Element Solutions Inc (ESI) Fair Value & Analysis
Basic Materials · US · Market cap $9.7B
Element Solutions Inc
ESI · US
Fair value as of: Jul 14, 2026
From 26 valuation models · updated 24 days ago
Fair value updated Jul 14, 2026, revised from $11.11 to $10.65 (−4.1%) since Jun 24, 2026. Share price −0.4% over the past month.
A solid business, but screening 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($16.64). The favourable scenario is already priced in.
- Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($8.43 to $16.64) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range $15.27 – $49.09 · fair‑value band $8.43 – $16.64 · the $38.43 price screens above the $10.65 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Element Solutions Inc (ESI) currently trades at $38.43, while our model-based Fair Value estimate is $10.65, implying the stock looks roughly 72.3% overvalued today. We read business quality at 61/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Element Solutions Inc generated revenue of $2.8B at a net margin of 5.3%. Revenue grew 41.5% year over year. It earns a return on equity of 5.6%. Net debt stands at $999M. Fundamentals as of Jul 14, 2026
Our scenario range runs from $8.43 (bear case) to $16.64 (bull case); at $38.43, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 85% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -72%, ESI screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Multiples ($14.15) versus Dividend Discount ($4.54). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 64
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Element Solutions Inc operates as a specialty chemicals technology company in the United States, China, and internationally. The company operates in two segments: MacDermid Alpha Electronics Solutions and Element Specialties.
Full company description
Element Solutions Inc operates as a specialty chemicals technology company in the United States, China, and internationally. The company operates in two segments: MacDermid Alpha Electronics Solutions and Element Specialties. Its MacDermid Alpha Electronics Solutions segment provides assembly solutions, including surface mount technologies, pastes fluxes, thermal management materials, coatings, and other attachment materials; circuitry solutions, such as circuit board metallization, circuit formation products, electronic materials, surface finishes, and film and smart surface solutions; and semiconductor solutions, which includes semiconductor assembly and wafer level packaging materials. This segment serves the mobile communications, computers, automobiles, and aerospace equipment industries. The Element Specialties segment offers industrial solutions, including electroless nickel, plating products, pre-treatment and cleaning solutions, functional conversion coatings, and water treatment; and energy solutions, which includes offshore fluids. This segment serves the aerospace, automotive, construction, consumer electronics, and oil and gas production end markets. The company was formerly known as Platform Specialty Products Corporation and changed its name to Element Solutions Inc in January 2019. Element Solutions Inc was founded in 1785 and is based in Miami Beach, Florida.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Element Solutions Inc reported revenue of $2.6B in FY2025 versus $2.4B in FY2021, a compound +1.5%/yr. Reported net income was $191M in FY2025, compounding −1.6%/yr from FY2021.
ESI screens 72% overvalued. Compare with Linde plc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Element Solutions (ESI) Is Down 9.3% After Raising 2026 EBITDA Outlook on AI Electronics Strength
- ESI's Q2 Earnings Beat Estimates on Electronics Strength
- Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies
Peer Group
Specialty Chemicals · 680 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Chemicals median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Linde plc LIN | $520.74 | $226.27 | -57% |
| Nan Ya Plastics Corporation 1303 | 181.50 TWD | 255.83 TWD | +41% |
| Wanhua Chemical Group 600309 | ¥70.04 | ¥68.03 | -3% |
| Novozymes A/S NSISB | kr 428.20 | kr 179.66 | -58% |
| Asian Paints Limited ASIANPAINT | ₹2,689 | ₹668.81 | -75% |
| Solar Industries India Limited SOLARINDS | ₹18,236 | ₹2,793 | -85% |
| Pidilite Industries Limited PIDILITIND | ₹1,560 | ₹351.84 | -77% |
| PT Chandra Asri Pacific Tbk TPIA | 1,805 IDR | 2,888 IDR | +60% |
| Linde India Limited LINDEINDIA | ₹7,115 | ₹757.93 | -89% |
| Berger Paints India Limited BERGEPAINT | ₹493.70 | ₹164.29 | -67% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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