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Element Solutions Inc(ESI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ESI
10/23/2026: ESI (2-star) is currently NOT-A-BUY. Pass it for now.
Element Solutions Inc is a global specialty chemical provider focused on high-performance materials for the electronics and industrial markets. The company benefits from a critical position in the electronics supply chain and has historically delivered strong margins through its specialized product offerings. Its main growth opportunity lies in secular trends like semiconductor miniaturization and EV manufacturing. However, the business remains sensitive to cyclical fluctuations in consumer electronics and global industrial production. The stock may best suit value-oriented investors who appreciate steady, cash-generative industrial businesses, while monitoring the company’s ability to navigate raw material volatility and maintain R&D leadership in a competitive landscape.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to secular tech trends but growth is often tied to cyclical manufacturing cycles. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find value during cycles of semiconductor and auto manufacturing acceleration. |
| Value investor | Strong fit | The stock often trades at valuations that reflect its stable, cash-generative industrial chemical business model. |
| Dividend investor | Mixed fit | While dividends are paid, the primary focus remains on reinvestment for growth and debt management. |
| Low-risk investor | Mixed fit | The company is subject to cyclical industry risks and global supply chain volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is influenced by broader market sentiment toward industrial and semiconductor manufacturing. |
| Valuation risk | Medium | Valuations fluctuate based on investor perception of the semiconductor cycle. |
| Competition risk (electronics materials) | Medium / high | Large chemical peers continue to invest heavily in specialized electronics materials. |
| Business quality | Medium / high | The company possesses high switching costs due to the critical nature of its chemical processes. |
| Dividend income | Low | Income is not the primary driver of the investment thesis. |
| Execution risk | Medium | Successfully integrating future acquisitions and maintaining R&D efficiency is critical. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -14.69% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.09B USD | Price to earnings Ratio 39.07 | 1Y Target Price 47.33 |
Price to earnings Ratio 39.07 | 1Y Target Price 47.33 | ||
Volume (30-day avg) 4.4M shares | Beta 1.26 | 52 Weeks Range 22.64 - 49.14 | Updated Date 10/24/2026 |
52 Weeks Range 22.64 - 49.14 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 0.24% | Basic EPS (TTM) 0.85 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Electronics Solutions | Specialty chemicals for PCB assembly, semiconductor packaging, and device manufacturing. | This is the growth engine tied to modern technology and electronics manufacturing. |
| Industrial & Specialty | Surface finishing, corrosion protection, and functional coatings for manufacturing. | This provides a steady, reliable revenue stream from established industrial markets like automotive. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-21 | When After Market | Estimate 0.48 | Actual 0.5 |
Profitability
Profit Margin 5.88% | Operating Margin (TTM) 11.48% |
Management Effectiveness
Return on Assets (TTM) 4.75% | Return on Equity (TTM) 7.39% |
Valuation
Trailing PE 39.07 | Forward PE 16.18 | Enterprise Value 7.50B | Price to Sales(TTM) 2.32 |
Enterprise Value 7.50B | Price to Sales(TTM) 2.32 | ||
Enterprise Value to Revenue 3.01 | Enterprise Value to EBITDA 14.12 | Shares Outstanding 243.69M | Shares Floating 228.17M |
Shares Outstanding 243.69M | Shares Floating 228.17M | ||
Percent Insiders 6.55 | Percent Institutions 106.62 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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