Element Solutions Inc (ESI)vsMaterion Corporation (MTRN)
ESI
Element Solutions Inc
$37.88
-1.43%
BASIC MATERIALS · Cap: $8.95B
MTRN
Materion Corporation
$290.05
+4.24%
BASIC MATERIALS · Cap: $4.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 64% more annual revenue ($3.15B vs $1.92B). ESI leads profitability with a 5.7% profit margin vs 4.0%. ESI trades at a lower P/E of 49.6x. ESI earns a higher WallStSmart Score of 56/100 (C).
ESI
Buy56
out of 100
Grade: C
MTRN
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.0%
Fair Value
$29.39
Current Price
$37.88
$8.49 premium
Intrinsic value data unavailable for MTRN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Revenue surging 30.8% year-over-year
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth. Revenue growth of 56.4% demonstrates continued momentum.
Bull Case : MTRN
The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 49.6x leaves little room for execution misses.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 57.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ESI carries more volatility with a beta of 1.24 — expect wider price swings.
ESI is growing revenue faster at 56.4% — sustainability is the question.
MTRN generates stronger free cash flow (-20M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ESI scores higher overall (56/100 vs 54/100) and 56.4% revenue growth. Both earn "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.
Element Solutions Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Element Solutions Inc produces and sells specialty chemicals in the United States, China, and internationally. The company is headquartered in Fort Lauderdale, Florida.
Visit Website →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.
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