No connection

Search Results

ESI vs MP

ESI
Element Solutions Inc
BEARISH
Price
$40.34
Market Cap
$9.83B
Sector
Basic Materials
AI Confidence
85%
MP
MP Materials Corp.
NEUTRAL
Price
$61.30
Market Cap
$10.89B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
ESI
51.06
MP
--
Forward P/E
ESI
20.16
MP
48.13
P/B Ratio
ESI
3.66
MP
5.49
P/S Ratio
ESI
3.85
MP
39.54
EV/EBITDA
ESI
22.17
MP
-290.29

Profitability

Gross Margin
ESI
41.96%
MP
30.01%
Operating Margin
ESI
10.31%
MP
-0.92%
Profit Margin
ESI
7.48%
MP
-31.18%
ROE
ESI
7.51%
MP
-4.98%
ROA
ESI
4.29%
MP
-2.53%

Growth

Revenue Growth
ESI
8.3%
MP
70.0%
Earnings Growth
ESI
-88.8%
MP
--

Financial Health

Debt/Equity
ESI
0.64
MP
0.43
Current Ratio
ESI
3.68
MP
7.3
Quick Ratio
ESI
2.66
MP
6.66

Dividends

Dividend Yield
ESI
0.79%
MP
--
Payout Ratio
ESI
40.51%
MP
0.0%

AI Verdict

ESI BEARISH

ESI presents a stark disconnect between market sentiment and deterministic fundamentals, characterized by a stable Piotroski F-Score of 4/9 but severe overvaluation. The current price of $40.34 trades at a massive premium to both the Graham Number ($13.99) and the growth-based Intrinsic Value ($5.53). While analyst consensus remains a 'strong_buy' and price momentum is high, heavy insider selling by the CEO and CFO, combined with a trailing P/E of 51.06, suggests the stock is significantly overpriced.

Strengths
Exceptional liquidity with a Current Ratio of 3.68 and Quick Ratio of 2.66
Strong 1-year price performance (+98.9%) indicating high market demand
Consistent track record of beating quarterly earnings estimates (3/4 last 4 quarters)
Risks
Extreme valuation gap between current price ($40.34) and Graham Number ($13.99)
Bearish insider sentiment with $25.74M in sales by C-suite executives
Severe YoY earnings contraction (-88.80%)
MP NEUTRAL

MP Materials presents a stark contrast between speculative growth and fundamental weakness, evidenced by a weak Piotroski F-Score of 3/9. While the company exhibits explosive YoY revenue growth (70%) and strong liquidity (Current Ratio 7.30), its valuation is extreme with a Price/Sales ratio of 39.54. The stock is currently priced for aggressive future expansion rather than current profitability, as reflected by negative profit margins and a bearish technical trend. Despite a 'Strong Buy' analyst consensus, the deterministic health scores suggest significant operational instability.

Strengths
Exceptional short-term liquidity with a Current Ratio of 7.30
Strong YoY revenue growth of 70.00%
Manageable leverage with a Debt/Equity ratio of 0.43
Risks
Severe valuation premium (Price/Sales of 39.54 is unsustainable for mining)
Weak fundamental health indicated by a Piotroski F-Score of 3/9
Negative profitability with a profit margin of -31.18%

Compare Another Pair

ESI vs MP: Head-to-Head Comparison

This page compares Element Solutions Inc (ESI) and MP Materials Corp. (MP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile