Nama Insights

Element Solutions (ESI)

Basic Materials · Specialty Chemicals · NYSE

Element Solutions (ESI) is a Basic Materials company in the Specialty Chemicals industry. It has a market capitalization of $7.61B, a trailing price-to-earnings ratio of 17.9 and a free-cash-flow yield of 3.0%. Over the most recent reported fiscal year, revenue grew 3.8% and free cash flow per share fell 22.4%. Nama's AI scorecard rates it Buy, 6.0 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +38.9% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-36.4%
How far the last close sits under the highest price of the past five years.
Market cap$7.61B
Trailing P/E17.9
Price / book2.7
Price / sales2.2
FCF yield3.0%
Dividend yield1.0%
Gross margin36.6%
Operating margin11.7%
Net margin5.9%
Revenue growth (YoY)+3.8%
Revenue growth (3-yr annual)+0.0%
EPS growth (YoY)+3.5%
FCF/share growth (YoY)-22.4%
Beta1.3
ExchangeNYSE
SectorBasic Materials
IndustrySpecialty Chemicals

ESI earnings

Next report: Feb 16, 2027 (Q4 2026, EPS estimate $0.47). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 21, 2026 $0.50 $0.48 +4.2% $995.30M
Q2 2026 Jul 27, 2026 $0.47 $0.43 +9.3% $977.90M
Q1 2026 Apr 28, 2026 $0.41 $0.38 +7.9% $840.00M
Q4 2025 Feb 17, 2026 $0.37 $0.36 +2.8% $676.20M

ESI analyst price target

Median target $47.50 from 12 analysts, ranging $42.00 – $55.00.

Specialty Chemicals peers

TickerCompanyMarket capP/E
LIN Linde $236.54B 30.9
ECL Ecolab $84.33B 37.4
SHW Sherwin-Williams $83.13B 28.9
APD Air Products and Chemicals $67.88B 22.7
PPG PPG Industries $27.03B 15.7
IFF International Flavors & Fragrances $20.69B 22.3
LYB LyondellBasell Industries $19.63B 8.6
DD DuPont de Nemours $19.42B 20.9
Explore live ESI data on Nama Insights →

ESI FAQ

Is ESI a buy?
Nama's AI scorecard currently rates Element Solutions Buy (6.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ESI's P/E ratio?
Element Solutions trades at a trailing price-to-earnings ratio of 17.9.
When does ESI report earnings?
Element Solutions's next scheduled report is on Feb 16, 2027. Analysts expect EPS of $0.47.
What is the ESI price target?
The median analyst price target from 12 analysts is $47.50, with a range of $42.00 – $55.00.
Is ESI Shariah compliant?
Nama's AAOIFI-style screen reads Element Solutions as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does ESI pay a dividend?
Yes — Element Solutions's dividend yield is 1.0%.