Element Solutions (ESI) Resumen de Acciones
Element Solutions Inc opera como empresa tecnológica de especialidades químicas en Estados Unidos, China y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
ESI Community Fair Values
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Analyst Price Targets
Competidores de Element Solutions Inc
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$35.78 |
| Máximo en las últimas 52 semanas | US$49.25 |
| Mínimo de 52 semanas | US$22.86 |
| Beta | 1.26 |
| Cambio en 1 mes | -4.00% |
| Variación en 3 meses | -16.64% |
| Cambio de 1 año | 38.57% |
| Variación en 3 años | 85.01% |
| Variación en 5 años | 64.88% |
| Variación desde la OPV | 140.13% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • Aug 29
Element Solutions: The Merger Was Noise, The Case Still Stands
Summary Element Solutions remains a Strong Buy as robust momentum and Micromax integration drive higher margins despite recent share price weakness. Q2 revenue surged 56% YoY, with Micromax contributing $128.6M and core organic growth at 35.8%, validating ESI's premium valuation. Adjusted EBITDA guidance was raised to $690–$710M for the year, reflecting strong demand from AI/data center trends and resilient recurring revenue. Working capital remains a drag due to elevated metal prices, but ESI's leverage and cash position are manageable post-acquisition, supporting the investment thesis. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 22
ESI: Merger Premium And Combined Materials Platform Will Shape Bullish Outlook
Analysts have revised their price target on Element Solutions to $47.38 from $48.88. This change reflects updated assumptions that include slightly higher revenue growth, a modestly lower projected P/E multiple, and small adjustments to estimated profit margins and the discount rate.Actualización de narrativa • Jul 08
ESI: Acquisition Premium And Synergy Plan Will Shape Bullish Forward Outlook
Analysts have nudged their price target for Element Solutions higher, with fair value moving from $47.30 to $48.88 as small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions flow through their models. What’s in the News for Element Solutions Solstice Advanced Materials agreed to acquire Element Solutions in a definitive cash and stock deal valued at about US$14.5b including assumed net debt.Actualización de narrativa • Jun 24
ESI: Record Highs And Analyst Day Will Frame Measured Forward Outlook
Analysts have kept their $47.30 price target for Element Solutions unchanged, reflecting largely stable assumptions on the discount rate, revenue growth, profit margin, and future P/E in their valuation work. What's in the News for Element Solutions Element Solutions Inc stock reached a record high of $46.74 in Q1 2026, alongside first quarter earnings that were reported above company guidance, according to recent coverage citing multiple research firms and the London Company Small-Mid Cap Strategy investor letter.Actualización de narrativa • Jun 07
ESI: Upcoming Analyst Day And Updated Assumptions Will Support Future Upside
Analysts have raised their price target for Element Solutions from $40.10 to $47.30, citing updated assumptions for revenue growth, profit margins and a lower implied future P/E multiple as key factors behind the change. What's in the News Element Solutions plans to hold an Analyst/Investor Day, giving you a closer look at the business, capital allocation priorities and updates on long term objectives.Artículo de análisis • May 11
Need To Know: Analysts Are Much More Bullish On Element Solutions Inc (NYSE:ESI) Revenues
Shareholders in Element Solutions Inc ( NYSE:ESI ) may be thrilled to learn that the analysts have just delivered a...Actualización de narrativa • Apr 23
ESI: Completed Buybacks And Updated Assumptions Will Shape Measured Future Upside
Analysts have adjusted their price target on Element Solutions slightly higher to $40.10 from $39.30, citing updated fair value estimates and modest tweaks to long term assumptions around growth, margins, discount rate, and future P/E. What's in the News Completed a multi year share repurchase program first announced on July 20, 2018, reaching a total of 63,731,728 shares bought back for US$817.72 million, equal to 23.55% of shares (Key Developments).Actualización de narrativa • Apr 08
ESI: Ongoing Share Repurchases And Revised Assumptions Will Support Future Upside Potential
Analysts have lifted their price target on Element Solutions to $39.30 from $38.78, reflecting updated assumptions around slightly higher expected revenue growth, a modestly adjusted discount rate, stable profit margins, and a similar forward P/E profile. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 230,564 shares for US$5.56 million, equal to 0.1% of its shares.Actualización de narrativa • Mar 25
ESI: Ongoing Buybacks And Refined Assumptions Will Support Future Upside Potential
Analysts now place Element Solutions' price target at about $38.78, up slightly from $38.50. This reflects refreshed assumptions around fair value and P/E, alongside modest tweaks to discount rate, revenue growth, and profit margin inputs.Actualización de narrativa • Mar 08
ESI: Ongoing Share Repurchases Will Support Future Upside Potential
Analysts have maintained their $38.50 price target for Element Solutions, citing only very minor adjustments in assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio as the basis for keeping their current view. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 250,202 shares for US$5.58 million, representing 0.1% of its shares.Actualización de narrativa • Feb 21
ESI: Higher P/E Outlook And Buybacks Will Shape Balanced Future Returns
Analysts have raised their price target on Element Solutions to $38.50 from $33.10, supported by updated assumptions that include adjusted revenue growth, profit margin expectations and a higher future P/E multiple. What's in the News From October 1, 2025 to December 31, 2025, Element Solutions repurchased 250,202 shares for US$5.58 million, representing 0.1% of its shares.Actualización de narrativa • Feb 06
ESI: Higher Revenue Assumptions And P/E Outlook Will Support Future Upside
Analysts have nudged their price target for Element Solutions higher, from US$32.70 to US$33.10, citing updated assumptions around revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value Estimate: Adjusted slightly higher from US$32.70 to US$33.10.Actualización de narrativa • Jan 23
ESI: Completed Buyback And Improved Assumptions Will Support Future Upside
Analysts have nudged their price target for Element Solutions from US$32.00 to about US$32.70, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that slightly adjust their overall outlook. What's in the News From July 1, 2025 to September 30, 2025, Element Solutions reported no share repurchases under its existing buyback program, with 0 shares repurchased for US$0 million in this tranche (Key Developments).Artículo de análisis • Jan 13
These 4 Measures Indicate That Element Solutions (NYSE:ESI) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Jan 07
ESI: Completed Buyback And Steady Assumptions Will Support Future Upside
Analysts have nudged their price target on Element Solutions slightly higher to $32.00, reflecting small adjustments to discount rate, revenue growth, profit margin, and future P/E assumptions rather than a major shift in outlook. What's in the News Element Solutions reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for $0 million under its existing buyback program.Artículo de análisis • Dec 31
Element Solutions (NYSE:ESI) Is Doing The Right Things To Multiply Its Share Price
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Actualización de narrativa • Dec 23
ESI: Completed Buyback Program Will Drive Strong Future Share Price Upside
Analysts have slightly reduced their price target on Element Solutions to 32 dollars from 32 dollars previously, citing a modest uptick in the assumed discount rate, slightly softer long term revenue growth and margin expectations, and a higher expected future price to earnings multiple that only partially offsets these factors. What's in the News Reported completion of a long running share repurchase program launched in July 2018.Artículo de análisis • Dec 16
Is Element Solutions Inc (NYSE:ESI) Potentially Undervalued?
Element Solutions Inc ( NYSE:ESI ), might not be a large cap stock, but it saw a decent share price growth of 13% on...Actualización de narrativa • Dec 09
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.Artículo de análisis • Nov 25
Element Solutions (NYSE:ESI) Is Paying Out A Dividend Of $0.08
Element Solutions Inc ( NYSE:ESI ) has announced that it will pay a dividend of $0.08 per share on the 15th of...Actualización de narrativa • 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.Actualización de narrativa • Nov 11
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.Artículo de análisis • Nov 05
Element Solutions' (NYSE:ESI) Shareholders Have More To Worry About Than Only Soft Earnings
A lackluster earnings announcement from Element Solutions Inc ( NYSE:ESI ) last week didn't sink the stock price. We...Actualización de narrativa • Oct 28
Continued Share Buybacks And Sector Investments Will Drive Advanced Electronics Expansion
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.Actualización de narrativa • Oct 13
Investments In Data Centers And Electric Vehicles Will Expand Advanced Electronics Opportunities
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.Artículo de análisis • Oct 05
Investors Appear Satisfied With Element Solutions Inc's (NYSE:ESI) Prospects
With a price-to-earnings (or "P/E") ratio of 27x Element Solutions Inc ( NYSE:ESI ) may be sending bearish signals at...Artículo de análisis • Sep 17
These 4 Measures Indicate That Element Solutions (NYSE:ESI) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Feb 28
Element Solutions: Gaining Market Share, But Guidance And Valuation Need Improvement
Summary Q4 results were mixed; while revenue grew 6% organically and the company continues to gain share in growth markets, EBITDA missed expectations, and guidance for 2025 was a little underwhelming. ESI continues to gain share in markets with attractive long-term growth prospects, including advanced packaging, data storage, and EVs. Auto and industrial markets remain weak, and tariffs could further undermine the outlook and drive weaker overall circuit and semiconductor volumes. Despite valuation concerns, I remain positive on ESI due to share gains in attractive markets and potential for margin and FCF leverage. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ESI | US Chemicals | Mercado US | |
|---|---|---|---|
| 7D | 3.9% | -3.8% | -0.2% |
| 1Y | 38.6% | 4.0% | 14.8% |
Rentabilidad vs. Industria: ESI superó a la industria US Chemicals, que obtuvo un rendimiento del 4% el año pasado.
Rentabilidad vs. Mercado: ESI superó al mercado US, que obtuvo un rendimiento del 14.8% el año pasado.
Volatilidad de los precios
| ESI volatility | |
|---|---|
| ESI Average Weekly Movement | 7.1% |
| Chemicals Industry Average Movement | 5.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ESI no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ESI (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1785 | 5,200 | Ben Gliklich | elementsolutionsinc.com |
Element Solutions Inc opera como empresa tecnológica de especialidades químicas en Estados Unidos, China y a escala internacional. La empresa opera en dos segmentos: MacDermid Alpha Electronics Solutions y Element Specialties. Su segmento MacDermid Alpha Electronics Solutions ofrece soluciones de ensamblaje, incluidas tecnologías de montaje en superficie, pastas fundentes, materiales de gestión térmica, revestimientos y otros materiales de fijación; soluciones de circuitos, como metalización de placas de circuitos, productos de formación de circuitos, materiales electrónicos, acabados superficiales y soluciones de películas y superficies inteligentes; y soluciones de semiconductores, que incluyen materiales de ensamblaje de semiconductores y de embalaje a nivel de oblea.
Resumen de fundamentos de Element Solutions Inc
| Estadísticas fundamentales de ESI | |
|---|---|
| Capitalización bursátil | US$8.82b |
| Beneficios(TTM) | US$178.60m |
| Ingresos (TTM) | US$3.15b |
48.8x
Ratio precio-beneficio (PE)2.8x
Ratio precio-ventas (PS)¿Está ESI sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ESI | |
|---|---|
| Ingresos | US$3.15b |
| Coste de los ingresos | US$1.93b |
| Beneficio bruto | US$1.22b |
| Otros gastos | US$1.04b |
| Beneficios | US$178.60m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.73 |
| Margen bruto | 38.59% |
| Margen de beneficio neto | 5.67% |
| Ratio deuda/patrimonio | 75.0% |
¿Cómo se ha desempeñado ESI a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.9%
Rentabilidad actual por dividendo43%
Ratio de pagos¿Paga ESI dividendos fiables?
Ver historial de dividendos e índices de referencia de ESI| fechas de dividendos de Element Solutions | |
|---|---|
| Fecha ex dividendo | Sep 01 2026 |
| Fecha de pago de dividendos | Sep 15 2026 |
| Días hasta ex dividendo | 9 days |
| Días hasta la fecha de pago de dividendos | 5 days |
¿Paga ESI dividendos fiables?
Ver historial de dividendos e índices de referencia de ESIAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 11:05 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Element Solutions Inc está cubierta por 20 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Waqar Syed | ATB Cormark |
| Patrick Duffy Fischer | Barclays |
| Michael Leithead | Barclays |