Element Solutions (ESI)
Materials · specialty chemicals and advanced materials
Element Solutions supplies proprietary specialty chemicals and advanced materials that are embedded in critical manufacturing processes across semiconductors, power electronics, automotive, and consumer electronics.
What Element Solutions does
Element Solutions is a global specialty chemicals technology company that develops and supplies innovative solutions for high-value manufacturing industries including consumer electronics, power electronics, semiconductor fabrication, automotive systems, and industrial surface finishing. The company operates through two segments—Electronics (MacDermid Alpha Electronics Solutions) and Specialties (Element Specialties)—serving customers whose production processes depend on the company's proprietary formulations and technical expertise to enhance product performance and enable manufacturing innovation.
Themes: ["semiconductor manufacturing","power electronics","consumer electronics","specialty chemicals","advanced materials","electronics inks and pastes","industrial surface finishing","high-performance computing"]
Fundamentals
- Price$40.57 as of 2026-07-09 close
- Market cap$9.8B as of 2026-07-10
- 1-year return+61.3% as of 2026-07-09 close
- P/E65.85 as of 2026-07-10
- Net margin+5.3% as of 2026-07-10
- Gross margin+40.9% as of 2026-07-10
- ROE+5.6% as of 2026-07-10
- Debt / equity0.79 as of 2026-07-10
- Revenue growth (YoY)+13.0% as of 2026-07-10
- Revenue CAGR (3y)+0.0% SEC XBRL
- Beta1.28 as of 2026-07-10
Dividend: yield +0.8%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Significant exposure to competitive and rapidly changing markets where new risks may emerge, with demand dependent on end-market conditions including consumer electronics, automotive, and semiconductor fabrication cycles","Raw material cost volatility and precious metals price fluctuations, with exposure to tariff changes and global trade policy shifts impacting cost structure and availability of inputs","Acquisition integration risks, including the recent EFC and Micromax acquisitions and the ability to achieve earn-out targets and synergies, as well as potential impairments on goodwill and intangible assets"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.