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U.S. Commodity Chemicals Industry Analysis

UpdatedDec 15, 2025
DataAggregated Company Financials
Companies39
  • 7D4.7%
  • 3M-11.3%
  • 1Y-40.0%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 4.7%, and Westlake contributed the most with a gain of 10%. In the past year, the industry is down 40%. Earnings are forecast to grow by 74% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Dec 2025US$56.5bUS$115.2b-US$4,017,531,376.0022.6x-14.1x0.5x
Thu, 13 Nov 2025US$52.5bUS$115.2b-US$4,000,678,762.0024.9x-13.1x0.5x
Sat, 11 Oct 2025US$58.4bUS$117.4b-US$1,303,627,368.0016x-44.8x0.5x
Mon, 08 Sep 2025US$64.6bUS$117.5b-US$1,350,767,977.0017.3x-47.8x0.5x
Wed, 06 Aug 2025US$59.3bUS$117.5b-US$1,235,946,504.0015.3x-48x0.5x
Fri, 04 Jul 2025US$68.0bUS$119.7bUS$1.5b21.2x46.6x0.6x
Sun, 01 Jun 2025US$62.5bUS$119.7bUS$1.5b19.3x42.3x0.5x
Tue, 29 Apr 2025US$67.9bUS$120.0bUS$2.2b13.1x31.4x0.6x
Thu, 27 Mar 2025US$77.0bUS$121.0bUS$3.4b14.6x22.9x0.6x
Sat, 22 Feb 2025US$84.6bUS$121.0bUS$2.9b16.6x28.9x0.7x
Mon, 20 Jan 2025US$89.1bUS$121.7bUS$3.7b15.9x23.8x0.7x
Wed, 18 Dec 2024US$89.6bUS$121.7bUS$3.7b14.6x24.1x0.7x
Fri, 15 Nov 2024US$98.7bUS$121.7bUS$3.9b15.8x25.3x0.8x
Sun, 13 Oct 2024US$111.3bUS$121.6bUS$4.0b14x27.5x0.9x
Tue, 10 Sep 2024US$105.8bUS$121.6bUS$4.1b13.8x25.6x0.9x
Thu, 08 Aug 2024US$108.3bUS$121.6bUS$4.1b14.1x26.5x0.9x
Sat, 06 Jul 2024US$108.8bUS$121.8bUS$3.7b14.7x29.7x0.9x
Mon, 03 Jun 2024US$118.5bUS$121.8bUS$3.7b15.9x32.4x1x
Wed, 01 May 2024US$114.5bUS$122.3bUS$4.1b12.8x28.2x0.9x
Fri, 29 Mar 2024US$118.2bUS$123.9bUS$3.5b13.6x34.1x1x
Sun, 25 Feb 2024US$111.6bUS$123.8bUS$3.5b13.4x31.9x0.9x
Tue, 23 Jan 2024US$107.9bUS$127.9bUS$5.1b10.5x21x0.8x
Thu, 21 Dec 2023US$111.7bUS$128.4bUS$5.2b10.6x21.4x0.9x
Sat, 18 Nov 2023US$105.1bUS$128.5bUS$5.2b9.5x20.1x0.8x
Mon, 16 Oct 2023US$101.3bUS$135.8bUS$6.2b9.4x16.3x0.7x
Wed, 13 Sep 2023US$108.5bUS$135.8bUS$6.2b9.3x17.5x0.8x
Fri, 11 Aug 2023US$113.3bUS$135.8bUS$6.2b9.7x18.2x0.8x
Sun, 09 Jul 2023US$106.3bUS$151.8bUS$9.5b7.9x11.2x0.7x
Tue, 06 Jun 2023US$103.8bUS$151.8bUS$9.5b7.8x11x0.7x
Thu, 04 May 2023US$104.4bUS$152.9bUS$10.0b7.3x10.4x0.7x
Sat, 01 Apr 2023US$116.3bUS$161.4bUS$12.7b8x9.1x0.7x
Mon, 27 Feb 2023US$122.1bUS$161.5bUS$12.8b8.8x9.6x0.8x
Wed, 25 Jan 2023US$119.9bUS$168.3bUS$15.3b8.2x7.8x0.7x
Fri, 23 Dec 2022US$104.9bUS$168.3bUS$15.3b7.6x6.9x0.6x
Price to Earnings Ratio

6.9x


Total Market Cap: US$104.9bTotal Earnings: US$15.3bTotal Revenue: US$168.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 21.9x202320242025
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 0.74x.
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 Market-0.59%
Materials2.54%
Chemicals1.71%
Commodity Chemicals4.74%
Diversified Chemicals4.37%
Industrial Gases1.57%
Fertilizers and Agricultural Chemicals1.46%
Specialty Chemicals1.36%
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
WLK WestlakeUS$74.4010.0%
+US$869.7m		-36.8%PS0.8x
DOW DowUS$23.974.9%
+US$789.0m		-40.2%PS0.4x
LYB LyondellBasell IndustriesUS$44.395.0%
+US$679.2m		-40.6%PS0.4x
OLN OlinUS$22.1810.3%
+US$237.4m		-37.2%PE47.2x
CBT CabotUS$68.345.9%
+US$201.0m		-32.9%PE11.1x

Latest News

WLK
US$74.40
Westlake
7D
10.0%
1Y
-36.8%
TANH
US$1.02
Tantech Holdings
7D
-8.1%
1Y
-83.2%
TROX
US$4.67
Tronox Holdings
7D
24.5%
1Y
-55.1%

TROX: Pricing Discipline And Export Actions Will Shape Balanced Risk Reward Outlook

Analysts have modestly lifted their price target for Tronox Holdings, reflecting a recalibrated fair value estimate and stronger long term profit margin assumptions, despite mixed views on TiO2 industry dynamics and recent target changes ranging from approximately $3.50 to $6 per share. Analyst Commentary Recent Street research reflects a sharply divided view on Tronox Holdings, with some observers highlighting improving industry structure and earnings leverage, while others focus on stretched valuation and fragile fundamentals following a strong share price rally.
ORGN
US$0.41
Origin Materials
7D
-4.7%
1Y
-63.1%
LYB
US$44.39
LyondellBasell Industries
7D
5.0%
1Y
-40.6%

LYB: Future Returns Will Be Driven By Rebounding Catalyst Segment Demand

Analysts have trimmed their price target for LyondellBasell Industries, cutting expectations by several dollars per share to reflect weaker macro conditions, slippage in commodity businesses, and reduced EBITDA forecasts tied to soft seasonal demand and elevated inventories. Analyst Commentary Recent Street commentary on LyondellBasell reflects a cautious stance, with multiple firms trimming price targets into the mid 40s to around $50 per share.
DOW
US$23.97
Dow
7D
4.9%
1Y
-40.2%

DOW: Cost Discipline And Higher Operating Rates Will Support Future Upside Potential

Analysts raised their price target for Dow Inc. by $3 to $27, reflecting confidence in recent cost-driven earnings strength while still acknowledging macro headwinds and commodity market volatility.
CNEY
US$0.65
CN Energy Group
7D
-29.0%
1Y
-90.9%
KRO
US$5.11
Kronos Worldwide
7D
13.8%
1Y
-50.1%

Investors Could Be Concerned With Kronos Worldwide's (NYSE:KRO) Returns On Capital

Nov 26
Investors Could Be Concerned With Kronos Worldwide's (NYSE:KRO) Returns On Capital
CBT
US$68.34
Cabot
7D
5.9%
1Y
-32.9%
OLN
US$22.18
Olin
7D
10.3%
1Y
-37.2%
GURE
US$4.64
Gulf Resources
7D
-15.8%
1Y
-28.6%
PCT
US$8.78
PureCycle Technologies
7D
-3.8%
1Y
-26.1%
HWKN
US$142.25
Hawkins
7D
3.9%
1Y
9.5%