Inside the research
Element Solutions Inc
ESI Research profile · latest available data
Price overview
$35.71
▲ +1.21 (+3.5%)
| 52w hi | $48.98 |
|---|---|
| 52w lo | $22.77 |
| Vol | 3.69M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.32
| Short | -0.49 |
|---|---|
| Medium | -0.37 |
| Long | +0.13 |
computed 2026-09-27
Key fundamentals
Element Solutions Inc
Basic Materials · Specialty Chemicals
| Market cap | $8.70B |
|---|---|
| Enterprise value | $10.64B |
| Trailing P/E | 48.26x |
| Forward P/E | 16.93x |
| EV / EBITDA | 18.87x |
| P / S (ttm) | 2.76x |
| Profit margin | 5.7% |
| Return on equity | 6.5% |
| Revenue growth | +56.4% |
| Earnings growth | +61.9% |
| Debt / equity | 74.98 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | -0.02 | |
| Technical | -0.38 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Element Solutions Inc operates as a specialty chemicals technology company in the United States, China, and internationally. The company operates in two segments: MacDermid Alpha Electronics Solutions and Element Specialties. Its MacDermid Alpha Electronics Solutions segment provides assembly solutions, including surface mount technologies, pastes fluxes, thermal management materials, coatings, and other attachment materials; circuitry solutions, such as circuit board metallization, circuit formation products, electronic materials, surface finishes, and film and smart surface solutions; and semiconductor solutions, which includes semiconductor assembly and wafer level packaging materials. This segment serves the mobile communications, computers, automobiles, and aerospace equipment industries. The Element Specialties segment offers industrial solutions, including electroless nickel, plating products, pre-treatment and cleaning solutions, functional conversion coatings, and water treatment; and energy solutions, which includes offshore fluids. This segment serves the aerospace, automotive, construction, consumer electronics, and oil and gas production end markets. The company was formerly known as Platform Specialty Products Corporation and changed its name to Element Solutions Inc in January 2019. Element Solutions Inc was founded in 1785 and is based in Miami Beach, Florida.
Risk Metrics
| Beta vs SPX | 1.59 |
|---|---|
| Corr SPX | 0.62 |
| Annual vol | 41.3% |
| Annual ret | +25.1% |
| Sharpe | 0.61 |
| Max DD | -40.3% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $47.30 |
|---|---|
| High / Low | $52.00 / $44.00 |
| Median | $47.00 |
| Analysts | 10 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 8 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-30 | UBS | → Buy |
| 2026-04-30 | Truist Securities | → Buy |
| 2026-03-27 | Freedom Capital Markets | → Buy |
| 2026-02-19 | UBS | → Buy |
| 2026-02-19 | Truist Securities | → Buy |
| 2026-02-19 | Keybanc | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-27 | Earnings Release | read |
| 2026-07-20 | Reg FD Disclosure, Exhibits | read |
| 2026-07-06 | Material Agreement, Officer / Director Change… | read |
| 2026-07-06 | Reg FD Disclosure, Exhibits | read |
| 2026-05-05 | Shareholder Vote | read |
| 2026-04-28 | Earnings Release, Exhibits | read |
| 2026-03-23 | Officer / Director Change, Other Material Event | read |
| 2026-02-17 | Earnings Release, Exhibits | read |
| 2026-02-02 | Material Agreement, Material Obligation… | read |
| 2025-10-28 | Earnings Release, Exhibits | read |
| 2025-07-30 | Earnings Release, Exhibits | read |
| 2025-07-07 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-04 | Filon Elyse Napoli | Option exercise | 6.54K | — | |
| 2026-05-04 | Sofronas Susan W. | Option exercise | 6.54K | — | |
| 2026-05-04 | Fraser Christopher T. | Option exercise | 6.54K | — | |
| 2026-05-04 | ASHKEN IAN G H | Option exercise | 6.54K | — | |
| 2026-05-04 | ASHKEN IAN G H | J | 6.54K | — | |
| 2026-05-04 | ONEAL E STANLEY | Option exercise | 6.54K | — | |
| 2026-05-04 | GOSS MICHAEL F | Option exercise | 6.54K | — | |
| 2026-02-24 | Gliklich Benjamin | CEO | Sell | 170.00K | $6.34M |
| 2026-02-23 | Dorman Carey J. | Pdt Enterprise Ops and CF | Sell | 97.50K | $3.40M |
| 2026-02-20 | ONEAL E STANLEY | Sell | 143.56K | $5.10M |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 97.4% |
| HHI | 4,753 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $834.93M | 17.49M |
| State Street Corp | $362.57M | 7.59M |
| Capital Research / Capital World | $47.16M | 987.60K |
| Millennium Management | $22.39M | 468.86K |
| AQR Capital Management | $21.95M | 465.03K |
| Norges Bank (Norway sovereign) | $17.51M | 366.60K |
| Citadel Advisors | $15.76M | 330.00K |
| Bridgewater Associates | $924.30K | 19.36K |
| T. Rowe Price Group | $94.78K | 1.98M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.45% |
|---|---|
| $ / share (TTM) | $0.16 |
| 5y CAGR | +45.0% |
Annual dividend per share
| 2021 | $0.25 |
|---|---|
| 2022 | $0.32 |
| 2023 | $0.32 |
| 2024 | $0.32 |
| 2025 | $0.32 |
| 2026 | $0.08 |
SEC Filings
The Long Run
FY 2014–2025 · 12 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.33B | +9.7% | |
| Gross profit | $1.07B | +4.1% | |
| Operating income | $173.60M | -1.8% | |
| Net income | $118.10M | +183.4% | |
| Cash from ops | $276.00M | +22.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $34.74 | $35.99 | $34.46 | $35.71 | 3.69M |
| Sep 24 | $34.88 | $35.24 | $34.41 | $34.50 | 3.28M |
| Sep 23 | $34.82 | $35.92 | $34.39 | $35.47 | 4.75M |
| Sep 22 | $33.46 | $35.37 | $33.37 | $35.19 | 6.01M |
| Sep 21 | $33.56 | $33.72 | $32.94 | $33.42 | 2.74M |
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