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Element Solutions vs IMCD N.V.: Which Stock Looks Stronger in 2026?

Element Solutions holds the cleaner structural position, with profitability as the main driver and valuation adding further support. IMCD still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, Element Solutions is in better shape — its trend is intact while IMCD's trend has broken down. That puts structure and market broadly in agreement — Element Solutions's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (ESI: Russell 1000, IMCD.AS: STOXX 600).

Updated 2026-07-05

This is not just a one-metric split: both profitability and growth materially support the lead. The overall score gap is 9 points in favour of Element Solutions Inc.

INDUSTRY COMPARISON

Both operate in: Specialty Chemicals

This comparison is based on industry proximity, not on functional trajectory similarity. ESI and IMCD.AS share the same industry classification.

For a similarity-based comparison, see how Element Solutions and IMCD each position within their functional peer groups in AssetNext.

Peer-Relative Score
ESI
Element Solutions Inc
44
Peer-Score
Signal qualityHigh
Peer basis: Russell 1000
vs
IMCD.AS
IMCD N.V.
35
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ESI vs IMCD.AS Profitability 55 19 Stability 47 31 Valuation 27 60 Growth 50 29 ESI IMCD.AS
Gap Ranking
#1 Profitability +36
#2 Valuation +33
#3 Growth +21
#4 Stability +16
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ESI and IMCD.AS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ESIIMCD.AS Relative valuation Structural strength

Element Solutions Inc looks stronger, but the price setup still looks more supportive for IMCD N.V..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ESI and IMCD.AS each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ESI Elevated · above norm 0th 50th 100th 91 pct gap IMCD.AS Lower · below norm 0th 50th 100th 99th 8th
Today IMCD.AS sits in the lower portion of its own 5-year history (8th percentile), while ESI sits higher in its own history (99th). Within each stock's own 5-year context, IMCD.AS is at a historically more favourable entry position than ESI. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Element Solutions Inc sits in the stronger part of the group on profitability, while IMCD N.V. is closer to mid-pack.
Valuation
On valuation, IMCD N.V. is positioned higher in the group, while Element Solutions Inc is closer to the middle.
Profitability — Dominant Gap
ESI
55
IMCD.AS
19
Gap+36in favour of ESI

The profitability lead is mainly driven by a 6.7-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for IMCD, with a forward P/E that is 8.1 turns lower there.

What this means for the comparison

The profitability lead is clear, but pricing and valuation still pull in the other direction — the result holds, but not without friction.

Explore full peer positioning in AssetNext

Break down the ESI vs IMCD.AS comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ESI and IMCD.AS each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.