
PQ Group Holdings Inc. (PQG)
ValueMarkers Composite Index
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PQ Group Holdings Inc. (PQG) — VMCI valuation read
PQ Group Holdings Inc. (PQG) carries a VMCI composite of 50/100, 0 points above the Basic Materials sector median of 50. Among mid-cap names, that gap places PQG in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The PQG insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads PQG trades at 16.0x earnings, 11% below the Basic Materials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Basic Materials 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Basic Materials median (10.0%). Risk: net debt to EBITDA of 0.1x leaves covenant headroom, the line to track on PQ Group Holdings Inc.'s next 10-Q.
PQG fell 0.6% over the trailing 7 days, with a -7.5% read on a 30-day basis.
PQ Group Holdings Inc. provides specialty catalysts, materials, chemicals, and services in the United States, the Netherlands, the United Kingdom, and internationally. The company operates through four segments: Refining Services, Catalysts, Performance Materials, and Performance Chemicals. The Refining Services segment offers sulfuric acid recycling and end-to-end logistics services to produce alkylate; and virgin sulfuric acid for water treatment, mining, and industrial applications. The Catalysts segment provides silica catalysts and zeolite catalysts for producers and licensors of polyethylene and methyl methacrylate. The Performance Materials segment offers transportation safety microspheres for various binders, such as paint and epoxy coatings; and engineered glass materials, including solid and hollow microspheres and particles for uses, such as strengthening and light-weighting in plastics and polymer additives, cleaning and peening of metal surfaces, and conductivity or shielding in electronic applications. The Performance Chemicals segment offers sodium silicates for construction, cleaning, water treatment, pulp and paper, foundry and refractory, green tires, electronics, and refining catalysts; and specialty silicas for use as ingredients in personal care products, foods, edible oils, and beers, as well as industrial uses consisting of gloss control in coil, wood, general industrial leather, and other surface coating applications. This segment also provides other silicate derivatives, including metasilicates, spray dried silicates, and magnesium and potassium silicates for use in cleaning, specialty fertilizer, oil and gas, mining, paint, food, and cosmetic applications, as well as zeolites for use as builders for detergents and other applications, such as stabilizers for the production of polyvinylchloride applications. PQ Group Holdings Inc. was founded in 1831 and is headquartered in Malvern, Pennsylvania.
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