Element Solutions vs Orion
ESI and OEC side by side, both in chemicals and allied products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ESI and OEC compare
Element Solutions is the larger company, worth 26 times as much as Orion ($8.4B against $317M).
Element Solutions grew revenue faster over the last twelve months (26.6% versus −1.0% for Orion).
Element Solutions keeps more of each dollar of sales as profit, with a net margin of 5.7% compared with −5.3% at Orion.
Both pay dividends: Element Solutions yields 0.93% and Orion 1.1%.
Element Solutions scores higher on the StockData Score (8 against 7 for Orion), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESI | OEC |
|---|---|---|
| Size and price | ||
| Market cap | $8.4B | $317M |
| Share price | $34.27 | $5.60 |
| Change, 1 year | 29.7% | 5.1% |
| Change, 5 years | 31.7% | −72.3% |
| Beta (5Y) | 1.24 | 1.01 |
| Employees | 5,200 | 1,650 |
| StockData Score | ||
| Total score | 8 (better) | 7 |
| Valuation score | 0 | 3 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 1 (better) | 0 |
| Health score | 1 | 2 (better) |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 46.3× | – |
| P/S | 2.7× | 0.2× (better) |
| P/B | 3.0× | 0.8× (better) |
| EV/EBITDA | 18.4× | 9.7× (better) |
| P/FCF | 60.6× | 12.4× (better) |
| PEG | 35.66 | – |
| FCF yield | 1.6% | 8.1% (better) |
| Fair value | $23.24 | $16.18 |
| Margin of safety | −47.5% | 65.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 26.6% (better) | −1.0% |
| Revenue growth, 5Y average | 6.6% | 9.7% (better) |
| Net income growth (TTM) | −25.7% (better) | −738% |
| EPS growth (TTM) | −26.0% (better) | −741% |
| EPS growth, 5Y average | 21.4% | – |
| Profitability | ||
| Gross margin | 38.4% (better) | 18.4% |
| Operating margin | 12.6% (better) | −0.17% |
| Net margin | 5.7% (better) | −5.3% |
| FCF margin | 4.4% (better) | 1.4% |
| Return on equity | 6.6% (better) | −22.7% |
| Return on invested capital | 6.0% (better) | −0.18% |
| Financial health | ||
| Debt / equity | 0.75 (better) | 2.66 |
| Net debt / EBITDA | 3.45 (better) | 7.33 |
| Current ratio | 2.91 (better) | 1.03 |
| Altman Z-score | 2.48 (better) | 1.30 |
| Piotroski F-score | 7 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | 0.93% | 1.1% (better) |
| Payout ratio | 44.0% | – |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 45.0% (better) | −16.7% |
| Buyback yield | – | 0.25% |
| Shareholder yield | 0.93% | 1.4% (better) |
| Ownership | ||
| Held by institutions | 105% | 94.1% |
| Held by insiders | 5.8% | 4.1% |
| Insider net buying, 12 months | −$25.7M | – |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 3.3% | 4.1% |
Go deeper
- ESI stock overview
- ESI income statement
- ESI valuation and score
- OEC stock overview
- OEC income statement
- OEC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.