CRH vs ESI
CRH plc vs Element Solutions Inc — AI-powered side-by-side comparison
VS
ESI
Element Solutions Inc
57
Watch
| Metric | CRH | ESI |
|---|
| AI Score |
68
|
57
|
| Price |
$101.27
|
$37.66
|
| P/E Ratio |
15.80×
|
51.21×
|
| ROE |
15.5%
|
7.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
35.8%
|
38.4%
|
| Debt / Equity |
0.82×
|
0.75×
|
| Dividend Yield |
1.5%
|
0.8%
|
| RSI (14) |
53.0
|
48.2
|
| Beta |
1.189
|
1.259
|
| Expected Upside |
+3.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for CRH versus ESI.
CRH leads by 11 points.
CRH scores 68/100 (Buy) versus ESI at 57/100 (Watch).
CRH Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price structure making lower highs and lower lows — Technical
- Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
ESI Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 51.0 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 26.6% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 51.0 is expensive by classic value standards — Value
- EPS declining -25.9% YoY despite any revenue growth — Growth