ECL · NYSE · STOCK
Ecolab (ECL) Stock Analysis
$281.80
52W $243.15 – $309.27
57/100
$79.32B
37.6
0.88
Is ECL Bullish or Bearish?
Mixed.
Innellis AI committee rates Ecolab (ECL) Watch with a composite score of 57/100
, based on 5 analysts with 60% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +2.90 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 — -17.10 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 primary driver is price structure making higher highs and higher lows. The main limiting factor is sector concentration is already high (hhi 2796.97). The committee is constructive but not yet at full conviction.
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
- MACD histogram positive -- bullish momentum — 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 37.3 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
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 October 10, 2026
Overall Committee Score
57/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 51%
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 37.3 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
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
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
62
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 57.2 to 57.1.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
62.1
Neutral
MACD Histogram
0.884
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$263.79
Resistance
$282.19
Bollinger %B
0.89
Inside Bands
Price vs Moving Averages
EMA 9
$278.59
Above
EMA 21
$277.56
Above
EMA 50
$277.05
Above
EMA 200
$272.87
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
-70.83
Dividend Yield
1.04%
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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