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Added to YB: 2026-02-09

Pitch date: 2026-02-05

CE [bullish]

Celanese Corporation

+4.29%

current return

Author Info

Hidden Rock Capital is an investment advisor unearthing asymmetric investment opportunities hiding in plain sight. Sign up for the newsletter.

Company Info

Celanese Corporation, a chemical and specialty materials company, manufactures and sells engineered polymers worldwide.

Market Cap

$5.8B

Pitch Price

$52.66

Price Target

120.00 (+118%)

Dividend

0.23%

EV/EBITDA

10.44

P/E

-1.88

EV/Sales

1.85

Sector

Chemicals

Category

turnaround

Show full summary:
Introducing Single Stock Spotlights (SSS) - #1 Celanese

CE: Chemical producer down 60% over 5 years after $11B DuPont M&M acquisition at cycle peak. Trades $50 vs $90-$120 target (10-12x normalized $9-10 EPS). Catalysts: chemical fundamentals improving (polyethylene prices rebounding), capacity rationalization, debt paydown from $11.4B to <$9B by 2027 via FCF. Breaking above 200DMA signals technical breakout.

Read full article (7 min)