Element Solutions

Continued Share Buybacks And Sector Investments Will Drive Advanced Electronics Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

09 Dec 25

Views

39

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-4.4%

7D

-3.2%

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1Y

-4.4%

7D

-3.2%

You can edit this narrative until Dec 10 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$32.120.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

ESI: Share Repurchase Completion Will Support Strong Future Share Price Upside

Analysts have modestly trimmed their price target on Element Solutions to align with an essentially unchanged fair value of 32.10 dollars, reflecting slightly lower discount rate assumptions and marginally reduced long term profitability and valuation multiples. What's in the News Completed a multi year share repurchase program announced on July 20, 2018, retiring 63,501,164 shares in total.

Shared on 25 Nov 25

ESI: Recent 23% Share Buyback Completion Will Drive Future Upside Potential

Analysts have maintained their price target for Element Solutions at $32.10, citing largely unchanged growth and profitability outlook estimates as the basis for this decision. What's in the News Element Solutions has completed the repurchase of 63,501,164 shares.

Shared on 11 Nov 25

Fair value Increased 6.64%

ESI: Share Buyback Completion Will Drive Upward Repricing Potential

Analysts have raised their price target for Element Solutions from $30.10 to $32.10, citing improved revenue growth forecasts even though a slightly lower profit margin is expected. What's in the News Element Solutions completed the repurchase of 63,501,164 shares, accounting for 23.45% of its shares.

Shared on 28 Oct 25

Fair value Increased 1.35%

Analysts have increased their fair value estimate for Element Solutions from $29.70 to $30.10, citing modest improvements in forecasted revenue growth and a slightly lower discount rate. What's in the News From April 1, 2025 to June 30, 2025, Element Solutions repurchased 949,798 shares, representing 0.39 percent of shares for $19.42 million (Key Developments) The company has completed the repurchase of 63,501,164 shares, which is 23.45 percent of shares outstanding, for a total of $812.16 million under the buyback announced on July 20, 2018 (Key Developments) Valuation Changes The Fair Value Estimate has increased slightly from $29.70 to $30.10.

Shared on 13 Oct 25

Fair value Increased 2.06%

Analysts have raised their price target for Element Solutions from $29.10 to $29.70, citing slightly improved forecasts for revenue growth and profit margins. What's in the News Element Solutions successfully repurchased 949,798 shares between April 1, 2025 and June 30, 2025, with a total value of $19.42 million.

Shared on 07 May 25

Fair value Increased 7.50%

Shared on 30 Apr 25

Fair value Decreased 4.62%

AnalystConsensusTarget has decreased revenue growth from 3.1% to 1.9%.

Shared on 23 Apr 25

Fair value Decreased 2.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 5.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.02%

AnalystConsensusTarget has increased profit margin from 11.3% to 13.0% and decreased future PE multiple from 30.6x to 26.4x.

Shared on 02 Apr 25

Fair value Increased 0.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$32.1

20.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.70%

Chemicals revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.83%

Calculation

US$412.90m

Earnings '28

x

23.39x

PE Ratio '28

=

US$9.66b

Market Cap '28

US$9.66b

Market Cap '28

/

240.65m

No. shares '28

=

US$40.13

Share Price '28

US$40.13 Share Price '28

Discounted to 2025 @ 7.82% p.a.

=

US$32.01

Fair Value '25