Element Solutions（ESI）株式概要
エレメント・ソリューションズ社は、特殊化学品技術会社として、米国、中国、および国際的に事業を展開している。 詳細
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Analyst Price Targets
Element Solutions Inc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$35.78 |
| 52週高値 | US$49.25 |
| 52週安値 | US$22.86 |
| ベータ | 1.26 |
| 1ヶ月の変化 | -4.00% |
| 3ヶ月変化 | -16.64% |
| 1年変化 | 38.57% |
| 3年間の変化 | 85.01% |
| 5年間の変化 | 64.88% |
| IPOからの変化 | 140.13% |
最新ニュース
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
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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 Alpha株主還元
| ESI | US Chemicals | US 市場 | |
|---|---|---|---|
| 7D | 3.9% | -3.8% | -0.2% |
| 1Y | 38.6% | 4.0% | 14.8% |
業界別リターン: ESI過去 1 年間で4 % の収益を上げたUS Chemicals業界を上回りました。
リターン対市場: ESI過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| 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% |
安定した株価: ESI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ESIの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1785 | 5,200 | Ben Gliklich | elementsolutionsinc.com |
エレメント・ソリューションズ社は、特殊化学品技術会社として、米国、中国、および国際的に事業を展開している。同社は2つのセグメントで事業を展開している：MacDermid Alpha Electronics SolutionsとElement Specialtiesである。マックダーミド・アルファ・エレクトロニクス・ソリューションズ部門は、表面実装技術、ペースト・フラックス、熱管理材料、コーティング、その他のアタッチメント材料などの組立ソリューション、回路基板メタライゼーション、回路形成製品、電子材料、表面仕上げ、フィルムおよびスマート表面ソリューションなどの回路ソリューション、半導体組立およびウェハーレベル・パッケージング材料などの半導体ソリューションを提供している。このセグメントは、移動体通信、コンピューター、自動車、航空宇宙機器産業向けにサービスを提供している。エレメント・スペシャリティーズ部門は、無電解ニッケル、めっき製品、前処理・洗浄ソリューション、機能変換コーティング、水処理などの産業用ソリューション、海洋流体などのエネルギー・ソリューションを提供している。このセグメントは、航空宇宙、自動車、建設、家電、石油・ガス生産の最終市場にサービスを提供している。同社は以前、Platform Specialty Products Corporationとして知られていたが、2019年1月にElement Solutions Incに社名変更した。エレメント・ソリューションズ・インクは1785年に設立され、フロリダ州マイアミビーチに本社を置いている。
Element Solutions Inc 基礎のまとめ
| ESI 基礎統計学 | |
|---|---|
| 時価総額 | US$8.82b |
| 収益（TTM） | US$178.60m |
| 売上高(TTM) | US$3.15b |
48.8x
PER（株価収益率2.8x
P/SレシオESI は割高か？
公正価値と評価分析を参照収益と収入
| ESI 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.15b |
| 売上原価 | US$1.93b |
| 売上総利益 | US$1.22b |
| その他の費用 | US$1.04b |
| 収益 | US$178.60m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.73 |
| グロス・マージン | 38.59% |
| 純利益率 | 5.67% |
| 有利子負債／自己資本比率 | 75.0% |
ESI の長期的なパフォーマンスは？
過去の実績と比較を見る| Element Solutions 配当日 | |
|---|---|
| 配当落ち日 | Sep 01 2026 |
| 配当支払日 | Sep 15 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 4 days |
ESI 配当は確実ですか？
ESI 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 18:18 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Element Solutions Inc 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Waqar Syed | ATB Cormark |
| Patrick Duffy Fischer | Barclays |
| Michael Leithead | Barclays |