COMPARE · Reviewed August 3, 2026
IOSP vs NTR
Verdict: Side-by-side breakdown using the Bull Rankings model. IOSP scored 61.0, NTR scored 55.6 — IOSP leads.
Compare another set
Different reporting periods. IOSP's fundamentals are as of March 2026, but NTR's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
IOSP
Innospec Inc.
61
$85.48 · $2.1B
fundamentals as of
Score gap
5.4
IOSP leads
NTR
Nutrien Ltd.
55.6
$65.96 · $31.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
IOSP
stronger →← stronger
NTR
65
Qualityreturns · margins · balance sheet
59
50
Growthrevenue & earnings expansion
48
70
Valuevaluation vs sector peers
60
IOSP is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
IOSP
NTR
$110mC
FCF
$2.1bB
+0.2%C
Rev
+3.5%C+
0.04A-
D/E
0.55C+
18.7xB
P/E
13.4xB+
0.66A-
PEG
1.29B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
IOSP
NTR
25% below
Price vs fair valuelower is cheaper
28% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
+1%
1-yr DCF upside
-13%
+33%
5-yr DCF upside
-22%
+100%
10-yr DCF upside
-32%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IOSP
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
NTR
No notable signals flagged.
The companies
IOSPInnospec Inc.
Why now
Specialty Chemicals · market cap $2.1b. 7% off the 52-week high of $92.14. PEG 0.66 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $99.33 (implying +16% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
NTRNutrien Ltd.
Why now
Agricultural Inputs · market cap $31.7b. Down 23% from 52-week high of $85.36 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $77.59 (implying +18% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.