Element Solutions (ESI)

Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Element Solutions Inc. (ESI-Q) is experiencing significant growth, with its stock up by 75% this year, primarily driven by strong earnings reports and the ongoing geopolitical situation like the Strait of Hormuz blockade. Despite a challenging market for many companies, ESI has managed to thrive, showcasing resilience particularly in the chemical sector. Although the company had a period of stagnant growth in recent years, it has strategically positioned itself by making key acquisitions, including a gases company that aids semiconductor production. The company's recent sales and earnings growth, while modest, signals a positive trend, contributing to a 29.45% increase in stock price amidst broader market difficulties. With a low PE ratio for 2026, ESI appears to be attractive for investors looking for value in a tough economic landscape.

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Consensus
Positive
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Valuation
Undervalued
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Linde,LIN
BUY

Is up 75% this year. Is thriving for as long as the Strait of Hormuz blockade happens. Last week, they reported a beat and raise quarter. Trading at a cheap 24% 2026 PE.

BUY

In recent years, it went sideways and was dead money. However, the company kept making deals, including one gases company that helps produce semiconductors. Altogether, ESI has grown into a good company focused on making semis. True, last year's 4% sales growth and 3% earnings growth isn't super, a positive picture is forming. ESI is up 29.45% this year in a down market. Chemical companies are one industry that is roaring in this tough market. Earnings keep rising.

PARTIAL BUY
It's a solid turnaround story under new managers. He recommended this as a spec play before. You can buy a small position now. If it pulls back, add more. The market doesn't cover this much. ESI is exposed to some excellent end markets. Shares were quiet in October, but last week ESI reported yet around strong quarter, but messy guidance.
PARTIAL BUY
A specialty chemical company. Used to be a blank-cheque company which tumbled in 2015-6 after aggressively taking over companies and facing rising interest rates, then did nothing despite rebranding in 2019. Since then, business has surged along with the economy in the reopening. Since 2019, they've divested some businesses and replaced CEOs. electropnics make up 63% of sales, the rest from industrial and specialty like oil drilling. All their end markets are doing better after several negative quarters. Their organic growth has turned positive and accelerated. Also, they're issuing positive guidance and boosting their dividend. The balance sheet has improved. Last month, they made a small purchase of a specialty chemical company. Overall, their exposure in various business is good and their balance sheet is healthier. Trades at less than 15x 2022's PE. This is now a steal if their end markets keep going, but worth only a small investment at first.
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Element Solutions (ESI) Frequently Asked Questions

What is Element Solutions stock symbol?

Element Solutions is a OTC stock, trading under the symbol ESI (previously ESI-Q on Stockchase) on the undefined (undefined). It is usually referred to as or ESI

Is Element Solutions a buy or a sell?

In the last year, 2 stock analysts issued a Buy, Sell, or Hold rating on ESI (previously ESI-Q on Stockchase). 2 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Element Solutions.

Is Element Solutions a good investment or a top pick?

Element Solutions was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Element Solutions.

Why is Element Solutions stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Element Solutions.

Is Element Solutions worth watching?

Element Solutions is covered by Stockchase experts and is worth watching.