TORVANTA
Other · S&P 500 · data as of 2026-10-05

ESI stock analysis: ESI

ESI (ESI) is an S&P 500 company in Other. It grades weakest on growth and value.

The model's view of ESI · subscribers

Where ESI ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ESI · updated 2026-10-05 · from prices and SEC filings

ESI price performance

ESI against the S&P 500, one year
+0%+50%+100%ESI +52%S&P 500 +18%2025-09-292026-10-05
Year to date+51.2%S&P 500 +14.5% · ahead by 36.7 pts
1 year+41.1%S&P 500 +17.0% · ahead by 24.1 pts
3 years+105.4%S&P 500 +89.3% · ahead by 16.1 pts
5 years+74.2%S&P 500 +91.3% · behind by 17.1 pts

Total returns with dividends reinvested.

ESI factor grades

Each grade compares ESI with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

DValueP/E 60.5x (industry 20.1x)
D+GrowthRevenue growth +13% (industry +8%)EPS growth -48% (industry +10%)
CProfitabilityOperating margin 13.4% (industry 9.6%)ROIC 9.6% (industry 10.1%)
B-Momentum12-month change +41%From 52-wk high -23%

ESI in plain numbers

ESI key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$9.1B
Revenue growth (y/y)+13%
Free-cash-flow yieldn/a
Dividend yield0.9%
Next earnings (expected)2026-10-27
Valuation measures
Market value$9.1B
Enterprise value$9.0B
P/E (trailing)60.5x
Forward P/E (Torvanta estimate)67.2x
Price / sales3.3x
Price / book3.3x
EV / revenue3.2x
EV / EBITDA16.8x
Financial highlights
Revenue, last 12 months$2.8B
Net income, last 12 months$148.7M
EPS, last 12 months (GAAP)$0.62
Gross margin40.8%
Operating margin13.4%
Net margin5.3%
Return on equity5.7%
Return on invested capital9.6%
Cash$177.3M
Current ratio2.68x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ESI earnings trends

Revenue vs earnings
$0$210.0M$420.0M$630.0M$840.0MJun 2024 Revenue: $612.7MSep 2024 Revenue: $645.0MDec 2024 Revenue: $624.2MMar 2025 Revenue: $593.7MJun 2025 Revenue: $625.2MSep 2025 Revenue: $656.1MDec 2025 Revenue: $676.2MMar 2026 Revenue: $840.0MJun 2024 Net income: $93.2MSep 2024 Net income: $40.3MDec 2024 Net income: $54.7MMar 2025 Net income: $98.0MJun 2025 Net income: $47.4MSep 2025 Net income: $39.3MDec 2025 Net income: $6.1MMar 2026 Net income: $55.9MJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Net margin: 15.2%Net margin: 6.2%Net margin: 8.8%Net margin: 16.5%Net margin: 7.6%Net margin: 6.0%Net margin: 0.9%Net margin: 6.7%0%8%17%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.1$0.2$0.3$0.4Jun 2024 EPS (GAAP, diluted): $0.4Sep 2024 EPS (GAAP, diluted): $0.2Dec 2024 EPS (GAAP, diluted): $0.2Mar 2025 EPS (GAAP, diluted): $0.4Jun 2025 EPS (GAAP, diluted): $0.2Sep 2025 EPS (GAAP, diluted): $0.2Dec 2025 EPS (GAAP, diluted): $0.0Mar 2026 EPS (GAAP, diluted): $0.2Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026■ EPS (GAAP, diluted) Change from a year earlier: Jun 2025 -49% · Sep 2025 -6% · Dec 2025 -87% · Mar 2026 -42%

From the company's 10-Q and 10-K filings with the SEC.

ESI financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.4B$2.5B$2.3B$2.5B$2.6B
Net income$203.7M$188.0M$118.3M$244.2M$190.8M
EPS (GAAP)$0.83$0.76$0.49$1.02$0.79

ESI earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-04-28$0.23-42%+41%+5.9%
2026-02-17$0.03-87%+8%+3.4%
2025-10-28$0.16-6%+2%-0.5%
2025-07-30$0.20-49%+2%-0.0%
2025-04-23$0.40+74%+3%+5.1%
2025-02-18$0.23-28%+9%+4.9%

About ESI

HeadquartersMiami Beach, FL
Industry (SEC code)Miscellaneous Chemical Products
Fiscal year endsDecember 31
Listed onNYSE
FormerlyPlatform Specialty Products Corp

From the company's SEC registration record.

Companies similar to ESI

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ESI ESI$9.1B60.5x+13%13.4%+41%
AYI AYI$9.1B20.2x+10%14.5%-13%compare
FCFS FCFS$9.2B24.1x+22%n/a+40%compare
ORI ORI$9.1B8.3x+12%n/a-5%compare
PTGX PTGX$9.1B137.9x+35%20.7%+117%
VMI VMI$9.2B18.6x+4%13.7%+22%
SOLS SOLS$9.2Bn/a+9%n/a+20%

All Other stock ratings

Frequently asked questions

Is ESI stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ESI are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ESI's P/E ratio?

ESI trades at about 60.5 times its last 12 months of GAAP earnings reported to the SEC, and about 67.2 times Torvanta's own estimate of the next 12 months.

When does ESI report earnings next?

Based on its filing history, Torvanta expects ESI to report around 2026-10-27.

Does ESI pay a dividend?

Yes. Its dividend yield is about 0.9%.

How has ESI performed against the S&P 500?

Over the past year ESI returned +41.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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