Celanese (CE)
Materials
Celanese is a diversified chemical company producing engineered thermoplastic polymers and integrated acetyl chain chemicals for automotive, consumer, and industrial applications.
What Celanese does
Celanese operates through two main segments: Engineered Materials, which produces specialized thermoplastic polymers (acetals, polyesters, elastomers, polypropylene) for automotive, medical, and consumer applications; and Acetyl Chain Products, which manufactures acetic acid, acetic anhydride, acetate products, EVA resins, emulsion polymers, and vinyl acetate monomer for coatings, adhesives, pharmaceuticals, and packaging. The company operates an integrated global production network leveraging internal formaldehyde and methanol production to supply a diverse customer base of OEMs and their suppliers with long-term contractual relationships.
Themes: ["Engineered polymers / advanced materials","Automotive components and OEM supply","Adhesives and coatings precursors","Acetyl chain integration","Specialty chemicals and intermediates","Medical device materials","Packaging materials and films","Energy storage (battery separator membranes)"]
Fundamentals
- Price$46.64 as of 2026-07-09 close
- Market cap$5.1B as of 2026-07-10
- 1-year return-23.3% as of 2026-07-09 close
- Net margin-11.5% as of 2026-07-10
- Gross margin+20.5% as of 2026-07-10
- ROE-25.3% as of 2026-07-10
- Debt / equity3.09 as of 2026-07-10
- Revenue growth (YoY)-5.6% as of 2026-07-10
- Revenue CAGR (3y)-0.4% SEC XBRL
- Beta0.75 as of 2026-07-10
Dividend: yield +0.3%; pays a dividend.
Key risks (from latest filing)
["Revenue contraction: Year-over-year revenue declined 5.63% and the company is unprofitable with a negative net margin of -11.54%, indicating significant operational headwinds and cost absorption challenges.","Commodity exposure and margin pressure: Despite value-in-use pricing in engineered materials, margins remain vulnerable to raw material cost fluctuations, particularly in the acetyl chain business which depends on methanol and feedstock availability.","High debt burden: Long-term debt of $10.8 billion as of Q1 2026 coupled with significant interest expense ($183 million in Q1 2026) and current financial weakness creates refinancing and covenant risks."]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.