WallStSmart

Calumet Specialty Products Partners (CLMT)vsTeck Resources Ltd Class B (TECK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Teck Resources Ltd Class B generates 200% more annual revenue ($12.41B vs $4.14B). TECK leads profitability with a 14.9% profit margin vs -0.8%. CLMT appears more attractively valued with a PEG of 0.65. TECK earns a higher WallStSmart Score of 73/100 (B).

CLMT

Buy

50

out of 100

Grade: C-

Growth: 6.0Profit: 2.5Value: 7.7Quality: 5.0

TECK

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.0Value: 4.7Quality: 6.8
Piotroski: 7/9Altman Z: 1.93
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLMTUndervalued (+79.0%)

Margin of Safety

+79.0%

Fair Value

$122.63

Current Price

$32.53

$90.10 discount

UndervaluedFair: $122.63Overvalued
TECKUndervalued (+9.1%)

Margin of Safety

+9.1%

Fair Value

$66.42

Current Price

$58.43

$7.99 discount

UndervaluedFair: $66.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CLMT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
562.0%10/10

Earnings expanding 562.0% YoY

PEG RatioValuation
0.658/10

Growing faster than its price suggests

TECK4 strengths · Avg: 9.5/10
Operating MarginProfitability
39.8%10/10

Strong operational efficiency at 39.8%

Revenue GrowthGrowth
72.2%10/10

Revenue surging 72.2% year-over-year

EPS GrowthGrowth
128.8%10/10

Earnings expanding 128.8% YoY

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

CLMT3 concerns · Avg: 1.3/10
Return on EquityProfitability
-1172.0%2/10

ROE of -1172.0% — below average capital efficiency

Profit MarginProfitability
-0.8%1/10

Currently unprofitable

Operating MarginProfitability
-3.3%1/10

Operating margin of -3.3%

TECK3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.934/10

Grey zone — moderate risk

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
5.472/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CLMT

The strongest argument for CLMT centers on EPS Growth, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bull Case : TECK

The strongest argument for TECK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 72.2% demonstrates continued momentum.

Bear Case : CLMT

The primary concerns for CLMT are Return on Equity, Profit Margin, Operating Margin.

Bear Case : TECK

The primary concerns for TECK are Altman Z-Score, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

CLMT profiles as a turnaround stock while TECK is a growth play — different risk/reward profiles.

TECK carries more volatility with a beta of 1.56 — expect wider price swings.

TECK is growing revenue faster at 72.2% — sustainability is the question.

TECK generates stronger free cash flow (344M), providing more financial flexibility.

Bottom Line

TECK scores higher overall (73/100 vs 50/100) and 72.2% revenue growth. CLMT offers better value entry with a 79.0% margin of safety. Both earn "Strong Buy" and "Buy" 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.

Teck Resources Ltd Class B

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Teck Resources Limited is dedicated to exploring, acquiring, developing and producing natural resources in Asia, Europe and North America. The company is headquartered in Vancouver, Canada.

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