Element Solutions Inc

NYSE:ESI Stock Report

Market Cap: US$10.7b

Element Solutions Future Growth

Future criteria checks 4/6

Element Solutions is forecast to grow earnings and revenue by 34.9% and 11.9% per annum respectively. EPS is expected to grow by 47.5% per annum. Return on equity is forecast to be 16.4% in 3 years.

Key information

34.9%

Earnings growth rate

47.48%

EPS growth rate

Chemicals earnings growth18.0%
Revenue growth rate11.9%
Future return on equity16.39%
Analyst coverage

Good

Last updated04 May 2026

Recent future growth updates

Recent updates

Narrative Update • 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).
Narrative Update • 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
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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).
Analysis Article • 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...
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • May 25

Element Solutions (NYSE:ESI) Has Affirmed Its Dividend Of $0.08

Element Solutions Inc ( NYSE:ESI ) has announced that it will pay a dividend of $0.08 per share on the 16th of June...
Analysis Article • May 14

Return Trends At Element Solutions (NYSE:ESI) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want 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

Earnings and Revenue Growth Forecasts

NYSE:ESI - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20283,8424334335993
12/31/20273,7203894275279
12/31/20263,4613062033189
3/31/20262,798149121197N/A
12/31/20252,551191228290N/A
9/30/20252,499239270337N/A
6/30/20252,488240272336N/A
3/31/20252,476285271331N/A
12/31/20242,457243295364N/A
9/30/20242,406266274336N/A
6/30/20242,360194262325N/A
3/31/20242,334129278341N/A
12/31/20232,333116283336N/A
9/30/20232,33451274325N/A
6/30/20232,353136316365N/A
3/31/20232,444172309357N/A
12/31/20222,549185250298N/A
9/30/20222,623178264315N/A
6/30/20222,620161229280N/A
3/31/20222,530177237284N/A
12/31/20212,400203276323N/A
9/30/20212,290227251286N/A
6/30/20212,151228233264N/A
3/31/20211,951151221247N/A
12/31/20201,85477233261N/A
9/30/20201,772121218251N/A
6/30/20201,75979216249N/A
3/31/20201,82992170204N/A
12/31/20191,83679N/A9N/A
9/30/20191,860-11N/A-7N/A
6/30/20191,883-12N/A-47N/A
3/31/20191,928-76N/A5N/A
12/31/20181,961-81N/A-9N/A
9/30/20181,971-81N/A19N/A
6/30/20181,963-113N/A70N/A
3/31/20181,509-178N/A109N/A
12/31/20171,879-192N/A151N/A
9/30/20172,340-180N/A277N/A
6/30/20172,750-35N/A288N/A
3/31/20173,62470N/A276N/A
12/31/20161,770-155N/A190N/A
9/30/20163,371-169N/A166N/A
6/30/20163,078-413N/A107N/A
3/31/20162,831-417N/A108N/A
12/31/20152,542-309N/A321N/A
9/30/20152,081-446N/A150N/A
6/30/20151,680-294N/A149N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ESI's forecast earnings growth (34.9% per year) is above the savings rate (3.5%).

Earnings vs Market: ESI's earnings (34.9% per year) are forecast to grow faster than the US market (16.1% per year).

High Growth Earnings: ESI's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: ESI's revenue (11.9% per year) is forecast to grow faster than the US market (11.3% per year).

High Growth Revenue: ESI's revenue (11.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ESI's Return on Equity is forecast to be low in 3 years time (16.4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/06 16:51
End of Day Share Price 2026/05/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Element Solutions Inc is covered by 21 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Waqar SyedATB Cormark
Patrick Duffy FischerBarclays
Michael LeitheadBarclays