UMI Stock Analysis: Umicore S.A. | BR

Waste Management | BR, Belgium | Market Cap: 5.709m EUR | 12M Return: 78.2% | BE0974320526 | Charts, Fundamentals & Technical Analysis

Battery Materials, Catalysts, Recycling, Specialty Materials
Total Rating 60
Safety 70
Buy Signal 0.50
Waste Management
Industry Rotation: -0.7
Market Cap: 6.61B
Avg Turnover: 8.95M
Risk 3d forecast
Volatility39.8%
VaR 5th Pctl6.40%
VaR vs Median-2.44%
Reward TTM
Sharpe Ratio1.32
Rel. Str. IBD81.3
Rel. Str. Peer Group78.8
Character TTM
Beta1.616
Beta Downside1.447
Hurst Exponent0.537
Drawdowns 3y
Max DD68.88%
CAGR/Max DD0.08
CAGR/Mean DD0.18

Warnings

No concerns identified

Tailwinds

Confidence

Seasonality 11.6 years of data

Jan -0.8% 8
Feb -4.3% 12
Mar +2.5% 8
Apr -0.1% 10
May -1.3% 5
Jun +0.6% 2
Jul +2.4% 22
Aug -2.9% 16
Sep +1.1% 13
Oct +1.3% 16
Nov +0.0% 2
Dec +0.9% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: UMI Umicore S.A.

Umicore SA is a Belgian materials technology and recycling company that operates across four segments: Battery Materials, Catalysis, Recycling, and Specialty Materials. Founded in 1805 and headquartered in Brussels, the company serves customers in Europe, Asia-Pacific, North America, South America, and Africa. It was formerly known as Union Minière du Haut Katanga before adopting the Umicore name in 2001.

The Battery Materials segment produces cathode materials and precursors for lithium-ion batteries, along with cobalt and nickel refining, positioning the company as a supplier in the EV battery value chain. The Catalysis segment supplies automotive catalysts for gasoline, diesel, and heavy-duty applications, as well as stationary industrial emissions control and fuel cell catalysts, tying the business to global emissions regulations. The Recycling segment focuses on precious metals refining and recovering specialty metals from complex waste streams, while Specialty Materials offers cobalt, nickel, germanium-based products, and metal deposition solutions for electronics, optics, and industrial coatings.

As a specialty chemicals player within the broader Materials sector, Umicores business model combines primary metals refining with closed-loop recycling, allowing it to recover value from end-of-life materials and reintroduce them into supply chains. Its exposure spans both cyclical end-markets (autos, industrial) and structural growth themes such as electrified mobility and renewable energy storage.

Headlines to Watch Out For
  • Cathode materials margins compress on global oversupply
  • Catalysis segment pressured by declining European ICE vehicle production
  • Precious metals recycling benefits from elevated gold and PGM prices
Piotroski VR-10 (Strict) 6.5
Net Income: 556.0m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 4.95 > 1.0
NWC/Revenue: 6.26% < 20% (prev 11.56%; Δ -5.31% < -1%)
CFO/TA 0.10 > 3% & CFO 981.8m > Net Income 556.0m
Net Debt (1.51b) to EBITDA (1.66b): 0.91 < 3
Current Ratio: 1.40 > 1.5 & < 3
Outstanding Shares: last quarter (242.0m) vs 12m ago 0.61% < -2%
Gross Margin: 6.09% > 18% (prev 6.81%; Δ -0.72% > 0.5%)
Asset Turnover: 310.3% > 50% (prev 136.8%; Δ 173.5% > 0%)
Interest Coverage Ratio: 8.70 > 6 (EBIT TTM 1.29b / Interest Expense TTM 148.4m)
Altman Z'' 2.94
A: 0.18 (Total Current Assets 6.36b - Total Current Liabilities 4.55b) / Total Assets 10.1b
B: 0.15 (Retained Earnings 1.53b / Total Assets 10.1b)
C: 0.14 (EBIT TTM 1.29b / Avg Total Assets 9.33b)
D: 0.32 (Book Value of Equity 2.41b / Total Liabilities 7.61b)
Altman-Z'' = 2.94 = A
Beneish M -2.33
DSRI: 0.57 (Receivables 1.91b/1.36b, Revenue 28.9b/11.8b)
GMI: 1.12 (GM 6.81% / 6.09%)
AQI: 0.83 (AQ_t 0.13 / AQ_t-1 0.16)
SGI: 2.46 (Revenue 28.9b / 11.8b)
TATA: -0.04 (NI 556.0m - CFO 981.8m) / TA 10.1b)
Beneish M = -2.33 (Cap -4..+1) = BBB
What is the price of UMI shares?

As of September 03, 2026, the stock is trading at EUR 23.02 with a total of 289,718 shares traded. Over the past week, the price has changed by -1.12%, over one month by +7.37%, over three months by -12.93% and over the past year by +78.24%.

Current recommended Stop Loss: 21.10 (which is 8.3% or 2.4 ATR below the current price).

Is UMI a buy, sell or hold?

Umicore S.A. has no consensus analysts rating.

Umicore S.A. (UMI) - Fundamental Data Overview as of 31 August 2026
Market Cap USD = 6.61b (5.71b EUR * 1.1586 EUR.USD)
P/E Trailing = 11.801
P/E Forward = 16.1551
P/S = 0.2319
P/B = 2.3422
P/EG = 2.6249
Revenue TTM = 28.9b EUR
EBIT TTM = 1.29b EUR
EBITDA TTM = 1.66b EUR
Long Term Debt = 2.21b EUR (from longTermDebt, last fiscal year)
Short Term Debt = 892.4m EUR (from shortTermDebt, last quarter)
Debt = 3.31b EUR (from shortLongTermDebtTotal, last quarter) + Leases 61.2m
Net Debt = 1.51b EUR (calculated: Debt 3.31b - CCE 1.80b)
Enterprise Value = 7.22b EUR (5.71b + Debt 3.31b - CCE 1.80b)
Interest Coverage Ratio = 8.70 (Ebit TTM 1.29b / Interest Expense TTM 148.4m)
EV/FCF = 10.70x (Enterprise Value 7.22b / FCF TTM 674.7m)
FCF Yield = 9.34% (FCF TTM 674.7m / Enterprise Value 7.22b)
FCF Margin = 2.33% (FCF TTM 674.7m / Revenue TTM 28.9b)
Net Margin = 1.92% (Net Income TTM 556.0m / Revenue TTM 28.9b)
Gross Margin = 6.09% ((Revenue TTM 28.9b - Cost of Revenue TTM 27.2b) / Revenue TTM)
Gross Margin QoQ = 4.89% (prev 7.20%)
Tobins Q-Ratio = 0.72 (Enterprise Value 7.22b / Total Assets 10.1b)
Interest Expense / Debt = 4.48% (Interest Expense 148.4m / Debt 3.31b)
Taxrate = 42.57% (426.2m / 1.00b)
NOPAT = 741.6m (EBIT 1.29b * (1 - 42.57%))
Current Ratio = 1.40 (Total Current Assets 6.36b / Total Current Liabilities 4.55b)
Debt / Equity = 1.38 (Debt 3.31b / totalStockholderEquity, last quarter 2.41b)
Debt / EBITDA = 0.91 (Net Debt 1.51b / EBITDA 1.66b)
Debt / FCF = 2.24 (Net Debt 1.51b / FCF TTM 674.7m)
Total Stockholder Equity = 2.16b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.96% (Net Income 556.0m / Total Assets 10.1b)
RoE = 25.78% (Net Income TTM 556.0m / Total Stockholder Equity 2.16b)
RoCE = 29.56% (EBIT 1.29b / Capital Employed (Equity 2.16b + L.T.Debt 2.21b))
RoIC = 14.94% (NOPAT 741.6m / Invested Capital 4.96b)
WACC = 8.33% (E(5.71b)/V(9.02b) * Re(11.67%) + D(3.31b)/V(9.02b) * Rd(4.48%) * (1-Tc(0.43)))
Discount Rate = 11.67% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 13.43 | Cagr: 0.01%
[DCF] Terminal Value 77.97% ; FCFF base≈465.0m ; Y1≈533.0m ; Y5≈784.5m
[DCF] Fair Price = 42.77 (EV 11.8b - Net Debt 1.51b = Equity 10.3b / Shares 240.7m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 47.44 | Revenue CAGR: 16.67% | SUE: N/A | # QB: 0
EPS current Year (2026-12-31): EPS=1.81 | Chg30d=+5.10% | Revisions=+44% | GrowthEPS=+50.8% | GrowthRev=+5.6%
EPS next Year (2027-12-31): EPS=1.82 | Chg30d=+1.20% | Revisions=+22% | GrowthEPS=+0.3% | GrowthRev=+4.6%
[Analyst] Revisions Ratio: +40% (up=9, down=3)