ESI Share Price Performance
US$46.30
23.65 (104.42%)
2.1% undervalued intrinsic discount
US$47.30
Fair Value
Price US$46.30
AnalystConsensusTarget US$47.30
Fair ValueUS$47.30
Share Pricen/a
Narrative Update • Jun 24
Element Solutions Inc Stock Price
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- 5 Fair Values set on narratives written by author
ESI Community Narratives
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Fair Value
·Fair Value US$47.3 2.1% undervalued intrinsic discount
Continued Share Buybacks And Sector Investments Will Drive Advanced Electronics Expansion
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Continued Share Buybacks And Sector Investments Will Drive Advanced Electronics Expansion
Element Solutions supplies specialty chemicals used in fast-growing areas like data centers, next‑generation chips, and electric vehicles, and it could benefit as customers spend more on advanced electronics. The big question is whether new products and cost improvements can outpace cyclical slowdowns, tougher competition, and the risk that research projects don’t pay off.Read more
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US$47.3
2.1% undervalued intrinsic discount
Fair Value
Revenue
14.54% p.a.
Profit Margin
13.07%
Future PE
26.64x
Price in 2029
US$58.62
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ESI: Record Highs And Analyst Day Will Frame Measured Forward Outlook
Fair Value: US$47.3 2.1% undervalued intrinsic discount
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Snowflake Analysis
Element Solutions Inc Key Details
About ESI
- Founded
- 1785
- Employees
- 5200
- CEO
- WebsiteView website
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.
Recent ESI News & Updates
Seeking Alpha • Jun 22
Element Solutions: Buying Into An AI Bottleneck, But At A Fair Price
Summary Element Solutions (ESI) is executing a strategic pivot toward advanced semiconductor packaging, driving accelerated growth and margin expansion. ESI's Electronics segment leads revenue gains, with both organic growth and well-priced acquisitions like Micromax and EFC enhancing scale and profitability. Valuation is compelling: ESI trades at 25x FWD EV/EBITDA, with EBITDA guidance raised to $675M and further margin upside anticipated. Despite near-term working capital headwinds from elevated metal prices, ESI's core earnings and exposure to high-growth end-markets justify a Strong Buy rating. Read the full article on Seeking AlphaNarrative Update • Jun 07
