Element Solutions Inc (ESI)vsPPG Industries Inc (PPG)
ESI
Element Solutions Inc
$37.88
-1.43%
BASIC MATERIALS · Cap: $8.95B
PPG
PPG Industries Inc
$119.72
+2.19%
BASIC MATERIALS · Cap: $24.57B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 421% more annual revenue ($16.42B vs $3.15B). PPG leads profitability with a 9.6% profit margin vs 5.7%. PPG trades at a lower P/E of 15.9x. PPG earns a higher WallStSmart Score of 57/100 (C).
ESI
Buy56
out of 100
Grade: C
PPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.0%
Fair Value
$29.39
Current Price
$37.88
$8.49 premium
Margin of Safety
-0.9%
Fair Value
$129.80
Current Price
$119.72
$10.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 56.4% year-over-year
Earnings expanding 61.9% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Earnings declined 1.5%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
The strongest argument for ESI centers on Revenue Growth, EPS Growth. Revenue growth of 56.4% demonstrates continued momentum.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 49.6x leaves little room for execution misses.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while PPG is a value play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.24 — expect wider price swings.
ESI is growing revenue faster at 56.4% — sustainability is the question.
ESI generates stronger free cash flow (-92M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (57/100 vs 56/100). 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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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