Avient (AVNT)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · AVNT
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $43 AVNT trades at 14× p/e, below its 17× p/e peer median, but our blended $44 fair value is roughly in line with the price. It's a high-confidence read. Analysts target $43–$54. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $44.00 | — | — | Analyst | high |
| graham number | 12M | $42.70 | — | — | TTM | high |
| Mgmt guidance | 12M | $52.94 | 17.4 | 3.05 | Mgmt | high |
| Peer EV/EBITDA | 12M | $45.26 | 10.0 | 6.09 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$43.00 – $54.00 (median $44.00) · 5 analysts · as of 2026-08-07
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 13% over what the business is worth with no growth; closing that gap needs roughly 8.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $2.17/sh owner earnings.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $12.46 |
| 21.1 |
| 0.59 |
| TTM |
| high |
| Peer P/E | 12M | $52.94 | 17.4 | 3.05 | TTM | high |
| Peer P/S | 12M | $52.35 | 1.4 | 36.13 | TTM | high |
| PEG | 12M | $58.19 | 19.1 | 3.05 | TTM | high |
| residual income | 12M | $28.15 | — | — | TTM | high |
| triangulated | 12M | $53.68 | 17.4 | 3.09 | Triangulated | high |
| Mgmt guidance | 3Y | $73.84 | 17.4 | 4.25 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $4.54 | 21.1 | 0.22 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $66.25 | 17.4 | 3.82 | Analyst | medium |
| Peer P/S | 3Y | $60.00 | 1.4 | 41.41 | Analyst | medium |
| PEG | 3Y | $72.82 | 19.1 | 3.82 | Analyst | medium |
| Mgmt guidance | 5Y | $92.17 | 17.4 | 5.31 | Mgmt(prov.) | medium |
| Peer P/E | 5Y | $72.40 | 17.4 | 4.17 | Analyst | medium |
| Peer P/S | 5Y | $65.56 | 1.4 | 45.25 | Analyst | medium |
| PEG | 5Y | $79.58 | 19.1 | 4.17 | Analyst | medium |