Here's Why We Think Ecolab (NYSE:ECL) Is Well Worth Watching
May 28
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U.S. Chemicals Industry Analysis
UpdatedMay 30, 2025
DataAggregated Company Financials
Companies124
- 7D1.1%
- 3M-5.1%
- 1Y-6.1%
- YTD1.4%
The Chemicals industry is up 1.1% in the last week, with Linde up 1.1%. During this same period, the Sociedad Química y Minera de Chile underperformed, falling 5.5%. However, the industry is down 6.1% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the U.S. Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 30 May 2025 | US$768.3b | US$378.4b | US$18.1b | 22.3x | 42.6x | 2x |
| Sun, 27 Apr 2025 | US$737.0b | US$379.8b | US$21.7b | 19.2x | 34x | 1.9x |
| Tue, 25 Mar 2025 | US$779.8b | US$380.9b | US$23.0b | 20.9x | 33.8x | 2x |
| Thu, 20 Feb 2025 | US$825.2b | US$381.2b | US$22.7b | 21.3x | 36.3x | 2.2x |
| Sat, 18 Jan 2025 | US$811.8b | US$384.4b | US$23.4b | 23.2x | 34.6x | 2.1x |
| Mon, 16 Dec 2024 | US$825.9b | US$384.3b | US$23.4b | 22.2x | 35.2x | 2.1x |
| Wed, 13 Nov 2024 | US$862.3b | US$385.6b | US$23.7b | 25.4x | 36.4x | 2.2x |
| Fri, 11 Oct 2024 | US$891.6b | US$390.5b | US$24.3b | 26.1x | 36.7x | 2.3x |
| Sun, 08 Sep 2024 | US$832.8b | US$383.8b | US$23.4b | 25.4x | 35.5x | 2.2x |
| Tue, 06 Aug 2024 | US$831.8b | US$385.3b | US$24.2b | 24.6x | 34.4x | 2.2x |
| Thu, 04 Jul 2024 | US$797.9b | US$379.9b | US$23.4b | 25.3x | 34.1x | 2.1x |
| Sat, 01 Jun 2024 | US$820.0b | US$377.3b | US$23.4b | 25.9x | 35x | 2.2x |
| Mon, 29 Apr 2024 | US$806.2b | US$382.7b | US$26.3b | 21.3x | 30.6x | 2.1x |
| Wed, 27 Mar 2024 | US$842.7b | US$384.6b | US$25.4b | 20.8x | 33.2x | 2.2x |
| Fri, 23 Feb 2024 | US$796.2b | US$384.7b | US$25.5b | 22.1x | 31.2x | 2.1x |
| Sun, 21 Jan 2024 | US$784.3b | US$398.9b | US$31.7b | 20x | 24.7x | 2x |
| Tue, 19 Dec 2023 | US$800.2b | US$398.4b | US$31.6b | 21.3x | 25.3x | 2x |
| Thu, 16 Nov 2023 | US$756.6b | US$399.0b | US$31.7b | 17.5x | 23.9x | 1.9x |
| Sat, 14 Oct 2023 | US$739.1b | US$412.0b | US$31.2b | 15.6x | 23.7x | 1.8x |
| Mon, 11 Sep 2023 | US$780.4b | US$412.0b | US$31.2b | 16.1x | 25x | 1.9x |
| Wed, 09 Aug 2023 | US$794.0b | US$411.9b | US$30.9b | 15.2x | 25.7x | 1.9x |
| Fri, 07 Jul 2023 | US$794.3b | US$444.3b | US$39.1b | 13.8x | 20.3x | 1.8x |
| Sun, 04 Jun 2023 | US$777.6b | US$444.6b | US$39.1b | 13.3x | 19.9x | 1.7x |
| Tue, 02 May 2023 | US$800.3b | US$444.9b | US$40.5b | 13.7x | 19.8x | 1.8x |
| Thu, 30 Mar 2023 | US$786.9b | US$452.1b | US$42.6b | 12.5x | 18.5x | 1.7x |
| Sat, 25 Feb 2023 | US$814.4b | US$450.4b | US$40.0b | 12.9x | 20.3x | 1.8x |
| Mon, 23 Jan 2023 | US$820.1b | US$461.0b | US$43.3b | 15x | 18.9x | 1.8x |
| Wed, 21 Dec 2022 | US$783.2b | US$460.8b | US$43.3b | 13.8x | 18.1x | 1.7x |
| Fri, 18 Nov 2022 | US$803.9b | US$458.5b | US$42.3b | 14.8x | 19x | 1.8x |
| Sun, 16 Oct 2022 | US$705.9b | US$455.1b | US$45.5b | 14x | 15.5x | 1.6x |
| Tue, 13 Sep 2022 | US$812.2b | US$454.7b | US$45.5b | 15.1x | 17.9x | 1.8x |
| Thu, 11 Aug 2022 | US$817.9b | US$452.5b | US$45.3b | 16.3x | 18x | 1.8x |
| Sat, 09 Jul 2022 | US$747.8b | US$432.0b | US$44.3b | 15.5x | 16.9x | 1.7x |
| Mon, 06 Jun 2022 | US$883.9b | US$432.0b | US$44.3b | 17.4x | 19.9x | 2x |
Price to Earnings Ratio
19.9x
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 42.6x which is higher than its 3-year average PE of 31.4x.
- The 3-year average PS ratio of 2.3x 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 26% per year over the last three years,
- Revenues have also declined 4.3% 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 Market | 1.15% | |
| Materials | 0.73% | |
| Chemicals | 1.07% | |
| Fertilizers and Agricultural Chemicals | 2.10% | |
| Commodity Chemicals | 1.26% | |
| Industrial Gases | 1.18% | |
| Specialty Chemicals | 0.71% | |
| Diversified Chemicals | -3.28% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 54.4x.
- Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings growth of 13.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 83% over the next 5 years.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| LIN Linde | US$464.08 | 1.1% +US$2.4b | 7.9% | PE33x | |
| ECL Ecolab | US$264.29 | 1.8% +US$1.3b | 15.6% | PE35.6x | |
| APD Air Products and Chemicals | US$273.17 | 1.5% +US$874.6m | 4.9% | PE39.3x | |
| CTVA Corteva | US$69.71 | 1.6% +US$764.0m | 26.2% | PE41.6x | |
| SHW Sherwin-Williams | US$355.75 | 0.8% +US$702.7m | 17.8% | PE33.2x |
