ECL
Ecolab Inc.Basic Materials · $78.1B market cap
Verdict
Share price
$273.70
close of Oct 3, 2026
Fair value
$131.48
Sticker Price
Payback Price
$52.59
buy price
ECL is Overpriced: at $273.70 it trades 108% above its fair value of $131.48. Its buy price (Payback Price) is $52.59, 81% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 4% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold ECL. In Q2 2026, 1 sold out. Who we track
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust · as of Q2 2026
$1.5B
5,218,044 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$216.6M
777,541 shares
Thomas Gayner
Markel Group · as of Q2 2026
$76.4M
274,300 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$16.3M
58,436 shares
Moves in Q2 2026
Sold out: First Eagle Investment Management
Insider activity
Since Jun 11, 2026: 1 open-market purchase worth $264K, 3 sales worth $7.2M and 18 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
Sales
Beck Christophe
CHAIRMAN, PRESIDENT & CEO · 2026-08-18
Sold
$5.0M
Cook Gregory B
Co-COO - Global Businesses · 2026-08-11
Sold
$1.3M
Kirkland Scott D
CHIEF FINANCIAL OFFICER · 2026-07-30
Sold
$930K
Other filings
Bradway Jennifer J
SVP & CORPORATE CONTROLLER · 2026-08-03
Tax withholding
$821K
Bradway Jennifer J
SVP & CORPORATE CONTROLLER · 2026-08-03
Option exercise
6,457 shares
Kirkland Scott D
CHIEF FINANCIAL OFFICER · 2026-07-30
Option exercise
$468K
LARSON MICHAEL
director · 2026-06-30
Award
130.18 shares
MacLennan David
director · 2026-06-30
Award
130.18 shares
Show all 18 other filingsShow fewer
MacLennan David
director · 2026-06-30
Award
$13K
McKibben Tracy B
director · 2026-06-30
Award
130.18 shares
NOWELL LIONEL L III
director · 2026-06-30
Award
130.18 shares
Vautrinot Suzanne M
director · 2026-06-30
Award
130.18 shares
Whalen Julie
director · 2026-06-30
Award
130.18 shares
ZILLMER JOHN J
director · 2026-06-30
Award
130.18 shares
Althoff Judson
director · 2026-06-30
Award
130.18 shares
Ballard Shari L
director · 2026-06-30
Award
130.18 shares
Ballard Shari L
director · 2026-06-30
Award
$36K
Doukeris Michel D
director · 2026-06-30
Award
130.18 shares
Green Eric Mark
director · 2026-06-30
Award
130.18 shares
Green Eric Mark
director · 2026-06-30
Award
$40K
Gross Marion K.
director · 2026-06-30
Award
130.18 shares
About Ecolab Inc.
Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four segments: Global Water, Global Institutional & Specialty, Global Pest Elimination, and Global Life Sciences. The Global Water segment offers water treatment and process applications, and cleaning and sanitizing solutions to manufacturing, food and beverage…
Chemicals - Specialty
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works