ESI
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What they do
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.
For information only · Important disclosures
Grades vs sector
Momentum83rd percentile in sectorA-
Percentile within its GICS sector across the S&P 1500.
Growth93rd percentile in sectorA
Percentile within its GICS sector across the S&P 1500.
Value24th percentile in sectorD
Percentile within its GICS sector across the S&P 1500.
Profitability43rd percentile in sectorC
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
Starting cash flow is mid-cycle: 10.3% average margin × current revenue = 0.3B (last 12 months: 0.3B at a 10% margin). On trailing cash flow the base case would be $50.
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-03-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.26 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Materials
pricier
pricier
pricier
pricier
pricier
pricier
Forward EPS $2.13 vs trailing $0.74 (+188% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Piotroski F-score 4/9 · last two fiscal years
Altman Z-score 2.5 (grey zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.6B | $190.8M | – |
| 2024 | $2.5B | $244.2M | – |
| 2023 | $2.3B | $118.1M | – |
| 2022 | $2.5B | $187.2M | $248.1M |
| 2021 | $2.4B | – | $279.7M |
| 2020 | $1.9B | – | $247.2M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +0.0%.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-07-27 | 0.43 | 0.47 | +9.0% |
| 2026-04-28 | 0.38 | 0.41 | +7.1% |
| 2026-02-17 | 0.36 | 0.37 | +2.5% |
| 2025-10-28 | 0.40 | 0.41 | +3.2% |
| 2025-07-30 | 0.36 | 0.37 | +3.9% |
| 2025-04-23 | 0.33 | 0.34 | +4.2% |
| 2025-02-18 | 0.35 | 0.35 | +0.9% |
| 2024-10-28 | 0.38 | 0.39 | +2.0% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $977.9M | +56.4% |
| 2026-03-31 | $840.0M | – |
| 2025-12-31 | $676.2M | – |
| 2025-09-30 | $656.1M | – |
| 2025-06-30 | $625.2M | – |
Analyst actions
PT $53
PT $48
PT $42
PT $47
PT $55
PT $45
Recent dividends
Stats refreshed 2026-10-21 18:06:32 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app
Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.
Beta 0.9 · Oct 21, 2026