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ECL Basic Materials Latest YouTube: Q2 2026 Published 2026-07-30

Ecolab Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Ecolab (ECL): The Water Company Became an AI Stock — At 34x Earnings

Published 2026-07-30

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-07-30
Podcast available
Yes
Current price
$281.63
-0.37 (-0.13%)
Trailing / Forward P/E
37.75x
Forward: 29.90x
Market cap / Volume
Volume:
Revenue / Earnings Growth
9.7%
Earnings: 3.3%
Margins
18.5% op
Gross: 44.2% · Net: 12.6%
Balance sheet
1.84x current
Debt / Equity: 138.0
52-week range / Beta
$243.15 - $309.27
Beta: 0.89
Analyst target
$324.95
Upside: 15.4%
Cash / shareholder return
1.87% FCF yield
Dividend yield: 1.01%

Company context

Industry: Specialty Chemicals
Country: United States
Employees:
Price to book: 7.85x
Return on equity: 22.0%
Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences. The Global Water segment offers water treatment and process applications, and cleaning and sanitizing solutions to manufacturing, food and beverage processing, transportation, chemical, primary metals and mining, power generation, global refining, petrochemical, pulp and paper industries. The Global Institutional & Specialty segment provides cleaning and sanitizing products to the foodservice, healthcare, hospitality, lodging, government, education and retail industries. The Global Pest Elimination segment provides pest elimination services to detect, prevent, and eliminate pests comprising rodents and insects in full-service and quick-service restaurants, food and beverage processors, hotels, grocery operations, and other commercial segments, including education, life sciences, and healthcare. The Global Life Sciences segment provides cleaning and contamination control solutions to pharmaceutical and personal care manufacturers. It offers its products under the Ecolab, Kay, Purolite, and Bioquell brand names. The company sells its products through field sales and corporate account personnel, distributors, and dealers. Ecolab Inc. was founded in 1923 and is headquartered in Saint Paul, Minnesota.

Price chart

Market context for ECL

Competitive view

ECL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Ecolab Inc. latest YouTube video thumbnail YouTube
Ecolab Inc.
ECL
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Alcoa Corporation latest YouTube video thumbnail YouTube
Alcoa Corporation
AA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Steel Dynamics, Inc. latest YouTube video thumbnail YouTube
Steel Dynamics, Inc.
STLD
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ECL
$78.95B
Ecolab Inc.
AA
$13.68B
Alcoa Corporation
STLD
$32.78B
Steel Dynamics, Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ECL
37.8x
Ecolab Inc.
AA
10.8x
Alcoa Corporation
STLD
20.8x
Steel Dynamics, Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ECL
29.9x
Ecolab Inc.
AA
8.9x
Alcoa Corporation
STLD
12.0x
Steel Dynamics, Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ECL
9.7%
Ecolab Inc.
AA
31.4%
Alcoa Corporation
STLD
33.4%
Steel Dynamics, Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ECL
3.3%
Ecolab Inc.
AA
146.8%
Alcoa Corporation
STLD
83.6%
Steel Dynamics, Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ECL
18.5%
Ecolab Inc.
AA
18.4%
Alcoa Corporation
STLD
11.5%
Steel Dynamics, Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ECL
44.2%
Ecolab Inc.
AA
19.8%
Alcoa Corporation
STLD
14.7%
Steel Dynamics, Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ECL
12.6%
Ecolab Inc.
AA
9.4%
Alcoa Corporation
STLD
7.8%
Steel Dynamics, Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ECL
22.0%
Ecolab Inc.
AA
18.2%
Alcoa Corporation
STLD
17.6%
Steel Dynamics, Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ECL
1.9%
Ecolab Inc.
AA
7.0%
Alcoa Corporation
STLD
0.7%
Steel Dynamics, Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ECL
138.02x
Ecolab Inc.
AA
29.92x
Alcoa Corporation
STLD
46.92x
Steel Dynamics, Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ECL
1.84x
Ecolab Inc.
AA
1.53x
Alcoa Corporation
STLD
3.18x
Steel Dynamics, Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ECL
0.89
Ecolab Inc.
AA
1.62
Alcoa Corporation
STLD
1.53
Steel Dynamics, Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ECL
1.0%
Ecolab Inc.
AA
0.8%
Alcoa Corporation
STLD
0.9%
Steel Dynamics, Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ECL
15.4%
Ecolab Inc.
AA
21.5%
Alcoa Corporation
STLD
19.2%
Steel Dynamics, Inc.

Related research

Non-quarter videos featuring ECL

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All Research Sections
Shorts and Clips 2026-07-30

Ecolab (ECL): A $4.75B AI Bet And A Two-Cent Raise #ECL #investing #stocks

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for ECL

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-30
Published youtube podcast complete
Ecolab (ECL): The Water Company Became an AI Stock — At 34x Earnings
Quarterly earnings-analysis entry for Ecolab Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-28
Published youtube podcast complete
ECL Stock: EPS Beats by 9% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Ecolab Inc.. Use the links on the right to open the video or podcast episode.