COMPARE · Reviewed July 29, 2026
IOSP vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. IOSP scored 61.1, RPM scored 55.3 — IOSP leads.
Compare another set
IOSP
Innospec Inc.
61.1
$85.31 · $2.1B
fundamentals as of
Score gap
5.8
IOSP leads
RPM
RPM International Inc.
55.3
$107.86 · $13.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
IOSP
stronger →← stronger
RPM
65
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
71
Valuevaluation vs sector peers
51
IOSP and RPM split the three pillars evenly.
Fundamentals, head-to-head
IOSP
RPM
$110mC
FCF
$675mC+
+0.2%C
Rev
+6.7%C+
0.04A-
D/E
0.89C
18.6xB
P/E
20.9xB
0.66A-
PEG
1.79C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
IOSP
RPM
24% below
Price vs fair valuelower is cheaper
15% above
~8%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
+0%
1-yr DCF upside
-23%
+32%
5-yr DCF upside
-13%
+98%
10-yr DCF upside
+3%
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
RPM
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
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 rate this a Strong Buy with 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.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.8b. 16% off the 52-week high of $129.12. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +21% upside).
Moat
ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 102% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.