Element Solutions Inc (ESI)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
ESI
Element Solutions Inc
$42.02
+0.58%
BASIC MATERIALS · Cap: $10.65B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$78.65
-2.91%
BASIC MATERIALS · Cap: $22.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 89% more annual revenue ($5.30B vs $2.80B). SQM leads profitability with a 15.4% profit margin vs 5.3%. SQM trades at a lower P/E of 27.9x. SQM earns a higher WallStSmart Score of 74/100 (B).
ESI
Hold48
out of 100
Grade: D+
SQM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.1%
Fair Value
$25.96
Current Price
$42.02
$16.06 premium
Intrinsic value data unavailable for SQM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 41.1%
Revenue surging 69.8% year-over-year
Earnings expanding 165.2% YoY
Areas to Watch
ROE of 5.4% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Earnings declined 42.5%
Moderate valuation
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 : 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 : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 70.5x leaves little room for execution misses.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while SQM is a growth play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.26 — 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 48/100), 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.
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 →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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