Sociedad Química y Minera de Chile S.A.
SQM · NYSE
Company research
Sociedad Química y Minera de Chile S.A. (SQM) is a leading Chilean specialty chemicals and mining company founded in 1968 and headquartered in Santiago, Chile, with primary extraction operations in the Atacama Desert region of northern Chile. The company is one of the world's largest and lowest-cost producers of lithium — a critical material for electric vehicle batteries and energy storage systems — leveraging its exceptional brine deposits at the Salar de Atacama, while also holding global leadership positions in iodine and derivatives, specialty plant nutrition, potassium, and solar salts. SQM's diversified portfolio spans six business segments, serving industries ranging from agriculture and pharmaceuticals to technology and clean energy, with a broad commercial footprint across Chile, Latin America, Europe, North America, and Asia. Listed on the New York Stock Exchange since 1993 and employing approximately 8,344 people, SQM operates with a market capitalization of approximately $21 billion and continues to expand its lithium refining capabilities globally, including through a public-private joint venture with Codelco known as NovaAndino Litio.
Research reports
Yahoo Finance / Simply Wall St · June 14, 2026Sociedad Química y Minera de Chile (NYSE:SQM) Stock After 158.5% One-Year Surge: Is Value Left
Reviews SQM's 158.5% one‑year share price surge and tests whether current valuation still offers value, balancing strong momentum and lithium exposure against regulatory and commodity price risks.
Barchart Research · May 21, 2026SQM's Lithium Pricing Power Gets Its First Real Test Since the Market TurnedPreviews Q1 2026 earnings, focusing on whether lithium pricing recovery, Australian ramp‑up and iodine strength can reverse a streak of earnings misses, while highlighting analyst expectations, options‑implied volatility and mixed technical signals.
Yahoo Finance / Simply Wall St · March 9, 2026Sociedad Química y Minera de Chile (SQM) Is Down 6.9% After Swing Back To Profitability And Record Lithium Volumes – Has The Bull Case Changed?Analyzes Q4 and full‑year 2025 results, noting a swing back to profitability on record lithium volumes, outlines scenarios for revenue and earnings through 2028 with fair value estimates, and stresses regulatory and lithium‑price risks to the bull case.
Sahm Capital / Simply Wall St · February 27, 2026Is Sociedad Química y Minera de Chile (NYSE:SQM) Pricing Reflect Longer Term Lithium Demand Outlook?Uses a two‑stage DCF and P/E framework to argue SQM is materially undervalued on cash‑flow assumptions but overvalued on headline multiples, then contrasts optimistic and cautious valuation narratives that hinge on lithium demand, royalties and execution of the Codelco partnership.
Simply Wall St · November 27, 2025A Look at SQM (NYSE:SQM) Valuation as Earnings and Analyst Revisions Pile UpExamines valuation after upbeat earnings and analyst revisions, showing the most‑followed narrative finds SQM modestly overvalued while a DCF model suggests slight undervaluation, and discusses how differing growth and margin assumptions drive these conflicting fair value estimates.
Simply Wall St · October 24, 2025What Recent Lithium Demand Shifts Mean for SQM's (SQM) Investment Narrative?Presents DCF, P/E and narrative‑based valuation work, concluding SQM appears sharply overvalued on discounted cash flows despite some metrics suggesting better value, and flags risks around lithium price volatility and supply‑demand shifts that could challenge the investment case.
Sahm Capital / Simply Wall St · September 23, 2025Estimating The Fair Value Of Sociedad Química y Minera de Chile S.A. (NYSE:SQM)Details a two‑stage equity DCF that yields a fair value close to the then‑current price, walks through key cash‑flow and discount‑rate assumptions, and summarizes SWOT‑style strengths, growth opportunities and threats including debt coverage and slower revenue expansion.