Element Solutions Inc(ESI)Stock Analysis
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Rank #698 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ESI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Element Solutions Inc (ESI), a Materials sector company. 13F Pro's AI-powered ranking engine scores ESI at 63.1/100 on a 32-signal composite quality model, placing it at rank #698 of 2,879 stocks — the top 25% of the AI-ranked universe. ESI scores in the top quartile across earnings quality (86.6). Shareholder dilution risk is elevated at 38.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Element Solutions Inc reports quarterly revenue of $840.0M, net income of $55.9M, an operating margin of 13.3%. Top institutional holders of ESI by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ESI trades on the NYSE exchange and files with the SEC under CIK 1590714. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Element Solutions Inc directly from SEC EDGAR. Element Solutions Inc's 13F Pro composite quality score has ranged between 8 and 64 since 2021, currently 63.1 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$840.0M
Net Income
Q1 2026
$55.9M
Free Cash Flow
Q1 2026
$-91.7M
Operating Margin
Q1 2026
13.3%
ROIC
Q1 2026
2.3%
D/E Ratio
Q1 2026
0.79
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.3% YoYNet Income
+106.8% YoYOperating Income
+98.1% YoYEPS (Diluted)
+106.1% YoYTotal Assets
-2.0% YoYTotal Debt
-5.7% YoYOp. Cash Flow
| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.46B +5.3% | $2.33B -8.5% | $2.55B +6.2% | $2.40B +29.5% | $1.85B +1.0% | $1.84B |
| Net Income | $244.2M +106.8% | $118.1M -36.9% | $187.2M | — | — | — |
| Operating Income | $343.9M +98.1% | $173.6M -46.6% | $325.3M +8.5% | $299.9M +28.9% | $232.7M -6.6% | $249.1M |
| EPS (Diluted) | $1.01 +106.1% | $0.49 -35.5% | $0.76 -7.3% | $0.82 +173.3% | $0.30 -14.3% | $0.35 |
| Total Assets | $4.87B -2.0% | $4.97B +1.4% | $4.90B -4.6% | $5.14B +14.6% | $4.48B +3.7% | $4.32B |
| Total Debt | $1.85B -5.7% | $1.96B +1.9% | $1.93B -0.9% | $1.94B +26.0% | $1.54B -0.5% | $1.55B |
| Operating Cash Flow | — | — | $295.9M -9.2% | $326.0M +18.1% | $276.0M | — |
AI Insight: ESI Ratio Trends
Operating margins compressed to 13.3% in Q1 2026, reversing Q3 2025's 15.4% peak; ROIC recovered to 9.1% but profitability remains volatile.
• Operating margin fell 210bp from Q3 2025 (15.4%) to Q4 2025 (10.3%), then partially recovered to 13.3% in Q1 2026.
• ROIC improved from Q4 2025's trough of 6.5% to 9.1% in Q1 2026, approaching Q3 2025 highs of 9.4%.
• Leverage (D/E) declined to 0.61 by Q3 2025 before rising back to 0.79 in Q1 2026, erasing prior deleveraging gains.
⚠ Net profit margin collapsed to 0.9% in Q4 2025 from 6.0% in Q3 2025; recovery to 6.7% in Q1 2026 needs confirmation of consistency.
⚠ Q4 2025 saw a sharp profitability cliff (ROA 0.5%, ROE 0.9%). Underlying operational or one-off drivers require clarification.
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Available Research
13F Pro tracks comprehensive data for Element Solutions Inc including:
Top Institutional Holders of ESI
BlackRock, Inc.
$930.4M27,253,273 shFMR LLC
$706.2M20,686,175 shVANGUARD PORTFOLIO MANAGEMENT LLC
$466.5M13,663,065 shVANGUARD CAPITAL MANAGEMENT LLC
$366.1M10,723,727 shInvesco Ltd.
$307.0M8,991,462 shDIMENSIONAL FUND ADVISORS LP
$289.3M8,475,192 shFIL Ltd
$275.9M8,080,067 shNeuberger Berman Group LLC
$272.0M7,967,429 shSTATE STREET CORP
$249.4M7,306,377 shGEODE CAPITAL MANAGEMENT, LLC
$178.3M5,222,686 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $930.4M | 27,253,273 |
| FMR LLC | $706.2M | 20,686,175 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $466.5M | 13,663,065 |
| VANGUARD CAPITAL MANAGEMENT LLC | $366.1M | 10,723,727 |
| Invesco Ltd. | $307.0M | 8,991,462 |
| DIMENSIONAL FUND ADVISORS LP | $289.3M | 8,475,192 |
| FIL Ltd | $275.9M | 8,080,067 |
| Neuberger Berman Group LLC | $272.0M | 7,967,429 |
| STATE STREET CORP | $249.4M | 7,306,377 |
| GEODE CAPITAL MANAGEMENT, LLC | $178.3M | 5,222,686 |
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Popular Research
Is ESI a good stock to buy?
13F Pro's AI-powered analysis of Element Solutions Inc (ESI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ESI are available on the ESI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ESI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ESI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Element Solutions Inc's investment landscape.