NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBITDA margin >=27.8% in Electronics and Specialties: 18.3% vs 27.8%.
View ThesisRevenue growth is accelerating — up about 13% over the past year.
View GrowthManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskElement Solutions is positioned for growth due to its acquisition by Solstice Advanced Materials. The company recently beat earnings expectations with a 56% year-over-year revenue increase. It trades at 21.5 times P/E, slightly above the peer median of 18.4 times. This suggests that the price reflects modest growth expectations compared to our view. A specific risk is the 23% chance of missing earnings guidance in the next quarter. Peer multiples imply a price about 12% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. ESI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering ESI (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for ESI in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Advances: Expand adjusted EBITDA and improve margins
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $36.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $36.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Forecasting adjusted EBITDA supports growth and margin objectives.
Advances: Complete acquisition by Solstice Advanced Materials
Acquisition aligns with growth strategy and enhances market position.
Advances: Complete acquisition by Solstice Advanced Materials
Acquisition aligns with growth objectives and enhances market position.
Advances: Complete acquisition by Solstice Advanced Materials
Acquisition by Solstice enhances growth potential significantly.
Advances: Complete acquisition by Solstice Advanced Materials
Acquisition agreement supports growth objective.
Acquisition enhances growth potential and market position.
Acquisition strengthens competitive position and revenue growth.
Merger could significantly enhance revenue growth potential.
