ICL Israel Chemicals Ltd (ICL)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
ICL
ICL Israel Chemicals Ltd
$5.60
-4.92%
BASIC MATERIALS · Cap: $7.22B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$75.43
-2.91%
BASIC MATERIALS · Cap: $21.61B
Smart Verdict
WallStSmart Research — data-driven comparison
ICL Israel Chemicals Ltd generates 40% more annual revenue ($7.41B vs $5.30B). SQM leads profitability with a 15.4% profit margin vs 3.5%. SQM appears more attractively valued with a PEG of 0.34. SQM earns a higher WallStSmart Score of 74/100 (B).
ICL
Buy59
out of 100
Grade: C
SQM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$4.62
Current Price
$5.60
$0.98 premium
Intrinsic value data unavailable for SQM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.5% YoY
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
Moderate valuation
ROE of 4.3% — below average capital efficiency
3.5% margin — thin
Weak financial health signals
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book, EPS Growth. Revenue growth of 14.5% 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 : ICL
The primary concerns for ICL are P/E Ratio, Return on Equity, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
ICL profiles as a value stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.97 — 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 59/100), backed by strong 15.4% margins and 69.8% revenue growth. Both earn "Strong 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.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
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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