Sociedad Quimica y Minera de Chile SA ADR B (SQM)vsTitan America SA (TTAM)
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$92.17
+1.27%
BASIC MATERIALS · Cap: $26.00B
TTAM
Titan America SA
$16.49
+2.61%
BASIC MATERIALS · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sociedad Quimica y Minera de Chile SA ADR B generates 175% more annual revenue ($4.58B vs $1.66B). SQM leads profitability with a 12.9% profit margin vs 11.1%. TTAM trades at a lower P/E of 16.1x. SQM earns a higher WallStSmart Score of 66/100 (B-).
SQM
Strong Buy66
out of 100
Grade: B-
TTAM
Buy53
out of 100
Grade: C-
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
+19.8%
Fair Value
$23.29
Current Price
$16.49
$6.80 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
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
4.1% revenue growth
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 : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
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 : TTAM
The primary concerns for TTAM are Revenue Growth.
Key Dynamics to Monitor
SQM profiles as a growth stock while TTAM is a value play — different risk/reward profiles.
SQM is growing revenue faster at 23.3% — sustainability is the question.
SQM generates stronger free cash flow (317M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SQM scores higher overall (66/100 vs 53/100) and 23.3% revenue growth. TTAM offers better value entry with a 19.8% margin of safety. 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.
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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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