Element Solutions Inc

NYSE:ESI 株式レポート

時価総額:US$9.9b

Element Solutions マネジメント

マネジメント 基準チェック /24

Element Solutionsの CEO はBen Gliklichで、 Jan2019年に任命され、 の在任期間は 7.33年です。 の年間総報酬は$ 26.48Mで、 4.1%給与と95.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.52%を直接所有しており、その価値は$ 51.93M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と7.3年です。

主要情報

Ben Gliklich

最高経営責任者

US$26.5m

報酬総額

CEO給与比率4.11%
CEO在任期間7.3yrs
CEOの所有権0.5%
経営陣の平均在職期間2.3yrs
取締役会の平均在任期間7.3yrs

経営陣の近況

Recent updates

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...
ナラティブの更新 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).
ナラティブの更新 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.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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

CEO報酬分析

Element Solutions の収益と比較して、Ben Gliklich の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Benの 総報酬 ($USD 26.48M ) は、 US市場 ($USD 14.79M ) の同規模の企業の平均を上回っています。

報酬と収益: Benの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Ben Gliklich (40 yo)

7.3yrs
在職期間
US$26,480,462
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Benjamin Gliklich
CEO & Director7.3yrsUS$26.48m0.52%
$ 51.9m
Carey Dorman
President of Enterprise Operations & CFO7.2yrsUS$9.02m0.098%
$ 9.7m
Richard Fricke
President of Electronics2.3yrsUS$1.71m0.022%
$ 2.2m
Matthew Liebowitz
President of Specialties2.3yrsUS$6.07m0.058%
$ 5.8m
Michael Russnok
Chief Accounting Officer7.2yrsデータなしデータなし
Caroline Lind
General Counsel & Company Secretaryless than a yearデータなし0.0050%
$ 494.4k
Claudia Iweorah
SVP of Head of Human Resources1.3yrsデータなしデータなし
Tom Hunsinger
Vice President of Assembly Solutionsno dataデータなしデータなし
Varun Gokarn
Vice President of Strategy & Integrationno dataデータなしデータなし
2.3yrs
平均在職期間
40yo
平均年齢

経験豊富な経営陣: ESIの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Benjamin Gliklich
CEO & Director7.3yrsUS$26.48m0.52%
$ 51.9m
Michael Goss
Independent Lead Director12.6yrsUS$264.43k0.11%
$ 11.3m
Ernest O'Neal
Independent Director12.6yrsUS$224.43k0.063%
$ 6.3m
Ian Ashken
Independent Non-Executive Chairman12.6yrsUS$239.43k0.0082%
$ 813.0k
Christopher Fraser
Independent Director7.1yrsUS$231.93k0.028%
$ 2.7m
Elyse Filon
Independent Director4.9yrsUS$236.93k0.013%
$ 1.2m
Susan Sofronas
Independent Director1.9yrsUS$224.43k0.0053%
$ 521.2k
7.3yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: ESIの 取締役会経験豊富 であると考えられます ( 7.3年の平均在任期間)。


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2026/05/26 14:07
終値2026/05/26 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

Element Solutions Inc 9 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。21

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