Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Commodity Chemicals Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies36
  • 7D0.4%
  • 3M-6.2%
  • 1Y9.9%
  • YTDn/a

Last week, the Commodity Chemicals industry hasn't moved much but Westlake is up 3.8% in that time. The past year has been better, since the industry has gained 9.9% in that time. Earnings are forecast to grow by 46% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026US$74.6bUS$105.0b-US$6,024,344,726.0016.1x-12.4x0.7x
Wed, 13 May 2026US$83.1bUS$105.0b-US$5,995,469,737.0014.9x-13.9x0.8x
Fri, 10 Apr 2026US$84.5bUS$106.3b-US$5,968,484,792.0012.8x-14.2x0.8x
Sun, 08 Mar 2026US$74.2bUS$106.3b-US$5,721,400,792.0013.2x-13x0.7x
Tue, 03 Feb 2026US$61.1bUS$114.3b-US$5,593,741,613.0015.7x-10.9x0.5x
Thu, 01 Jan 2026US$55.0bUS$115.2b-US$4,009,928,968.0021.3x-13.7x0.5x
Sat, 29 Nov 2025US$55.8bUS$115.2b-US$4,017,531,376.0022.8x-13.9x0.5x
Mon, 27 Oct 2025US$59.9bUS$116.5b-US$1,455,913,762.0019.5x-41.1x0.5x
Wed, 24 Sep 2025US$60.9bUS$117.5b-US$1,313,510,977.0017.8x-46.3x0.5x
Fri, 22 Aug 2025US$62.6bUS$117.5b-US$1,350,125,897.0015.8x-46.4x0.5x
Sun, 20 Jul 2025US$68.5bUS$119.7bUS$1.5b21.6x46.4x0.6x
Tue, 17 Jun 2025US$66.6bUS$119.7bUS$1.5b21x45.5x0.6x
Thu, 15 May 2025US$68.0bUS$119.7bUS$1.5b17.8x45.4x0.6x
Sat, 12 Apr 2025US$62.4bUS$121.0bUS$3.4b13.2x18.6x0.5x
Mon, 10 Mar 2025US$82.8bUS$121.0bUS$3.4b15.8x24.6x0.7x
Wed, 05 Feb 2025US$83.5bUS$121.5bUS$3.8b15x22x0.7x
Fri, 03 Jan 2025US$87.6bUS$121.7bUS$3.7b13.1x23.5x0.7x
Sun, 01 Dec 2024US$99.0bUS$121.7bUS$3.7b15.9x26.6x0.8x
Tue, 29 Oct 2024US$104.1bUS$121.8bUS$3.8b13.9x27.3x0.9x
Thu, 26 Sep 2024US$111.7bUS$121.6bUS$4.1b13.8x27x0.9x
Sat, 24 Aug 2024US$109.1bUS$121.6bUS$4.1b14.1x26.4x0.9x
Mon, 22 Jul 2024US$111.2bUS$121.8bUS$3.7b15.1x30.3x0.9x
Wed, 19 Jun 2024US$112.5bUS$121.8bUS$3.7b15x30.7x0.9x
Fri, 17 May 2024US$119.0bUS$121.8bUS$3.7b16.2x32.4x1x
Sun, 14 Apr 2024US$118.8bUS$123.9bUS$3.6b13.5x33.3x1x
Tue, 12 Mar 2024US$114.7bUS$123.9bUS$3.5b12.9x33.1x0.9x
Thu, 08 Feb 2024US$107.2bUS$124.9bUS$4.4b11.8x24.4x0.9x
Sat, 06 Jan 2024US$109.0bUS$127.9bUS$5.1b10.7x21.2x0.9x
Mon, 04 Dec 2023US$106.6bUS$128.4bUS$5.2b9.8x20.4x0.8x
Wed, 01 Nov 2023US$97.4bUS$129.9bUS$5.6b9.2x17.4x0.8x
Fri, 29 Sep 2023US$104.0bUS$135.8bUS$6.2b10.1x16.8x0.8x
Sun, 27 Aug 2023US$109.7bUS$135.8bUS$6.2b9.4x17.7x0.8x
Tue, 25 Jul 2023US$108.1bUS$151.8bUS$9.5b8.8x11.4x0.7x
Thu, 22 Jun 2023US$103.0bUS$151.8bUS$9.5b7.6x10.9x0.7x
Price to Earnings Ratio

10.9x


Total Market Cap: US$103.0bTotal Earnings: US$9.5bTotal Revenue: US$151.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 18.2x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Commodity Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • 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 12% per year, which is driving profits down.

Industry Comparison

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

US Market0.50%
Materials4.41%
Chemicals3.71%
Commodity Chemicals0.43%
Diversified Chemicals7.12%
Specialty Chemicals5.88%
Industrial Gases2.81%
Fertilizers and Agricultural Chemicals0.67%
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$88.503.8%
+US$415.1m		15.8%PS1x
CBT CabotUS$87.655.7%
+US$244.2m		17.7%PE16.1x
TROX Tronox HoldingsUS$8.029.9%
+US$114.9m		43.5%PS0.4x
OLN OlinUS$25.133.5%
+US$96.8m		23.8%PS0.4x
OEC OrionUS$8.2620.4%
+US$78.9m		-20.1%PS0.3x

Latest News

TROX
US$8.02
Tronox Holdings
7D
9.9%
1Y
43.5%
PCT
US$8.88
PureCycle Technologies
7D
-26.1%
1Y
-25.2%
DOW
US$33.85
Dow
7D
-1.0%
1Y
10.7%
LYB
US$64.58
LyondellBasell Industries
7D
0.2%
1Y
5.5%
Seeking Alpha • Jun 12

LyondellBasell: The Chemical Cycle Is Broken

Summary LyondellBasell receives a cautious Buy at $65, reflecting leaner operations but persistent margin and China-related risks. Cost-cutting, asset sales, and a halved dividend have strengthened LYB’s balance sheet, yet earnings remain subdued and net debt/EBITDA is elevated at 4.0x. PE/PP margin recovery is key; China’s capacity expansion and exports cap upside, while U.S. feedstock advantage offers some support. Valuation is attractive if earnings rebound to $6–$7/share; base case targets $78, with a larger margin of safety below $55–$60. Read the full article on Seeking Alpha
LOOP
US$0.95
Loop Industries
7D
-17.3%
1Y
-40.6%
CBT
US$87.65
Cabot
7D
5.7%
1Y
17.7%
New Narrative • Jun 09

Battery And Data Center Demand Will Support A Steady Long Term Materials Story

Catalysts About Cabot Cabot develops and supplies specialty materials, including reinforcement materials and performance chemicals used across batteries, tires, data centers and infrastructure applications. What are the underlying business or industry changes driving this perspective?
WLK
US$88.50
Westlake
7D
3.8%
1Y
15.8%
Seeking Alpha • Jun 09

Westlake: Time For The Bad And The Ugly

Summary Westlake Corporation presents a compelling entry point as it nears the bottom of its cyclical downturn. Historical price action highlights the importance of selling WLK during market optimism and buying during deep value phases. Investors who realized profits at prior peaks outperformed those holding through the current decline, emphasizing timing in cyclical stocks. Current conditions suggest planning an entrance strategy for WLK ahead of the next business cycle upswing. Read the full article on Seeking Alpha
OLN
US$25.13
Olin
7D
3.5%
1Y
23.8%
Narrative Update • Jun 08

OLN: Reliance On Geopolitical Supply Disruptions Will Likely Fail To Support Shares

Analysts have lifted their price targets on Olin by several dollars, with recent moves such as JPMorgan's shift to $26 and UBS's to $31, generally citing updated models tied to pricing momentum and changes in commodity chemical forecasts. Analyst Commentary Recent research on Olin points to a mixed tone, with several firms adjusting models and price targets while keeping ratings such as Neutral in place.
HWKN
US$158.34
Hawkins
7D
1.3%
1Y
15.8%
Seeking Alpha • Jun 07

Hawkins: A Track Record Of Growth But It's Overvalued (Rating Downgrade)

Summary Hawkins is rated a 'sell' due to significant overvaluation versus historical averages and rising leverage from aggressive M&A. HWKN's growth-by-acquisition strategy, especially in water treatment, has driven revenue and EPS. Debt, leverage, and interest expense are rising; operating margins have declined to 10.4%, and interest coverage has dropped below 9x. Despite a 21-year dividend growth streak and strong safety metrics, HWKN's current 0.5% yield is at a decade low, highlighting valuation risk. Read the full article on Seeking Alpha
OEC
US$8.26
Orion
7D
20.4%
1Y
-20.1%
KRO
US$7.04
Kronos Worldwide
7D
8.1%
1Y
13.4%
ORGN
US$1.11
Origin Materials
7D
-13.3%
1Y
-91.8%
TANH
US$0.48
Tantech Holdings
7D
-2.1%
1Y
-76.9%
CNEY
US$0.77
CN Energy Group
7D
-14.1%
1Y
-71.4%