Seeking Alpha • Jun 16
Over the last 7 days, the Basic Materials industry has risen 8.3%, driven by gains from CRH of 9.4%. This takes the industry's 12 month performance to a gain of 17%. As for the next few years, earnings are expected to grow by 12% per annum.
Has the U.S. Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 18 Jun 2026 | US$173.2b | US$61.2b | US$6.7b | 22.1x | 25.8x | 2.8x |
| Sat, 16 May 2026 | US$163.2b | US$61.2b | US$6.7b | 20.8x | 24.3x | 2.7x |
| Mon, 13 Apr 2026 | US$177.0b | US$60.0b | US$6.8b | 25.2x | 26.1x | 3x |
| Wed, 11 Mar 2026 | US$163.5b | US$59.9b | US$6.8b | 22.1x | 24.1x | 2.7x |
| Fri, 06 Feb 2026 | US$184.9b | US$59.8b | US$6.7b | 23.4x | 27.7x | 3.1x |
| Sun, 04 Jan 2026 | US$181.9b | US$59.8b | US$6.7b | 25.7x | 27.2x | 3x |
| Tue, 02 Dec 2025 | US$177.8b | US$59.8b | US$6.7b | 24.6x | 26.6x | 3x |
| Thu, 30 Oct 2025 | US$176.2b | US$58.6b | US$6.3b | 23.4x | 27.9x | 3x |
| Sat, 27 Sep 2025 | US$170.6b | US$58.7b | US$6.3b | 23.1x | 27x | 2.9x |
| Mon, 25 Aug 2025 | US$173.3b | US$58.7b | US$6.3b | 25.5x | 27.4x | 3x |
| Wed, 23 Jul 2025 | US$152.1b | US$58.0b | US$6.3b | 19.8x | 24.1x | 2.6x |
| Fri, 20 Jun 2025 | US$145.2b | US$58.0b | US$6.3b | 19.5x | 23x | 2.5x |
| Sun, 18 May 2025 | US$159.1b | US$58.0b | US$6.3b | 22.6x | 25.1x | 2.7x |
| Tue, 15 Apr 2025 | US$139.1b | US$57.6b | US$7.5b | 16.4x | 18.5x | 2.4x |
| Thu, 13 Mar 2025 | US$141.6b | US$57.7b | US$7.6b | 17x | 18.7x | 2.5x |
| Sat, 08 Feb 2025 | US$173.7b | US$60.8b | US$7.5b | 20.9x | 23x | 2.9x |
| Mon, 06 Jan 2025 | US$157.8b | US$59.1b | US$7.4b | 25x | 21.4x | 2.7x |
| Wed, 04 Dec 2024 | US$175.7b | US$59.1b | US$7.4b | 25.4x | 23.8x | 3x |
| Fri, 01 Nov 2024 | US$165.9b | US$58.8b | US$7.3b | 23.8x | 22.7x | 2.8x |
| Sun, 29 Sep 2024 | US$155.1b | US$58.7b | US$7.6b | 22.3x | 20.5x | 2.6x |
| Tue, 27 Aug 2024 | US$153.8b | US$58.7b | US$7.6b | 20.4x | 20.4x | 2.6x |
| Thu, 25 Jul 2024 | US$149.1b | US$58.5b | US$7.4b | 21x | 20x | 2.5x |
| Sat, 22 Jun 2024 | US$139.2b | US$58.5b | US$7.4b | 19.8x | 18.7x | 2.4x |
| Mon, 20 May 2024 | US$150.2b | US$58.5b | US$7.5b | 21.4x | 20.1x | 2.6x |
| Wed, 17 Apr 2024 | US$150.3b | US$58.3b | US$6.4b | 24.3x | 23.4x | 2.6x |
| Fri, 15 Mar 2024 | US$151.3b | US$58.3b | US$6.4b | 24.5x | 23.6x | 2.6x |
| Sun, 11 Feb 2024 | US$137.1b | US$56.0b | US$6.0b | 20.4x | 22.8x | 2.4x |
| Tue, 09 Jan 2024 | US$123.6b | US$55.9b | US$6.0b | 19x | 20.6x | 2.2x |
| Thu, 07 Dec 2023 | US$117.3b | US$56.2b | US$6.0b | 16.6x | 19.5x | 2.1x |
| Sat, 04 Nov 2023 | US$110.4b | US$56.1b | US$5.9b | 15.4x | 18.8x | 2x |
| Mon, 02 Oct 2023 | US$67.2b | US$21.9b | US$2.6b | 21.3x | 26x | 3.1x |
| Wed, 30 Aug 2023 | US$73.2b | US$21.9b | US$2.6b | 23.7x | 28.3x | 3.3x |
| Fri, 28 Jul 2023 | US$74.4b | US$21.7b | US$2.5b | 21.9x | 29.4x | 3.4x |
| Sun, 25 Jun 2023 | US$71.4b | US$21.5b | US$2.5b | 22.4x | 28.2x | 3.3x |
28.2x
Which industries have driven the changes within the U.S. Materials industry?
| US Market | 1.98% | |
| Materials | 6.33% | |
| Basic Materials | 8.30% | |
| Construction Materials | 8.30% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CRH CRH | US$109.41 | 9.4% +US$6.3b | 22.9% | PE20x | |
| VMC Vulcan Materials | US$294.82 | 8.1% +US$2.9b | 14.2% | PE34.2x | |
| MLM Martin Marietta Materials | US$591.08 | 6.9% +US$2.3b | 9.7% | PE36.8x | |
| KNF Knife River | US$83.46 | 15.1% +US$621.5m | 5.5% | PE32.3x | |
| TTAM Titan America | US$17.59 | 12.3% +US$354.0m | 36.9% | PE17.5x |