Element Solutions Inc (ESI)vsMP Materials Corp (MP)
ESI
Element Solutions Inc
$33.42
+5.30%
BASIC MATERIALS · Cap: $8.14B
MP
MP Materials Corp
$51.08
+2.08%
BASIC MATERIALS · Cap: $8.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 657% more annual revenue ($3.15B vs $416.25M). ESI leads profitability with a 5.7% profit margin vs -14.6%. ESI earns a higher WallStSmart Score of 59/100 (C).
ESI
Buy59
out of 100
Grade: C
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.6%
Fair Value
$29.43
Current Price
$33.42
$3.99 premium
Margin of Safety
-13.3%
Fair Value
$44.14
Current Price
$51.08
$6.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Reasonable price relative to book value
Revenue surging 119.7% year-over-year
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 56.4% demonstrates continued momentum.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.2x leaves little room for execution misses.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
MP carries more volatility with a beta of 1.95 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
ESI generates stronger free cash flow (66M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ESI scores higher overall (59/100 vs 30/100) 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 →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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