ICL Israel Chemicals Ltd (ICL)vsTaseko Mines Ltd (TGB)
ICL
ICL Israel Chemicals Ltd
$4.66
-5.28%
BASIC MATERIALS · Cap: $6.41B
TGB
Taseko Mines Ltd
$8.09
+0.62%
BASIC MATERIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
ICL Israel Chemicals Ltd generates 683% more annual revenue ($7.71B vs $985.32M). ICL leads profitability with a 4.0% profit margin vs 1.6%. TGB appears more attractively valued with a PEG of 0.33. ICL earns a higher WallStSmart Score of 57/100 (C).
ICL
Buy57
out of 100
Grade: C
TGB
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.3%
Fair Value
$5.77
Current Price
$4.66
$1.11 discount
Margin of Safety
+19.4%
Fair Value
$9.25
Current Price
$8.09
$1.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 51.6% YoY
16.5% revenue growth
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
Areas to Watch
ROE of 4.3% — below average capital efficiency
4.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 16.5% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : ICL
The primary concerns for ICL are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.0% margins leave little buffer for downturns.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 398.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ICL profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.09 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
TGB generates stronger free cash flow (130M), providing more financial flexibility.
Bottom Line
ICL scores higher overall (57/100 vs 52/100) and 16.5% revenue growth. TGB offers better value entry with a 19.4% margin of safety. 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.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
Visit Website →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other AGRICULTURAL INPUTS Stocks
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