Supply Chains to Admire 2022 - Report v4.0-web

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2022 // SUPPLY CHAINS TO ADMIRE

Chemical Supply chain management is essential to a chemical company's success when sitting three and four levels back in the value chain. Ecolab falls out of the Winner’s Circle and Celanese reclaims the spot for the third year. No chemical company has sustained the Supply Chains to Admire winning status. In the pandemic the chemical companies scraped to grow by 23% after six years of negative sector growth. Operating margin improved from 7 to 14% while inventory turns declined from 5.5 to 4.3.

Table 32. Chemical Industry Performance and Sector Evaluation for the Period of 2012-2021

INDUSTRY: Chemical

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

RETURN ON INVESTED CAPITAL

GROWTH (Year Over Year Revenue)

2021 REVENUE

SUPPLY CHAIN INDEX

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAPITALIZATION

NAME

2012 - 2021

Air Products and Chemicals Inc

$10,323

8

1.3%

13.76

20.1%

10.5% 3.83

37,461

Akzo Nobel

$11,343

17

-4.7%

4.92

8.7%

10.2% 2.50

18,755

Albemarle Corp

$3,328

33

2.0%

3.54

18.5%

7.5%

3.09

10,439

Arkema SA

$11,263

32

3.6%

0.00

9.6%

7.2%

1.58

7,527

Asahi Kasei Corp

$19,867

29

1.2%

3.89

8.0%

7.1%

1.19

12,888

Ashland Global Holdings

$2,111

2

-9.2%

3.78

4.2%

2.2%

1.27

4,183

Axalta Coating Systems Ltd

$4,416

8

0.7%

4.97

8.9%

1.3%

4.26

5,364

BASF

$92,996

34

0.2%

4.55

9.0%

9.6%

2.12

78,870

Cabot

$3,409

19

2.3%

5.43

9.8%

3.1%

2.37

2,913

Celanese Corp

$8,537

12

3.8%

5.52

14.3%

15.4% 4.25

11,987

Chemours Co

$6,345

3

-1.5%

4.27

10.2%

7.6%

4.90

3,153

Covestro

$18,816

1

4.0%

4.54

9.3%

14.1% 1.30

7,632

Dow Inc

$16,653

7

-2.5%

4.22

9.3%

6.3%

1.46

51,419

Eastman Chemical

$10,476

23

4.3%

4.84

14.8%

8.4%

2.62

11,860

Ecolab

$12,733

8

8.4%

5.44

14.0%

6.7%

5.83

41,790

Evonik Industries

$17,694

35

-0.7%

5.01

9.7%

11.9% 0.77

7,457

FMC

$5,045

22

7.3%

2.58

15.7%

10.4% 4.29

9,442

Givaudan

$7,313

16

5.2%

3.14

16.3%

11.4% 6.23

23,169

H.B. Fuller

$3,278

20

9.3%

6.05

7.8%

5.5%

2.35

2,533

Huntsman Corp

$8,453

11

-1.4%

5.34

8.2%

8.5%

2.38

5,339

International Flavors & Fragrances

$11,656

24

19.5%

2.86

15.3%

9.8%

4.12

12,969

Johnson Matthey PLC

$20,492

17

3.7%

12.32

4.1%

11.3% 1.44

4,501

K+S

$3,802

24

-1.7%

3.84

9.5%

7.6%

0.97

4,526

Kansai Paint Co., Ltd

$3,440

27

2.9%

4.73

8.8%

6.2%

0.84

2,168

Koninklijke

$10,890

14

-1.1%

3.21

9.0%

7.5%

2.52

15,859

Lanxess

$8,941

37

-2.4%

4.19

7.2%

5.3%

1.41

4,209

LyondellBasell

$46,173

38

2.2%

6.95

13.5%

22.4% 4.20

35,586

Mitsui Chemicals Inc

$11,430

14

-2.8%

4.43

4.9%

3.3%

0.48

2,797

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