Comfortable leader
11 companies value 32 bn revenue 11 bn margin 4.1% free cash flow 0.6 bn avg. score 1.6
SQM holds 54.3% of the group's value, 1.5x the runner-up · ALB leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SQM | Sociedad Química y Minera de Chile Chile · score 4.3 | 54% | 17 bn | 4.6 bn | 14.0% | 0.4 bn | 2.5% | 0.0% | Lithium, iodine, potassium and specialty fertilizers from Chile's Atacama Desert · World's lowest-cost lithium (Atacama salt flats) + specialty fertilizers | |
| 2 | ALB | Albemarle United States · score 6.9 | 35% | 11 bn | 5.9 bn | 3.8% | 1.3 bn | 12.0% | 1.7% | Lithium, bromine and catalysts · Largest Western producer of battery lithium | |
| 3 | SGML | Sigma Lithium Corp Canada · score 0.2 | 3% | 0.9 bn | 0.1 bn | -45.6% | -0.0 bn | -0.8% | — | Hard-rock lithium in the Jequitinhonha Valley, in Minas Gerais · Canada — revenue of $110m | |
| 4 | LAC | Lithium Americas Canada · score 0.0 | 3% | 0.8 bn | — | — | -1.1 bn | -138.9% | — | Lithium development at Thacker Pass, in Nevada · Owner of Thacker Pass, the largest lithium deposit in the US; still pre-production | |
| 5 | LAR | Lithium Argentina AG Switzerland · score 0.3 | 2% | 0.7 bn | — | — | -0.0 bn | -4.0% | — | Brine lithium in Argentina · Switzerland | |
| 6 | SLI | STANDARD LITHIUM LTD. Canada · score 3.3 | 1% | 0.4 bn | — | — | — | — | — | — | Brine lithium in Arkansas · Canada |
| 7 | ABAT | AMERICAN BATTERY TECHNOLOGY Co United States · score 0.0 | 1% | 0.2 bn | 0.0 bn | -337.5% | -0.0 bn | -11.7% | — | Critical minerals: lithium, nickel, cobalt and battery recycling · Nevada — revenue of $22m | |
| 8 | IONR | ioneer Ltd Australia · score 0.7 | 1% | 0.2 bn | 0.0 bn | — | -0.0 bn | -3.1% | — | Lithium and boron mine at Rhyolite Ridge, in Nevada · Australia | |
| 9 | ATLX | Atlas Lithium Corp United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -339x | -0.0 bn | -56.6% | — | Lithium exploration and development · Florida | |
| 10 | ELVR | Elevra Lithium Ltd Australia · score 0.8 | — | — | 0.2 bn | -170.9% | -0.0 bn | — | — | Lithium, from Australia · Australia — revenue of $156m | |
| 11 | SDST | Stardust Power Inc. United States · score 0.7 | — | — | — | — | -0.0 bn | — | — | Battery-grade lithium refining in the United States · Oklahoma |
Other industries in the same sector
- Sector overview
- Gold 64 companies
- Diversified mining 9 companies
- Copper and electrification metals 17 companies
- Industrial gases and chemicals 2 companies
- Steel 21 companies
- Specialty chemicals 36 companies
- Construction materials (aggregates) 5 companies
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Semiconductor materials 7 companies
- Cement 11 companies
and 13 industries more
- Fertilizers 8 companies
- Silver 13 companies
- Specialty and aerospace alloys 6 companies
- Industrial plastic products 9 companies
- Aluminum 5 companies
- Adhesives and specialty coatings 3 companies
- Rare earths and critical minerals 16 companies
- Timber and wood products 4 companies
- Pulp and paper 7 companies
- Seeds and crop protection 7 companies
- Glass and metal packaging 3 companies
- Aerospace composites 2 companies
- Platinum and palladium 3 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.