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ESI

Element Solutions Inc

ESI

NYSE·Basic Materials·Chemicals - Specialty·Mkt cap $11.1B

$43.32

▼ -5.29%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$22.63 - $49.25

P/E

70.42

Fwd P/E

24.50

Beta

1.26

Div Yield

0.70%

Avg Vol

3.2M

Shares Out

243.6M

Mkt Cap

$11.1B

Price action

Price chart

Up 90.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Proprietary liquid chemical processes and advanced formulations developed over 200+ years of operations
  • Critical supply chain position in semiconductor manufacturing and electronics assembly
  • Diversified customer base across aerospace, automotive, consumer electronics, and oil & gas sectors
  • Established distribution network and technical expertise across key global markets
▼

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Specialty Chemicals peers

Growth

Moderate growth ahead

Rising semiconductor demand from AI, IoT, and 5G technology adoption

Value

Premium valuation to Specialty Chemicals peers

Momentum

Hot

+34.2% over 3m

Quality

Strong

Excellent business quality

Dividend

Modest

0.70% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 29, 2026

“
Q2 26 RECAP

APR 28, 2026

Reported EPS of $0.41 vs $0.38 consensus (+7.9% surprise). Revenue of $840.0M vs $710.5M expected (+18.2%). Beat on both top and bottom lines.

EPS beat +7.9%
Rev beat +18.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+7.9%

Next: Jul 29, 2026

Revenue trend · last 8Q

—

—

—

—

+2%

+2%

+8%

+41%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$612.7M

$645.0M

$624.2M

$593.7M

$625.2M

$656.1M

$676.2M

$840.0M

Margins · last 8Q

Gross

38.4%

Operating

13.3%

Profit

6.7%

View full earnings history →

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$47.00

▲ +8.5% vs $43.32

Low $39.00
Median $47.00
High $52.00

Latest: Seaport Global · $49.00 · May 5, 2026

4 analysts covering

View full analyst page →

vs Industry

How ESI stacks vs Chemicals - Specialty

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.