ESI vs KGC
Element Solutions Inc vs Kinross Gold Corporation — AI-powered side-by-side comparison
ESI
Element Solutions Inc
57
Watch
VS
KGC
Kinross Gold Corporation
67
Buy
| Metric | ESI | KGC |
|---|
| AI Score |
57
|
67
|
| Price |
$37.66
|
$27.24
|
| P/E Ratio |
51.21×
|
10.40×
|
| ROE |
7.1%
|
28.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.4%
|
53.6%
|
| Debt / Equity |
0.75×
|
0.08×
|
| Dividend Yield |
0.8%
|
0.5%
|
| RSI (14) |
48.2
|
75.3
|
| Beta |
1.259
|
1.406
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ESI versus KGC.
KGC leads by 10 points.
KGC scores 67/100 (Buy) versus ESI at 57/100 (Watch).
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
KGC Committee View
67% agreement
6 analysts
The primary driver is revenue growing 43.1% yoy -- genuine top-line momentum. The main limiting factor is rsi at 75 is in overbought territory. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 11.4 is inexpensive for the broad market — Value
- ROE of 34.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 43.1% YoY -- genuine top-line momentum — Growth
Bear Case
- RSI at 75 is in overbought territory — Technical
- Bollinger bandwidth of 26.2% signals elevated volatility — Risk