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Employees: 854
Size Aspen Aerogels (ASPN) is a United States Materials company (Industrial Specialties) with a market value of $407M, the 2847th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.91 on 6 Nov 2026.
Performance Over six months the shares fell 4.1%, against -19.9% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 20 in its peer set.
Growth Revenue fell 49.1% over the last twelve months (peer median +8.3%); the operating margin is -41.5% (peer median 4.9%).
Valuation It trades at 2.12× book value against a peer median of 1.81× (9th most expensive of 21).
Price implies The share price implies a return on equity of about 38.7%; Aspen Aerogels delivers -50.4%, so the price asks more than the business earns today.
Short interest Short interest is 7.4% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $202M | $271M | $453M | $239M | $180M |
| Revenue growth | — | -40% | +90% | +32% | — |
| Gross profit | $10.7M | $46.0M | $187M | $56.9M | $4.98M |
| EBITDA | -$37.0M | -$2.20M | $89.4M | -$31.0M | -$67.4M |
| Net income | -$126M | -$390M | $13.4M | -$45.8M | -$82.7M |
| Free cash flow | $34.4M | -$4.58M | -$40.7M | -$218M | -$272M |
| Capital expenditure | $14.7M | $37.4M | $86.3M | $175M | $178M |
| Total debt | $125M | $144M | $197M | $139M | $119M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ASPN | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.8% | -10.2% | 7th lowest of 21 |
| 6-month return | -4.1% | -19.9% | 8th highest of 20 |
| Return on equity | -50.4% | 4.3% | lowest of 21 |
| Price / book | 2.12× | 1.81× | 9th most expensive of 21 |
| ROE the price implies | 38.7% | 15.5% | 3rd most demanding of 21 |
| ROE delivered | -50.4% | 3.1% | lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Aspen Aerogels ASPN | United States | $407M | -4% | -49% | -50% | 2.12× | 38.7% | -50.4% |
| Hunan Resun 001218.SZ | China | $408M | -27% | +37% | 12% | 1.07× | 8.1% | 11.6% |
| Zhejiang Lanyu Digital Technology 301585.SZ | China | $390M | -18% | +22% | 7% | 2.55× | 20.7% | 7.3% |
| Focus Hotmelt 301283.SZ | China | $390M | -32% | +28% | 8% | 1.65× | 13.1% | 8.4% |
| Montauk Renewables MNTK | United States | $387M | +86% | +4% | 3% | 1.47× | 10.9% | 3.1% |
| Hangzhou Toka Ink 688571.SS | China | $429M | -26% | +4% | 6% | 1.69× | 13.4% | 6.2% |
| Essentra ESNT.L | United Kingdom | $430M | +37% | +7% | 2% | 1.20× | 16.6% | 2.0% |
| Praise Victor Industrial 7768.TW | Taiwan | $434M | n/a | +3% | 13% | 3.20× | 20.5% | n/a |
| Yung Chi Paint & Varnish Mfg 1726.TW | Taiwan | $371M | 0% | -1% | 10% | 1.16× | 3.9% | 10.3% |
| Chongqing Sanxia Paints 000565.SZ | China | $371M | -28% | +18% | 1% | 1.93× | 15.1% | 0.9% |
| Uzin Utz UZU.DE | Germany | $369M | -4% | +9% | 9% | 1.10× | 8.6% | 9.2% |
| Sanlux 002224.SZ | China | $458M | -22% | +8% | -1% | 0.95× | 5.4% | -1.0% |
| Hubei Xiangyuan New Material Technology 300980.SZ | China | $461M | -52% | +15% | 6% | 2.10× | 15.9% | 5.5% |
| Indigo Paints INDIGOPNTS.NS | India | $462M | -1% | +12% | 13% | 3.69× | 48.4% | 13.3% |
| USI 1304.TW | Taiwan | $358M | -20% | -14% | -11% | 0.67× | 2.8% | -10.7% |
| Matsumoto Yushiseiyaku 4365.T | Japan | $467M | +10% | -1% | 10% | 0.72× | 4.2% | 9.9% |
| Jiangsu Jingxue Insulation Technology 301010.SZ | China | $354M | -1% | -28% | 1% | 2.83× | 20.8% | 0.7% |
| Hangzhou Heshun Technology 301237.SZ | China | $471M | -41% | +23% | -13% | 2.72× | 29.8% | -12.7% |
| Shanghai Kinlita Chemical 300225.SZ | China | $472M | +7% | +20% | 2% | 3.73× | 49.0% | 2.0% |
| Jiangsu Yabang Dyestuff 603188.SS | China | $350M | -22% | +13% | -7% | 3.37× | 27.1% | -6.6% |
| Sokan New Materials 688157.SS | China | $476M | -44% | -8% | 0% | 2.38× | 19.5% | 0.2% |