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NEU · NASDAQ · STOCK

NewMarket Corporation

Basic Materials Updated August 09, 2026
$899.48
52W $580.03 – $900.97
53/100
$8.18B
19.2
0.56
AI Committee Verdict
Watch
53/100
Conviction: Contested · 67% agreement · 6 analysts
-23.4%
Contested

Is NEU Bullish or Bearish?

Mixed. Innellis AI committee rates NewMarket Corporation (NEU) Watch with a composite score of 53/100 , based on 6 analysts with 67% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.18 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 — -12.82 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 is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Growth Analyst remains cautious — revenue declining -1.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 24.6% shows genuine earnings power backing the valuation — Value
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • News sentiment is positive (+0.20 across 5 articles, 14d) — News
Bear Case
  • Revenue declining -1.3% YoY -- this is not a growth story right now — Growth
  • EPS declining -7.8% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 77 is in overbought territory — Technical
  • Weekly RSI at 78 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 26.1% signals elevated volatility — Risk
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 09, 2026
Overall Committee Score
53/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 81%
of 54 Basic Materials peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 24.6% shows genuine earnings power backing the valuation
Growth Analyst bearish
23 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -1.3% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 77 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 26.1% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 5 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
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Investment Thesis Evolution

Committee score moved marginally from 52.8 to 52.8.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
77.2
Overbought
MACD Histogram
11.194
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.89
Inside Bands
Price vs Moving Averages
EMA 9
$857.92 Above
EMA 21
$825.04 Above
EMA 50
$790.61 Above
EMA 200
$727.73 Above

Fundamental Analysis

Valuation
79
Growth
48
Profitability
77
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 19.2×
P/B Ratio 4.55×
PEG Ratio -2.38
Dividend Yield 1.32%
52W High $900.97
52W Low $580.03
Quality & Growth
ROE 2354.8%
ROA 1199.0%
Gross Margin 3149.4%
Operating Margin 1996.7%
Revenue Growth YoY
Debt / Equity 0.51
AI Fundamental Assessment
P/E ratio of 19.2 (inexpensive relative to a 15-40x range); Price-to-book of 4.5x; PEG ratio of -2.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 23.5%; Return on assets of 12.0%; Net margin of 15.8%; Gross margin of 31.5%; Current ratio of 2.25 (healthy short-term liquidity); Debt-to-equity of 0.51; Free cash flow per share is positive (53.07); EPS growth decelerating (+45.9% -> +15.2% QoQ); Average YoY EPS growth of 22.8%
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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