Element Solutions Inc (ESI)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
ESI
Element Solutions Inc
$35.25
+4.41%
BASIC MATERIALS · Cap: $8.22B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$79.16
+2.89%
BASIC MATERIALS · Cap: $21.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 79% more annual revenue ($4.58B vs $2.55B). SQM leads profitability with a 12.9% profit margin vs 7.5%. SQM trades at a lower P/E of 37.4x. SQM earns a higher WallStSmart Score of 66/100 (B-).
ESI
Hold43
out of 100
Grade: D
SQM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-503.7%
Fair Value
$5.37
Current Price
$35.25
$29.88 premium
Margin of Safety
+22.0%
Fair Value
$96.41
Current Price
$79.16
$17.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Earnings expanding 52.3% YoY
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Areas to Watch
ROE of 7.5% — below average capital efficiency
7.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 88.8%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
ESI has a balanced fundamental profile.
Bull Case : SQM
The strongest argument for SQM centers on PEG Ratio, EPS Growth, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.46 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 42.7x leaves little room for execution misses.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
ESI profiles as a value stock while SQM is a growth play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.25 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
SQM generates stronger free cash flow (317M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (66/100 vs 43/100) and 23.3% 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.
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 →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.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?