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U.S. Commodity Chemicals Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies40
  • 7D-4.6%
  • 3M10.7%
  • 1Y-30.2%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has dropped 4.6%, driven by Dow declining 4.1%. However, the industry is down 30% over the past year. Looking forward, earnings are forecast to grow by 77% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 30 Jan 2026US$63.0bUS$114.3b-US$5,490,356,766.0018.1x-11.5x0.6x
Sun, 28 Dec 2025US$54.7bUS$115.2b-US$4,009,928,968.0022.6x-13.6x0.5x
Tue, 25 Nov 2025US$51.8bUS$115.2b-US$4,012,531,376.0022.7x-12.9x0.4x
Thu, 23 Oct 2025US$56.2bUS$117.4b-US$1,304,913,762.0019.3x-43.1x0.5x
Sat, 20 Sep 2025US$63.1bUS$117.5b-US$1,313,510,977.0018.1x-48x0.5x
Mon, 18 Aug 2025US$61.7bUS$117.5b-US$1,350,181,363.0015.3x-45.7x0.5x
Wed, 16 Jul 2025US$68.8bUS$119.7bUS$1.5b21.4x47.1x0.6x
Fri, 13 Jun 2025US$68.4bUS$119.7bUS$1.5b20.6x46.8x0.6x
Sun, 11 May 2025US$64.5bUS$119.7bUS$1.5b17.5x43x0.5x
Tue, 08 Apr 2025US$64.6bUS$121.0bUS$3.4b13x19.3x0.5x
Thu, 06 Mar 2025US$79.0bUS$121.0bUS$3.4b15.8x23.5x0.7x
Sat, 01 Feb 2025US$85.8bUS$121.5bUS$3.8b15x22.8x0.7x
Mon, 30 Dec 2024US$87.5bUS$121.7bUS$3.7b13.3x23.5x0.7x
Wed, 27 Nov 2024US$101.3bUS$121.7bUS$3.7b16.1x27.2x0.8x
Fri, 25 Oct 2024US$106.5bUS$121.8bUS$4.0b14x26.9x0.9x
Sun, 22 Sep 2024US$108.8bUS$121.6bUS$4.1b13.8x26.3x0.9x
Tue, 20 Aug 2024US$110.4bUS$121.6bUS$4.1b14x26.7x0.9x
Thu, 18 Jul 2024US$113.7bUS$121.8bUS$3.7b15.5x31x0.9x
Sat, 15 Jun 2024US$114.6bUS$121.8bUS$3.7b14.9x31.3x0.9x
Mon, 13 May 2024US$119.7bUS$121.8bUS$3.7b15.1x32.4x1x
Wed, 10 Apr 2024US$120.5bUS$123.9bUS$3.6b14.3x33.8x1x
Fri, 08 Mar 2024US$113.9bUS$123.9bUS$3.5b12.8x32.9x0.9x
Sun, 04 Feb 2024US$107.0bUS$126.3bUS$4.3b11.7x25x0.8x
Tue, 02 Jan 2024US$110.9bUS$127.9bUS$5.1b10.9x21.6x0.9x
Thu, 30 Nov 2023US$104.1bUS$128.4bUS$5.2b9.5x20x0.8x
Sat, 28 Oct 2023US$97.0bUS$129.9bUS$5.6b9.2x17.3x0.7x
Mon, 25 Sep 2023US$103.0bUS$135.8bUS$6.2b10.2x16.6x0.8x
Wed, 23 Aug 2023US$109.5bUS$135.8bUS$6.2b9.5x17.6x0.8x
Fri, 21 Jul 2023US$108.8bUS$151.8bUS$9.5b8.7x11.5x0.7x
Sun, 18 Jun 2023US$105.8bUS$151.8bUS$9.5b7.8x11.2x0.7x
Tue, 16 May 2023US$104.0bUS$151.8bUS$9.5b8x11x0.7x
Thu, 13 Apr 2023US$118.8bUS$161.4bUS$12.7b8.8x9.3x0.7x
Sat, 11 Mar 2023US$112.0bUS$161.4bUS$12.7b8.1x8.8x0.7x
Mon, 06 Feb 2023US$125.4bUS$164.5bUS$14.0b9.7x8.9x0.8x
Price to Earnings Ratio

8.9x


Total Market Cap: US$125.4bTotal Earnings: US$14.0bTotal Revenue: US$164.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 21x202420252026
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 11% per year, which is driving profits down.

Industry Comparison

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

US Market0.25%
Materials1.56%
Chemicals0.0047%
Commodity Chemicals-4.59%
Fertilizers and Agricultural Chemicals2.67%
Industrial Gases0.96%
Specialty Chemicals-0.40%
Diversified Chemicals-6.37%
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
TROX Tronox HoldingsUS$6.652.8%
+US$28.5m		-35.8%PS0.4x
LOOP Loop IndustriesUS$1.258.3%
+US$4.6m		5.5%PS5.4x
KOP Koppers HoldingsUS$29.620.6%
+US$3.3m		-3.3%PE36.1x
CNEY CN Energy GroupUS$0.9390.1%
+US$2.5m		-85.4%PS0.1x
TSE TrinseoUS$0.484.4%
+US$730.7k		-88.3%PS0.006x

Latest News

DOW
US$27.16
Dow
7D
-4.1%
1Y
-29.5%
HWKN
US$139.74
Hawkins
7D
-10.7%
1Y
31.4%
KOP
US$29.62
Koppers Holdings
7D
0.6%
1Y
-3.3%
CBT
US$72.23
Cabot
7D
-1.0%
1Y
-17.2%
TROX
US$6.65
Tronox Holdings
7D
2.8%
1Y
-35.8%
WLK
US$81.56
Westlake
7D
-6.0%
1Y
-29.6%

WLK: Planned Facility Closures And Impairment Charges Will Shape Fair Valuation Outlook

Analysts have lifted their price target on Westlake from about US$82 to roughly US$85, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News Westlake plans to cease operations at several North American chlorovinyl facilities, including a PVC plant in Aberdeen, Mississippi, a VCM plant at Lake Charles North in Louisiana, and a diaphragm chlor alkali unit at Lake Charles South, with cessation targeted for December 2025 (Key Developments).
PCT
US$10.22
PureCycle Technologies
7D
-14.8%
1Y
8.0%

Circular Packaging And Global Projects Will Support A Stronger Future For This Recycler

Catalysts About PureCycle Technologies PureCycle Technologies focuses on converting post consumer polypropylene waste into high quality recycled resin and related products. What are the underlying business or industry changes driving this perspective?
CNEY
US$0.93
CN Energy Group
7D
90.1%
1Y
-85.4%

CN Energy Group. Inc.'s (NASDAQ:CNEY) Shares Leap 37% Yet They're Still Not Telling The Full Story

Jan 24
CN Energy Group. Inc.'s (NASDAQ:CNEY) Shares Leap 37% Yet They're Still Not Telling The Full Story
OLN
US$22.34
Olin
7D
-8.7%
1Y
-30.5%

OLN: Cost Actions And EDC Deal Will Support Post 2025 Earnings Recovery

Analysts have nudged their price targets on Olin higher overall, with our updated fair value estimate moving by about $1 to $27.87 as they factor in mixed earnings pressures, slightly adjusted growth and margin expectations, and a range of new target revisions across the Street. Analyst Commentary Recent commentary on Olin reflects a split view, with some firms trimming targets on near term earnings and demand pressures while more optimistic voices see reasons to keep leaning into the story as conditions eventually stabilize.
LYB
US$49.95
LyondellBasell Industries
7D
-3.1%
1Y
-34.4%

LYB: Commodity Oversupply And Weaker Pricing Power Will Restrain Future Returns

Narrative Update Analysts have nudged their price targets on LyondellBasell Industries higher by about US$5 to US$6, citing refinements to discount rate assumptions, expectations for a smaller revenue decline, improved profit margin forecasts, and a lower future P/E multiple in their updated models. Analyst Commentary While some targets have been nudged higher, there is a clear pocket of caution around LyondellBasell Industries, with several Bearish analysts trimming expectations and tempering enthusiasm on the stock.
TSE
US$0.48
Trinseo
7D
4.4%
1Y
-88.3%
MATV
US$12.30
Mativ Holdings
7D
-5.4%
1Y
29.6%

MATV: Future CFO Appointment And Higher Margin Outlook Will Support Upside

Analysts have kept their fair value estimate for Mativ Holdings steady at US$21.00, with only modest tweaks to assumptions such as a slightly lower discount rate, a small adjustment to long term revenue growth and profit margin expectations, and a marginally reduced future P/E multiple. What's in the News Mativ Holdings appointed Scott Minder as Chief Financial Officer, effective January 1, 2026, with outgoing CFO Greg Weitzel remaining with the company through December 31, 2025 (Key Developments).
LOOP
US$1.25
Loop Industries
7D
8.3%
1Y
5.5%

After Leaping 28% Loop Industries, Inc. (NASDAQ:LOOP) Shares Are Not Flying Under The Radar

Jan 17
After Leaping 28% Loop Industries, Inc. (NASDAQ:LOOP) Shares Are Not Flying Under The Radar
GURE
US$4.45
Gulf Resources
7D
8.0%
1Y
-36.2%