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Canadian (TSX) Chemicals Industry Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies25
  • 7D2.2%
  • 3M2.3%
  • 1Y21.3%
  • YTD19.0%

The Chemicals industry is up 1.2% in the last week, with Nutrien up 1.4%. During this same period, the HydroGraph Clean Power underperformed, falling 36%. This takes the industry's 12 month performance to a gain of 22%. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 Aug 2025CA$49.3bCA$44.5bCA$2.4b11.5x20.2x1.1x
Wed, 23 Jul 2025CA$48.5bCA$43.6bCA$1.1b10.7x44.9x1.1x
Fri, 20 Jun 2025CA$49.7bCA$43.8bCA$1.1b10.3x45.4x1.1x
Sun, 18 May 2025CA$46.9bCA$44.7bCA$1.2b9.9x39.8x1.1x
Tue, 15 Apr 2025CA$40.9bCA$44.7bCA$1.2b9.9x33x0.9x
Thu, 13 Mar 2025CA$43.3bCA$46.1bCA$1.2b19.4x37x0.9x
Sat, 08 Feb 2025CA$44.6bCA$46.6bCA$1.2b23.6x37.6x1x
Mon, 06 Jan 2025CA$42.2bCA$47.1bCA$1.2b22.5x35.6x0.9x
Wed, 04 Dec 2024CA$41.7bCA$45.9bCA$1.2b21.9x36.2x0.9x
Fri, 01 Nov 2024CA$40.6bCA$45.7bCA$1.1b30x35.8x0.9x
Sun, 29 Sep 2024CA$40.1bCA$44.5bCA$1.1b30.2x36.9x0.9x
Tue, 27 Aug 2024CA$40.3bCA$44.4bCA$1.1b30.4x37.8x0.9x
Thu, 25 Jul 2024CA$42.2bCA$47.5bCA$1.2b22.9x34.4x0.9x
Sat, 22 Jun 2024CA$43.6bCA$47.1bCA$1.2b22.8x35.9x0.9x
Mon, 20 May 2024CA$47.7bCA$46.8bCA$1.2b27.7x39.6x1x
Wed, 17 Apr 2024CA$43.6bCA$48.5bCA$2.0b20.2x21.4x0.9x
Fri, 15 Mar 2024CA$43.2bCA$47.6bCA$2.1b17.6x20.6x0.9x
Sun, 11 Feb 2024CA$40.4bCA$50.0bCA$3.4b16.4x12x0.8x
Tue, 09 Jan 2024CA$44.8bCA$49.7bCA$3.3b16.7x13.4x0.9x
Thu, 07 Dec 2023CA$43.0bCA$50.5bCA$3.4b12.5x12.7x0.9x
Sat, 04 Nov 2023CA$45.5bCA$51.0bCA$3.3b12.7x13.6x0.9x
Mon, 02 Oct 2023CA$49.2bCA$54.5bCA$5.4b8.3x9.1x0.9x
Wed, 30 Aug 2023CA$50.6bCA$54.4bCA$5.4b10.7x9.3x0.9x
Fri, 28 Jul 2023CA$52.1bCA$57.1bCA$9.6b10.1x5.4x0.9x
Sun, 25 Jun 2023CA$45.7bCA$57.1bCA$9.5b7.7x4.8x0.8x
Tue, 23 May 2023CA$49.4bCA$58.4bCA$9.8b8.4x5.1x0.8x
Thu, 20 Apr 2023CA$57.5bCA$60.5bCA$10.9b8.2x5.3x1x
Sat, 18 Mar 2023CA$58.1bCA$61.7bCA$11.1b8.5x5.2x0.9x
Mon, 13 Feb 2023CA$64.9bCA$59.8bCA$10.8b9.5x6x1.1x
Wed, 11 Jan 2023CA$60.1bCA$60.5bCA$11.1b5.8x5.4x1x
Fri, 09 Dec 2022CA$61.6bCA$61.2bCA$11.2b6.9x5.5x1x
Sun, 06 Nov 2022CA$59.2bCA$60.6bCA$11.2b6.8x5.3x1x
Tue, 04 Oct 2022CA$69.3bCA$58.2bCA$10.1b6.7x6.9x1.2x
Thu, 01 Sep 2022CA$73.1bCA$55.9bCA$9.7b7.7x7.6x1.3x
Price to Earnings Ratio

7.6x


Total Market Cap: CA$73.1bTotal Earnings: CA$9.7bTotal Revenue: CA$55.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Chemicals Industry Price to Earnings3Y Average 21.3x202320242025
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 21.3x.
  • The 3-year average PS ratio of 0.96x is lower than the industry's current PS ratio of 1.1x.
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 7.3% 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 Market1.64%
Materials3.38%
Chemicals2.18%
Commodity Chemicals6.01%
Industrial Gases2.53%
Fertilizers and Agricultural Chemicals2.29%
Specialty Chemicals-4.99%
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 20.5x.
    • Analysts are expecting annual earnings growth of 13.8%, 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 59% 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 8.8% 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
NTR NutrienCA$80.052.3%
+CA$860.0m		22.1%PE20.6x
MX MethanexCA$49.796.2%
+CA$225.8m		-20.6%PE11.1x
CHE.UN Chemtrade Logistics Income FundCA$13.103.1%
+CA$45.2m		31.3%PE11.5x
MLP Millennial PotashCA$1.9810.0%
+CA$20.1m		890.0%PB11.7x
GRA NanoXploreCA$3.023.1%
+CA$15.4m		35.4%PS3.8x

Latest News

MX
CA$49.79
Methanex
7D
6.2%
1Y
-20.6%

Here's Why Methanex (TSE:MX) Can Manage Its Debt Responsibly

Aug 24
Here's Why Methanex (TSE:MX) Can Manage Its Debt Responsibly
HG
CA$1.90
HydroGraph Clean Power
7D
-21.8%
1Y
1,627.3%
CHE.UN
CA$13.10
Chemtrade Logistics Income Fund
7D
3.1%
1Y
31.3%

Chemtrade Logistics Income Fund's (TSE:CHE.UN) Soft Earnings Don't Show The Whole Picture

Aug 22
Chemtrade Logistics Income Fund's (TSE:CHE.UN) Soft Earnings Don't Show The Whole Picture
HEVI
CA$0.18
Helium Evolution
7D
-2.6%
1Y
42.3%
NEO
CA$16.78
Neo Performance Materials
7D
-5.6%
1Y
107.9%

European Magnet Facility Expansion Will Support Clean Energy Demand

Despite an unchanged analyst price target for Neo Performance Materials, a significant increase in the future P/E ratio points to heightened valuation expectations without improvement in profitability, leaving the fair value estimate steady at CA$21.33. What's in the News Neo Performance Materials secured a $50 million supply contract for permanent rare earth magnets with a new European Tier 1 EV traction motor supplier and OEM, expanding its customer base; commercial deliveries are expected from mid-2026 via its new Narva, Estonia facility, the first sintered magnet plant outside Asia focused on EV, industrial, and wind applications.
AIM
CA$3.25
Aimia
7D
2.5%
1Y
27.0%
BU
CA$2.41
Burcon NutraScience
7D
-10.4%
1Y
-34.9%
IFOS
CA$2.96
Itafos
7D
-0.7%
1Y
89.7%

Itafos' (CVE:IFOS) Promising Earnings May Rest On Soft Foundations

Aug 14
Itafos' (CVE:IFOS) Promising Earnings May Rest On Soft Foundations
EPO.H
CA$0.035
Encanto Potash
7D
-12.5%
1Y
-30.0%
VNP
CA$15.28
5N Plus
7D
0.7%
1Y
124.7%
NPK
CA$0.47
Verde AgriTech
7D
-1.1%
1Y
-32.1%
NTR
CA$80.05
Nutrien
7D
2.3%
1Y
22.1%
MLP
CA$1.98
Millennial Potash
7D
10.0%
1Y
890.0%
ECO
CA$4.19
EcoSynthetix
7D
3.7%
1Y
4.5%
GRA
CA$3.02
NanoXplore
7D
3.1%
1Y
35.4%

NanoXplore Inc.'s (TSE:GRA) 27% Jump Shows Its Popularity With Investors

Jul 20
NanoXplore Inc.'s (TSE:GRA) 27% Jump Shows Its Popularity With Investors
ATHR
CA$0.10
Aether Catalyst Solutions
7D
-4.5%
1Y
61.5%