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U.S. Chemicals Industry Analysis

UpdatedDec 02, 2025
DataAggregated Company Financials
Companies129
  • 7D2.1%
  • 3M-9.8%
  • 1Y-16.6%
  • YTD-5.7%

Over the last 7 days, the Chemicals industry has risen 2.1%, driven by gains from Albemarle of 11%. In the past year, the industry is down 17%. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Dec 2025US$725.3bUS$371.7bUS$11.0b23x66.1x2x
Thu, 30 Oct 2025US$755.0bUS$371.2bUS$15.9b26.7x47.6x2x
Sat, 27 Sep 2025US$758.1bUS$367.7bUS$15.5b25.9x48.8x2.1x
Mon, 25 Aug 2025US$807.5bUS$367.6bUS$15.5b26.9x52x2.2x
Wed, 23 Jul 2025US$794.1bUS$376.6bUS$17.8b23.3x44.6x2.1x
Fri, 20 Jun 2025US$763.8bUS$378.4bUS$18.1b21.4x42.1x2x
Sun, 18 May 2025US$775.3bUS$378.5bUS$17.2b23.2x45.2x2x
Tue, 15 Apr 2025US$720.0bUS$380.8bUS$23.0b18x31.3x1.9x
Thu, 13 Mar 2025US$789.2bUS$379.3bUS$22.8b21.3x34.5x2.1x
Sat, 08 Feb 2025US$825.2bUS$382.4bUS$22.7b21x36.4x2.2x
Mon, 06 Jan 2025US$771.8bUS$384.3bUS$23.4b19.9x32.9x2x
Wed, 04 Dec 2024US$871.2bUS$384.3bUS$23.4b22.8x37.2x2.3x
Fri, 01 Nov 2024US$856.7bUS$386.7bUS$24.7b24.3x34.7x2.2x
Sun, 29 Sep 2024US$895.1bUS$383.8bUS$23.4b26x38.2x2.3x
Tue, 27 Aug 2024US$857.5bUS$383.8bUS$23.4b25.5x36.6x2.2x
Thu, 25 Jul 2024US$831.6bUS$379.9bUS$23.6b27.2x35.3x2.2x
Sat, 22 Jun 2024US$811.3bUS$377.3bUS$23.4b25.8x34.6x2.1x
Mon, 20 May 2024US$832.8bUS$377.3bUS$23.4b26.3x35.5x2.2x
Wed, 17 Apr 2024US$808.0bUS$384.6bUS$25.6b20.7x31.6x2.1x
Fri, 15 Mar 2024US$845.9bUS$384.6bUS$25.4b20.8x33.3x2.2x
Sun, 11 Feb 2024US$776.7bUS$388.6bUS$31.5b20.3x24.7x2x
Tue, 09 Jan 2024US$803.3bUS$398.8bUS$31.9b20.8x25.2x2x
Thu, 07 Dec 2023US$762.9bUS$398.4bUS$31.6b19.8x24.1x1.9x
Sat, 04 Nov 2023US$744.7bUS$401.8bUS$29.4b16.2x25.3x1.9x
Mon, 02 Oct 2023US$750.7bUS$411.9bUS$31.2b15.8x24.1x1.8x
Wed, 30 Aug 2023US$792.0bUS$412.0bUS$31.2b16.3x25.4x1.9x
Fri, 28 Jul 2023US$838.2bUS$440.1bUS$37.9b13.9x22.1x1.9x
Sun, 25 Jun 2023US$782.6bUS$444.6bUS$39.1b13.1x20x1.8x
Tue, 23 May 2023US$776.4bUS$444.6bUS$39.1b12.9x19.9x1.7x
Thu, 20 Apr 2023US$811.7bUS$452.1bUS$42.7b12.9x19x1.8x
Sat, 18 Mar 2023US$751.1bUS$452.2bUS$42.6b11.9x17.6x1.7x
Mon, 13 Feb 2023US$820.2bUS$450.3bUS$40.3b14.1x20.3x1.8x
Wed, 11 Jan 2023US$804.4bUS$460.9bUS$43.3b14.7x18.6x1.7x
Fri, 09 Dec 2022US$815.9bUS$460.8bUS$43.3b14.5x18.8x1.8x
Price to Earnings Ratio

18.8x


Total Market Cap: US$815.9bTotal Earnings: US$43.3bTotal Revenue: US$460.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 36.9x202320242025
Current Industry PE
  • Investors are optimistic on the American Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 66.1x which is higher than its 3-year average PE of 36.9x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 37% per year over the last three years,
  • Revenues have also declined 6.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market1.79%
Materials3.55%
Chemicals2.13%
Diversified Chemicals14.61%
Commodity Chemicals6.06%
Specialty Chemicals2.81%
Fertilizers and Agricultural Chemicals2.09%
Industrial Gases0.28%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 59.2x.
    • Analysts are expecting annual earnings growth of 24.8%, which is higher than its past year's earnings decline of 8.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 91% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 6.6% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
ALB AlbemarleUS$128.3310.7%
+US$1.5b		15.3%PS3.1x
APD Air Products and ChemicalsUS$260.861.7%
+US$952.7m		-22.3%PS4.8x
DOW DowUS$23.845.8%
+US$931.1m		-46.3%PS0.4x
SQM Sociedad Química y Minera de ChileUS$63.933.5%
+US$614.1m		63.3%PE34.8x
WLK WestlakeUS$67.597.5%
+US$605.4m		-46.6%PS0.8x

Latest News

ASPI
US$5.58
ASP Isotopes
7D
-6.8%
1Y
14.1%
DD
US$39.91
DuPont de Nemours
7D
3.7%
1Y
-52.3%

DD: Share Repurchase Plan Will Drive Upside as New Plant Breaks Ground

Analysts have revised their price target for DuPont de Nemours downward by $6.00 to $47.25, citing recent adjustments in growth and profitability expectations. What's in the News DuPont broke ground on a new MOLYKOTE specialty lubricants manufacturing plant in Zhangjiagang, China.
SXT
US$95.65
Sensient Technologies
7D
-1.7%
1Y
22.6%

Sensient Technologies Corporation's (NYSE:SXT) Shareholders Might Be Looking For Exit

Nov 28
Sensient Technologies Corporation's (NYSE:SXT) Shareholders Might Be Looking For Exit
ASH
US$58.13
Ashland
7D
16.0%
1Y
-27.5%

ASH: New Guidance And Minimal Impact From Outage Will Drive Stronger Performance

Analysts have raised Ashland's fair value price target slightly from $62.40 to $63.20, citing updated expectations for revenue growth and evolving profitability assumptions. What's in the News Ashland Inc.
WLK
US$67.59
Westlake
7D
7.5%
1Y
-46.6%

WLK: Share Buyback Completion Will Support Future Upside After Index Exit

Westlake's analyst price target has been revised slightly downward to $81.29 from $82.21 as analysts factor in modestly higher discount rates and updated profitability assumptions. What's in the News Westlake Corporation reported an unaudited goodwill impairment of $727 million for the third quarter ended September 30, 2025.
ECL
US$272.86
Ecolab
7D
-0.2%
1Y
9.9%

ECL: Margin Expansion From One Ecolab Will Drive Steady Returns Into 2026

Analysts have raised their price targets for Ecolab, with the consensus forecast increasing from $315 to $325 per share. This change is driven by expectations for continued margin expansion and robust medium-term growth prospects.
SHW
US$341.49
Sherwin-Williams
7D
-0.3%
1Y
-13.6%

SHW: Share Gains And Market Recovery Will Fuel Upside In Coming Quarters

Sherwin-Williams' average analyst price target has seen only modest movement recently, as analysts adjust forecasts in response to mixed macroeconomic signals and ongoing uncertainty in industrial demand. Analyst Commentary Recent research updates present a mixed picture of Sherwin-Williams' outlook, with analysts divided on the company’s ability to navigate current economic headwinds and maintain growth momentum.
LIN
US$407.14
Linde
7D
-0.2%
1Y
-11.1%

LIN: Earnings Momentum And Defensive Appeal Will Drive Share Performance Into 2026

Linde's analyst price target saw a slight decrease, dropping from $507 to $500, as analysts revised their outlook based on expectations for future earnings growth acceleration and the company's continued positioning as a defensive growth stock, even with ongoing sector challenges. Analyst Commentary Recent analyst reports reflect a balanced but nuanced outlook for Linde, with both positive and cautious perspectives shaping market sentiment.
APD
US$260.86
Air Products and Chemicals
7D
1.7%
1Y
-22.3%
CTVA
US$66.54
Corteva
7D
1.3%
1Y
6.9%

A Look At The Fair Value Of Corteva, Inc. (NYSE:CTVA)

Nov 26
A Look At The Fair Value Of Corteva, Inc. (NYSE:CTVA)
SQM
US$63.93
Sociedad Química y Minera de Chile
7D
3.5%
1Y
63.3%

SQM: Future Performance Will Reflect Demand Outlook And Royalty Exposure

Sociedad Química y Minera de Chile's analyst fair value estimate has increased from $52.03 to $56.66. Analysts cite stronger lithium demand forecasts and improved profit margins as the reasons for the upward revision.
ALB
US$128.33
Albemarle
7D
10.7%
1Y
15.3%

Albemarle (NYSE:ALB) Has Announced A Dividend Of $0.405

Nov 25
Albemarle (NYSE:ALB) Has Announced A Dividend Of $0.405
ESI
US$25.64
Element Solutions
7D
-1.0%
1Y
-8.0%

ESI: Recent 23% Share Buyback Completion Will Drive Future Upside Potential

Analysts have maintained their price target for Element Solutions at $32.10, citing largely unchanged growth and profitability outlook estimates as the basis for this decision. What's in the News Element Solutions has completed the repurchase of 63,501,164 shares.
KWR
US$136.00
Quaker Chemical
7D
-2.4%
1Y
-13.2%

KWR: Share Repurchases Are Expected To Drive Positive Market Reactions

Narrative Update on Quaker Chemical Analysts have raised their price target for Quaker Chemical from $162 to $166, reflecting a modest increase based on updated assessments of company valuation metrics and market outlook. What's in the News Between July 1, 2025 and September 30, 2025, Quaker Chemical repurchased 29,791 shares for $3.81 million, representing 0.17 percent of its outstanding shares (Key Developments).
DOW
US$23.84
Dow
7D
5.8%
1Y
-46.3%

DOW: Cost Reductions And Higher Operating Rates Will Drive Future Performance

Dow's analyst price target has edged down slightly to $27.82 from $27.94 as analysts point to recent earnings beat driven by cost cuts and operational improvements. However, they remain cautious given concerns about commodity market consistency and the sustainability of current gains.
NEU
US$758.52
NewMarket
7D
-1.1%
1Y
40.2%

NewMarket (NYSE:NEU) Is Increasing Its Dividend To $3.00

Nov 06
NewMarket (NYSE:NEU) Is Increasing Its Dividend To $3.00