Element Solutions Inc (ESI)vsPPG Industries Inc (PPG)
ESI
Element Solutions Inc
$43.90
+3.86%
BASIC MATERIALS · Cap: $10.30B
PPG
PPG Industries Inc
$109.61
+0.62%
BASIC MATERIALS · Cap: $24.28B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 476% more annual revenue ($16.12B vs $2.80B). PPG leads profitability with a 9.8% profit margin vs 5.3%. PPG trades at a lower P/E of 15.6x. PPG earns a higher WallStSmart Score of 60/100 (C+).
ESI
Hold48
out of 100
Grade: D+
PPG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.3%
Fair Value
$30.22
Current Price
$43.90
$13.68 premium
Margin of Safety
+16.0%
Fair Value
$155.95
Current Price
$109.61
$46.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
ROE of 5.6% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 42.5%
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bull Case : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio. PEG of 1.44 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 68.2x leaves little room for execution misses.
Bear Case : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while PPG is a value play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.28 — expect wider price swings.
ESI is growing revenue faster at 41.5% — sustainability is the question.
ESI generates stronger free cash flow (-92M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (60/100 vs 48/100). Both earn "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.
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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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