Element Solutions Inc

NYSE:ESI Stok Raporu

Piyasa değeri: US$10.5b

Element Solutions Yönetim

Yönetim kriter kontrolleri 2/4

Element Solutions CEO'su Ben Gliklich, Jan2019 tarihinde atandı, in görev süresi 7.33 yıldır. in toplam yıllık tazminatı $ 26.48M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.1% maaş ve 95.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.52% ine doğrudan sahiptir ve bu hisseler $ 54.68M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 7.3 yıldır.

Anahtar bilgiler

Ben Gliklich

İcra Kurulu Başkanı

US$26.5m

Toplam tazminat

CEO maaş yüzdesi4.11%
CEO görev süresi7.3yrs
CEO sahipliği0.5%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi7.3yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Ben Gliklich'un ücretlendirmesi Element Solutions'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Ben 'nin toplam tazminatı ($USD 26.48M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.81M ).

Tazminat ve Kazançlar: Ben şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Ben Gliklich (40 yo)

7.3yrs
Görev süresi
US$26,480,462
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Benjamin Gliklich
CEO & Director7.3yrsUS$26.48m0.52%
$ 54.7m
Carey Dorman
President of Enterprise Operations & CFO7.2yrsUS$9.02m0.098%
$ 10.2m
Richard Fricke
President of Electronics2.3yrsUS$1.71m0.022%
$ 2.3m
Matthew Liebowitz
President of Specialties2.3yrsUS$6.07m0.058%
$ 6.1m
Michael Russnok
Chief Accounting Officer7.2yrsVeri yokVeri yok
Caroline Lind
General Counsel & Company Secretaryless than a yearVeri yok0.0050%
$ 520.6k
Claudia Iweorah
SVP of Head of Human Resources1.3yrsVeri yokVeri yok
Tom Hunsinger
Vice President of Assembly Solutionsno dataVeri yokVeri yok
Varun Gokarn
Vice President of Strategy & Integrationno dataVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
40yo
Ortalama Yaş

Deneyimli Yönetim: ESI 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Benjamin Gliklich
CEO & Director7.3yrsUS$26.48m0.52%
$ 54.7m
Michael Goss
Independent Lead Director12.6yrsUS$264.43k0.11%
$ 11.9m
Ernest O'Neal
Independent Director12.6yrsUS$224.43k0.063%
$ 6.6m
Ian Ashken
Independent Non-Executive Chairman12.6yrsUS$239.43k0.0082%
$ 856.1k
Christopher Fraser
Independent Director7.1yrsUS$231.93k0.028%
$ 2.9m
Elyse Filon
Independent Director4.9yrsUS$236.93k0.013%
$ 1.3m
Susan Sofronas
Independent Director1.9yrsUS$224.43k0.0053%
$ 548.8k
7.3yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ESI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/28 22:42
Gün Sonu Hisse Fiyatı2026/05/28 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Element Solutions Inc 21 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Waqar SyedATB Cormark
Patrick Duffy FischerBarclays
Michael LeitheadBarclays