Intrinsiqq
Element Solutions Inc. logoElement Solutions Inc.ESI
$33.93-6.63%
Element Solutions Inc. logo

Element Solutions Inc.

ESI

$33.93

-$2.41 (-6.63%)

⊜ Compare
ProfitabilitySolid marginsGrowthModeratingCash FlowN/AValuationRichly valued
What stands out

13.41% operating margin is respectable but not wide. ROIC at 6.14%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.

What's changing

Revenue grew 3.8%, steady but not accelerating. Free cash flow declined 22% despite revenue growth, conversion is weakening.

What deserves caution

At 55x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 22% versus the prior year, cash generation momentum has weakened.

Valuation context

54.7x earnings, 36.3x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.

Price History

+33.7%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$8.27B
EPS$0.62
P/E54.73
P/FCF36.33
EV/EBITDA19.40
FCF Yield2.8%
Div. Yield0.95%
Net Debt/FCF—
52-Week Range
$22.99$49.09

Profitability & Returns

Revenue (TTM)

$2.80B

▲ +3.8% YoY

Net Income (TTM)

$149M

▼ -21.9% YoY

Op. Margin

13.45%

▼ -0.6pp YoY

ROIC

6.57%

▼ -0.7pp YoY

Cash Flow & Balance Sheet

FCF (FY)

$228M

▼ -22.5% YoY

Op. Cash Flow (FY)

$290M

▼ -19.9% YoY

Net Debt

$1.98B

Cash & Equiv.

$177M

5Y CAGR: +6.6%

5Y CAGR: -1.6%

Continue Research

SourceComputed from the 10-Q filed 29 Apr 2026, covering the period ending 31 Mar 2026, as reported to the SEC. Data last refreshed 29 Jul 2026. How this is calculated.

Price from market data, live as of 22 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Element Solutions (ESI) overvalued?

At a P/E of 54.7 and a price-to-free-cash-flow of 36.3, Element Solutions (ESI) trades above a two-stage DCF intrinsic value of about $8.06 per share, so at $33.93 the stock looks overvalued (76.2% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Element Solutions scores 36/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 0.9%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Element Solutions's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $8.06 per share for ESI, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $6.05. At today's $33.93, that puts the stock about 76.2% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Element Solutions a high-quality business?+

Element Solutions scores 36 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 13.4% operating margin and a 6.6% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does Element Solutions (ESI) pay a dividend, and how much?+

Yes, Element Solutions pays a regular dividend of about $0.32 per share per year (typically in quarterly installments), a yield of roughly 0.9% at the current price. That is a payout ratio of about 52.6% of earnings, so the dividend is well covered. Element Solutions has grown the dividend at roughly 5.9% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For ESI's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is Element Solutions a good stock to buy right now?+

That depends on valuation and quality together, not either alone. ESI currently trades above its estimated intrinsic value and scores 36/100 on quality (lower-quality). It also yields about 0.9%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Miscellaneous Chemical Products

Spot a number that looks wrong? Check it in ESI's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.