ESI vs SSD
Element Solutions Inc vs Simpson Manufacturing — AI-powered side-by-side comparison
ESI
Element Solutions Inc
57
Watch
VS
SSD
Simpson Manufacturing
66
Buy
| Metric | ESI | SSD |
|---|
| AI Score |
57
|
66
|
| Price |
$37.66
|
$199.69
|
| P/E Ratio |
51.21×
|
21.75×
|
| ROE |
7.1%
|
17.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.4%
|
45.8%
|
| Debt / Equity |
0.75×
|
0.20×
|
| Dividend Yield |
0.8%
|
0.6%
|
| RSI (14) |
48.2
|
54.0
|
| Beta |
1.259
|
1.315
|
| Expected Upside |
—
|
+0.6%
|
AI Committee View
Current Innellis committee reasoning for ESI versus SSD.
SSD leads by 9 points.
SSD scores 66/100 (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
SSD Committee View
75% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth