ICL Israel Chemicals Ltd (ICL)vsTaseko Mines Ltd (TGB)
ICL
ICL Israel Chemicals Ltd
$5.11
-2.48%
BASIC MATERIALS · Cap: $6.81B
TGB
Taseko Mines Ltd
$6.70
-2.47%
BASIC MATERIALS · Cap: $2.57B
Smart Verdict
WallStSmart Research — data-driven comparison
ICL Israel Chemicals Ltd generates 861% more annual revenue ($7.41B vs $770.85M). ICL leads profitability with a 3.5% profit margin vs 2.0%. TGB appears more attractively valued with a PEG of 0.33. ICL earns a higher WallStSmart Score of 59/100 (C).
ICL
Buy59
out of 100
Grade: C
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.0%
Fair Value
$4.60
Current Price
$5.11
$0.51 premium
Margin of Safety
+2.5%
Fair Value
$7.29
Current Price
$6.70
$0.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.5% YoY
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Areas to Watch
ROE of 4.3% — below average capital efficiency
3.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% 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 3.5% margins leave little buffer for downturns.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 175.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ICL profiles as a value stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.01 — expect wider price swings.
TGB is growing revenue faster at 70.4% — sustainability is the question.
TGB generates stronger free cash flow (56M), providing more financial flexibility.
Bottom Line
ICL scores higher overall (59/100 vs 55/100) and 14.5% 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.
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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