COMPARE · Data as of August 21, 2026
IOSP vs RPM
Verdict: Side-by-side breakdown using the Bull Rankings model. IOSP scored 60.9, RPM scored 56.7 — IOSP leads.
Compare another set
IOSP
Innospec Inc.
60.9
$93.63 · $2.3B
fundamentals as of
Score gap
4.2
IOSP leads
RPM
RPM International Inc.
56.7
$108.63 · $13.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestIOSP19.1x
- Fastest growthRPM+6.7%
- Strongest balance sheetIOSP0.04
- Highest qualityRPM67 / 100
- Largest discount to fair valueIOSP-14%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
IOSP
stronger →← stronger
RPM
65
Qualityreturns · margins · balance sheet
67
50
Growthrevenue & earnings expansion
50
70
Valuevaluation vs sector peers
55
IOSP and RPM split the three pillars evenly.
Fundamentals, head-to-head
IOSP
RPM
$107mC
FCF
$675mC+
+2.9%C
Rev
+6.7%C+
0.04A
D/E
0.89C
19.1xB+
P/E
21.0xB
0.66A-
PEG
1.85C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
IOSP
RPM
14% below
Price vs fair valuelower is cheaper
18% above
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-11%
1-yr DCF upside
-25%
+17%
5-yr DCF upside
-15%
+74%
10-yr DCF upside
+1%
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
The companies
IOSPInnospec Inc.
Why now
Specialty Chemicals · market cap $2.3b. Trading near 52-week high of $95.01 — momentum setup, limited technical margin of safety. 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 $101.00 (implying +8% 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
RPMRPM International Inc.
Why now
Specialty Chemicals · market cap $13.9b. 15% off the 52-week high of $128.51. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $130.50 (implying +20% upside).
Moat
ROE 21% 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.
Where IOSP and RPM diverge
On the headline score the gap is 4.2 points in favor of IOSP. The widest single difference is Value, where IOSP leads by 15.0 points.
- ValueIOSP 69.8 · RPM 54.8IOSP +15.0
- QualityIOSP 64.7 · RPM 66.6level
- GrowthIOSP 50.0 · RPM 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.