PortfoliosLab logo
Innospec Inc. (IOSP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US45768S1050

CUSIP

45768S105

IPO Date

May 13, 1998

Highlights

Market Cap

$2.20B

EPS (TTM)

$1.08

PE Ratio

81.73

PEG Ratio

-2.95

Total Revenue (TTM)

$1.79B

Gross Profit (TTM)

$512.30M

EBITDA (TTM)

$201.50M

Year Range

$80.32 - $132.64

Target Price

$119.33

Short %

1.63%

Short Ratio

1.48

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

Returns By Period

Innospec Inc. (IOSP) returned -19.14% year-to-date (YTD) and -30.86% over the past 12 months. Over the past 10 years, IOSP returned 8.40% annually, underperforming the S&P 500 benchmark at 10.87%.


IOSP

YTD

-19.14%

1M

4.11%

6M

-24.74%

1Y

-30.86%

5Y*

7.18%

10Y*

8.40%

^GSPC (Benchmark)

YTD

1.30%

1M

12.94%

6M

1.49%

1Y

12.48%

5Y*

15.82%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of IOSP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.99%-8.77%-8.37%-5.56%-0.55%-19.14%
2024-5.79%7.03%3.76%-6.93%9.64%-5.51%6.11%-12.11%-1.88%-4.70%10.78%-7.21%-9.57%
20239.88%-3.15%-6.20%-1.01%-8.48%8.75%6.67%0.26%-4.86%-4.11%7.93%17.29%21.46%
20222.90%2.73%-3.09%2.98%7.72%-6.12%6.48%-8.37%-8.34%16.72%11.56%-7.24%15.25%
2021-3.24%14.42%2.23%-5.14%4.38%-10.38%-2.38%5.82%-10.02%7.59%-9.82%11.26%0.77%
2020-2.62%-14.09%-19.70%4.36%7.16%0.21%-2.69%-0.64%-15.22%4.45%25.23%10.26%-11.00%
201913.78%16.49%1.82%1.76%-4.27%13.05%2.35%-10.92%7.17%2.49%8.29%5.12%69.43%
20181.70%-9.54%5.62%5.98%6.12%-0.20%5.75%-4.14%-1.10%-12.81%10.85%-16.25%-11.48%
20174.16%-8.48%-0.84%1.93%-2.43%2.42%-4.81%-11.06%11.08%0.32%16.11%-1.12%4.30%
2016-8.21%-12.94%-0.09%11.53%1.10%-5.29%9.31%17.92%2.58%-0.92%9.66%4.26%27.72%
2015-7.56%11.91%5.03%-5.80%-1.21%5.04%-3.97%13.53%-5.27%18.77%6.29%-7.00%28.75%
2014-7.31%1.56%3.95%-4.80%-1.43%2.37%-6.86%4.90%-14.89%12.45%6.84%-0.37%-6.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IOSP is 5, meaning it’s performing worse than 95% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IOSP is 55
Overall Rank
The Sharpe Ratio Rank of IOSP is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IOSP is 66
Sortino Ratio Rank
The Omega Ratio Rank of IOSP is 77
Omega Ratio Rank
The Calmar Ratio Rank of IOSP is 33
Calmar Ratio Rank
The Martin Ratio Rank of IOSP is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Innospec Inc. (IOSP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Innospec Inc. Sharpe ratios as of May 17, 2025 (values are recalculated daily):

  • 1-Year: -0.98
  • 5-Year: 0.24
  • 10-Year: 0.27
  • All Time: 0.17

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Innospec Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Innospec Inc. provided a 1.74% dividend yield over the last twelve months, with an annual payout of $1.55 per share. The company has been increasing its dividends for 11 consecutive years.


1.00%1.10%1.20%1.30%1.40%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.55$1.55$1.41$1.28$1.16$1.04$1.02$0.89$0.77$0.67$0.61$0.55

Dividend yield

1.74%1.41%1.14%1.24%1.28%1.15%0.99%1.44%1.09%0.98%1.12%1.29%

Monthly Dividends

The table displays the monthly dividend distributions for Innospec Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.76$0.00$0.00$0.00$0.00$0.00$0.79$0.00$1.55
2023$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$0.72$0.00$1.41
2022$0.00$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.00$0.00$0.65$0.00$1.28
2021$0.00$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.00$0.00$0.59$0.00$1.16
2020$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.52$0.00$1.04
2019$0.00$0.00$0.00$0.00$0.50$0.00$0.00$0.00$0.00$0.00$0.52$0.00$1.02
2018$0.00$0.00$0.00$0.00$0.44$0.00$0.00$0.00$0.00$0.00$0.45$0.00$0.89
2017$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$0.39$0.00$0.77
2016$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$0.00$0.34$0.00$0.67
2015$0.00$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.31$0.00$0.61
2014$0.27$0.00$0.00$0.00$0.00$0.00$0.28$0.00$0.55

Dividend Yield & Payout


Dividend Yield

Innospec Inc. has a dividend yield of 1.74%, which is quite average when compared to the overall market.

Payout Ratio

Innospec Inc. has a payout ratio of 42.91%, which is quite average when compared to the overall market. This suggests that Innospec Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Innospec Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Innospec Inc. was 91.17%, occurring on Mar 9, 2009. Recovery took 520 trading sessions.

The current Innospec Inc. drawdown is 31.82%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.17%Jul 24, 2007410Mar 9, 2009520Mar 30, 2011930
-76.68%May 14, 1998538Jun 30, 20001585Oct 26, 20062123
-42.73%Jan 24, 202040Mar 20, 2020262Apr 6, 2021302
-42.27%May 2, 201178Aug 19, 2011344Jan 3, 2013422
-36.11%Jul 24, 2024178Apr 8, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Innospec Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Innospec Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


0.000.501.001.502.0020212022202320242025
1.42
1.42
Actual
Estimate

Valuation

The Valuation section provides an overview of how Innospec Inc. is priced in the market compared to other companies in the Specialty Chemicals industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for IOSP, comparing it with other companies in the Specialty Chemicals industry. Currently, IOSP has a P/E ratio of 81.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for IOSP compared to other companies in the Specialty Chemicals industry. IOSP currently has a PEG ratio of -3.0. This PEG ratio is negative, which typically signals that the company's earnings are expected to decline. A negative PEG is not considered meaningful for valuation purposes.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for IOSP relative to other companies in the Specialty Chemicals industry. Currently, IOSP has a P/S ratio of 1.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for IOSP in comparison with other companies in the Specialty Chemicals industry. Currently, IOSP has a P/B value of 1.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items