Element Solutions Inc.

ESI Basic Materials Specialty Chemicals

Element Solutions Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.6 billion, up 3.84% from fiscal 2024. In the quarter to June 2026, revenue grew 56.4%, EPS grew 60.0%, free cash flow grew 29.2% and total debt rose 30.5%, each against the same quarter a year earlier. Dividend growth for five consecutive years.

35.05 0.48 −1.35%
Market cap
$8.7B
P/E
47.4×
Fwd P/E
33.3×
Dividend yield
0.91%
F-score
7/9
Altman Z
2.25
Beneish M
−2.40
Dividend safety
69/100

Insider Decisions trades per month

Total sells 24.75
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 1 — — 3 — — — — — — — —
Insider Ownership 6.37%

Capital & Financial Ratios $m

Market Cap 8,660.00
Revenue 3,150.20
Net Income 178.80
Free Cash Flow 138.50
Net Debt 1,929.80
Current Ratio 2.91 (at or above 1.5: strong)
Debt/Equity 0.75
P/E ratio 47.36 (above 35: high)
Fwd P/E 33.30
P/S ratio 2.71
P/B ratio 3.02
Past 5Y EPS Growth 21.37% (at or above 15%: strong)
This Y EPS Growth 22.09% (at or above 15%: strong)
Next Y EPS Growth 16.85% (at or above 15%: strong)
Next Y revenue growth 46.09% (at or above 10%: strong)
Next 5Y EPS Growth 18.86% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 74.72%
10-year low 10-year high
P/S against its own 10 years 88.35%
10-year low 10-year high
P/B against its own 10 years 95.06%
10-year low 10-year high
EV/Sales against its own 10 years 69.89%
10-year low 10-year high
EV/FCF against its own 10 years 84.24%
10-year low 10-year high

Dividends

Payout Ratio 0.43
Annual Dividend Rate 0.32
Annual Dividend Yield 0.91%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.32
0.08
0.08
0.08
2025 0.32
0.08
0.08
0.08
0.08
2024 0.32
0.08
0.08
0.08
0.08
2023 0.32
0.08
0.08
0.08
0.08
2022 0.32
0.08
0.08
0.08
0.08
2021 0.25
0.05
0.06
0.06
0.08
2020 0.05
0.05
2019 Powerpack
2017 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 289 359 627 190
Receivables 462 440 518 711
Inventory 299 246 295 418
Other 115 202 115 160
1,198 1,270 1,583 1,523
2023 2024 2025 Q'26
Payables 141 121 166 186
ST’ Debt 12 10 — 63
Other — 19 — —
369 380 430 524

Compound Annual Growth %

10y 5y 3y
Sales 0.03% 6.60% 0.02%
Cash Flow (1.01%) 0.98% (0.69%)
Earnings 0.00% 20.31% 0.64%
Book Value 1.70% 3.02% 4.61%

Revenue $m

Mar Jun Sep Dec Year
’26 840 978 — — —
’25 594 625 656 676 2,551
’24 575 613 645 624 2,457
’23 574 586 599 573 2,333
’22 680 677 619 574 2,549
’21 550 587 616 647 2,400
’20 453 387 478 537 1,854
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (67) 100 — — —
’25 26 73 100 91 290
’24 58 67 99 139 362
’23 54 81 87 112 334
’22 (6) 74 127 101 296
’21 33 80 92 121 326
’20 61 64 70 82 276
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (92) 72 — — —
’25 15 56 84 75 229
’24 39 52 86 116 294
’23 45 67 75 95 282
’22 (15) 66 116 87 253
’21 24 72 81 103 280
’20 51 61 63 75 249
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.23 0.32 — — —
’25 0.40 0.20 0.16 0.03 0.79
’24 0.23 0.39 0.17 0.23 1.01
’23 0.18 0.12 (0.13) 0.32 0.49
’22 0.23 0.26 0.22 0.05 0.76
’21 0.33 0.33 0.15 0.01 0.82
’20 0.03 0.01 0.15 0.12 0.30
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 5.25 9.11 9.09 8.55 5.35 15.86 15.31 17.08 21.42 16.77

Analyst estimates 2026–2028

Powerpack
High 12.36 14.82 13.54 12.44 18.25 26.92 25.26 23.75 29.78 27.97
People
People Employees 7,750 7,850 4,450 4,400 4,400 5,300 5,300 5,300 5,300 5,200
Revenue/emp, $m 0.23 0.24 0.44 0.42 0.42 0.45 0.48 0.44 0.46 0.49
Income, $m
Income, $m Revenue 1,770 1,879 1,961 1,836 1,854 2,400 2,549 2,333 2,457 2,551
Gross margin, % 43.91 43.32 42.71 42.94 42.40 40.04 37.37 39.37 42.15 41.96
EBT (232) (260) (53) 141 81 252 272 129 288 266
EBT margin, % (13.10) (13.86) (2.71) 7.67 4.38 10.49 10.67 5.53 11.71 10.41
Net income (77) (296) (320) 93 76 204 188 118 245 191
Depreciation 202 156 157 155 161 164 161 247 158 151
Per share, $
Per share, $ Revenue 7.28 6.57 6.80 7.13 7.45 9.70 10.40 9.67 10.15 10.54
Earnings (0.14) (1.04) (1.13) 0.36 0.30 0.82 0.76 0.49 1.01 0.79
Cash flow (0.16) (0.12) 0.00 0.66 1.11 1.32 1.21 1.38 1.50 1.20
Capex (0.10) (0.05) (0.08) (0.10) (0.11) (0.19) (0.18) (0.21) (0.28) (0.25)
Free cash flow (0.25) (0.17) (0.09) 0.57 1.00 1.13 1.03 1.17 1.21 0.95
Book value 11.88 10.00 7.57 8.62 9.32 10.11 9.58 9.71 9.91 11.11
Shares, m 243 286 288 258 249 247 245 241 242 242
Valuation, ×
Valuation, × P/E 0.00 0.00 0.00 31.57 57.19 29.61 23.83 46.55 24.93 31.63
P/S 1.35 1.07 1.52 1.64 2.38 2.50 1.74 2.36 2.51 2.37
P/B 0.83 1.04 1.37 1.36 1.90 2.40 1.89 2.35 2.57 2.25
EV/Sales 4.07 2.94 4.14 2.36 3.04 3.16 2.38 3.06 3.10 2.77
EV/FCF (117.78) (169.26) (324.86) 29.76 22.64 27.11 24.00 25.33 25.96 30.80
Cash, $m
Cash, $m Operating cash flow (38) (34) (1) 171 276 326 296 334 362 290
Capex (23) (14) (24) (25) (27) (46) (43) (51) (68) (61)
Free cash flow (61) (48) (25) 146 249 280 253 282 294 229
Balance, $m
Balance, $m Working capital 989 1,249 1,340 540 676 799 844 828 890 1,153
Total debt 5,239 5,447 5,376 1,521 1,516 1,907 1,895 1,933 1,824 1,626
Net debt 4,816 5,189 5,142 1,331 1,224 1,577 1,630 1,643 1,465 999
Shareholders’ equity 2,890 2,860 2,181 2,219 2,318 2,501 2,349 2,344 2,398 2,689
Returns, %
Returns, % ROA (0.40) (2.92) (3.30) 1.34 1.72 4.23 3.73 2.39 4.96 3.83
ROIC 0.73 1.55 2.12 4.39 4.11 4.60 5.11 2.72 5.56 5.80
ROE (1.58) (10.30) (12.87) 4.19 3.34 8.44 7.72 5.03 10.30 7.50
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Element Solutions Inc. vs peers in Specialty Chemicals (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
ALB Albemarle Corporation $11.6B 199× 14.9× +31.08% (above 0%: growing) n/m +708.43% (above 0%: growing) 33.86% 25.98% Compare
SSL Sasol Ltd. $10.1B 3.5× 5.2× −5.20% (below 0%: shrinking) +20.86% (above 0%: growing) +6,912.65% (above 0%: growing) 31.35% 0.00% Compare
SOLS Solstice Advanced Materials Inc. $9.5B 27.4× 27.8× +11.13% (above 0%: growing) −14.99% (below 0%: shrinking) +70.83% (above 0%: growing) 32.23% 17.16% Compare
ESI Element Solutions Inc. $8.7B 47.4× 33.3× +56.41% (above 0%: growing) +60.00% (above 0%: growing) +29.19% (above 0%: growing) 34.15% 11.63%
SQM Sociedad Quimica y Minera S.A. $8.6B 11.3× 12.1× +138.12% (above 0%: growing) +381.25% (above 0%: growing) −63.75% (below 0%: shrinking) 51.05% 48.62% Compare
NEU NewMarket Corporation $8.2B 18.8× — (loss-making) +6.96% (above 0%: growing) +22.80% (above 0%: growing) −6.94% (below 0%: shrinking) 32.45% 21.91% Compare
WLK Westlake Corporation $8.1B — (loss-making) 24.8× +10.77% (above 0%: growing) n/m +184.09% (above 0%: growing) 19.93% 11.13% Compare
EMN Eastman Chemical Company $7.3B 16.1× 11.5× +9.88% (above 0%: growing) +31.15% (above 0%: growing) +49.40% (above 0%: growing) 22.28% 12.38% Compare
AXTA Axalta Coating Systems Ltd. $7.2B 20.5× 13.6× +3.14% (above 0%: growing) −16.00% (below 0%: shrinking) +7.22% (above 0%: growing) 34.55% 12.41% Compare
Median of peers $8.4B 18.8× 13.6× +10.33% +21.83% +60.12% 32.34% 14.79%

All 60 Specialty Chemicals stocks →

Element Solutions Inc. (ESI) key facts

  • Strength: Element Solutions Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.6 billion, up 3.84% from fiscal 2024.
  • Element Solutions Inc. (ESI) is a Specialty Chemicals company in the Basic Materials sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, ESI traded at $35.05, a market capitalization of $8.7 billion.
  • Element Solutions Inc. pays an annual dividend of $0.32 per share, a yield of 0.91%, with a payout ratio of 43.2%.
  • Return on equity was 7.50% and debt-to-equity 0.75.
  • Its Piotroski F-score is 7 out of 9 and its Altman Z-score is 2.25 (grey zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Element Solutions Inc. (ESI) Latest News

stockrow.com/ESI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com