Avient: Stable Is Good Enough For This Specialty Play At Current Levels

Aug. 02, 2025 8:31 AM ETAvient Corporation (AVNT) StockAVNT

Summary

  • Avient's more stable performance and undemanding valuation make shares appealing, despite lackluster operating momentum and recent underperformance versus the broader market.
  • The company maintains guidance and offers a 3.3% dividend yield, with leverage ratios improving and a reasonable 12x adjusted earnings multiple.
  • Minimal direct tariff impact and local sourcing provide comfort in a choppy macro environment, while investors are paid to wait via dividends and earnings yield.
  • I'm more upbeat and willing to start a modest position, looking to add on further dips as valuation support outweighs uninspiring near-term results.
  • Looking for more investing ideas like this one? Get them exclusively at Value In Corporate Events. Learn More »

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During the market rout in March, I believed that specialty play Avient (NYSE:AVNT) was becoming more special. Following past disappointments, Avient has returned to growth in 2024 and sounded an upbeat tone for 2025.

After an uneventful first

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This article was written by

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The Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events.

As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AVNT over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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