ESI

Element Solutions Inc

Industrial/Transportation


Presented:01/10/2024
Price:$22.67
Cap:$5.48B
Current Price:$25.67
Cap:$6.22B

Presented

Date01/10/2024
Price$22.67
Market Cap$5.48B
Ent Value$6.46B
P/E Ratio111.9x
Book Value$9.23
Div Yield1.41%
Shares O/S241.52M
Ave Daily Vol1,157,354
Short Int2.04%

Current

Price$25.67
Market Cap$6.22B
Element Solutions, Inc. is a specialty chemicals company. It operates under the Electronics, and Industrial and Specialty segments. The Electronics segment focuses on researching, formulating, and selling specialty chemicals and material process technologies for all types of electronics hardware, from complex printed circuit board designs to advanced semiconductor packaging. The Industrial and Specialty segment includes technologies that enhance surfaces or improve industrial processes in diverse industrial sectors from automotive trim to transcontinental infrastructure and from high-speed printing to high-design faucets. The company was founded by Martin Ellis Franklin on April 23, 2013 and is headquartered in Fort Lauderdale, FL.

Publicly traded companies mentioned herein: Element Solutions (ESI)

Highlights

The presenter is long shares of Element Solutions Inc (ESI), a specialty chemicals company and service provider that caters to the printed circuit board, semiconductor, and auto industries. The increased chemical intensity per waferboard, circuit, etc. should provide a tailwind for the company to sustain growth above its end markets. As such, the presenter likes the company and sees the ability for it to achieve the $2.50 2026 EPS guidance, which is well above consensus of $1.86.

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Idea Discussion

Commentor 1 - 2 weeks ago

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