Element Solutions (ESI) Aperçu de l'action
Element Solutions Inc. est une entreprise technologique spécialisée dans les produits chimiques aux États-Unis, en Chine et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
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Analyst Price Targets
Element Solutions Inc Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$38.30 |
| Plus haut sur 52 semaines | US$49.25 |
| Plus bas sur 52 semaines | US$22.63 |
| Bêta | 1.23 |
| Variation sur 1 mois | -16.49% |
| Variation sur 3 mois | -5.06% |
| Variation sur 1 an | 61.67% |
| Variation sur 3 ans | 86.01% |
| Variation sur 5 ans | 63.89% |
| Évolution depuis l'introduction en bourse | 157.05% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.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 AlphaMise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • Aug 24
Return Trends At Element Solutions (NYSE:ESI) Aren't Appealing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Article d’analyse • Jul 29
Element Solutions Inc's (NYSE:ESI) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights The projected fair value for Element Solutions is US$45.19 based on 2 Stage Free Cash Flow to Equity...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 AlphaRendement pour les actionnaires
| ESI | US Chemicals | US Marché | |
|---|---|---|---|
| 7D | 1.8% | -1.7% | -2.0% |
| 1Y | 61.7% | 2.3% | 15.1% |
Rendement vs Industrie: ESI a dépassé le secteur US Chemicals qui a rapporté 2.6 % au cours de l'année écoulée.
Rendement vs marché: ESI a dépassé le marché US qui a rapporté 16.4 % au cours de l'année écoulée.
Volatilité des prix
| ESI volatility | |
|---|---|
| ESI Average Weekly Movement | 8.1% |
| Chemicals Industry Average Movement | 6.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: ESI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ESI ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1785 | 5,200 | Ben Gliklich | elementsolutionsinc.com |
Element Solutions Inc. est une entreprise technologique spécialisée dans les produits chimiques aux États-Unis, en Chine et dans le monde entier. L'entreprise opère dans deux segments : MacDermid Alpha Electronics Solutions et Element Specialties. Son segment MacDermid Alpha Electronics Solutions fournit des solutions d'assemblage, notamment des technologies de montage en surface, des pâtes flux, des matériaux de gestion thermique, des revêtements et d'autres matériaux de fixation ; des solutions pour circuits, notamment la métallisation de circuits imprimés, des produits de formation de circuits, des matériaux électroniques, des finitions de surface et des solutions de films et de surfaces intelligentes ; et des solutions pour semi-conducteurs, notamment des matériaux d'assemblage de semi-conducteurs et d'emballage au niveau de la plaquette.
Element Solutions Inc Résumé des fondamentaux
| ESI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$9.35b |
| Bénéfices(TTM) | US$148.70m |
| Recettes(TTM) | US$2.80b |
62.7x
Ratio P/E3.3x
Ratio P/SLe site ESI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ESI compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.80b |
| Coût des recettes | US$1.65b |
| Marge brute | US$1.14b |
| Autres dépenses | US$994.00m |
| Les revenus | US$148.70m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 27, 2026
| Résultat par action (EPS) | 0.61 |
| Marge brute | 40.85% |
| Marge bénéficiaire nette | 5.32% |
| Ratio dettes/capitaux propres | 78.6% |
Quelles ont été les performances à long terme de ESI?
Voir les performances historiques et les comparaisonsDividendes
0.8%
Rendement actuel des dividendes52%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/23 05:20 |
| Cours de l'action en fin de journée | 2026/07/23 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Element Solutions Inc est couverte par 19 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Waqar Syed | ATB Cormark |
| Patrick Duffy Fischer | Barclays |
| Michael Leithead | Barclays |