Element Solutions Inc (ESI)vsMaterion Corporation (MTRN)
ESI
Element Solutions Inc
$30.76
+1.92%
BASIC MATERIALS · Cap: $8.72B
MTRN
Materion Corporation
$185.11
+4.87%
BASIC MATERIALS · Cap: $5.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 66% more annual revenue ($3.49B vs $2.10B). ESI leads profitability with a 5.9% profit margin vs 4.3%. ESI trades at a lower P/E of 42.1x. ESI earns a higher WallStSmart Score of 59/100 (C).
ESI
Buy59
out of 100
Grade: C
MTRN
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.6%
Fair Value
$32.61
Current Price
$30.76
$1.85 premium
Intrinsic value data unavailable for MTRN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 51.7% year-over-year
Earnings expanding 68.6% YoY
Reasonable price relative to book value
Revenue surging 42.2% year-over-year
Earnings expanding 52.1% YoY
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.9% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 51.7% demonstrates continued momentum.
Bull Case : MTRN
The strongest argument for MTRN centers on Revenue Growth, EPS Growth. Revenue growth of 42.2% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 42.1x leaves little room for execution misses.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 55.9x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
ESI carries more volatility with a beta of 1.26 — expect wider price swings.
ESI is growing revenue faster at 51.7% — sustainability is the question.
ESI generates stronger free cash flow (129M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ESI scores higher overall (59/100 vs 58/100) and 51.7% 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.
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 →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.
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