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What this page is: Delvantic's full research page for Element Solutions Inc. (ESI) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.
Page map (sections in order; each card carries a stable
reference-name attribute you can cite):
profile-header/price-overview— company profile, live quote, market capextended-analysis— the core: three AI lens reads with findings, scores, and the analyst memofuture-predictions— our forward price-band predictionsmarket-narrative/ai-findings/gpt-critique— narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)- Members-only sections (render as login gates for anonymous readers):
price-history,income-trend,key-metrics,financials(statement tables),insider-trading. The analysis above is public; the raw data tables require a free account.
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any ticker resolves at delvantic.com/stock/TICKER ·
raw inputs are public-company filings and market data (via licensed data feeds);
every model, score, lens read, and prediction on this page is Delvantic's own analysis.
Basic Materials · Specialty Chemicals
Miami Beach, FL 33139, United States
elementsolutionsinc.com
Price
$37.88
Market Cap
$9.2B
Employees
5,200
Beta
1.27
Avg Volume
6,252,817
Last Dividend
$0.32
CEO
Mr. Benjamin Gliklich
Element Solutions Inc. is a leading global specialty chemicals company dedicated to providing innovative solutions that enhance consumer products. This corporation operates predominantly in the industries of electronics, automotive, and consumer goods, providing advanced materials that improve product performance and sustainability. Key offerings include high-purity consumable chemicals such as coatings, adhesives, inks, and other specialty materials used in manufacturing processes. With a focus on sustainability and efficiency, Element Solutions Inc. significantly contributes to the technological advancements and environmental efforts in these sectors. The company collaborates closely with a wide range of businesses, ensuring their products meet diverse and evolving market needs. As such, Element Solutions Inc. holds a pivotal role in facilitating the development of next-generation technologies and supporting global industrial innovations.
Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 8 No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was Jul 27, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
+2.8%
Feb '26
-150.0%
Mar '26
+7.9%
Apr '26
+32.8%
May '26
+9.3%
Jul '26
| Print date | EPS est. | EPS actual | Revenue est. | Revenue actual |
|---|---|---|---|---|
| Jul 27, 2026 | $0.43 | $0.47 +9.3% | — | — |
| May 22, 2026 | $1.34 | $1.78 +32.8% | — | — |
| Apr 28, 2026 | $0.38 | $0.41 +7.9% | — | — |
| Mar 24, 2026 | $-0.40 | $-1.00 -150.0% | — | — |
| Feb 17, 2026 | $0.36 | $0.37 +2.8% | — | — |
Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.
Recent SEC Filings
Last updated: Aug 8, 2026 8:30pm (6h ago)| Filed | Form | Document |
|---|---|---|
| Aug 3, 2026 | 425 | View |
| Jul 30, 2026 | 425 | View |
| Jul 30, 2026 | 425 | View |
| Jul 28, 2026 | 10-Q | View |
| Jul 28, 2026 | 425 | View |
| Jul 27, 2026 | 8-K | View |
| Jul 20, 2026 | 425 | View |
| Jul 20, 2026 | 8-K | View |
| Jul 20, 2026 | 425 | View |
| Jul 10, 2026 | 425 | View |
| Jul 9, 2026 | 425 | View |
| Jul 9, 2026 | 425 | View |
Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.
Price Overview
Last updated: Aug 9, 2026 3:12am (just now)
Current data · timestamped when a report runs
$37.88
Change · Aug 9
-0.55 (-1.43%)
Day Range
$37.85 – $38.99
52-Week Range
$22.86 – $49.25
50-Day MA
$41.11
200-Day MA
$34.15
Volume
2,118,600.00
Share Structure
Outstanding
243,659,274.00
Float
229,230,295.00
Free Float
94.1%
High free float
— 94.1% of shares trade freely, ~5.9% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
TD Twelve Data statement
HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEXStock Price / EPS (Diluted)
47.95
Stock Price: $37.88
EPS (Diluted): 0.79
EPS (Diluted): 0.79
P/B Ratio (Price vs net asset value)
HEXStock Price / Book Value Per Share
3.41
Stock Price: $37.88
Total Equity: $2.69B
Shares: 242,400,000
Total Equity: $2.69B
Shares: 242,400,000
EV/EBITDA (Total value vs operating profit)
HEXEnterprise Value / EBITDA
20.72
Market Cap: $9.23B
Total Debt: $1.64B
Cash: $626.50M
EBITDA: $493.40M
Total Debt: $1.64B
Cash: $626.50M
EBITDA: $493.40M
Enterprise Value (Takeover price (cap + debt - cash))
HEXMarket Cap + Total Debt - Cash
$10.2B
Market Cap: $9.23B
Total Debt: $1.64B
Cash: $626.50M
Total Debt: $1.64B
Cash: $626.50M
Gross Margin (Revenue left after direct costs)
HEXGross Profit / Revenue
42.0%
Gross Profit: $1.07B
Revenue: $2.55B
Revenue: $2.55B
Operating Margin (Revenue left after all operations)
HEXOperating Income / Revenue
13.4%
Operating Income: $342.20M
Revenue: $2.55B
Revenue: $2.55B
Net Margin (Revenue left as actual profit)
HEXNet Income / Revenue
7.5%
Net Income: $190.80M
Revenue: $2.55B
Revenue: $2.55B
ROE (Profit from shareholder equity)
HEXNet Income / Total Equity
7.1%
Net Income: $190.80M
Total Equity: $2.69B
Total Equity: $2.69B
ROIC (Profit from all invested capital)
HEXNOPAT / Invested Capital
6.7%
Operating Income: $342.20M
Tax Rate: 28.1%
Equity: $2.69B
Total Debt: $1.64B
Cash: $626.50M
Tax Rate: 28.1%
Equity: $2.69B
Total Debt: $1.64B
Cash: $626.50M
Current Ratio (Can it pay short-term bills)
HEXCurrent Assets / Current Liabilities
3.68
Current Assets: $1.58B
Current Liabilities: $429.90M
Current Liabilities: $429.90M
Debt/Equity (Leverage — debt vs equity)
HEXTotal Debt / Total Equity
0.61
Short-Term Debt: $0.00
Long-Term Debt: $1.64B
Total Debt: $1.64B
Total Equity: $2.69B
Long-Term Debt: $1.64B
Total Debt: $1.64B
Total Equity: $2.69B
Rev/Share (Top-line per share)
HEXRevenue / Shares Outstanding
$10.52
Revenue: $2.55B
Shares: 242,400,000
Shares: 242,400,000
Book Value/Share (Net assets per share)
HEX(Total Assets - Total Liabilities) / Shares
$11.09
Total Equity: $2.69B
Shares: 242,400,000
Shares: 242,400,000
FCF/Share (Real cash generated per share)
HEX(Operating Cash Flow + CapEx) / Shares
—
Operating CF: N/A
CapEx: -$62.20M
Shares: 242,400,000
CapEx: -$62.20M
Shares: 242,400,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TDLast Annual Dividend / Stock Price
0.8%
Last Dividend: $0.32
Stock Price: $37.88
Stock Price: $37.88
Payout Ratio (Earnings paid out as dividends)
HEXDividends Paid / Net Income
40.8%
Dividends Paid: -$77.80M
Net Income: $190.80M
Net Income: $190.80M
Income Statement (Annual)
Last updated: Aug 7, 2026 4:45am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.4B | $2.5B | $2.3B | $2.5B | $2.6B |
| Cost of Revenue | $1.4B | $1.6B | $1.4B | $1.4B | $1.5B |
| Gross Profit | $960.8M | $952.7M | $918.5M | $1.0B | $1.1B |
| Operating Expenses | $660.9M | $627.4M | $744.9M | $691.8M | $728.3M |
| Operating Income | $299.9M | $325.3M | $173.6M | $343.9M | $342.2M |
| Net Income | — | $187.2M | $118.1M | $244.2M | $190.8M |
| EBITDA | $463.8M | $486.6M | $340.3M | $501.5M | $493.4M |
| EPS | $0.82 | $0.76 | $0.49 | $1.01 | $0.79 |
| EPS (Diluted) | $0.82 | $0.76 | $0.49 | $1.01 | $0.79 |
Balance Sheet (Annual)
Last updated: Aug 7, 2026 4:45am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $330.1M | $265.6M | $289.3M | $359.4M | $626.5M |
| Total Current Assets | $1.2B | $1.2B | $1.2B | $1.3B | $1.6B |
| Total Assets | $5.1B | $4.9B | $5.0B | $4.9B | $5.1B |
| Current Liabilities | $415.2M | $344.4M | $369.4M | $379.7M | $429.9M |
| Long-Term Debt | $1.9B | $1.9B | $2.0B | $1.8B | $1.6B |
| Total Liabilities | $2.6B | $2.6B | $2.6B | $2.5B | $2.4B |
| Total Equity | $2.5B | $2.3B | $2.3B | $2.4B | $2.7B |
| Retained Earnings | -$1.3B | -$1.2B | -$1.2B | -$1.0B | -$904.6M |
Cash Flow (Annual)
Last updated: Aug 7, 2026 4:45am (1d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $326.0M | $295.9M | — | — | — |
| Capital Expenditure | -$46.3M | -$47.8M | -$52.7M | -$68.4M | -$62.2M |
| Free Cash Flow | $279.7M | $248.1M | — | — | — |
| Acquisitions (net) | -$536.5M | -$22.6M | -$214.8M | -$3.9M | — |
| Net Debt Issued / (Repaid) | $388.0M | -$16.4M | $33.0M | -$112.5M | -$202.6M |
| Dividends Paid | -$61.9M | -$78.4M | -$77.4M | -$78.2M | -$77.8M |
| Stock Buybacks | -$19.6M | -$151.0M | $0 | $0 | -$25.0M |
| Net Change in Cash | $38.2M | -$64.5M | $23.7M | $70.1M | $267.1M |
Growth Trends (YoY %)
Last updated: Aug 7, 2026 4:45am (1d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +6.2% | -8.5% | +5.3% | +3.8% |
| Gross Profit Growth | -0.8% | -3.6% | +12.8% | +3.4% |
| Operating Income Growth | +8.5% | -46.6% | +98.1% | -0.5% |
| Net Income Growth | — | -36.9% | +106.8% | -21.9% |
| EBITDA Growth | +4.9% | -30.1% | +47.4% | -1.6% |
Dividend History (Last 20)
Last updated: Aug 7, 2026 4:45am (1d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-06-01 | $0.08 | — | — | — |
| 2026-03-02 | $0.08 | — | — | — |
| 2025-12-01 | $0.08 | — | — | — |
| 2025-09-02 | $0.08 | — | — | — |
| 2025-06-02 | $0.08 | — | — | — |
| 2025-03-03 | $0.08 | — | — | — |
| 2024-12-02 | $0.08 | — | — | — |
| 2024-08-30 | $0.08 | — | — | — |
| 2024-05-31 | $0.08 | — | — | — |
| 2024-02-29 | $0.08 | — | — | — |
| 2023-11-30 | $0.08 | — | — | — |
| 2023-08-31 | $0.08 | — | — | — |
| 2023-05-31 | $0.08 | — | — | — |
| 2023-02-28 | $0.08 | — | — | — |
| 2022-11-30 | $0.08 | — | — | — |
| 2022-08-31 | $0.08 | — | — | — |
| 2022-05-31 | $0.08 | — | — | — |
| 2022-02-28 | $0.08 | — | — | — |
| 2021-11-30 | $0.08 | — | — | — |
| 2021-08-31 | $0.06 | — | — | — |
Industry Benchmarks
Compares ESI against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
Not applicable for this companies
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
Not applicable for this companies
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
Not applicable for this companies
4h
Dividend Discount Model
— For dividend/income stocks only
Not applicable for this companies
4i
Book Value Analysis
— For deep value / turnaround stocks only
Not applicable for this companies
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
Not applicable for this companies
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ESI — it's generated by the pipeline (
market-narrative step).
Claude Reading
No AI findings yet for ESI — they're generated by the
pipeline (
ai-findings step) when a report is run on this ticker.
GPT Reading
No GPT reading yet for ESI — it's generated by the
pipeline (
gpt-critique step) after the other Big-3 seats, when a
report is run on this ticker.
Grok Reading
No Grok reading yet for ESI — it's generated by the
pipeline (
grok-critique step) alongside the other Big-3 seats, when a
report is run on this ticker.
Advanced Analysis Forensic deep-dive · three lenses
Character & Durability Scorecard
Ten long-horizon business-character traits the Quality / Value / Sentiment lenses don’t break out, scored 1–10.
No scorecard yet for ESI — the ten traits are scored by the
pipeline (
ext-scorecard step) when a report is run on this ticker.
No community reviews yet for ESI.
Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes
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Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.515 · 9f7cac68 · 2026-08-08 13:09:58