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U.S. Basic Materials Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies17
  • 7D-2.6%
  • 3M-18.3%
  • 1Y0.2%
  • YTD-15.6%

Over the last 7 days, the Basic Materials industry has dropped 2.6%, driven by a pullback from CRH of 2.9%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026US$153.2bUS$61.2bUS$6.7b20.8x22.8x2.5x
Thu, 23 Apr 2026US$175.2bUS$60.2bUS$6.8b24.5x25.8x2.9x
Sat, 21 Mar 2026US$154.0bUS$60.0bUS$6.8b21.6x22.7x2.6x
Mon, 16 Feb 2026US$189.9bUS$59.1bUS$6.5b23.9x29.3x3.2x
Wed, 14 Jan 2026US$191.1bUS$59.8bUS$6.7b26.9x28.6x3.2x
Fri, 12 Dec 2025US$181.6bUS$59.8bUS$6.7b26.7x27.2x3x
Sun, 09 Nov 2025US$169.8bUS$59.9bUS$6.7b23.8x25.3x2.8x
Tue, 07 Oct 2025US$179.4bUS$58.6bUS$6.3b24.4x28.4x3.1x
Thu, 04 Sep 2025US$171.1bUS$58.7bUS$6.3b25.3x27.1x2.9x
Sat, 02 Aug 2025US$155.2bUS$58.1bUS$6.3b19.5x24.6x2.7x
Mon, 30 Jun 2025US$148.7bUS$58.0bUS$6.3b21.1x23.5x2.6x
Wed, 28 May 2025US$153.5bUS$58.0bUS$6.3b22.1x24.3x2.6x
Fri, 25 Apr 2025US$141.7bUS$57.6bUS$7.5b16.7x18.8x2.5x
Sun, 23 Mar 2025US$144.1bUS$57.7bUS$7.5b16.9x19.1x2.5x
Tue, 18 Feb 2025US$163.9bUS$57.0bUS$7.4b20.8x22.1x2.9x
Thu, 16 Jan 2025US$158.0bUS$59.1bUS$7.4b24.3x21.4x2.7x
Sat, 14 Dec 2024US$168.8bUS$59.1bUS$7.4b25.6x22.9x2.9x
Mon, 11 Nov 2024US$176.2bUS$59.1bUS$7.4b25.2x23.9x3x
Wed, 09 Oct 2024US$149.1bUS$58.7bUS$7.6b21.8x19.7x2.5x
Fri, 06 Sep 2024US$143.1bUS$58.7bUS$7.6b19.2x18.9x2.4x
Sun, 04 Aug 2024US$147.5bUS$58.5bUS$7.5b20.4x19.8x2.5x
Tue, 02 Jul 2024US$139.1bUS$58.5bUS$7.4b19.6x18.7x2.4x
Thu, 30 May 2024US$145.6bUS$58.5bUS$7.4b20.6x19.6x2.5x
Sat, 27 Apr 2024US$149.6bUS$58.3bUS$6.4b24.4x23.3x2.6x
Mon, 25 Mar 2024US$157.8bUS$58.3bUS$6.4b25.4x24.5x2.7x
Wed, 21 Feb 2024US$142.0bUS$56.9bUS$6.2b20.3x22.9x2.5x
Fri, 19 Jan 2024US$126.6bUS$55.9bUS$6.0b19.1x21.1x2.3x
Sun, 17 Dec 2023US$124.6bUS$56.0bUS$6.0b19.1x20.9x2.2x
Tue, 14 Nov 2023US$113.2bUS$56.2bUS$6.0b15.5x18.8x2x
Thu, 12 Oct 2023US$71.4bUS$21.9bUS$2.6b22.5x27.6x3.3x
Sat, 09 Sep 2023US$71.5bUS$21.9bUS$2.6b22.1x27.7x3.3x
Mon, 07 Aug 2023US$74.9bUS$21.9bUS$2.6b27.4x29.3x3.4x
Wed, 05 Jul 2023US$74.2bUS$21.5bUS$2.5b22.2x29.3x3.5x
Fri, 02 Jun 2023US$65.5bUS$19.0bUS$2.4b22.5x27.1x3.4x
Price to Earnings Ratio

27.1x


Total Market Cap: US$65.5bTotal 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 23.6x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Basic Materials 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 23.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.7x.
Past Earnings Growth
  • The earnings for companies in the Basic Materials industry have grown 40% 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 Market1.21%
Materials0.66%
Basic Materials-2.60%
Construction Materials-2.60%
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
CRH CRHUS$100.371.9%
+US$1.2b		5.4%PE18.4x
MLM Martin Marietta MaterialsUS$536.480.7%
+US$230.0m		-5.5%PE33.4x
VMC Vulcan MaterialsUS$260.650.5%
+US$154.4m		-3.5%PE30.3x
USLM United States Lime & MineralsUS$106.043.5%
+US$103.0m		0.7%PE23.2x
KNF Knife RiverUS$72.201.9%
+US$77.8m		-27.3%PE27.9x

Latest News

EXP
US$199.43
Eagle Materials
7D
-0.2%
1Y
-8.5%
VMC
US$260.65
Vulcan Materials
7D
0.5%
1Y
-3.5%
Narrative Update • May 23

VMC: Capital Returns And Aggregates Exposure Will Drive Shares Into 2026

Analysts have nudged the blended price target for Vulcan Materials slightly lower to about $329, reflecting a mix of recent target cuts and raises as they factor in updated margin expectations, demand headwinds, and revised sector models. Analyst Commentary Recent research on Vulcan Materials reflects a split view, with some analysts trimming targets and others lifting them, as they recalibrate expectations after weaker Q4 margins, updated guidance, and sector model changes.
MLM
US$536.48
Martin Marietta Materials
7D
0.7%
1Y
-5.5%
CRH
US$100.37
CRH
7D
1.9%
1Y
5.4%
USLM
US$106.04
United States Lime & Minerals
7D
3.5%
1Y
0.7%
RMIX
US$16.06
Suncrete
7D
-0.6%
1Y
45.5%
KNF
US$72.20
Knife River
7D
1.9%
1Y
-27.3%
SMID
US$29.45
Smith-Midland
7D
2.1%
1Y
-1.7%
LOMA
US$10.95
Loma Negra Compañía Industrial Argentina Sociedad Anónima
7D
5.1%
1Y
-20.5%
TTAM
US$15.18
Titan America
7D
0.3%
1Y
4.8%