Sociedad Quimica y Minera de Chile SA ADR B (SQM)vsSasol Ltd (SSL)
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$79.16
+2.89%
BASIC MATERIALS · Cap: $21.98B
SSL
Sasol Ltd
$12.89
+0.94%
BASIC MATERIALS · Cap: $8.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Sasol Ltd generates 5349% more annual revenue ($249.38B vs $4.58B). SQM leads profitability with a 12.9% profit margin vs 1.0%. SSL appears more attractively valued with a PEG of 0.14. SQM earns a higher WallStSmart Score of 66/100 (B-).
SQM
Strong Buy66
out of 100
Grade: B-
SSL
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.0%
Fair Value
$96.41
Current Price
$79.16
$17.25 discount
Margin of Safety
-406.0%
Fair Value
$1.50
Current Price
$12.89
$11.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 52.3% YoY
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
0.2% revenue growth
Grey zone — moderate risk
ROE of 2.5% — below average capital efficiency
1.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SQM
The strongest argument for SQM centers on PEG Ratio, EPS Growth, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : SSL
The strongest argument for SSL centers on PEG Ratio, Price/Book. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Bear Case : SSL
The primary concerns for SSL are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 58.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
SQM profiles as a growth stock while SSL is a value play — different risk/reward profiles.
SQM carries more volatility with a beta of 1.04 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
SSL generates stronger free cash flow (784M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (66/100 vs 49/100) and 23.3% 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.
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.
Sasol Ltd
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sasol Limited is an integrated energy and chemical company in South Africa. The company is headquartered in Johannesburg, South Africa.
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