Sociedad Quimica y Minera de Chile SA ADR B (SQM)vsTronox Holdings PLC (TROX)
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$92.17
+1.27%
BASIC MATERIALS · Cap: $26.00B
TROX
Tronox Holdings PLC
$9.99
+3.36%
BASIC MATERIALS · Cap: $1.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 58% more annual revenue ($4.58B vs $2.90B). SQM leads profitability with a 12.9% profit margin vs -16.2%. SQM earns a higher WallStSmart Score of 66/100 (B-).
SQM
Strong Buy66
out of 100
Grade: B-
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.0%
Fair Value
$82.67
Current Price
$92.17
$9.50 discount
Margin of Safety
+79.7%
Fair Value
$41.50
Current Price
$9.98
$31.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Reasonable price relative to book value
Earnings expanding 48.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of -29.2% — below average capital efficiency
Currently unprofitable
Operating margin of -5.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : SQM
The strongest argument for SQM centers on EPS Growth, PEG Ratio, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, EPS Growth.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio. A P/E of 44.2x leaves little room for execution misses.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
SQM profiles as a growth stock while TROX is a turnaround play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.98 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
SQM generates stronger free cash flow (317M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (66/100 vs 48/100) and 23.3% revenue growth. TROX offers better value entry with a 79.7% margin of safety. 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.
Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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