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U.S. Commodity Chemicals Industry Analysis

UpdatedJul 30, 2026
DataAggregated Company Financials
Companies36
  • 7D-3.4%
  • 3M-22.0%
  • 1Y5.7%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has dropped 3.4%, and Westlake contributed the most with a 6.2% decline. This takes the industry's 12 month performance to a gain of 5.7%. Looking forward, earnings are forecast to grow by 37% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Jul 2026US$65.5bUS$107.0b-US$4,225,531,346.0016.8x-15.5x0.6x
Sat, 27 Jun 2026US$66.2bUS$105.0b-US$6,024,344,726.0017.2x-11x0.6x
Mon, 25 May 2026US$77.8bUS$105.0b-US$6,024,344,726.0015.3x-12.9x0.7x
Wed, 22 Apr 2026US$80.4bUS$106.3b-US$5,972,136,737.0013x-13.5x0.8x
Fri, 20 Mar 2026US$81.6bUS$106.3b-US$5,787,878,792.0013.1x-14.1x0.8x
Sun, 15 Feb 2026US$71.7bUS$114.2b-US$5,624,741,613.0015.3x-12.8x0.6x
Tue, 13 Jan 2026US$61.6bUS$115.2b-US$4,009,928,968.0020.6x-15.4x0.5x
Thu, 11 Dec 2025US$54.7bUS$115.2b-US$4,017,531,376.0022.4x-13.6x0.5x
Sat, 08 Nov 2025US$51.9bUS$115.3b-US$3,970,547,762.0026.3x-13.1x0.5x
Mon, 06 Oct 2025US$61.0bUS$117.4b-US$1,303,627,368.0016.5x-46.8x0.5x
Wed, 03 Sep 2025US$64.9bUS$117.5b-US$1,350,767,977.0016.9x-48.1x0.6x
Fri, 01 Aug 2025US$62.7bUS$119.0bUS$25.8m14.8x2426.4x0.5x
Sun, 29 Jun 2025US$64.7bUS$119.7bUS$1.5b20.1x44.2x0.5x
Tue, 27 May 2025US$62.5bUS$119.7bUS$1.5b19.2x42.3x0.5x
Thu, 24 Apr 2025US$66.7bUS$121.0bUS$3.4b13x19.6x0.6x
Sat, 22 Mar 2025US$78.8bUS$121.0bUS$3.4b14.7x23.5x0.7x
Mon, 17 Feb 2025US$85.0bUS$121.1bUS$2.9b16.7x29.2x0.7x
Wed, 15 Jan 2025US$87.0bUS$121.7bUS$3.7b13.5x23.4x0.7x
Fri, 13 Dec 2024US$92.5bUS$121.7bUS$3.7b15.1x24.9x0.8x
Sun, 10 Nov 2024US$101.5bUS$121.7bUS$3.9b16.6x26x0.8x
Tue, 08 Oct 2024US$113.5bUS$121.6bUS$4.1b13.8x27.8x0.9x
Thu, 05 Sep 2024US$107.7bUS$121.6bUS$4.1b14x26.1x0.9x
Sat, 03 Aug 2024US$110.7bUS$121.3bUS$3.8b14.9x28.9x0.9x
Mon, 01 Jul 2024US$109.5bUS$121.8bUS$3.7b14.7x29.8x0.9x
Wed, 29 May 2024US$117.8bUS$121.8bUS$3.7b15.7x32.1x1x
Fri, 26 Apr 2024US$114.5bUS$122.8bUS$4.2b13x27.4x0.9x
Sun, 24 Mar 2024US$116.7bUS$123.9bUS$3.5b13x33.7x0.9x
Tue, 20 Feb 2024US$111.0bUS$124.9bUS$4.3b13.4x25.8x0.9x
Thu, 18 Jan 2024US$105.4bUS$127.9bUS$5.1b10.2x20.5x0.8x
Sat, 16 Dec 2023US$110.0bUS$128.4bUS$5.2b10.5x21.1x0.9x
Mon, 13 Nov 2023US$101.0bUS$128.5bUS$5.2b8.9x19.3x0.8x
Wed, 11 Oct 2023US$104.0bUS$135.8bUS$6.2b9.8x16.8x0.8x
Fri, 08 Sep 2023US$108.8bUS$135.8bUS$6.2b10.2x17.5x0.8x
Sun, 06 Aug 2023US$110.9bUS$140.3bUS$7.3b9.8x15.3x0.8x
Price to Earnings Ratio

15.3x


Total Market Cap: US$110.9bTotal Earnings: US$7.3bTotal Revenue: US$140.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 17.2x202420252026
Current Industry PE
  • Investors are pessimistic on the American Commodity Chemicals industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • Total earnings for the Commodity Chemicals industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 8.6% per year, which is driving profits down.

Industry Comparison

How does U.S. Commodity Chemicals compare with similar industries?

US Market-2.63%
Materials-0.85%
Chemicals0.72%
Commodity Chemicals-3.41%
Specialty Chemicals2.03%
Fertilizers and Agricultural Chemicals0.73%
Industrial Gases0.18%
Diversified Chemicals-7.84%
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
CBT CabotUS$91.532.2%
+US$100.7m		26.4%PE16.8x
MATV Mativ HoldingsUS$8.696.9%
+US$30.9m		26.1%PE6.3x

Latest News

WLK
US$72.25
Westlake
7D
-6.2%
1Y
-9.3%
HWKN
US$138.60
Hawkins
7D
-3.2%
1Y
-12.9%
TROX
US$6.06
Tronox Holdings
7D
-8.5%
1Y
17.9%
LYB
US$60.49
LyondellBasell Industries
7D
-2.9%
1Y
2.8%
Narrative Update • Jul 29

LYB: Higher Long Term Earnings Assumptions Are Expected To ReRate Shares

LyondellBasell Industries' fair value estimate has been revised from $98.00 to about $89.66 as analysts reduce price targets across the sector. The changes reflect updated models that factor in softer petrochemical pricing expectations, lower assumed oil support and a more conservative P/E outlook, while margin and revenue growth assumptions remain relatively stable.
OLN
US$22.19
Olin
7D
-8.5%
1Y
15.0%
Narrative Update • Jul 29

OLN: Huntsman Merger And Softer Basics Are Expected To Reshape Returns

Analysts have trimmed the Olin fair value estimate by $1 to $21, reflecting lower price targets across the Street as they factor in weaker basic chemicals demand, a softer chlor alkali backdrop, and added uncertainty around the Huntsman merger. Analyst Commentary Recent Street research on Olin points to a more cautious tone as multiple firms recalibrate expectations around pricing, demand and the proposed Huntsman merger.
DOW
US$30.45
Dow
7D
-2.6%
1Y
27.3%
Narrative Update • Jul 27

DOW: Cost Savings And Supply Tightness Will Shape Future Upside Potential

For Dow, the analyst price target has been revised lower to about $35.69 from $42.63, with analysts pointing to assumptions of softer revenue growth, a lower future P/E multiple, and sector wide price target cuts tied to normalizing chemical prices and more cautious outlooks across basic chemicals. Analyst Commentary Recent research on Dow highlights a clear split between bullish analysts who still see upside potential and bearish analysts who are more cautious on chemicals exposure, pricing power, and capital commitments.
PCT
US$5.92
PureCycle Technologies
7D
-5.6%
1Y
-56.6%
Narrative Update • Jul 24

PCT: Japan Packaging Partnership And Equity Raise Will Shape Recycling Outlook

Analysts have trimmed their price target on PureCycle Technologies to $6.00 from $9.00, citing updated assumptions that include a slightly lower discount rate, revised revenue growth expectations, modestly reduced profit margin forecasts, and a lower projected future P/E multiple of 48.42 compared with the prior 83.72. What’s in the News for PureCycle Technologies PureCycle Technologies announced a partnership with RM TOHCELLO and Mitsui to use PureFive resin in biaxially oriented polypropylene films for flexible packaging in Japan, with a formal commercial agreement targeted for 2027 and pilot-scale runs already completed.
MATV
US$8.69
Mativ Holdings
7D
6.9%
1Y
26.1%
CBT
US$91.53
Cabot
7D
2.2%
1Y
26.4%
KRO
US$6.19
Kronos Worldwide
7D
-12.8%
1Y
8.0%