Calumet Specialty Products Partners (CLMT)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
CLMT
Calumet Specialty Products Partners
$32.83
-5.99%
BASIC MATERIALS · Cap: $3.00B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$78.65
-2.91%
BASIC MATERIALS · Cap: $22.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 27% more annual revenue ($5.30B vs $4.17B). SQM leads profitability with a 15.4% profit margin vs -4.5%. SQM appears more attractively valued with a PEG of 0.36. SQM earns a higher WallStSmart Score of 74/100 (B).
CLMT
Hold48
out of 100
Grade: D+
SQM
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 562.0% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Strong operational efficiency at 41.1%
Revenue surging 69.8% year-over-year
Earnings expanding 165.2% YoY
Areas to Watch
3.6% revenue growth
ROE of -1172.0% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : SQM
The strongest argument for SQM centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 41.1%. Revenue growth of 69.8% demonstrates continued momentum.
Bear Case : CLMT
The primary concerns for CLMT are Revenue Growth, Return on Equity, Free Cash Flow.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
CLMT profiles as a turnaround stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.97 — expect wider price swings.
SQM is growing revenue faster at 69.8% — sustainability is the question.
SQM generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (74/100 vs 48/100), backed by strong 15.4% margins and 69.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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