W R Grace And Co's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of W R Grace And Co (GRA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: W R Grace And Co vs Its Competitors
- TTM: Trailing 12-month revenue of 1,859M vs 197,803M combined for tracked competitors (0.9% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+10.3% annualized vs trailing 12 months), vs accelerating (+6.8%) for its tracked peer group.
- Growth: W R Grace And Co generated 22.5% revenue growth year over year in Q2 2021, vs 58.5% for its tracked competitors combined.
- Profitability: Its 8.9% net margin compares with 11.0% for the peer group.
- Peer revenue share: W R Grace And Co accounted for 1.0% of combined revenue among its tracked peer group, down from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $0.50M compares with $0.72M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
GRA Sales vs. its Competitors, Q2 2021
W R Grace And Co reported revenue growth of 22.50 % year on year in Q2 2021, below its competitors' combined revenue growth of 58.45 %.
With a net margin of 8.87 %, W R Grace And Co reported lower profitability than its competitors (10.96 %).
W R Grace And Co generated 0.96 % of the combined sales of its peer group, down from 1.24 % a year earlier.
W R Grace And Co vs. its Competitors, Q2 2021
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across W R Grace And Co and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| W R Grace and co | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (4) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across W R Grace And Co's competitor groups requires a Commercial License.
For context: the Chemical Manufacturing industry grew revenue 2.6% year over year, combined, vs 22.5% for W R Grace And Co. W R Grace And Co's share of combined industry revenue moved from 0.46% to 0.55%, a gain of 0.09 percentage points.
W R Grace And Co's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| W R Grace and co | Yes | Yes | No | No |
| Competitors combined (32) | ||||
| High-Confidence Competitors (3) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 62.50 % (5 of 8) | 37.50 % (3 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
GRA Stock Performance relative to its Competitors
GRA Stock Performance relative to High-Confidence Competitors
GRA Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Dupont De Nemours Inc | 282.9% | Outperformed |
| 2 | Flotek Industries Inc | 282.9% | Outperformed |
| 3 | Ecopetrol S a | 282.9% | Outperformed |
| 4 | Enviri Corp | 282.9% | Outperformed |
| 5 | Valaris Limited | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for W R Grace And Co's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
W R Grace And Co's Comment on Competition and Industry Peers
Our global footprint allows us to partner effectively with both multi-national and regional companies requiring multiple manufacturing facilities complimented by regional technical expertise in local languages. There are many manufacturers of engineered materials that market their products on a global basis including Evonik, PQ, and UOP. Competition is generally based on product performance, technical service, quality and reliability, price, and other differentiated product features to address the needs of customers, end-users and brand owners. Our products compete on the basis of distinct technology, product quality, and customer support. Competition for these products is highly fragmented, with a large number of companies that sell their products on a global or regional basis.
The polyolefin catalyst and supports industry is technology-intensive, and suppliers must provide products formulated to meet customer specifications. There are many manufacturers of polyolefin catalysts and supports including Univation, LyondellBasell, Albemarle and PQ, and most sell their products worldwide.
Competition in the hydroprocessing catalyst industry is based on technology, product performance, customer service and price. Criterion, Albemarle, Haldor Topsoe, UOP and Axens are our leading global competitors in hydroprocessing catalysts. We also have multiple regional competitors.
Competition in FCC catalysts and additives is based on technology, product performance, customer service and price. Our principal global FCC catalyst competitors are Albemarle Corp., BASF, and SINOPEC. Our principal global competitors in FCC additives are BASF and Johnson Matthey. We also have multiple regional competitors for FCC catalysts and additives.
Publicly Traded Peers of W R Grace and co
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| W R Grace and co | 4,647.34 | 1,859.20 |
| Ecopetrol S a | 34,006.24 | 30,513.17 |
| Ppg Industries Inc | 24,028.75 | 16,121.00 |
| Dow Inc | 19,851.03 | 39,331.00 |
| Lyondellbasell Industries N v | 18,611.83 | 31,192.00 |
| Dupont De Nemours Inc | 17,835.30 | 4,701.00 |
| SUBTOTAL | 214,116.37 | 199,662.59 |
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Sources: W R Grace and co's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on W R Grace and co versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
W R Grace And Co's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Albemarle | Named by the company | 85% |
| Lummus Novolen Technology | Named by the company | 85% |
| UOP | Named by the company | 85% |
| Haldor Topsoe | Named by the company | 85% |
| SINOPEC | Named by the company | 85% |
| Axens | Named by the company | 85% |
| LyondellBasell | Named by the company | 85% |
| Johnson Matthey | Named by the company | 85% |
| Univation | Named by the company | 85% |
| BASF | Named by the company | 85% |
| Shell Catalysts (formerly Criterion) | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for W R Grace And Co's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
W R Grace And Co's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| W R Grace and co | Grace Catalysts Technologies 72.78 % |
| Ppg Industries Inc | Industrial Coatings 39.69 % |
| Lyondellbasell Industries N v | Olefins and Polyolefins - Americas 38.37 % |
| Dupont De Nemours Inc | Diversified Industrials 52.94 % |
| Albemarle Corporation | Energy Storage 62.37 % |
| Rpm International Inc | Consumer Segment 35.10 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
W R Grace And Co's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| W R Grace and co | 4,647 | 502,486 | 21,595 |
| Ecopetrol S a | 34,006 | 1,271,382 | 153,423 |
| Ppg Industries Inc | 24,029 | 370,598 | 36,759 |
| Dow Inc | 19,851 | 1,136,734 | -75,116 |
| Lyondellbasell Industries N v | 18,612 | 1,644,280 | -18,239 |
| Dupont De Nemours Inc | 17,835 | 313,400 | 5,600 |
| PEERS TOTAL | 209,469 | 720,456 | 7,903 |
W R Grace And Co's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| W R Grace and co | EMEA 40.11 % |
| Ppg Industries Inc | North America 35.64 % |
| Dupont De Nemours Inc | United States 44.47 % |
| Rpm International Inc | US 68.55 % |
| Newmarket Corporation | United States 38.43 % |
| Axalta Coating Systems Ltd | EMEA 35.94 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
W R Grace And Co's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Chemical Manufacturing industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (96 companies). See the full Chemical Manufacturing industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 37.77 % | 30.74 % (avg) | +7.0 pp |
| Operating Margin | 16.06 % | industry median | +7.7 pp |
| EBITDA Margin | 14.27 % | 3.22 % (avg) | +11.1 pp |
| Capital Intensity (Capex / Revenue) | 7.35 % | 7.98 % (avg) | -0.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
W R Grace And Co's Valuation vs Competitive Position
Valuation multiples vs the Chemical Manufacturing industry average (96 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Chemical Manufacturing industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 59.4x | 27.8x | +31.7x |
| EV / EBITDA | 23.9x | 16.1x | +7.8x |
| P/B | 15.1x | 3.9x | +11.2x |
| Return on Equity | 26.34 % | industry aggregate | 13.07 % |
| Return on Invested Capital | 8.34 % | 0.90 % (avg) | 7.44 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
W R Grace And Co's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 5.23 % | -5.91 % | -47.61 % | 7.38 % | 12.56 % | 1.35 % | -11.66 % |
| Operating Margin | 18.38 % | 13.50 % | 16.99 % | 16.80 % | 16.48 % | 16.73 % | 16.68 % | 13.20 % |
| Return on Invested Capital | 11.11 % | 13.14 % | 42.75 % | 9.20 % | 9.88 % | 10.27 % | 9.37 % | 6.54 % |
| P/E | - | - | 46.9x | 51.1x | 457.4x | 26.0x | 36.2x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
W R Grace And Co's Strategic Group Map
Every company in W R Grace And Co's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. W R Grace And Co is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
W R Grace And Co's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 7.35 % vs industry average 7.98 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See W R Grace And Co's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See W R Grace And Co's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
W R Grace And Co's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
W R Grace And Co falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
W R Grace And Co's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 7.7 points above the industry median.
- Return on equity 13.1 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+10.3% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- A meaningful share of tracked competitors (34.50 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
W R Grace And Co's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| W R Grace and co | 0.53 | 1.63 | 6.82 |
| Ecopetrol S a | 0.11 | 0.54 | 0.95 |
| Ppg Industries Inc | 0.34 | 1.52 | 0.91 |
| Dow Inc | 0.37 | 1.86 | 0.99 |
| Lyondellbasell Industries N v | 0.39 | 1.63 | 1.52 |
| Dupont De Nemours Inc | 0.62 | 2.29 | 0.28 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
W R Grace And Co's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| W R Grace and co | Q2 2021 | +22.5 % | - |
| Ecopetrol S a | Q4 2025 | -10.2 % | -21.9 % |
| Ppg Industries Inc | Q1 2026 | +6.7 % | +1.9 % |
| Dow Inc | Q1 2026 | -6.1 % | - |
| Lyondellbasell Industries N v | Q2 2026 | +19.8 % | +386.1 % |
| Dupont De Nemours Inc | Q2 2026 | -44.2 % | +110.0 % |
| PEERS TOTAL | -3.7 % | +3.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
W R Grace And Co's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| W R Grace and co | Q2 2021 | +6.3 % | -44.3 % |
| Ecopetrol S a | Q4 2025 | -5.1 % | +2.6 % |
| Ppg Industries Inc | Q1 2026 | +6.2 % | -6.2 % |
| Dow Inc | Q1 2026 | -6.2 % | -26.7 % |
| Lyondellbasell Industries N v | Q2 2026 | +3.9 % | -49.9 % |
| Dupont De Nemours Inc | Q2 2026 | +3.2 % | +52.0 % |
W R Grace And Co's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| W R Grace and co | 2.05% | 2.44% | 26.34% |
| Ecopetrol S a | 5.12% | 7.30% | 13.53% |
| Ppg Industries Inc | 7.23% | 9.42% | 19.96% |
| Dow Inc | - | - | - |
| Lyondellbasell Industries N v | - | - | - |
| Dupont De Nemours Inc | 0.33% | 0.36% | 0.51% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
W R Grace And Co's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| W R Grace and co | 60.34 | 2.50 |
| Ecopetrol S a | 126.67 | 1.11 |
| Ppg Industries Inc | 15.30 | 1.49 |
| Dow Inc | - | 0.50 |
| Lyondellbasell Industries N v | - | 0.60 |
| Dupont De Nemours Inc | 289.72 | 3.79 |
| PEERS AVERAGE | 95.17 | 1.07 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.