46
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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