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ESI Basic Materials Latest YouTube: Q1 2026 Published 2026-04-23

Element Solutions Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

ESI Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis

Published 2026-04-23

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-04-23
Podcast available
Yes
Current price
$35.31
-0.23 (-0.65%)
Trailing / Forward P/E
47.72x
Forward: 16.96x
Market cap / Volume
Volume:
Revenue / Earnings Growth
56.4%
Earnings: 61.9%
Margins
11.8% op
Gross: 38.6% · Net: 5.7%
Balance sheet
2.91x current
Debt / Equity: 75.0
52-week range / Beta
$22.86 - $49.25
Beta: 1.27
Analyst target
$46.75
Upside: 32.4%
Cash / shareholder return
0.59% FCF yield
Dividend yield: 0.90%

Company context

Industry: Specialty Chemicals
Country: United States
Employees:
Price to book: 3.06x
Return on equity: 6.5%
Element Solutions Inc operates as a specialty chemicals technology company in the United States, China, and internationally. The company operates in two segments: MacDermid Alpha Electronics Solutions and Element Specialties. Its MacDermid Alpha Electronics Solutions segment provides assembly solutions, including surface mount technologies, pastes fluxes, thermal management materials, coatings, and other attachment materials; circuitry solutions, such as circuit board metallization, circuit formation products, electronic materials, surface finishes, and film and smart surface solutions; and semiconductor solutions, which includes semiconductor assembly and wafer level packaging materials. This segment serves the mobile communications, computers, automobiles, and aerospace equipment industries. The Element Specialties segment offers industrial solutions, including electroless nickel, plating products, pre-treatment and cleaning solutions, functional conversion coatings, and water treatment; and energy solutions, which includes offshore fluids. This segment serves the aerospace, automotive, construction, consumer electronics, and oil and gas production end markets. The company was formerly known as Platform Specialty Products Corporation and changed its name to Element Solutions Inc in January 2019. Element Solutions Inc was founded in 1785 and is based in Miami Beach, Florida.

Price chart

Market context for ESI

Competitive view

ESI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Element Solutions Inc. latest YouTube video thumbnail YouTube
Element Solutions Inc.
ESI
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Alcoa Corporation latest YouTube video thumbnail YouTube
Alcoa Corporation
AA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Steel Dynamics, Inc. latest YouTube video thumbnail YouTube
Steel Dynamics, Inc.
STLD
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ESI
$8.60B
Element Solutions Inc.
AA
$13.68B
Alcoa Corporation
STLD
$32.78B
Steel Dynamics, Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
ESI
47.7x
Element Solutions Inc.
AA
10.8x
Alcoa Corporation
STLD
20.8x
Steel Dynamics, Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ESI
17.0x
Element Solutions Inc.
AA
8.9x
Alcoa Corporation
STLD
12.0x
Steel Dynamics, Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ESI
56.4%
Element Solutions Inc.
AA
31.4%
Alcoa Corporation
STLD
33.4%
Steel Dynamics, Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ESI
61.9%
Element Solutions Inc.
AA
146.8%
Alcoa Corporation
STLD
83.6%
Steel Dynamics, Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ESI
11.8%
Element Solutions Inc.
AA
18.4%
Alcoa Corporation
STLD
11.5%
Steel Dynamics, Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ESI
38.6%
Element Solutions Inc.
AA
19.8%
Alcoa Corporation
STLD
14.7%
Steel Dynamics, Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ESI
5.7%
Element Solutions Inc.
AA
9.4%
Alcoa Corporation
STLD
7.8%
Steel Dynamics, Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ESI
6.5%
Element Solutions Inc.
AA
18.2%
Alcoa Corporation
STLD
17.6%
Steel Dynamics, Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ESI
0.6%
Element Solutions Inc.
AA
7.0%
Alcoa Corporation
STLD
0.7%
Steel Dynamics, Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ESI
74.98x
Element Solutions Inc.
AA
29.92x
Alcoa Corporation
STLD
46.92x
Steel Dynamics, Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ESI
2.91x
Element Solutions Inc.
AA
1.53x
Alcoa Corporation
STLD
3.18x
Steel Dynamics, Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ESI
1.27
Element Solutions Inc.
AA
1.62
Alcoa Corporation
STLD
1.53
Steel Dynamics, Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
ESI
0.9%
Element Solutions Inc.
AA
0.8%
Alcoa Corporation
STLD
0.9%
Steel Dynamics, Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ESI
32.4%
Element Solutions Inc.
AA
21.5%
Alcoa Corporation
STLD
19.2%
Steel Dynamics, Inc.

Episode timeline

Episode archive for ESI

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-04-23
Published youtube complete
ESI Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Element Solutions Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-22
Published podcast complete
Charged Alpha | Element Solutions Inc (ESI) | S&P 500 Deep Dive — Ep. 0
Quarterly earnings-analysis entry for Element Solutions Inc.. Use the links on the right to open the video or podcast episode.