H.B. Fuller Company (FUL)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
$49.70+0.02%
Close 2026-10-30 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
Research Workspace
Put FUL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Complete AMS acquisition and realize $55M synergies by 2031: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskFUL’s case rests on improving margins through Quantum Leap savings, despite slowing revenue growth. Revenue growth eased from 5.8% to 5.2% year over year, while Q3 FY2026 earnings beat consensus. FUL trades at 10× P/E versus 17× for peers and 14× its own history. The price reflects less growth than our forecast, leaving room for the savings plan’s margin objective. Weak cash backing and unsteady management threaten execution; the next-quarter miss probability is 25%. The thesis is on watch because the acquisition synergy measure needs verified mapping. Peer multiples imply a price about 22% above where it trades; this read is provisional.
Trailing returns as of 2026-10-30. FUL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering FUL (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for FUL in the last 4 months.
Continue this research
Compare FUL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FUL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. 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.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put FUL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition bid aligns with growth strategy in medical segment.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $49.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $49.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve greater than 20% EBITDA margin
Targets align with achieving greater than 20% EBITDA margin.
Advances: Deliver strong cash flow and improve net working capital
Earnings call likely discusses cash flow improvements.
Acquisition offer rejection impacts growth strategy.
Advances: Acquire Advanced Medical Solutions to expand medical segment
Acquisition offer supports growth in medical segment.
Board rejection of bid impacts growth strategy.
Advances: Acquire Advanced Medical Solutions to expand medical segment
Secures support for acquisition, enhancing growth in medical segment.
Potential divestiture could hinder growth in medical segment.
