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Ingevity Corp (NGVT) Stock Fundamental Analysis & AI Rating 2026

NGVT NYSE Chemicals & Allied Products DE CIK: 0001653477
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
72% Confidence
STRONG AGREEMENT
SELL
78% Conf
SELL
66% Conf

📊 NGVT Key Takeaways

Revenue: $1.2B
Net Margin: -14.3%
Free Cash Flow: $273.5M
Current Ratio: 1.33x
Debt/Equity: 40.79x
EPS: $-4.61
AI Rating: SELL with 78% confidence
Ingevity Corp (NGVT) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of -14.3%, and return on equity (ROE) of -562.6%, Ingevity Corp demonstrates mixed fundamentals in the Materials sector. Below is our complete NGVT stock analysis for 2026.

Is Ingevity Corp (NGVT) a Good Investment?

Claude

While Ingevity demonstrates strong operational performance with 35.9% operating margins and excellent free cash flow generation ($273.5M), the company faces severe balance sheet distress with a critical 40.79x debt-to-equity ratio and only $29.7M in stockholders' equity. Declining revenues (-2.7% YoY) combined with a $167.1M net loss leaves virtually no margin for error, creating significant bankruptcy risk despite positive operating cash flows.

ChatGPT

Ingevity generates strong free cash flow and maintains healthy gross/operating margins, but GAAP profitability remains negative with a modest revenue decline. The capital structure is highly leveraged with minimal equity and a sub-1.0 quick ratio, creating limited cushion against volatility. Until the company demonstrates sustained net profitability and visible deleveraging, risk outweighs fundamentals.

Why Buy Ingevity Corp Stock? NGVT Key Strengths

Claude
  • + Strong operating cash flow of $331.2M demonstrates robust underlying business operations
  • + Excellent free cash flow margin at 23.4% shows efficient capital deployment
  • + Operating margin of 35.9% indicates pricing power and cost control in core business
  • + Net loss improved 61.2% year-over-year suggesting positive trajectory
ChatGPT
  • + Robust operating cash flow and 23.4% FCF margin
  • + Solid gross (39.5%) and operating (35.9%) margins
  • + Interest coverage of 5.3x indicates near-term serviceability

NGVT Stock Risks: Ingevity Corp Investment Risks

Claude
  • ! Stockholders' equity of $29.7M provides virtually no buffer against further deterioration
  • ! Extreme leverage ratio of 40.79x is unsustainable and signals distress risk
  • ! Revenue declining 2.7% YoY threatens ability to service $1.2B long-term debt
  • ! Quick ratio of 0.79x indicates potential near-term liquidity constraints
  • ! Net margin of -14.3% means company is operationally profitable but debt-service insolvent
ChatGPT
  • ! Extreme leverage and thin equity base (Debt/Equity 40.8x)
  • ! Persistent net losses and negative ROA
  • ! Tight liquidity (quick ratio 0.79x) amid revenue decline

Key Metrics to Watch

Claude
  • * Debt reduction trajectory and refinancing success
  • * Revenue stabilization or return to growth
  • * Operating cash flow sustainability to service debt obligations
ChatGPT
  • * Net margin (sustained GAAP profitability)
  • * Leverage trajectory (net debt/EBITDA and debt reduction)

Ingevity Corp (NGVT) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$-167.1M
EPS (Diluted)
$-4.61
Free Cash Flow
$273.5M
Total Assets
$1.7B
Cash Position
$78.1M

💡 AI Analyst Insight

The 23.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

NGVT Profit Margin, ROE & Profitability Analysis

Gross Margin 39.5%
Operating Margin 35.9%
Net Margin -14.3%
ROE -562.6%
ROA -10.1%
FCF Margin 23.4%

NGVT vs Materials Sector: How Ingevity Corp Compares

How Ingevity Corp compares to Materials sector averages

Net Margin
NGVT -14.3%
vs
Sector Avg 10.0%
NGVT Sector
ROE
NGVT -562.6%
vs
Sector Avg 14.0%
NGVT Sector
Current Ratio
NGVT 1.3x
vs
Sector Avg 1.6x
NGVT Sector
Debt/Equity
NGVT 40.8x
vs
Sector Avg 0.6x
NGVT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ingevity Corp Stock Overvalued? NGVT Valuation Analysis 2026

Based on fundamental analysis, Ingevity Corp shows some fundamental concerns relative to the Materials sector in 2026.

Return on Equity
-562.6%
Sector avg: 14%
Net Profit Margin
-14.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
40.79x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ingevity Corp Balance Sheet: NGVT Debt, Cash & Liquidity

Current Ratio
1.33x
Quick Ratio
0.79x
Debt/Equity
40.79x
Debt/Assets
98.2%
Interest Coverage
5.35x
Long-term Debt
$1.2B

NGVT Revenue & Earnings Growth: 5-Year Financial Trend

NGVT 5-year financial data: Year 2021: Revenue $1.4B, Net Income $183.7M, EPS $4.35. Year 2022: Revenue $1.7B, Net Income $181.4M, EPS $4.37. Year 2023: Revenue $1.7B, Net Income $118.1M, EPS $2.95. Year 2024: Revenue $1.7B, Net Income $211.6M, EPS $5.50. Year 2025: Revenue $1.2B, Net Income -$5.4M, EPS $-0.15.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ingevity Corp's revenue has declined by 13% over the 5-year period, indicating business contraction. The most recent EPS of $-0.15 indicates the company is currently unprofitable.

NGVT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
23.4%
Free cash flow / Revenue

NGVT Quarterly Earnings & Performance

Quarterly financial performance data for Ingevity Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $333.1M $20.5M $1.18
Q2 2025 $365.1M $20.5M $-3.46
Q1 2025 $284.0M $20.5M $0.56
Q3 2024 $376.9M $25.2M $0.69
Q2 2024 $390.6M $35.5M $0.97
Q1 2024 $340.1M $50.7M $1.35
Q3 2023 $446.0M $25.2M $0.69
Q2 2023 $419.9M $35.5M $0.97

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ingevity Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$331.2M
Cash generated from operations
Stock Buybacks
$56.3M
Shares repurchased (TTM)
Capital Expenditures
$57.7M
Investment in assets
Dividends
None
No dividend program

NGVT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ingevity Corp (CIK: 0001653477)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K ngvt-20260415.htm View →
Apr 9, 2026 4 xslF345X06/wk-form4_1775770211.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164321.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775164228.xml View →
Mar 30, 2026 8-K tm269617d1_8k.htm View →

Frequently Asked Questions about NGVT

What is the AI rating for NGVT?

Ingevity Corp (NGVT) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NGVT's key strengths?

Claude: Strong operating cash flow of $331.2M demonstrates robust underlying business operations. Excellent free cash flow margin at 23.4% shows efficient capital deployment. ChatGPT: Robust operating cash flow and 23.4% FCF margin. Solid gross (39.5%) and operating (35.9%) margins.

What are the risks of investing in NGVT?

Claude: Stockholders' equity of $29.7M provides virtually no buffer against further deterioration. Extreme leverage ratio of 40.79x is unsustainable and signals distress risk. ChatGPT: Extreme leverage and thin equity base (Debt/Equity 40.8x). Persistent net losses and negative ROA.

What is NGVT's revenue and growth?

Ingevity Corp reported revenue of $1.2B.

Does NGVT pay dividends?

Ingevity Corp does not currently pay dividends.

Where can I find NGVT SEC filings?

Official SEC filings for Ingevity Corp (CIK: 0001653477) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NGVT's EPS?

Ingevity Corp has a diluted EPS of $-4.61.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NGVT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Ingevity Corp has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NGVT stock overvalued or undervalued?

Valuation metrics for NGVT: ROE of -562.6% (sector avg: 14%), net margin of -14.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy NGVT stock in 2026?

Our dual AI analysis gives Ingevity Corp a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NGVT's free cash flow?

Ingevity Corp's operating cash flow is $331.2M, with capital expenditures of $57.7M. FCF margin is 23.4%.

How does NGVT compare to other Materials stocks?

Vs Materials sector averages: Net margin -14.3% (avg: 10%), ROE -562.6% (avg: 14%), current ratio 1.33 (avg: 1.6).

Is Ingevity Corp carrying too much debt?

NGVT has a debt-to-equity ratio of 40.79x, which is above the Materials sector average of 0.6x. However, the current ratio of 1.33 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI