%24.97%
Return on Invested Capital (Normalized)
7.66%6.36%12.86%
Return on Assets
CRDA
SY1
GIVN

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