Element Solutions Inc (ESI)vsUSA Rare Earth, Inc. (USAR)
ESI
Element Solutions Inc
$37.88
-1.43%
BASIC MATERIALS · Cap: $8.95B
USAR
USA Rare Earth, Inc.
$19.33
+11.03%
BASIC MATERIALS · Cap: $3.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 42812% more annual revenue ($3.15B vs $7.34M). ESI leads profitability with a 5.7% profit margin vs 0.0%. ESI earns a higher WallStSmart Score of 56/100 (C).
ESI
Buy56
out of 100
Grade: C
USAR
Avoid28
out of 100
Grade: F
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 USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
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 : USAR
The strongest argument for USAR centers on Debt/Equity, Price/Book.
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 : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.48 — expect wider price swings.
ESI is growing revenue faster at 56.4% — sustainability is the question.
USAR generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (56/100 vs 28/100) and 56.4% revenue growth. Both earn "Buy" and "Avoid" 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 →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?