Added to YB: 2025-12-26
Pitch date: 2025-12-21
CLMT [neutral]
Calumet, Inc.
-2.3%
current return
Author Info
The Pale Blue Dot is an ex-investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Sign up for the newsletter.
Company Info
Calumet, Inc. manufactures, formulates, and markets a diversified slate of specialty branded products and renewable fuels to various consumer-facing and industrial markets in North America and internationally.
Market Cap
$1.8B
Pitch Price
$20.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.05
P/E
-47.14
EV/Sales
1.04
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
The Pale Blue Dot | 2025 Performance Review - Calumet, Inc.
CLMT (update): Biofuels recovery expected 2024 with MRL subsidiary potentially doubling current EBITDA run-rate via sustainable aviation fuel focus. EPA's RVO & SRE decisions key H1 2026 catalysts. Base business (SPS + PB) supports current valuation. 'Heads I win big, tails I don't lose much' setup.
Read full article (1 min)