Element Solutions Inc. (ESI) Stock Price & How to Invest
Last updated July 2026
Short answer
You can invest in Element Solutions (ESI) by buying shares or fractional shares at any major broker, through an ETF that holds it, or as one holding in a thematic basket. ESI is a specialty-chemicals company whose MacDermid Alpha Electronics segment supplies chemistries for PCB manufacturing and semiconductor advanced packaging used in AI accelerators, balanced by a more cyclical Industrial and Specialty segment. A smaller-cap name competing with Atotech (MKSI) and DuPont, it behaves like a balanced specialty-materials play with an electronics-growth tilt.
ESI stock price
As of 2026-07-24, Element Solutions Inc. (ESI) last closed at $37.44, up 57.2% over the past year. Over the past 52 weeks it has traded between $22.99 and $49.09.
Prices are daily closing prices from Yahoo Finance and may be delayed. For the live quote, check your broker or Element Solutions Inc.'s investor relations page. Walnut is informational, not investment advice.
What does Element Solutions Inc. (ESI) do?
Element Solutions Inc is a specialty chemicals company providing high-performance specialty chemistries to electronics, automotive, industrial, and energy customers. The company organizes around two main segments. Electronics provides specialty chemistries for printed circuit board manufacturing, semiconductor packaging, and electronics assembly (including the MacDermid Alpha brand, a major supplier to electronics manufacturers globally). Industrial and Specialty provides specialty surface treatment chemistries, oil and gas chemistries, graphics arts chemistries, and various other industrial specialty chemicals.
The Electronics segment has been the larger growth contributor, driven by semiconductor packaging investment (advanced packaging chemistries for chiplet integration) and continued PCB manufacturing complexity. Headquartered in Fort Lauderdale, Florida. Ben Gliklich has been CEO since 2018.
What's driving Element Solutions Inc. (ESI)?
1. Semiconductor advanced packaging.
Element Solutions's MacDermid Alpha brand is a major supplier of specialty chemistries used in semiconductor advanced packaging (including chiplet integration and 2.5D/3D packaging). AI accelerator chip packaging drives demand. The company has been investing in capacity and product portfolio expansion.
2. PCB manufacturing chemistries.
Printed circuit board manufacturing requires extensive specialty chemistries (plating, surface treatment, etch). As PCB complexity increases (high-density interconnect, flex circuits), chemistry value per board increases. Element Solutions is a major global supplier.
3. Industrial specialty chemistries.
The Industrial and Specialty segment serves automotive (surface treatment), oil and gas (specialty production chemicals), graphics arts, and various other industrial markets. The segment is cyclical with industrial end markets but provides diversification away from electronics.
4. Capital allocation.
Element Solutions has been a meaningful capital returner through buybacks and dividends. M&A has been opportunistic. Strong free cash flow generation supports continued capital return and selective acquisitions.
What are the risks to Element Solutions Inc. (ESI)?
Cyclical exposure across electronics and industrial end markets. Customer concentration in major electronics manufacturers. Pass-through of raw material cost inflation can lag during volatile periods.
How is Element Solutions Inc. (ESI) valued? (approximate, early 2026)
A simple financial snapshot. These are approximations and refresh quarterly; for current figures see Element Solutions Inc.'s investor relations page or your broker.
- Revenue (TTM): ~$2.5 billion
- Operating margin: ~16%
- Net income (TTM): ~$250 million
- EPS (TTM): ~$1.10
- P/E (TTM): ~22x
- Price to sales: ~2.5x
- Dividend yield: ~1.5%
- Free cash flow: ~$300 million annually
- Electronics segment: Larger and faster-growing than Industrial
Element Solutions trades in line with the S&P 500 average, reflecting balanced exposure to growth in semiconductor packaging chemistries against more cyclical industrial specialty chemicals. The multiple expansion potential depends on continued Electronics segment growth and operating leverage.
Which ETFs hold Element Solutions Inc. (ESI)?
If you want ESI exposure as part of a larger bundle rather than directly, these ETFs hold it meaningfully. Weights are approximate and refresh quarterly.
| ETF | Name | % in ESI | Expense ratio | |
|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | 0.59% | 0.06% |
What themes does Element Solutions Inc. (ESI) fit?
These are the investment theses ESI naturally fits into. Each links to a full theme guide listing every other stock that belongs and the ETFs commonly used as a passive proxy.
Who competes with Element Solutions Inc. (ESI)?
Semiconductor and electronics chemistries
Atotech (part of MKS Inc., MKSI), DuPont electronic materials, Showa Denko, Mitsubishi Chemical, and various specialty competitors in PCB chemistries and semiconductor packaging chemistries. The market is fragmented across specific product categories and regions.
Industrial specialty chemicals
Various specialty chemicals competitors across the diverse Industrial and Specialty segment product lines. Each product line has different competitors. The market is highly fragmented.
What stocks are similar to Element Solutions Inc. (ESI)?
Other names that show up alongside ESI in the same themes. Worth a look if you're thinking about diversification within a single thesis rather than concentration on one ticker.
Also fits AI infrastructure. The defining AI accelerator. CUDA ecosystem is the picks-and-shovels play; held in every AI infrastructure basket.
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Also fits AI infrastructure. Custom AI silicon (Google TPU, Meta MTIA) plus the networking switches that connect AI clusters. Dual-engine AI infra story.
Also fits AI infrastructure. Makes virtually every leading-edge AI chip including NVIDIA H100/B100, AMD MI300X, and the hyperscaler custom designs.
How to invest in Element Solutions Inc. (ESI)
There are three common ways to get ESI exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it (IJR), which spreads the position across many companies. Or build it into a focused thematic basket, so ESI sits alongside other stocks that express the same thesis.
Walnut takes the basket route. Describe a thesis where ESI fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.
New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.
The bottom line on Element Solutions Inc. (ESI)
Element Solutions (ESI) pairs faster-growing semiconductor-packaging and PCB chemistries through MacDermid Alpha with steadier industrial surface-treatment and oil-and-gas chemistries that smooth cash flow. In a portfolio it acts as a small-cap materials satellite with AI-packaging optionality, trading near the market multiple and offering a modest dividend rather than index-like stability.
More on Element Solutions Inc. (ESI)
Whether ESI is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is ESI a buy?, and where the stock could go from here in the ESI stock forecast.
For income investors, whether ESI pays a dividend and how the payout looks is covered in does ESI pay a dividend? And to weigh ESI against a peer, read the full side-by-side comparisons: ESI vs NVDA and ESI vs AMD.
Build a basket around ESI with Walnut
Use Element Solutions Inc. as one constituent in a thematic basket Walnut's AI helps you assemble. Describe a thesis you believe in, the AI proposes the holdings and weights, and you approve before any broker order.
FAQ
What is Element Solutions's ticker symbol?
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ESI, listed on NYSE. Officially Element Solutions Inc. Headquartered in Fort Lauderdale, Florida. Trades during US market hours, available at every major US brokerage.
Who are Element Solutions's competitors?
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In semiconductor and electronics chemistries: Atotech (part of MKS Inc., MKSI), DuPont electronic materials, Showa Denko, Mitsubishi Chemical, and various specialty competitors. In industrial specialty chemicals: various specialty competitors across the diverse product lines. The market is highly fragmented across specific product categories.
Is Element Solutions an AI infrastructure stock?
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Indirectly yes. The MacDermid Alpha brand is a major supplier of specialty chemistries used in semiconductor advanced packaging (chiplet integration, 2.5D/3D packaging). AI accelerator chip packaging drives demand for these chemistries. The exposure is upstream from NVIDIA but in the same overall AI infrastructure trend.
What is Element Solutions's P/E ratio?
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Approximately 22x trailing twelve months as of early 2026. In line with the S&P 500 average. Modest premium versus pure commodity specialty chemicals reflecting the Electronics segment growth exposure and balanced segment mix.
What does Element Solutions do?
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Element Solutions provides high-performance specialty chemistries to electronics, automotive, industrial, and energy customers. The Electronics segment (MacDermid Alpha brand) provides specialty chemistries for printed circuit board manufacturing, semiconductor packaging, and electronics assembly. The Industrial and Specialty segment provides surface treatment, oil and gas, graphics arts, and various other industrial specialty chemistries.
Who owns the most Element Solutions stock?
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Major institutional holders include Vanguard (~10%), BlackRock (~8%), and various specialty chemicals and small/mid-cap funds. Insider ownership is modest. Element Solutions is broadly institutionally owned and held in specialty chemicals and AI infrastructure supply chain funds.
Which ETFs have the most Element Solutions exposure?
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XLB (Materials Select Sector SPDR) holds ESI at small weight. VAW (Vanguard Materials) holds at similar weight. Specialty chemicals and electronics-themed ETFs hold ESI at higher concentrations. Small/mid-cap ETFs (IJH, IWR) hold ESI as part of broader universes. VOO holds ESI at fractional weight (~0.05%).
Which thematic baskets typically include Element Solutions?
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Two themes on Walnut. AI infrastructure (MacDermid Alpha specialty chemistries for semiconductor advanced packaging used in AI accelerator assembly) and Semiconductors (specialty chemistries for semiconductor packaging and PCB manufacturing). ESI is a smaller-cap specialty chemicals satellite position complementing larger materials exposures.
Is Element Solutions in the S&P 500?
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No. ESI's market cap (~$5 billion) is below the S&P 500 threshold. It is included in the S&P MidCap 400 and various small/mid-cap and specialty chemicals indices. Future S&P 500 inclusion would require market cap appreciation, possibly driven by continued Electronics segment growth and AI packaging chemistry demand.
What is Element Solutions's market cap?
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Approximately $5 billion as of early 2026. Market cap has been more stable than smaller specialty chemicals peers because of the diversified Industrial and Specialty segment that provides cash flow stability. The Electronics segment provides growth exposure to AI packaging chemistry.
Does Element Solutions pay a dividend?
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Yes. ESI yields approximately 1.5% as of early 2026, paid quarterly. The dividend has been raised steadily for many years. Capital allocation has been balanced between dividend, share buybacks, and acquisitions to extend product portfolio.
What is MacDermid Alpha, Element Solutions's (ESI) electronics brand?
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MacDermid Alpha is Element Solutions's Electronics segment brand, providing specialty chemistries for printed circuit board manufacturing (plating, surface treatment, etch chemistries) and semiconductor advanced packaging (chiplet integration, 2.5D/3D packaging chemistries). The MacDermid Alpha brand is widely recognized in the electronics manufacturing industry. As semiconductor advanced packaging has scaled for AI accelerators, MacDermid Alpha has become an AI infrastructure beneficiary.
How does ESI compare to MKSI?
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Both provide specialty chemistries to electronics manufacturing. MKSI (MKS Inc.) is larger and includes the Atotech chemistry business plus vacuum and laser sub-systems for semiconductor equipment. ESI (Element Solutions) is more focused on electronics chemistries (MacDermid Alpha brand) plus a diverse Industrial and Specialty segment. The two compete in PCB and packaging chemistries; ESI's industrial segment provides more diversification than MKSI's semi-focused business.
Should I own Element Solutions directly or through XLB?
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Direct ESI gives concentrated specialty chemicals exposure with the Electronics segment AI tailwind. XLB includes ESI at small weight along with much larger materials holdings dominated by Linde. For meaningful ESI exposure, direct ownership is necessary; the XLB weight is too small to drive portfolio returns from ESI specifically.
Walnut is informational, not investment advice. Financial figures on this page are approximations; always verify current numbers with Element Solutions Inc.'s investor relations page or your broker before making investment decisions.