Element Solutions Inc (ESI)vsMP Materials Corp (MP)
ESI
Element Solutions Inc
$43.90
+3.86%
BASIC MATERIALS · Cap: $10.30B
MP
MP Materials Corp
$67.43
-2.46%
BASIC MATERIALS · Cap: $12.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 916% more annual revenue ($2.80B vs $275.46M). ESI leads profitability with a 5.3% profit margin vs -31.2%. ESI earns a higher WallStSmart Score of 48/100 (D+).
ESI
Hold48
out of 100
Grade: D+
MP
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.3%
Fair Value
$30.22
Current Price
$43.90
$13.68 premium
Intrinsic value data unavailable for MP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Revenue surging 70.0% year-over-year
Areas to Watch
ROE of 5.6% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 42.5%
ROE of -5.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth. Revenue growth of 41.5% demonstrates continued momentum.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 68.2x leaves little room for execution misses.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
MP carries more volatility with a beta of 1.91 — expect wider price swings.
MP is growing revenue faster at 70.0% — sustainability is the question.
ESI generates stronger free cash flow (-92M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ESI scores higher overall (48/100 vs 28/100) and 41.5% revenue growth. Both earn "Hold" 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 →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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