WallStSmart

Sibanye Gold Ltd ADR (SBSW)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sibanye Gold Ltd ADR generates 2347% more annual revenue ($129.68B vs $5.30B). SQM leads profitability with a 15.4% profit margin vs -4.0%. SQM earns a higher WallStSmart Score of 74/100 (B).

SBSW

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 5.0Quality: 5.5
Piotroski: 6/9Altman Z: 1.37

SQM

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.05

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBSW1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
31.6%10/10

Revenue surging 31.6% year-over-year

SQM4 strengths · Avg: 10.0/10
PEG RatioValuation
0.3610/10

Growing faster than its price suggests

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Revenue GrowthGrowth
69.8%10/10

Revenue surging 69.8% year-over-year

EPS GrowthGrowth
165.2%10/10

Earnings expanding 165.2% YoY

Areas to Watch

SBSW4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.113/10

Elevated debt levels

Return on EquityProfitability
-16.3%2/10

ROE of -16.3% — below average capital efficiency

EPS GrowthGrowth
-38.2%2/10

Earnings declined 38.2%

Free Cash FlowQuality
$-1.91B2/10

Negative free cash flow — burning cash

SQM1 concerns · Avg: 4.0/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : SBSW

The strongest argument for SBSW centers on Revenue Growth. Revenue growth of 31.6% demonstrates continued momentum.

Bull Case : SQM

The strongest argument for SQM centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 41.1%. Revenue growth of 69.8% demonstrates continued momentum.

Bear Case : SBSW

The primary concerns for SBSW are Debt/Equity, Return on Equity, EPS Growth.

Bear Case : SQM

The primary concerns for SQM are P/E Ratio.

Key Dynamics to Monitor

SBSW profiles as a hypergrowth stock while SQM is a growth play — different risk/reward profiles.

SQM carries more volatility with a beta of 0.97 — expect wider price swings.

SQM is growing revenue faster at 69.8% — sustainability is the question.

SQM generates stronger free cash flow (679M), providing more financial flexibility.

Bottom Line

SQM scores higher overall (74/100 vs 42/100), backed by strong 15.4% margins and 69.8% 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.

Sibanye Gold Ltd ADR

BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA

Sibanye Stillwater Limited is a precious metals mining company in South Africa, the United States, Zimbabwe, Canada and Argentina. The company is headquartered in Weltevreden Park, South Africa.

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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.

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