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Company Analysis

Element Solutions Inc. ESI

A comprehensive view of key metrics, scores, and financial health for Element Solutions Inc.

Overview of Element Solutions Inc

ESI NYQ
Basic Materials Specialty Chemicals Framework: General Corporate Mid Cap
Element Solutions Inc (ESI), is a Mid Cap company, in the Specialty Chemicals industry, last closed at $34.14, about 50.3% overvalued vs fair value, +27.5% 1Y return, ranked 75/267 in sector.
Metrics P/E 31.7× Rev Growth 3.8% ROE 7.6% Gross Margin 42.0% Div Yield 1.29%
USD 34.14
-0.38%
(Delayed)
• Vol 90d: 45.6%
52-Week Range
Market Cap
$8.28B
Enterprise Value
$10.15B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats
No strong beats yet

Quick Facts

Website https://elementsolutionsinc.co...
HQ Miami Beach, FL
Employees 5,200
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$15
$17
$19
Current: $34.14 -50% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.6B
3.8%%
Gross Profit
$1.1B
3.4%%
Operating Income
$342.2M
-0.5%%
Net Income
$190.8M
-21.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
119.3%
Excellent

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$305.4M
134.2% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
0/4
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Element Solutions Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
67
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Consistently Above Peers Gross margin at 42.0% (top 18%) and operating margin at 13.4% (top 23%) indicate strong pricing power.
  • Scale Supporting Profitability Profitability at scale is strong (score 0.79), demonstrating competitive advantages.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing ESI's balance between Growth (26.0%), Profitability (40.1%), and Safety (34.0%). Growth 26% Safety 34% Profitability 40%

Click axes to expand details. Marker shows current allocation.

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Growth

43th percentile vs peers
44
Key Signals
Rev Growth YoY 3.8% 50p Revenue CAGR 3Y 0.0% 39p EPS CAGR 3Y 1.1% 48p EPS Growth YoY -21.8% 33p TSR -0.5% 48p
Strengths
  • Current Ratio in top 20% of peers (3.68, 83th percentile)
  • Quick Ratio in top 20% of peers (3.00, 85th percentile)
  • Consistently strong margins across 7 metrics
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

67th percentile vs peers
68
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
58
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Element Solutions Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$16.98
- - -
-50.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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