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U.S. Commodity Chemicals Industry Analysis

UpdatedSep 25, 2025
DataAggregated Company Financials
Companies38
  • 7D-5.1%
  • 3M-6.5%
  • 1Y-45.0%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has dropped 5.5%, driven by declines in Westlake and Dow of 9.3% and 5.7%, respectively. However, the industry is down 46% over the past year. Earnings are forecast to grow by 64% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Sep 2025US$60.0bUS$117.5b-US$1,313,510,977.0018.4x-45.7x0.5x
Sat, 23 Aug 2025US$62.3bUS$117.5b-US$1,350,125,897.0016.3x-46.2x0.5x
Mon, 21 Jul 2025US$68.5bUS$119.7bUS$1.5b21.6x46.4x0.6x
Wed, 18 Jun 2025US$67.4bUS$119.7bUS$1.5b20.4x46.1x0.6x
Fri, 16 May 2025US$66.5bUS$119.7bUS$1.5b17.6x44.3x0.6x
Sun, 13 Apr 2025US$64.9bUS$121.0bUS$3.4b13.2x19.3x0.5x
Tue, 11 Mar 2025US$82.8bUS$121.0bUS$3.4b15.3x24.6x0.7x
Thu, 06 Feb 2025US$85.4bUS$121.5bUS$3.8b15.6x22.5x0.7x
Sat, 04 Jan 2025US$85.9bUS$121.7bUS$3.7b13.1x23.1x0.7x
Mon, 02 Dec 2024US$99.0bUS$121.7bUS$3.7b15.9x26.6x0.8x
Wed, 30 Oct 2024US$104.7bUS$121.8bUS$3.8b13.9x27.5x0.9x
Fri, 27 Sep 2024US$110.1bUS$121.6bUS$4.1b13.9x26.7x0.9x
Sun, 25 Aug 2024US$112.1bUS$121.6bUS$4.1b14.1x27.1x0.9x
Tue, 23 Jul 2024US$111.2bUS$121.8bUS$3.7b15.2x30.3x0.9x
Thu, 20 Jun 2024US$113.2bUS$121.8bUS$3.7b15x30.9x0.9x
Sat, 18 May 2024US$118.7bUS$121.8bUS$3.7b16.3x32.3x1x
Mon, 15 Apr 2024US$117.0bUS$123.9bUS$3.6b13.5x32.8x0.9x
Wed, 13 Mar 2024US$114.7bUS$123.9bUS$3.5b12.9x33.1x0.9x
Fri, 09 Feb 2024US$107.5bUS$124.9bUS$4.4b12.1x24.5x0.9x
Sun, 07 Jan 2024US$109.9bUS$127.9bUS$5.1b10.7x21.4x0.9x
Tue, 05 Dec 2023US$106.6bUS$128.4bUS$5.2b10x20.4x0.8x
Thu, 02 Nov 2023US$97.4bUS$129.9bUS$5.6b9.3x17.4x0.8x
Sat, 30 Sep 2023US$104.0bUS$135.8bUS$6.2b9.9x16.8x0.8x
Mon, 28 Aug 2023US$109.7bUS$135.8bUS$6.2b9.4x17.7x0.8x
Wed, 26 Jul 2023US$110.4bUS$147.6bUS$8.3b9x13.3x0.7x
Fri, 23 Jun 2023US$103.0bUS$151.8bUS$9.5b7.5x10.9x0.7x
Sun, 21 May 2023US$104.7bUS$151.8bUS$9.5b7.7x11x0.7x
Tue, 18 Apr 2023US$118.8bUS$161.4bUS$12.7b8.2x9.3x0.7x
Thu, 16 Mar 2023US$106.4bUS$161.4bUS$12.7b7.8x8.4x0.7x
Sat, 11 Feb 2023US$124.1bUS$161.6bUS$13.3b9.4x9.3x0.8x
Mon, 09 Jan 2023US$114.3bUS$168.3bUS$15.3b8x7.5x0.7x
Wed, 07 Dec 2022US$107.2bUS$168.3bUS$15.3b8.2x7x0.6x
Fri, 04 Nov 2022US$100.3bUS$168.8bUS$16.0b7.9x6.3x0.6x
Sun, 02 Oct 2022US$94.1bUS$169.9bUS$18.2b6.3x5.2x0.6x
Price to Earnings Ratio

5.2x


Total Market Cap: US$94.1bTotal Earnings: US$18.2bTotal Revenue: US$169.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 24.4x202320242025
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 0.75x.
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 12% per year, which is driving profits down.

Industry Comparison

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

US Market0.26%
Materials-0.50%
Chemicals-1.81%
Commodity Chemicals-5.15%
Fertilizers and Agricultural Chemicals0.87%
Specialty Chemicals-1.37%
Industrial Gases-2.34%
Diversified Chemicals-6.01%
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
CNEY CN Energy GroupUS$2.5820.6%
+US$2.5m		-82.2%PS0.3x
BSLK Bolt Projects HoldingsUS$4.0813.0%
+US$969.0k		-75.6%PS3x

Latest News

WLK
US$76.00
Westlake
7D
-10.5%
1Y
-49.3%

A Look At The Fair Value Of Westlake Corporation (NYSE:WLK)

Sep 25
A Look At The Fair Value Of Westlake Corporation (NYSE:WLK)
LYB
US$48.98
LyondellBasell Industries
7D
-7.0%
1Y
-49.0%

Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals

Analysts have lowered LyondellBasell’s price target due to sustained oversupply, weak core demand, and pressured margins—particularly in polyethylene—while increased market multiples provide only partial support, resulting in a new consensus fair value of $59.61. Analyst Commentary Bearish analysts cite continued headwinds from elevated supply and weak demand in core commodity markets, limiting upside potential.
DOW
US$22.20
Dow
7D
-7.9%
1Y
-59.4%

Capital Adjustments And Cost Cuts Will Support Cash Flow

Dow’s price target was revised downward to $28.24 as analysts cited weak earnings visibility, pressure on commodity chemical profitability, ongoing trade and pricing headwinds, and a dividend cut reflecting heightened balance sheet caution. Analyst Commentary Ongoing weak earnings outlook and reduced profitability in core commodity chemicals.
OLN
US$22.84
Olin
7D
-8.5%
1Y
-52.9%

Investors Will Want Olin's (NYSE:OLN) Growth In ROCE To Persist

Sep 21
Investors Will Want Olin's (NYSE:OLN) Growth In ROCE To Persist
HWKN
US$171.54
Hawkins
7D
-3.4%
1Y
38.3%
CBT
US$75.51
Cabot
7D
-3.3%
1Y
-32.4%
CNEY
US$2.58
CN Energy Group
7D
20.6%
1Y
-82.2%
TROX
US$3.90
Tronox Holdings
7D
-22.9%
1Y
-73.3%
BSLK
US$4.08
Bolt Projects Holdings
7D
13.0%
1Y
-75.6%
PCT
US$13.10
PureCycle Technologies
7D
-4.9%
1Y
38.5%