Element Solutions Inc

NYSE:ESI Stock Report

Market Cap: US$6.7b

Element Solutions Valuation

Is ESI undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ESI when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ESI ($28.56) is trading below our estimate of fair value ($42.69)

Significantly Below Fair Value: ESI is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ESI?

Key metric: As ESI is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for ESI. This is calculated by dividing ESI's market cap by their current earnings.
What is ESI's PE Ratio?
PE Ratio26x
EarningsUS$265.80m
Market CapUS$6.71b

Price to Earnings Ratio vs Peers

How does ESI's PE Ratio compare to its peers?

The above table shows the PE ratio for ESI vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average24.8x
BCPC Balchem
48.2x14.9%US$5.8b
AVNT Avient
31.4x20.4%US$4.6b
CE Celanese
7.5x14.2%US$8.0b
NEU NewMarket
12xn/aUS$5.2b
ESI Element Solutions
26x0.5%US$6.7b

Price-To-Earnings vs Peers: ESI is expensive based on its Price-To-Earnings Ratio (26x) compared to the peer average (24.8x).

Price to Earnings Ratio vs Industry

How does ESI's PE Ratio compare vs other companies in the US Chemicals Industry?

7 CompaniesPrice / EarningsEstimated GrowthMarket Cap
FFHL Fuwei Films (Holdings)
2.8xn/aUS$27.11m
BSLK Bolt Projects Holdings
0.06xn/aUS$9.40m
BON Bon Natural Life
2.5xn/aUS$5.84m
GSPI Green Star Products
1.1xn/aUS$1.64m
ESI 26.0xIndustry Avg. 23.2xNo. of Companies7PE01224364860+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ESI is expensive based on its Price-To-Earnings Ratio (26x) compared to the US Chemicals industry average (23.2x).

Price to Earnings Ratio vs Fair Ratio

What is ESI's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ESI PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio26x
Fair PE Ratio15.1x

Price-To-Earnings vs Fair Ratio: ESI is expensive based on its Price-To-Earnings Ratio (26x) compared to the estimated Fair Price-To-Earnings Ratio (15.1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ESI forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$28.56
US$31.86
+11.5%
3.7%US$34.00US$30.00n/a11
Nov ’25US$27.20
US$31.86
+17.1%
3.7%US$34.00US$30.00n/a11
Oct ’25US$26.77
US$31.10
+16.2%
4.4%US$34.00US$30.00n/a9
Sep ’25US$26.74
US$31.10
+16.3%
4.4%US$34.00US$30.00n/a9
Aug ’25US$26.15
US$31.13
+19.0%
4.7%US$34.00US$30.00n/a8
Jul ’25US$26.84
US$29.63
+10.4%
7.5%US$33.00US$26.00n/a8
Jun ’25US$24.03
US$27.63
+15.0%
5.1%US$30.00US$26.00n/a8
May ’25US$23.32
US$27.71
+18.8%
5.8%US$30.00US$25.00n/a10
Apr ’25US$24.99
US$26.89
+7.6%
5.9%US$30.00US$25.00n/a9
Mar ’25US$23.63
US$26.44
+11.9%
8.4%US$30.00US$22.00n/a9
Feb ’25US$22.44
US$26.22
+16.9%
8.6%US$30.00US$22.00n/a9
Jan ’25US$23.14
US$24.11
+4.2%
4.6%US$26.00US$22.00n/a9
Dec ’24US$21.25
US$23.56
+10.8%
4.5%US$25.00US$21.00n/a9
Nov ’24US$18.11
US$23.33
+28.8%
4.9%US$25.00US$21.00US$27.209
Oct ’24US$19.61
US$23.33
+19.0%
4.9%US$25.00US$21.00US$26.779
Sep ’24US$20.88
US$22.70
+8.7%
9.7%US$25.00US$17.00US$26.7410
Aug ’24US$20.88
US$22.70
+8.7%
9.7%US$25.00US$17.00US$26.1510
Jul ’24US$19.20
US$22.50
+17.2%
9.8%US$25.00US$17.00US$26.8410
Jun ’24US$18.14
US$21.95
+21.0%
12.1%US$25.00US$17.00US$24.0310
May ’24US$18.41
US$22.15
+20.3%
11.9%US$25.00US$17.00US$23.3210
Apr ’24US$19.31
US$22.55
+16.8%
11.2%US$25.00US$17.50US$24.9910
Mar ’24US$20.70
US$22.55
+8.9%
11.2%US$25.00US$17.50US$23.6310
Feb ’24US$21.00
US$21.15
+0.7%
12.8%US$24.00US$15.00US$22.4410
Jan ’24US$18.19
US$21.25
+16.8%
13.3%US$25.00US$15.00US$23.1410
Dec ’23US$19.66
US$21.05
+7.1%
13.8%US$25.00US$15.00US$21.2510
Nov ’23US$17.33
US$21.15
+22.0%
13.5%US$25.00US$15.00US$18.1110

Analyst Forecast: Target price is less than 20% higher than the current share price.

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