Narrative Update • Jul 01

The Materials is pretty flat in the last 7 days, but Sociedad Punta del Cobre has stood out, gaining 3.1%. The past year has been better, since the industry has gained 24% in that time. Earnings are forecast to grow by 33% annually.
Has the Chilean Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Jul 2026 | CL$11.3t | CL$15.9t | CL$495.9b | 15.2x | 22.9x | 0.7x |
| Mon, 01 Jun 2026 | CL$11.8t | CL$15.5t | CL$485.1b | 15.5x | 24.4x | 0.8x |
| Wed, 29 Apr 2026 | CL$12.1t | CL$15.5t | CL$527.0b | 14.9x | 22.9x | 0.8x |
| Fri, 27 Mar 2026 | CL$12.1t | CL$16.1t | CL$552.0b | 14.2x | 22x | 0.8x |
| Sun, 22 Feb 2026 | CL$12.8t | CL$14.9t | CL$505.7b | 15.6x | 25.3x | 0.9x |
| Tue, 20 Jan 2026 | CL$13.0t | CL$15.1t | CL$472.5b | 15.2x | 27.5x | 0.9x |
| Thu, 18 Dec 2025 | CL$11.4t | CL$15.6t | CL$485.1b | 14x | 23.5x | 0.7x |
| Sat, 15 Nov 2025 | CL$10.6t | CL$15.5t | CL$451.6b | 15x | 23.4x | 0.7x |
| Mon, 13 Oct 2025 | CL$9.9t | CL$16.0t | CL$543.3b | 12.6x | 18.3x | 0.6x |
| Wed, 10 Sep 2025 | CL$10.4t | CL$16.0t | CL$888.2b | 13.4x | 11.7x | 0.6x |
| Fri, 08 Aug 2025 | CL$9.6t | CL$16.1t | CL$664.0b | 12.2x | 14.5x | 0.6x |
| Sun, 06 Jul 2025 | CL$9.5t | CL$15.5t | CL$634.2b | 12.1x | 14.9x | 0.6x |
| Tue, 03 Jun 2025 | CL$9.7t | CL$15.6t | CL$638.0b | 12.2x | 15.2x | 0.6x |
| Thu, 01 May 2025 | CL$9.2t | CL$15.7t | CL$769.0b | 12.5x | 11.9x | 0.6x |
| Sat, 29 Mar 2025 | CL$9.3t | CL$15.7t | CL$758.4b | 10.8x | 12.2x | 0.6x |
| Mon, 24 Feb 2025 | CL$9.4t | CL$16.2t | CL$522.2b | 11.2x | 18x | 0.6x |
| Wed, 22 Jan 2025 | CL$9.6t | CL$17.1t | CL$551.9b | 11.6x | 17.4x | 0.6x |
| Fri, 20 Dec 2024 | CL$9.0t | CL$17.0t | CL$547.6b | 11.2x | 16.5x | 0.5x |
| Sun, 17 Nov 2024 | CL$8.8t | CL$16.8t | CL$531.0b | 11x | 16.5x | 0.5x |
| Tue, 15 Oct 2024 | CL$9.1t | CL$16.2t | CL$459.9b | 11.2x | 19.8x | 0.6x |
| Thu, 12 Sep 2024 | CL$8.8t | CL$16.4t | CL$468.7b | 9x | 18.7x | 0.5x |
| Sat, 10 Aug 2024 | CL$9.0t | CL$16.5t | CL$574.6b | 10.2x | 15.6x | 0.5x |
| Mon, 08 Jul 2024 | CL$9.6t | CL$16.6t | CL$557.4b | 10.3x | 17.1x | 0.6x |
| Wed, 05 Jun 2024 | CL$10.0t | CL$16.2t | CL$542.0b | 11.6x | 18.4x | 0.6x |
| Fri, 03 May 2024 | CL$9.9t | CL$17.4t | CL$636.0b | 10.7x | 15.5x | 0.6x |
| Sun, 31 Mar 2024 | CL$9.9t | CL$17.9t | CL$656.1b | 10.3x | 15.1x | 0.6x |
| Tue, 27 Feb 2024 | CL$8.8t | CL$18.1t | CL$513.8b | 10.2x | 17.1x | 0.5x |
| Thu, 25 Jan 2024 | CL$8.9t | CL$16.9t | CL$700.8b | 10.3x | 12.7x | 0.5x |
| Sat, 23 Dec 2023 | CL$8.9t | CL$16.5t | CL$686.1b | 10.1x | 13x | 0.5x |
| Mon, 20 Nov 2023 | CL$9.0t | CL$16.4t | CL$713.9b | 7.6x | 12.6x | 0.5x |
| Wed, 18 Oct 2023 | CL$9.0t | CL$17.4t | CL$980.6b | 7.8x | 9.2x | 0.5x |
| Fri, 15 Sep 2023 | CL$8.5t | CL$16.5t | CL$923.1b | 8.1x | 9.2x | 0.5x |
| Sun, 13 Aug 2023 | CL$8.9t | CL$16.1t | CL$955.7b | 6.4x | 9.3x | 0.6x |
| Tue, 11 Jul 2023 | CL$8.6t | CL$15.4t | CL$1.2t | 9.2x | 7.1x | 0.6x |
7.1x
Which industries have driven the changes within the Chilean Materials sector?
| CL Market | 0.40% | |
| Materials | 0.36% | |
| Metals and Mining | 0.81% | |
| Paper and Forestry Products | 0.18% | |
| Basic Materials | 0% | 0 |
| Packaging | 0% | 0 |
| Chemicals | -0.00047% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PUCOBRE Sociedad Punta del Cobre | CL$16.19k | 3.1% +CL$61.2b | 195.9% | PE15.2x | |
| CMPC Empresas CMPC | CL$1.04k | 0.1% +CL$2.5b | -25.5% | PE16x | |
| MASISA Masisa | CL$9.22 | 3.6% +CL$2.4b | -29.9% | PS0.3x | |
| MOLYMET Molibdenos y Metales | CL$10.30k | 0.01% +CL$133.0m | 151.2% | PE13.1x |