ESI vs SPXC
Element Solutions Inc vs SPX Technologies — AI-powered side-by-side comparison
ESI
Element Solutions Inc
57
Watch
VS
SPXC
SPX Technologies
71
Buy
| Metric | ESI | SPXC |
|---|
| AI Score |
57
|
71
|
| Price |
$37.66
|
$216.94
|
| P/E Ratio |
51.21×
|
38.51×
|
| ROE |
7.1%
|
10.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.4%
|
40.2%
|
| Debt / Equity |
0.75×
|
0.26×
|
| Dividend Yield |
0.8%
|
0.0%
|
| RSI (14) |
48.2
|
48.0
|
| Beta |
1.259
|
1.289
|
| Expected Upside |
—
|
+6.2%
|
AI Committee View
Current Innellis committee reasoning for ESI versus SPXC.
SPXC leads by 14 points.
SPXC scores 71/100 (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
SPXC Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
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
- Risk/reward is unfavorable: 9.6% downside vs 6.2% upside.