Element Solutions Inc (ESI) Stock

Element Solutions Inc (ESI) is a Materials stock trading at $35.32 (as of 2026-08-21), with a market capitalization of $8.60B and a trailing P/E of 57.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Element Solutions Inc is a specialty chemicals company with operations in the United States, China, and internationally, organized into Electronics and Industrial & Specialty segments. It provides specialty chemicals and related materials for electronics manufacturing and semiconductor fabrication, and industrial chemical systems for metal/plastic protection, printing image transfer, and hydraulic control fluids serving industries such as aerospace, automotive, and mobile communications.

Understand Element Solutions Inc: how it makes money

Element Solutions Inc makes specialty chemicals and materials for electronics hardware and for industrial and specialty uses, and sells them as formulated chemical products and process-related offerings used in electronics assembly and printed circuit board manufacturing.

Its profit model is built around applying specialty chemical formulation and proprietary process know-how to supply materials and processes that are used in electronics manufacturing steps such as electronics assembly and printed circuit board production.

Revenue by segment (latest quarter)
Electronics$0.6B
Ind & Spec$0.2B

Business quality (Solid): Good segment clarity on what the Electronics segment sells, but limited provided detail on the Industrial and Specialty segment, and the only provided operating metrics are shown as 0.0 in the dataset.

Valuation: At 74× earnings, ESI trades 94% above the Chemicals average (38×). Note: one-time items can distort reported P/E.

Bull case

  • Electronics-focused specialty materials and processes: The Electronics segment researches, formulates, and sells specialty chemicals and materials used across electronics hardware, including solder technologies, fluxes, cleaners, and proprietary liquid chemical processes to manufacture printed circuit boards.
  • Modest but positive operating profitability: In the latest reported period, gross margin is 38.4% and operating margin is 13.3% (period ended 2026-03-31).

Bear case

  • Provided pass-through and advanced materials KPIs are 0.0 here: The dataset shows 0.0 for both Pass-through metals revenue and EFC gases and advanced materials revenue, which suggests these categories may not be contributing in the provided period information.
  • Industrial and Specialty details are limited: While the company reports an Industrial & Specialty segment, the provided facts do not describe its specific products or process capabilities, making it harder to assess what drives that segment’s results.
Valuation — source: SEC EDGAR (first-party)
Price$35.32
Market Cap$8.60B
P/E Ratio57.9
EV / EBITDA17.7
Price / Book3.13
Price / Sales3.08
FCF Yield-0.9%
DCF Value (model)$5.51
DCF Upside vs Price-84.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.55B
Net Margin7.5%
Revenue Growth (YoY)41.5%
EPS Growth (YoY)-42.5%
FCF Growth (YoY)-711.3%
Financial Health — source: SEC EDGAR
Altman Z-Score2.88 (grey)
Valuation vs Sector & Industry
Stock P/E57.9
Sector P/E (Materials)25.9
Industry P/E (Chemicals)31.1
vs Sector123.3%
vs Industry85.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($930.43M)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorMaterials
IndustryChemicals
CEOBenjamin Gliklich
Employees5,300
CountryUS
IPO Date2013-10-22

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ESI earnings history · ESI institutional & insider holders · ESI KPIs & operating metrics · ESI financials · ESI investor presentations & press releases · ESI SEC filings · ESI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.