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Canadian (TSX) Chemicals Industry Analysis

UpdatedOct 16, 2025
DataAggregated Company Financials
Companies25
  • 7D-2.5%
  • 3M7.4%
  • 1Y26.3%
  • YTD24.0%

Over the last 7 days, the Chemicals industry has dropped 2.7%, driven by Nutrien declining 3.8%. Meanwhile, HydroGraph Clean Power actually outperformed within the industry, gaining 30% in the last week. In the past year, the industry has gained 26%. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the Canadian Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Oct 2025CA$51.4bCA$45.2bCA$2.5b11.6x20.6x1.1x
Sat, 13 Sep 2025CA$49.1bCA$44.6bCA$2.5b12x20x1.1x
Mon, 11 Aug 2025CA$46.8bCA$44.2bCA$2.3b10.2x20.2x1.1x
Wed, 09 Jul 2025CA$48.9bCA$43.8bCA$1.1b10.8x45.1x1.1x
Fri, 06 Jun 2025CA$47.7bCA$43.7bCA$1.1b9.7x43.6x1.1x
Sun, 04 May 2025CA$45.4bCA$44.5bCA$1.3b9.4x34.7x1x
Tue, 01 Apr 2025CA$42.2bCA$46.2bCA$1.3b11.7x32.8x0.9x
Thu, 27 Feb 2025CA$45.8bCA$46.0bCA$1.1b22.3x40.8x1x
Sat, 25 Jan 2025CA$47.3bCA$46.7bCA$1.2b24x40.3x1x
Mon, 23 Dec 2024CA$39.9bCA$46.8bCA$1.2b21.3x33.8x0.9x
Wed, 20 Nov 2024CA$39.8bCA$45.6bCA$1.1b23.1x35.7x0.9x
Fri, 18 Oct 2024CA$40.6bCA$45.3bCA$1.1b30.2x36.1x0.9x
Sun, 15 Sep 2024CA$38.7bCA$44.7bCA$1.1b29.3x35.4x0.9x
Tue, 13 Aug 2024CA$38.9bCA$45.1bCA$1.1b28.9x35.1x0.9x
Thu, 11 Jul 2024CA$41.0bCA$46.9bCA$1.2b23.3x33.9x0.9x
Sat, 08 Jun 2024CA$46.4bCA$47.3bCA$1.2b23.4x38.1x1x
Mon, 06 May 2024CA$44.0bCA$48.1bCA$1.8b20.8x24.4x0.9x
Wed, 03 Apr 2024CA$44.5bCA$47.7bCA$2.0b21.2x22.3x0.9x
Fri, 01 Mar 2024CA$43.0bCA$47.8bCA$2.2b17.3x19.9x0.9x
Sun, 28 Jan 2024CA$41.4bCA$50.0bCA$3.4b15x12.3x0.8x
Tue, 26 Dec 2023CA$45.2bCA$49.3bCA$3.3b14.6x13.6x0.9x
Thu, 23 Nov 2023CA$46.0bCA$50.9bCA$3.4b12.5x13.5x0.9x
Sat, 21 Oct 2023CA$47.5bCA$54.9bCA$5.5b7.9x8.7x0.9x
Mon, 18 Sep 2023CA$50.5bCA$54.2bCA$5.4b8.6x9.3x0.9x
Wed, 16 Aug 2023CA$48.7bCA$54.1bCA$5.4b10.3x9x0.9x
Fri, 14 Jul 2023CA$47.7bCA$56.7bCA$9.5b8.8x5x0.8x
Sun, 11 Jun 2023CA$46.8bCA$57.7bCA$9.7b9.6x4.8x0.8x
Tue, 09 May 2023CA$50.9bCA$60.0bCA$10.7b9.8x4.7x0.8x
Thu, 06 Apr 2023CA$56.2bCA$60.5bCA$10.9b8.1x5.2x0.9x
Sat, 04 Mar 2023CA$65.9bCA$61.3bCA$11.0b9.5x6x1.1x
Mon, 30 Jan 2023CA$64.9bCA$60.0bCA$11.0b6.3x5.9x1.1x
Wed, 28 Dec 2022CA$59.8bCA$61.2bCA$11.2b6.4x5.3x1x
Fri, 25 Nov 2022CA$63.5bCA$60.1bCA$11.0b7.3x5.8x1.1x
Sun, 23 Oct 2022CA$68.2bCA$58.6bCA$10.2b6.4x6.7x1.2x
Price to Earnings Ratio

6.7x


Total Market Cap: CA$68.2bTotal Earnings: CA$10.2bTotal Revenue: CA$58.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Chemicals Industry Price to Earnings3Y Average 22x202320242025
Current Industry PE
  • Investors are relatively neutral on the Canadian Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 22.0x.
  • The 3-year average PS ratio of 0.95x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 37% per year over the last three years,
  • Revenues have also declined 8.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Canadian Materials industry?

CA Market0.73%
Materials2.80%
Chemicals-2.50%
Specialty Chemicals5.59%
Fertilizers and Agricultural Chemicals-2.79%
Commodity Chemicals-5.94%
Industrial Gases-7.64%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry, which is trading close to its 3-year average PE ratio of 21.1x.
    • Analysts are expecting annual earnings growth of 13.6%, which is lower than the prior year's growth of 72.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Chemicals industry, expecting annual earnings growth of 43% over the next 5 years.
  • However this is lower than its past earnings growth rate of 190% per year.
  • In contrast, the Commodity Chemicals industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HG HydroGraph Clean PowerCA$3.1325.2%
+CA$204.7m		2,135.7%PS18098.6x
NPK Verde AgriTechCA$2.20144.4%
+CA$68.5m		249.2%PS6.5x
IFOS ItafosCA$3.098.4%
+CA$46.4m		79.7%PE3.9x
MLP Millennial PotashCA$3.338.8%
+CA$29.1m		1,068.4%PB18.9x
NEO Neo Performance MaterialsCA$21.462.4%
+CA$21.2m		168.9%PS1.3x

Latest News

NPK
CA$2.20
Verde AgriTech
7D
144.4%
1Y
249.2%
CHE.UN
CA$13.34
Chemtrade Logistics Income Fund
7D
-0.8%
1Y
21.3%
NTR
CA$81.66
Nutrien
7D
-3.2%
1Y
23.7%
NEO
CA$21.46
Neo Performance Materials
7D
2.4%
1Y
168.9%
MLP
CA$3.33
Millennial Potash
7D
8.8%
1Y
1,068.4%
VNP
CA$18.06
5N Plus
7D
-0.9%
1Y
160.2%

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HPQ
CA$0.20
HPQ Silicon
7D
17.6%
1Y
-42.0%
AUUA
CA$3.26
Aluula Composites
7D
25.4%
1Y
35.8%
BOS
CA$5.22
AirBoss of America
7D
-2.4%
1Y
1.8%
HEVI
CA$0.20
Helium Evolution
7D
-9.1%
1Y
81.8%
HG
CA$3.13
HydroGraph Clean Power
7D
25.2%
1Y
2,135.7%
FORT
CA$2.00
Fort Technology
7D
-20.0%
1Y
376.2%
MX
CA$49.98
Methanex
7D
-8.8%
1Y
-12.0%
NANO
CA$1.92
Nano One Materials
7D
6.7%
1Y
77.8%
AIM
CA$3.03
Aimia
7D
-4.1%
1Y
21.7%
IFOS
CA$3.09
Itafos
7D
8.4%
1Y
79.7%

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