Element Solutions (ESI)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
$35.40-1.09%
Close 2026-10-29 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
Research Workspace
Put ESI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 under pressure — Adjusted EBITDA margin >=27.8% in Electronics and Specialties: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 40% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on 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 RiskESI’s claim rests on accelerating revenue and strong recent financial performance. The business must sustain growth to support its valuation. Revenue growth was 52% year over year in the latest quarter, slowing from 56%. Third-quarter 2026 non-GAAP earnings beat consensus by 4.2%. ESI trades at 20× P/E versus a 17× peer median and 22× its historical multiple. The price reflects less growth than our forecast, despite a modest-looking expectation. The specific pillar comparison needs review: adjusted EBITDA margin against a 27.8% threshold. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 21% below where it trades. This read is provisional.
Trailing returns as of 2026-10-29. ESI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering ESI (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for ESI in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| ESI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. 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.
Compare the value case
Put ESI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Complete acquisition by Solstice Advanced Materials
Activist pressure targets Solstice cost cuts, but does not establish a change to ESI's acquisition or integration outlook.
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $35.40
The last 12 months of price, then the range of analyst 12-month targets from today’s $35.40.
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
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Complete acquisition by Solstice Advanced Materials
Acquisition cancellation undermines growth strategy.
Threatens: Complete acquisition by Solstice Advanced Materials
Solstice deal ending may hinder growth objectives.
Threatens: Complete acquisition by Solstice Advanced Materials
Merger exit may hinder Element's acquisition plans.
Threatens: Complete acquisition by Solstice Advanced Materials
Merger termination undermines growth strategy and acquisition plans.
Threatens: Complete acquisition by Solstice Advanced Materials
Merger termination undermines growth strategy and objectives.
Threatens: Complete acquisition by Solstice Advanced Materials
Cancellation of acquisition undermines growth strategy.
Threatens: Complete acquisition by Solstice Advanced Materials
Scrapping acquisition undermines growth strategy.
