Added to YB: 2026-06-18
Pitch date: 2026-06-15
ESI [bullish]
Element Solutions Inc
-1.48%
current return
Author Info
Mispriced Assets breaks down finance, economics, and crypto to make the complex more accessible—and help you think clearly, invest better, and stay ahead. Sign up for the newsletter.
Company Info
Element Solutions Inc operates as a specialty chemicals technology company in the United States, China, and internationally.
Market Cap
$10.9B
Pitch Price
$45.23
Price Target
75.00 (+68%)
Dividend
0.72%
EV/EBITDA
23.86
P/E
72.58
EV/Sales
4.59
Sector
Chemicals
Category
growth
Everyone Bought the Shovels - Element Solutions Inc
ESI: AI consumables play mispriced as chemicals. ~$2.5B rev, low-20s EBITDA margin, sells plating/copper/solder chemistry consumed making chips—same volume driver that tripled UCT/ICHR. Trades 18x EBITDA, cheapest electronic-materials name. Stock +80% YoY at $44; target $75 (12-18mo) on re-rate to semi-materials multiple + unmodeled fall product launch.
Read full article (3 min)