WallStSmart

Materion Corporation (MTRN)vsOrion Engineered Carbons SA (OEC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Materion Corporation generates 7% more annual revenue ($1.92B vs $1.79B). MTRN leads profitability with a 4.0% profit margin vs -5.0%. OEC appears more attractively valued with a PEG of 1.25. MTRN earns a higher WallStSmart Score of 54/100 (C-).

MTRN

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.91

OEC

Hold

43

out of 100

Grade: D

Growth: 2.0Profit: 3.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 1.44

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MTRN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

OEC1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Areas to Watch

MTRN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
57.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-19.60M2/10

Negative free cash flow — burning cash

OEC4 concerns · Avg: 2.8/10
Market CapQuality
$400.36M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.5%3/10

Operating margin of 2.5%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-23.5%2/10

ROE of -23.5% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bull Case : OEC

The strongest argument for OEC centers on Price/Book. PEG of 1.25 suggests the stock is reasonably priced for its growth.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 57.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Bear Case : OEC

The primary concerns for OEC are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.67 is elevated, increasing financial risk.

Key Dynamics to Monitor

MTRN profiles as a hypergrowth stock while OEC is a turnaround play — different risk/reward profiles.

MTRN carries more volatility with a beta of 1.03 — expect wider price swings.

MTRN is growing revenue faster at 30.8% — sustainability is the question.

MTRN generates stronger free cash flow (-20M), providing more financial flexibility.

Bottom Line

MTRN scores higher overall (54/100 vs 43/100) and 30.8% revenue growth. Both earn "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.

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.

Orion Engineered Carbons SA

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Orion Engineered Carbons SA, produces and sells carbon black products in Germany, the United States, South Korea, Brazil, China, South Africa, the rest of Europe and internationally. The company is headquartered in Senningerberg, Luxembourg.

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