Narrative Update • Aug 17
Over the last 7 days, the Commodity Chemicals industry has risen 2.7%, driven by gains from Methanex of 7.4%. In the same time, Chemtrade Logistics Income Fund was down 6.1%. This means that the industry has gained 46% over the past year. As for the next few years, earnings are expected to grow by 27% per annum.
Has the Canadian Commodity Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | CA$8.4b | CA$8.7b | CA$244.4m | 31.5x | 34.2x | 1x |
| Sun, 19 Jul 2026 | CA$8.2b | CA$7.9b | CA$25.7m | 15.9x | 320.4x | 1x |
| Tue, 16 Jun 2026 | CA$8.8b | CA$7.9b | CA$25.8m | 15.7x | 340.6x | 1.1x |
| Thu, 14 May 2026 | CA$9.3b | CA$7.7b | CA$29.2m | 16.2x | 318.2x | 1.2x |
| Sat, 11 Apr 2026 | CA$8.7b | CA$7.6b | CA$223.6m | 35.8x | 39x | 1.1x |
| Mon, 09 Mar 2026 | CA$7.4b | CA$7.5b | CA$228.6m | 30x | 32.5x | 1x |
| Wed, 04 Feb 2026 | CA$7.5b | CA$7.5b | CA$384.5m | 17.1x | 19.5x | 1x |
| Fri, 02 Jan 2026 | CA$6.5b | CA$7.5b | CA$386.3m | 14.8x | 16.9x | 0.9x |
| Sun, 30 Nov 2025 | CA$6.1b | CA$7.6b | CA$393.4m | 14x | 15.5x | 0.8x |
| Tue, 28 Oct 2025 | CA$5.9b | CA$7.6b | CA$465.5m | 11.3x | 12.7x | 0.8x |
| Thu, 25 Sep 2025 | CA$6.3b | CA$7.5b | CA$463.2m | 11.8x | 13.7x | 0.8x |
| Sat, 23 Aug 2025 | CA$5.8b | CA$7.5b | CA$462.0m | 11.3x | 12.5x | 0.8x |
| Mon, 21 Jul 2025 | CA$5.5b | CA$7.6b | CA$408.8m | 9.4x | 13.4x | 0.7x |
| Wed, 18 Jun 2025 | CA$5.1b | CA$7.6b | CA$407.1m | 9.5x | 12.6x | 0.7x |
| Fri, 16 May 2025 | CA$5.0b | CA$7.7b | CA$413.6m | 9.5x | 12.2x | 0.7x |
| Sun, 13 Apr 2025 | CA$4.1b | CA$7.7b | CA$316.0m | 8.6x | 13.1x | 0.5x |
| Tue, 11 Mar 2025 | CA$5.8b | CA$7.9b | CA$323.9m | 8.8x | 18x | 0.7x |
| Thu, 06 Feb 2025 | CA$7.0b | CA$7.8b | CA$276.2m | 9.5x | 25.3x | 0.9x |
| Sat, 04 Jan 2025 | CA$6.5b | CA$7.9b | CA$260.9m | 8.8x | 25x | 0.8x |
| Mon, 02 Dec 2024 | CA$6.4b | CA$7.7b | CA$256.5m | 11.2x | 24.9x | 0.8x |
| Wed, 30 Oct 2024 | CA$5.7b | CA$7.6b | CA$237.9m | 13.9x | 23.8x | 0.7x |
| Fri, 27 Sep 2024 | CA$5.5b | CA$7.4b | CA$223.0m | 14.4x | 24.8x | 0.7x |
| Sun, 25 Aug 2024 | CA$5.9b | CA$7.4b | CA$221.0m | 14.9x | 26.6x | 0.8x |
| Tue, 23 Jul 2024 | CA$6.3b | CA$7.6b | CA$334.7m | 12.6x | 18.8x | 0.8x |
| Thu, 20 Jun 2024 | CA$6.1b | CA$7.5b | CA$334.4m | 12.1x | 18.3x | 0.8x |
| Sat, 18 May 2024 | CA$6.6b | CA$7.5b | CA$335.1m | 13.4x | 19.8x | 0.9x |
| Mon, 15 Apr 2024 | CA$6.1b | CA$7.8b | CA$392.4m | 11.3x | 15.5x | 0.8x |
| Wed, 13 Mar 2024 | CA$5.5b | CA$7.7b | CA$389.0m | 10.1x | 14x | 0.7x |
| Fri, 09 Feb 2024 | CA$5.7b | CA$7.8b | CA$429.7m | 16.5x | 13.2x | 0.7x |
| Sun, 07 Jan 2024 | CA$5.8b | CA$7.8b | CA$438.1m | 16.5x | 13.1x | 0.7x |
| Tue, 05 Dec 2023 | CA$5.5b | CA$7.9b | CA$441.3m | 12.4x | 12.4x | 0.7x |
| Thu, 02 Nov 2023 | CA$5.3b | CA$8.1b | CA$379.7m | 9.9x | 14.1x | 0.7x |
| Sat, 30 Sep 2023 | CA$5.7b | CA$8.2b | CA$437.3m | 8.7x | 13.1x | 0.7x |
| Mon, 28 Aug 2023 | CA$5.4b | CA$8.2b | CA$434.5m | 8.2x | 12.4x | 0.7x |
12.4x
How does Canadian Commodity Chemicals compare with similar industries?
| CA Market | -1.11% | |
| Materials | 7.68% | |
| Chemicals | 5.28% | |
| Commodity Chemicals | 4.11% | |
| Fertilizers and Agricultural Chemicals | 7.37% | |
| Industrial Gases | 2.55% | |
| Specialty Chemicals | -5.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MX Methanex | CA$81.10 | 7.4% +CA$431.7m | 72.4% | PE51.5x | |
| BOS AirBoss of America | CA$8.85 | 17.5% +CA$35.9m | 66.7% | PS0.4x | |
| RZL RZOLV Technologies | CA$0.33 | 15.8% +CA$2.8m | n/a | PB30.5x |