Element Solutions Inc

NYSE:ESI Rapport sur les actions

Capitalisation boursière : US$10.9b

Element Solutions Gestion

Gestion contrôle des critères 2/4

Le PDG Element Solutions est Ben Gliklich, nommé en Jan2019, a un mandat de 7.42 ans. La rémunération annuelle totale est $ 26.48M, composée du salaire de 4.1% et des bonus 95.9%, y compris les actions et options de la société. détient directement 0.52% des actions de la société, d'une valeur de $ 56.78M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 7.4 ans.

Informations clés

Ben Gliklich

Directeur général

US$26.5m

Rémunération totale

Pourcentage du salaire du PDG4.11%
Durée du mandat du directeur général7.4yrs
Propriété du PDG0.5%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration7.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise 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.
Seeking Alpha Apr 05

Element Solutions: A Lot Of Good News Arrives

Summary Element Solutions has executed two strategic acquisitions at reasonable multiples, enhancing its growth profile and sector exposure. Recent deals add $70 million in EBITDA, with 2026 pro forma EBITDA guided at $650–$670 million and leverage rising to ~2.8x. Shares have rallied 30% to $34, now trading at ~20x forward earnings, reflecting both organic momentum and M&A optimism. While progress is clear, the substantial re-rating and increased leverage warrant a more cautious stance at current valuation. Read the full article on Seeking Alpha
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...
Article d’analyse Jul 03

Should You Think About Buying Element Solutions Inc (NYSE:ESI) Now?

Element Solutions Inc ( NYSE:ESI ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Article d’analyse Jun 21

Does Element Solutions (NYSE:ESI) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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 Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Ben Gliklich a-t-elle évolué par rapport aux bénéfices de Element Solutions?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$149m

Dec 31 2025US$26mUS$1m

US$191m

Sep 30 2025n/an/a

US$239m

Jun 30 2025n/an/a

US$240m

Mar 31 2025n/an/a

US$285m

Dec 31 2024US$7mUS$1m

US$243m

Sep 30 2024n/an/a

US$266m

Jun 30 2024n/an/a

US$194m

Mar 31 2024n/an/a

US$129m

Dec 31 2023US$5mUS$1m

US$116m

Sep 30 2023n/an/a

US$51m

Jun 30 2023n/an/a

US$136m

Mar 31 2023n/an/a

US$172m

Dec 31 2022US$5mUS$969k

US$185m

Sep 30 2022n/an/a

US$178m

Jun 30 2022n/an/a

US$161m

Mar 31 2022n/an/a

US$177m

Dec 31 2021US$5mUS$846k

US$203m

Sep 30 2021n/an/a

US$227m

Jun 30 2021n/an/a

US$228m

Mar 31 2021n/an/a

US$151m

Dec 31 2020US$3mUS$699k

US$77m

Sep 30 2020n/an/a

US$121m

Jun 30 2020n/an/a

US$79m

Mar 31 2020n/an/a

US$92m

Dec 31 2019US$3mUS$705k

US$79m

Rémunération vs marché: La rémunération totale de Ben ($USD 26.48M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).

Rémunération et revenus: La rémunération de Ben a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Ben Gliklich (41 yo)

7.4yrs
Titularisation
US$26,480,462
Compensation

Mr. Benjamin H. Gliklich, also known as Ben, has been President at Element Solutions Inc. since July 2020 until 2025 and has been its Chief Executive Officer and Director at Element Solutions Inc. since Ja...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Benjamin Gliklich
CEO & Director7.4yrsUS$26.48m0.52%
$ 56.8m
Carey Dorman
President of Enterprise Operations & CFO7.3yrsUS$9.02m0.098%
$ 10.6m
Richard Fricke
President of Electronics2.3yrsUS$1.71m0.022%
$ 2.4m
Matthew Liebowitz
President of Specialties2.3yrsUS$6.07m0.058%
$ 6.3m
Michael Russnok
Chief Accounting Officer7.3yrspas de donnéespas de données
Caroline Lind
General Counsel & Company Secretaryless than a yearpas de données0.0050%
$ 540.6k
Claudia Iweorah
SVP of Head of Human Resources1.4yrspas de donnéespas de données
Tom Hunsinger
Vice President of Assembly Solutionsno datapas de donnéespas de données
Varun Gokarn
Vice President of Strategy & Integrationno datapas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
41yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ESI est considérée comme expérimentée (ancienneté moyenne 2.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Benjamin Gliklich
CEO & Director7.4yrsUS$26.48m0.52%
$ 56.8m
Michael Goss
Independent Lead Director12.7yrsUS$264.43k0.11%
$ 12.4m
Ernest O'Neal
Independent Director12.7yrsUS$224.43k0.063%
$ 6.9m
Ian Ashken
Independent Non-Executive Chairman12.7yrsUS$239.43k0.0082%
$ 889.0k
Christopher Fraser
Independent Director7.2yrsUS$231.93k0.028%
$ 3.0m
Elyse Filon
Independent Director5yrsUS$236.93k0.013%
$ 1.4m
Susan Sofronas
Independent Director2yrsUS$224.43k0.0053%
$ 569.9k
7.4yrs
Durée moyenne de l'emploi
66yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ESI sont considérés comme expérimentés (ancienneté moyenne 7.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/17 15:10
Cours de l'action en fin de journée2026/06/17 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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 20 analystes. 9 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.

AnalysteInstitution
Waqar SyedATB Cormark
Patrick Duffy FischerBarclays
Michael LeitheadBarclays