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    Sociedad Química y Minera de Chile (NYSE:SQM) Earnings Put Its Undervalued Narrative Back In Focus

    Simply Wall St·11/07/2026 02:28:22
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    Why Sociedad Química y Minera de Chile’s latest quarter matters

    Sociedad Química y Minera de Chile (SQM) just posted a quarterly update featuring 136.7% revenue growth and very large earnings per share expansion, plus a 4.44% dividend yield and low net debt around 0.7 times EBITDA.

    That strong quarter landed against a choppy trading backdrop. Sociedad Química y Minera de Chile’s share price fell about 11% over the past month and about 20% over the past 90 days, even as the 1-year total shareholder return sits near 20%. In other words, short term momentum has faded while longer term investors have still seen gains.

    Scan other materials stocks showing similar momentum shifts and balance sheet strength with the curated list of solid balance sheet and fundamentals (24 results).

    Sociedad Química y Minera de Chile just rallied hard off a weak few months, yet the share price still sits well below both analyst targets and intrinsic value estimates. Where does fair value actually line up in that spread?

    Most Popular Narrative: 31% Undervalued

    On the most followed view, Sociedad Química y Minera de Chile screens as undervalued, with a fair value of $82.89 against a last close of $57.52, so the current price bakes in a hefty margin of skepticism around its long term projects.

    Ongoing investment in the Salar Futuro project in the Salar de Atacama, backed by about US$3b of planned spending over 7 years once environmental approvals targeted around 2029–2030 are obtained, is expected to lift production capacity while lowering the environmental footprint and could improve long run revenue and margins from Chilean lithium operations.

    See why 76 investors see Sociedad Química y Minera de Chile as 31% undervalued.

    Result: Fair Value of $82.89 (UNDERVALUED)

    Still, the bullish story around Sociedad Química y Minera de Chile hinges on lithium prices holding up and heavy multi year CapEx actually earning its keep.

    Find out about the key risks to this Sociedad Química y Minera de Chile narrative.

    Next Steps

    Mixed signals around Sociedad Química y Minera de Chile can either nudge you into the crowd or push you to check the numbers yourself and move early on your own thesis. To see both sides laid out clearly, review the 4 key rewards and 1 important warning sign.

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