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Celanese Corporation

CE Basic Materials Unknown Updated July 31, 2026
$44.70
52W $35.13 – $70.70
47/100
$4.90B
-4.5
0.76
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+35.7%
-17.2%
2.07:1
Moderate

Is CE Bullish or Bearish?

Mixed. Innellis AI committee rates Celanese Corporation (CE) Watch with a composite score of 47/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +13.27 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -6.73 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.1x is a discount to asset value — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • ROE of only -25.3% -- cheap may mean cheap for a reason — Value
  • Debt-to-equity of 3.11 adds balance-sheet risk to the value case — Value
  • Revenue declining -5.6% YoY -- this is not a growth story right now — Growth
  • 2 consecutive earnings misses -- execution concerns — Growth
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
47/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 96%
of 54 Basic Materials peers
Value Analyst neutral
48 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.1x is a discount to asset value
− ROE of only -25.3% -- cheap may mean cheap for a reason
Growth Analyst bearish
40 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -5.6% YoY -- this is not a growth story right now
Technical Analyst neutral
49 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
30 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 3.11) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 47.8 to 46.7.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
42.0
Neutral
MACD Histogram
0.025
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$37.00
Resistance
$60.66
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$45.16 Below
EMA 21
$46.34 Below
EMA 50
$49.30 Below
EMA 200
$52.72 Below

Fundamental Analysis

Valuation
100
Growth
40
Profitability
0
Financial Health
24
Cash Flow
37
Valuation
P/E Ratio -4.5×
P/B Ratio 1.21×
PEG Ratio 0.05
Dividend Yield 0.00%
52W High $70.70
52W Low $35.13
Quality & Growth
ROE -28.8%
ROA -5.4%
Gross Margin 19.8%
Operating Margin -7.6%
Revenue Growth YoY
Debt / Equity 3.09
AI Fundamental Assessment
P/E ratio of -4.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.3%; Return on assets of -0.1%; Net margin of -0.1%; Gross margin of 0.2%; Current ratio of 1.38 (tight short-term liquidity); Debt-to-equity of 3.09; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (8.00); Most recent quarter missed estimates by 4.6%; 2 consecutive earnings misses; EPS growth accelerating (-50.0% -> +26.9% QoQ); Analyst estimates falling over recent quarters
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Explore CE Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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