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U.S. Commodity Chemicals Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies36
  • 7D4.4%
  • 3M40.5%
  • 1Y25.9%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 4.4%, driven by gains in Dow and LyondellBasell Industries of 5.1% and 5.5%, respectively. This takes the industry's 12 month performance to a gain of 26%. Earnings are forecast to grow by 55% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$84.2bUS$105.7b-US$6,197,136,737.0014.1x-13.6x0.8x
Sun, 29 Mar 2026US$86.6bUS$106.3b-US$5,787,878,792.0013.3x-15x0.8x
Tue, 24 Feb 2026US$68.7bUS$106.6b-US$5,262,961,792.0015.2x-13.1x0.6x
Thu, 22 Jan 2026US$61.4bUS$115.2b-US$4,011,647,766.0017.7x-15.3x0.5x
Sat, 20 Dec 2025US$54.7bUS$115.2b-US$4,009,928,968.0022.6x-13.6x0.5x
Mon, 17 Nov 2025US$53.2bUS$115.2b-US$3,980,297,762.0024.1x-13.4x0.5x
Wed, 15 Oct 2025US$56.8bUS$117.4b-US$1,303,627,368.0016.1x-43.6x0.5x
Fri, 12 Sep 2025US$63.3bUS$117.5b-US$1,350,767,977.0017.9x-46.9x0.5x
Sun, 10 Aug 2025US$57.6bUS$117.5b-US$1,388,674,504.0015.1x-41.4x0.5x
Tue, 08 Jul 2025US$68.0bUS$119.7bUS$1.5b20.8x46.6x0.6x
Thu, 05 Jun 2025US$62.7bUS$119.7bUS$1.5b19.2x42.9x0.5x
Sat, 03 May 2025US$67.5bUS$120.0bUS$2.0b14.3x33.5x0.6x
Mon, 31 Mar 2025US$75.7bUS$121.0bUS$3.4b14.3x22.6x0.6x
Wed, 26 Feb 2025US$84.3bUS$121.0bUS$3.4b16.5x24.5x0.7x
Fri, 24 Jan 2025US$89.0bUS$121.7bUS$3.7b15.8x23.8x0.7x
Sun, 22 Dec 2024US$87.1bUS$121.7bUS$3.7b13.4x23.4x0.7x
Tue, 19 Nov 2024US$97.2bUS$121.7bUS$3.7b15.7x26.1x0.8x
Thu, 17 Oct 2024US$109.9bUS$121.6bUS$4.0b13.9x27.2x0.9x
Sat, 14 Sep 2024US$105.5bUS$121.6bUS$4.1b13.9x25.5x0.9x
Mon, 12 Aug 2024US$108.6bUS$121.6bUS$4.1b15.7x26.2x0.9x
Wed, 10 Jul 2024US$108.3bUS$121.8bUS$3.7b14.7x29.5x0.9x
Fri, 07 Jun 2024US$114.5bUS$121.8bUS$3.7b15.5x31.3x0.9x
Sun, 05 May 2024US$115.6bUS$121.8bUS$3.7b14.8x30.9x0.9x
Tue, 02 Apr 2024US$118.0bUS$123.9bUS$3.6b13.2x33x1x
Thu, 29 Feb 2024US$111.5bUS$123.8bUS$3.5b13.3x31.9x0.9x
Sat, 27 Jan 2024US$109.3bUS$127.6bUS$5.0b11.8x21.9x0.9x
Mon, 25 Dec 2023US$111.7bUS$128.4bUS$5.2b10.9x21.4x0.9x
Wed, 22 Nov 2023US$106.1bUS$128.5bUS$5.2b9.5x20.3x0.8x
Fri, 20 Oct 2023US$100.4bUS$135.8bUS$6.2b9.1x16.2x0.7x
Sun, 17 Sep 2023US$108.7bUS$135.8bUS$6.2b9.7x17.5x0.8x
Tue, 15 Aug 2023US$112.6bUS$135.8bUS$6.2b9.9x18.1x0.8x
Thu, 13 Jul 2023US$110.1bUS$151.8bUS$9.5b8.8x11.6x0.7x
Sat, 10 Jun 2023US$103.6bUS$151.8bUS$9.5b8x10.9x0.7x
Mon, 08 May 2023US$107.9bUS$151.6bUS$9.5b7.9x11.4x0.7x
Price to Earnings Ratio

11.4x


Total Market Cap: US$107.9bTotal Earnings: US$9.5bTotal Revenue: US$151.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 19.2x202420252026
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 11% per year, which is driving profits down.

Industry Comparison

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

US Market0.59%
Materials-1.31%
Chemicals-0.51%
Commodity Chemicals4.41%
Diversified Chemicals4.80%
Fertilizers and Agricultural Chemicals0.95%
Specialty Chemicals-1.32%
Industrial Gases-1.32%
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
DOW DowUS$40.495.1%
+US$1.4b		32.6%PS0.7x
LYB LyondellBasell IndustriesUS$74.605.5%
+US$1.3b		27.9%PS0.8x
WLK WestlakeUS$115.282.7%
+US$388.1m		24.9%PS1.3x
OLN OlinUS$28.488.6%
+US$257.3m		31.5%PS0.5x
TROX Tronox HoldingsUS$9.995.8%
+US$87.2m		82.0%PS0.5x

Latest News

TROX
US$9.99
Tronox Holdings
7D
5.8%
1Y
82.0%
HWKN
US$167.45
Hawkins
7D
-0.04%
1Y
40.2%
MATV
US$9.28
Mativ Holdings
7D
-3.7%
1Y
81.6%

MATV: Higher Future P/E Expectations Will Support Upside Potential

Analysts have raised their price target on Mativ Holdings from $18.25 to $21.00, citing updates to assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Mativ Holdings reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program (Key Developments).
GURE
US$3.47
Gulf Resources
7D
-33.7%
1Y
-43.1%
ASIX
US$24.66
AdvanSix
7D
7.4%
1Y
15.8%

ASIX: Cost Discipline And Nutrients Outlook Will Counter Input Cost Pressures

Analysts have nudged their price target on AdvanSix up by $1 to $20, citing near term pressure from higher input costs, along with expectations that ongoing cost and capital spending rationalization could support positive free cash flow in 2026, despite anticipated year over year EBITDA pressure. Analyst Commentary Recent commentary around AdvanSix reflects a mix of cautious near term views and more constructive longer term expectations tied to cash generation and capital discipline.
WLK
US$115.28
Westlake
7D
2.7%
1Y
24.9%

WLK: Buybacks Litigation Settlement And CFO Transition Will Shape Balanced Outlook

Analysts have adjusted their price target on Westlake to $121.29 from $117.07, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Westlake appointed Jonathan H.
DOW
US$40.49
Dow
7D
5.1%
1Y
32.6%
PCT
US$7.48
PureCycle Technologies
7D
3.5%
1Y
12.3%
LYB
US$74.60
LyondellBasell Industries
7D
5.5%
1Y
27.9%
CMT
US$26.95
Core Molding Technologies
7D
-1.2%
1Y
77.1%
OLN
US$28.48
Olin
7D
8.6%
1Y
31.5%
KRO
US$7.44
Kronos Worldwide
7D
8.8%
1Y
0.1%
CNEY
US$0.68
CN Energy Group
7D
-0.7%
1Y
-80.8%