Element Solutions: Gaining Market Share, But Guidance And Valuation Need Improvement
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Element Solutions reported mixed Q4 results with 6% organic revenue growth but missed EBITDA expectations. The company is gaining market share in growth markets like advanced packaging and EVs, but guidance for 2025 was underwhelming. Weak auto and industrial markets, along with tariffs, could impact future performance.

February 28, 2025 | 5:00 am
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Element Solutions reported mixed Q4 results with organic revenue growth but missed EBITDA expectations. The company is gaining market share in growth markets, but 2025 guidance was underwhelming. Weakness in auto and industrial markets, along with tariffs, could impact future performance.
The mixed Q4 results, with revenue growth but missed EBITDA expectations, suggest potential short-term pressure on ESI's stock. The underwhelming 2025 guidance and risks from weak auto/industrial markets and tariffs further contribute to a negative outlook.
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IMPORTANCE 80
RELEVANCE 100