Huntsman Corp vs Methanex Corp

Huntsman Corp (HUN) is undervalued and Methanex Corp (MEOH) is undervalued.

Against our estimates of intrinsic value, HUN trades at the wider discount: a margin of safety of +57%, against +25% for MEOH.

Values as of the 22 Sept 2026 close.

Huntsman Corp (HUN)

Its through-the-cycle earnings (7.0% median margin), capitalised at 7.6% with no growth, values the shares at $20.99; the price of $9.05 is 57% below that value.

Leak Score 56/100 on 8 of 12 signals

Methanex Corp (MEOH)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $77.08; the price of $57.81 is 25% below that value, and 81% of that value comes from beyond year five.

Leak Score 41/100 on 3 of 12 signals

MetricHUNMEOH
VerdictUndervaluedUndervalued
Price$9.05$57.81
Intrinsic value$20.99$77.08
Margin of safety+57%+25%
Leak Score56/100 (8/12)41/100 (3/12)
Market cap$1.6B$4.5B
Revenue growth, 5 years-1.1%6.3%
Operating margin-0.1%17.4%
Net margin-2.9%2.1%
Return on equity-6.1%3.4%
Debt to equity0.931.22
P/E50.9x
Forward P/E82.2x10.5x
P/B0.6x1.7x
Dividend yield4.2%1.3%

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