Analysis Article • Apr 22
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- 7D2.1%
- 3M0.4%
- 1Y22.8%
- YTD23.3%
The Chemicals industry is up 1.5% in the last week, with SOL up 2.2%. During this same period, the Green Oleo underperformed, falling 17%. This takes the industry's 12 month performance to a gain of 23%. Earnings are forecast to grow by 10% annually.
Industry Valuation and Performance
Has the Italian Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Jul 2026 | €5.9b | €2.3b | €186.6m | 15.6x | 31.4x | 2.5x |
| Sun, 31 May 2026 | €5.5b | €2.3b | €187.2m | 17.5x | 29.1x | 2.3x |
| Tue, 28 Apr 2026 | €5.7b | €2.3b | €195.5m | 13.9x | 29.1x | 2.4x |
| Thu, 26 Mar 2026 | €5.0b | €2.2b | €181.9m | 15.1x | 27.2x | 2.3x |
| Sat, 21 Feb 2026 | €4.7b | €2.2b | €181.9m | 15.2x | 25.8x | 2.2x |
| Mon, 19 Jan 2026 | €4.8b | €2.2b | €181.9m | 15.4x | 26.4x | 2.2x |
| Wed, 17 Dec 2025 | €4.6b | €2.3b | €190.2m | 10.3x | 24.4x | 2.1x |
| Fri, 14 Nov 2025 | €4.7b | €2.3b | €190.2m | 10.3x | 24.6x | 2.1x |
| Sun, 12 Oct 2025 | €4.8b | €2.3b | €190.2m | 10.7x | 25.3x | 2.1x |
| Tue, 09 Sep 2025 | €4.8b | €2.1b | €187.4m | 10.9x | 25.7x | 2.3x |
| Thu, 07 Aug 2025 | €4.7b | €2.1b | €187.4m | 9.3x | 24.9x | 2.2x |
| Sat, 05 Jul 2025 | €4.6b | €2.1b | €187.7m | 11.8x | 24.7x | 2.2x |
| Mon, 02 Jun 2025 | €4.4b | €2.1b | €187.2m | 10.2x | 23.6x | 2.1x |
| Wed, 30 Apr 2025 | €3.9b | €2.1b | €151.4m | 12.6x | 25.9x | 1.9x |
| Fri, 28 Mar 2025 | €3.6b | €2.0b | €144.5m | 12.9x | 24.8x | 1.8x |
| Sun, 23 Feb 2025 | €3.8b | €2.0b | €142.9m | 16.2x | 26.4x | 1.9x |
| Tue, 21 Jan 2025 | €3.7b | €2.0b | €142.9m | 16.1x | 26.1x | 1.9x |
| Thu, 19 Dec 2024 | €3.6b | €2.0b | €142.9m | 16.1x | 25.1x | 1.8x |
| Sat, 16 Nov 2024 | €3.4b | €2.0b | €142.9m | 14.8x | 23.6x | 1.7x |
| Mon, 14 Oct 2024 | €3.7b | €2.0b | €151.6m | 14.7x | 24.5x | 1.8x |
| Wed, 11 Sep 2024 | €3.5b | €2.0b | €151.8m | 14.1x | 22.9x | 1.7x |
| Fri, 09 Aug 2024 | €3.5b | €1.9b | €144.8m | 17.5x | 24.2x | 1.8x |
| Sun, 07 Jul 2024 | €3.5b | €1.9b | €144.8m | 17.9x | 24x | 1.8x |
| Tue, 04 Jun 2024 | €3.3b | €1.9b | €144.3m | 17.9x | 23.2x | 1.7x |
| Thu, 02 May 2024 | €3.7b | €1.9b | €144.3m | 18.9x | 25.4x | 1.9x |
| Sat, 30 Mar 2024 | €3.3b | €2.0b | €156.7m | 10.3x | 21.2x | 1.7x |
| Mon, 26 Feb 2024 | €2.9b | €2.0b | €159.6m | 9.3x | 18x | 1.4x |
| Wed, 24 Jan 2024 | €2.7b | €2.0b | €159.6m | 9.3x | 17.1x | 1.4x |
| Fri, 22 Dec 2023 | €2.9b | €2.0b | €159.6m | 9.7x | 17.9x | 1.4x |
| Sun, 19 Nov 2023 | €2.8b | €2.0b | €159.6m | 10.4x | 17.6x | 1.4x |
| Tue, 17 Oct 2023 | €2.8b | €2.0b | €159.6m | 10.6x | 17.5x | 1.4x |
| Thu, 14 Sep 2023 | €2.7b | €1.8b | €166.5m | 12.5x | 16.3x | 1.5x |
| Sat, 12 Aug 2023 | €2.6b | €1.7b | €151.6m | 12.4x | 17x | 1.5x |
| Mon, 10 Jul 2023 | €2.5b | €1.7b | €146.7m | 14.7x | 17.1x | 1.5x |
Price to Earnings Ratio
17.1x
Current Industry PE
- Investors are optimistic on the Italian Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 31.1x which is higher than its 3-year average PE of 23.4x.
- The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have grown 8.4% per year over the last three years.
- Revenues for these companies have grown 12% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Italian Materials industry?
| IT Market | 1.35% | |
| Materials | 0.098% | |
| Chemicals | 2.07% | |
| Industrial Gases | 2.21% | |
| Specialty Chemicals | -0.65% | |
| Commodity Chemicals | -0.76% | |
Industry PE
- Investors are most optimistic about the Industrial Gases industry which is trading above its 3-year average PE ratio of 23.9x.
- Analysts are expecting annual earnings growth of 9.7%, which is lower than the prior year's growth of 13.1% per year.
- Investors are most pessimistic about the Specialty Chemicals industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.7x.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 96% over the next 5 years.
- This is better than its past earnings decline of 37% per year.
- In contrast, the Industrial Gases industry is expected to see its earnings grow by 9.7% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SOL SOL | €60.10 | 2.2% +€117.9m | 24.0% | PE32.6x | |
| SERI Seri Industrial | €2.84 | 1.2% +€1.9m | 30.9% | PE9.3x | |
| ICF Industrie Chimiche Forestali | €6.20 | 3.3% +€1.1m | 5.8% | PE13.2x |