Stock IdeasApr 05, 2026, 7:25 AM ETElement Solutions Inc (ESI) StockCEThe Value InvestorInvesting Group LeaderCommentsSummaryElement Solutions has executed two strategic acquisitions at reasonable multiples, enhancing its growth profile and sector exposure.Recent deals add $70 million in EBITDA, with 2026 pro forma EBITDA guided at $650–$670 million and leverage rising to ~2.8x.Shares have rallied 30% to $34, now trading at ~20x forward earnings, reflecting both organic momentum and M&A optimism.While progress is clear, the substantial re-rating and increased leverage warrant a more cautious stance at current valuation.Looking for more investing ideas like this one? Get them exclusively at Value In Corporate Events.