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 37 times as much as Orion ($8.3B against $226M).
Element Solutions grew revenue faster over the last twelve months (39.6% versus 0.86% for Orion).
Element Solutions keeps more of each dollar of sales as profit, with a net margin of 5.9% compared with −1.8% at Orion.
Both pay dividends: Element Solutions yields 0.94% and Orion 1.6%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESI | OEC |
|---|---|---|
| Size and price | ||
| Market cap | $8.3B | $226M |
| Share price | $34.05 | $3.99 |
| Change, 1 year | 22.7% | −17.7% |
| Change, 5 years | 36.1% | −78.2% |
| Beta (5Y) | 1.26 | 1.06 |
| Employees | 5,200 | 1,650 |
| StockData Score | ||
| Total score | 8 | 8 |
| Valuation score | 0 | 4 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 1 (better) | 0 |
| Health score | 1 | 2 (better) |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 40.1× | – |
| P/S | 2.4× | 0.1× (better) |
| P/B | 2.9× | 0.6× (better) |
| EV/EBITDA | 17.5× | 5.4× (better) |
| P/FCF | 45.2× | 5.2× (better) |
| PEG | 30.84 | – |
| FCF yield | 2.2% | 19.3% (better) |
| Fair value | $24.84 | $26.22 |
| Margin of safety | −37.1% | 84.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 39.6% (better) | 0.86% |
| Revenue growth, 5Y average | 6.6% | 9.7% (better) |
| Net income growth (TTM) | −14.4% | – |
| EPS growth (TTM) | −14.1% | – |
| EPS growth, 5Y average | 21.4% | – |
| Profitability | ||
| Gross margin | 36.6% (better) | 18.5% |
| Operating margin | 11.7% (better) | 4.0% |
| Net margin | 5.9% (better) | −1.8% |
| FCF margin | 5.2% (better) | 2.4% |
| Return on equity | 7.4% (better) | −8.1% |
| Return on invested capital | 6.3% (better) | 2.7% |
| Financial health | ||
| Debt / equity | 0.72 (better) | 2.48 |
| Net debt / EBITDA | 3.21 (better) | 4.30 |
| Current ratio | 2.78 (better) | 1.06 |
| Altman Z-score | 2.52 (better) | 1.44 |
| Piotroski F-score | 7 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | 0.94% | 1.6% (better) |
| Payout ratio | 38.4% | – |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 45.0% (better) | −16.7% |
| Buyback yield | – | 0.35% |
| Shareholder yield | 0.94% | 1.9% (better) |
| Ownership | ||
| Held by institutions | 105% | 94.1% |
| Held by insiders | 5.8% | 4.1% |
| Insider net buying, 12 months | −$17.9M | – |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 3.6% | 4.0% |
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.