Element Solutions Inc

NYSE:ESI 주식 리포트

시가총액: US$9.9b

Element Solutions 경영진

경영진 기준 점검 2/4

Element Solutions CEO는 Ben Gliklich, Jan2019 에 임명되었습니다 의 임기는 7.33 년입니다. 총 연간 보상은 $26.48M, 4.1% 급여 및 95.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $51.93M 가치에 해당하는 회사 주식의 0.52% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 7.3 년입니다.

핵심 정보

Ben Gliklich

최고경영자

US$26.5m

총 보수

CEO 급여 비율4.11%
CEO 재임 기간7.3yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 May 27

Shareholders May Find It Hard To Justify A Pay Rise For Element Solutions Inc's (NYSE:ESI) CEO This Year

Key Insights Element Solutions will host its Annual General Meeting on 3rd of June CEO Ben Gliklich's total...
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 보수 분석

Ben Gliklich의 보수는 Element Solutions의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ben의 총 보수(USD26.48M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M)보다 높습니다.

보상과 수익: Ben의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Ben Gliklich (40 yo)

7.3yrs
재임 기간
US$26,480,462
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Officer7.2yrs데이터 없음데이터 없음
Caroline Lind
General Counsel & Company Secretaryless than a year데이터 없음0.0050%
$ 494.4k
Claudia Iweorah
SVP of Head of Human Resources1.3yrs데이터 없음데이터 없음
Tom Hunsinger
Vice President of Assembly Solutionsno data데이터 없음데이터 없음
Varun Gokarn
Vice President of Strategy & Integrationno data데이터 없음데이터 없음
2.3yrs
평균 재임 기간
40yo
평균 나이

경험이 풍부한 관리: ESI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: ESI의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 02:58
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Element Solutions Inc는 21명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Waqar SyedATB Cormark
Patrick Duffy FischerBarclays
Michael LeitheadBarclays