Element Solutions Inc (ESI)vsUSA Rare Earth, Inc. (USAR)
ESI
Element Solutions Inc
$42.02
+0.58%
BASIC MATERIALS · Cap: $10.65B
USAR
USA Rare Earth, Inc.
$24.12
-5.10%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Element Solutions Inc generates 38008% more annual revenue ($2.80B vs $7.34M). ESI leads profitability with a 5.3% profit margin vs 0.0%. ESI earns a higher WallStSmart Score of 48/100 (D+).
ESI
Hold48
out of 100
Grade: D+
USAR
Avoid27
out of 100
Grade: F
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 USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 41.5% year-over-year
Conservative balance sheet, low leverage
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%
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
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 : USAR
The strongest argument for USAR centers on Debt/Equity.
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 : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
ESI profiles as a hypergrowth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.36 — expect wider price swings.
ESI is growing revenue faster at 41.5% — sustainability is the question.
USAR generates stronger free cash flow (-57M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (48/100 vs 27/100) 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 →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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