ECL · NYSE · STOCK
Ecolab (ECL) Stock Analysis
$285.54
52W $243.15 – $309.27
55/100
$79.26B
37.6
0.89
Is ECL Bullish or Bearish?
Mixed.
Innellis AI committee rates Ecolab (ECL) Watch with a composite score of 55/100
, based on 5 analysts with 60% agreement.
Last updated August 24, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +4.61 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -15.39 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull & Bear Case
Bull Case
- ROE of 21.4% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 36.8 is moderate-to-rich — Value
- Price-to-book of 7.6x prices in significant intangible value — Value
- EPS declining -0.4% YoY despite any revenue growth — Growth
- 5 consecutive earnings misses -- execution concerns — Growth
- MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 24, 2026
Overall Committee Score
55/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 55%
of 99 Basic Materials peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 21.4% shows genuine earnings power backing the valuation
− P/E of 36.8 is moderate-to-rich
Growth Analyst
neutral
41
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -0.4% YoY despite any revenue growth
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
61
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 55.4 to 55.4.
Comparing 2026-08-23 to 2026-08-24 (1 day apart).
Technical Analysis
RSI (14)
54.0
Neutral
MACD Histogram
-0.219
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$263.79
Resistance
$282.19
Bollinger %B
0.55
Inside Bands
Price vs Moving Averages
EMA 9
$280.84
Above
EMA 21
$279.36
Above
EMA 50
$275.53
Above
EMA 200
$270.79
Above
Fundamental Analysis
Valuation
37
Growth
53
Profitability
77
Financial Health
72
Cash Flow
70
Valuation
P/E Ratio
37.6×
P/B Ratio
7.88×
PEG Ratio
-70.78
Dividend Yield
1.01%
52W High
$309.27
52W Low
$243.15
Quality & Growth
ROE
2124.3%
ROA
840.5%
Gross Margin
4411.5%
Operating Margin
1737.3%
Revenue Growth YoY
—
Debt / Equity
1.37
AI Fundamental Assessment
P/E ratio of 37.6 (rich relative to a 15-40x range); Price-to-book of 7.9x; PEG ratio of -70.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 21.2%; Return on assets of 8.4%; Net margin of 12.6%; Gross margin of 44.1%; Current ratio of 1.84 (healthy short-term liquidity); Debt-to-equity of 1.37; Free cash flow per share is positive (6.66); Most recent quarter missed estimates by 0.6%; 5 consecutive earnings misses; EPS growth accelerating (-18.3% -> +22.9% QoQ); Average YoY EPS growth of 10.6%; Analyst estimates flat over recent quarters
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