Chemtrade Logistics Income Fund (CHE-UN) Fair Value & Analysis
Basic Materials · CA · Market cap C$1.9B
Fair value as of: Jul 11, 2026
From 26 valuation models · updated 10 days ago
Fair value updated Jul 11, 2026, revised from C$15.19 to C$14.90 (−1.9%) since Jun 24, 2026. Share price +9.3% over the past month.
Price vs Fair Value (12 months)
12‑month range C$10.63 – C$18.34 · fair‑value band C$6.94 – C$26.10 · the C$16.88 price screens above the C$14.90 fair value. As of Jul 11, 2026.
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Chemtrade Logistics Income Fund (CHE-UN) currently trades at C$16.88, while our model-based Fair Value estimate is C$14.90, implying the stock looks roughly 11.7% overvalued today. We read business quality at 63/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Chemtrade Logistics Income Fund generated revenue of C$2.0B at a net margin of 5.7%. Revenue grew 7.9% year over year. It earns a return on equity of 14.9%. Net debt stands at C$1.3B. Fundamentals as of Jul 11, 2026
Our scenario range runs from C$6.94 (bear case) to C$26.10 (bull case); at C$16.88, the current price sits within that range. The share trades about 8% below its 52-week high and 62% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -59% fair-value upside, at -12%, CHE-UN screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 11, 2026. TTM = trailing twelve months.
About the company
Chemtrade Logistics Income Fund offers industrial chemicals and services in Canada, the United States, and Brazil. It operates through the Sulphur and Water Chemicals (SWC), and Electrochemicals (EC) segments. The company offers sulphuric acid products, including merchant, regen, and ultrapure acid; emulsified, molten, and prilled sulphur; ammonium sulphate, carbon disulphide, hydrogen sulphide, liquid sulphur dioxide, sodium bisulphite, sodium hydrosulphite, and zinc oxide; coagulants comprising aluminum chloride and chlorohydrate, aluminum and ferric sulphate, polyaluminum chloride and chlorosulphate, polyaluminum silicate sulphate, and sodium aluminate; poultry litter amendment; and water treatment products, such as liquid ammonium sulphate, calcium hydroxide slurry, and copper sulphate. It also provides specialty chemicals, comprising phosphorus pentasulphide and sodium nitrite; chlor-alkali products, such as caustic soda, chlorine, and hydrochloric acid; and sodium chlorate. …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Chemtrade Logistics Income Fund reported revenue of C$2.0B in FY2025 versus C$1.4B in FY2021, a compound +9.9%/yr. Reported net income was C$139M in FY2025.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.