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U.S. Basic Materials Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies17
  • 7D-1.3%
  • 3M-7.3%
  • 1Y13.3%
  • YTD-5.8%

Over the last 7 days, the Basic Materials industry has dropped 3.1%, driven by CRH declining 1.7%. On the other hand Suncrete is actually up 5.8%. In the past year, the industry has gained 9.3%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the U.S. Basic Materials Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026US$169.1bUS$61.1bUS$6.7b22x25.2x2.8x
Fri, 03 Apr 2026US$163.6bUS$60.0bUS$6.8b22.7x24.1x2.7x
Sun, 01 Mar 2026US$182.8bUS$59.8bUS$6.8b22.9x27x3.1x
Tue, 27 Jan 2026US$182.1bUS$59.8bUS$6.7b26x27.2x3x
Thu, 25 Dec 2025US$183.6bUS$59.8bUS$6.7b26.4x27.5x3.1x
Sat, 22 Nov 2025US$165.3bUS$59.8bUS$6.7b23.8x24.7x2.8x
Mon, 20 Oct 2025US$175.6bUS$58.6bUS$6.3b24.1x27.8x3x
Wed, 17 Sep 2025US$172.5bUS$58.6bUS$6.3b24.3x27.3x2.9x
Fri, 15 Aug 2025US$175.0bUS$58.7bUS$6.3b25.4x27.7x3x
Sun, 13 Jul 2025US$153.4bUS$58.0bUS$6.3b20.2x24.3x2.6x
Tue, 10 Jun 2025US$150.6bUS$58.0bUS$6.3b20.7x23.8x2.6x
Thu, 08 May 2025US$151.8bUS$58.1bUS$6.4b21.1x23.7x2.6x
Sat, 05 Apr 2025US$139.3bUS$57.6bUS$7.5b15.6x18.5x2.4x
Mon, 03 Mar 2025US$152.4bUS$57.2bUS$7.5b19.2x20.4x2.7x
Wed, 29 Jan 2025US$166.0bUS$59.1bUS$7.4b24.2x22.5x2.8x
Fri, 27 Dec 2024US$161.3bUS$59.1bUS$7.4b25x21.9x2.7x
Sun, 24 Nov 2024US$174.9bUS$59.1bUS$7.4b25.5x23.7x3x
Tue, 22 Oct 2024US$161.4bUS$58.7bUS$7.6b23.5x21.4x2.8x
Thu, 19 Sep 2024US$151.6bUS$58.7bUS$7.6b22.3x20.1x2.6x
Sat, 17 Aug 2024US$147.5bUS$58.7bUS$7.6b19.3x19.5x2.5x
Mon, 15 Jul 2024US$144.6bUS$58.5bUS$7.4b21.3x19.4x2.5x
Wed, 12 Jun 2024US$143.1bUS$58.5bUS$7.4b20x19.2x2.4x
Fri, 10 May 2024US$151.2bUS$58.5bUS$7.3b25.7x20.8x2.6x
Sun, 07 Apr 2024US$158.1bUS$58.3bUS$6.4b25.6x24.6x2.7x
Tue, 05 Mar 2024US$154.1bUS$58.0bUS$6.4b22.3x23.9x2.7x
Thu, 01 Feb 2024US$133.7bUS$56.0bUS$6.0b20.8x22.3x2.4x
Sat, 30 Dec 2023US$126.9bUS$56.0bUS$6.0b19.9x21.2x2.3x
Mon, 27 Nov 2023US$116.3bUS$56.2bUS$6.0b16.6x19.3x2.1x
Wed, 25 Oct 2023US$67.1bUS$21.9bUS$2.6b20.9x26x3.1x
Fri, 22 Sep 2023US$66.8bUS$21.9bUS$2.6b21x25.8x3.1x
Sun, 20 Aug 2023US$70.7bUS$21.9bUS$2.6b23x27.4x3.2x
Tue, 18 Jul 2023US$74.5bUS$21.5bUS$2.5b21.9x29.4x3.5x
Thu, 15 Jun 2023US$69.1bUS$21.5bUS$2.5b22.8x27.3x3.2x
Sat, 13 May 2023US$62.7bUS$19.0bUS$2.4b21.8x26.2x3.3x
Price to Earnings Ratio

26.2x


Total Market Cap: US$62.7bTotal Earnings: US$2.4bTotal Revenue: US$19.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Basic Materials Industry Price to Earnings3Y Average 23.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Basic Materials industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 26.0x which is higher than its 3-year average PE of 23.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Basic Materials industry have grown 41% per year over the last three years.
  • Revenues for these companies have grown 48% 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 U.S. Materials industry?

US Market1.81%
Materials-0.21%
Basic Materials-1.34%
Construction Materials-1.34%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
EXP Eagle MaterialsUS$209.731.1%
+US$72.0m		-9.0%PE15.3x
LOMA Loma Negra Compañía Industrial Argentina Sociedad AnónimaUS$11.291.6%
+US$21.0m		-1.6%PE77.8x
TTAM Titan AmericaUS$16.290.3%
+US$9.2m		17.7%PE16.2x
SMID Smith-MidlandUS$34.654.1%
+US$7.2m		12.5%PE14.7x

Latest News

LOMA
US$11.29
Loma Negra Compañía Industrial Argentina Sociedad Anónima
7D
1.6%
1Y
-1.6%
CRH
US$112.50
CRH
7D
-1.7%
1Y
19.7%

CRH: Expecting Full-Year Outperformance After Q1 Beat

May 04
USLM
US$106.45
United States Lime & Minerals
7D
-17.9%
1Y
8.0%
MLM
US$606.10
Martin Marietta Materials
7D
-1.3%
1Y
13.3%
RETO
US$0.59
ReTo Eco-Solutions
7D
-6.0%
1Y
-96.4%
VMC
US$291.51
Vulcan Materials
7D
0.02%
1Y
9.1%
EXP
US$209.73
Eagle Materials
7D
1.1%
1Y
-9.0%

Eagle Materials Is Finally Deserving Of An Upgrade

Apr 30
SMID
US$34.65
Smith-Midland
7D
4.1%
1Y
12.5%

Smith-Midland Still Deserves Caution Despite Continued Strong Growth

Apr 30
KNF
US$87.12
Knife River
7D
-1.0%
1Y
-5.1%

KNF: EDGE Margin Progress And Integration Will Support 2026 Execution Potential

Analysts have trimmed the Knife River fair value estimate by about $0.10 to $102.50, as they balance recent target hikes linked to Q4 margin progress with fresh concerns around valuation, lower margin backlog, and regulatory and policy risks. Analyst Commentary Recent Street research around Knife River reflects a split view, with some focusing on execution and margin progress and others calling out valuation and policy risk.
TTAM
US$16.29
Titan America
7D
0.3%
1Y
17.7%
RMIX
US$15.40
Suncrete
7D
-2.7%
1Y
39.1%