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U.S. Commodity Chemicals Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies38
  • 7D5.2%
  • 3M45.8%
  • 1Y-4.7%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 5.2%, driven by gains in LyondellBasell Industries and Dow of 8.2% and 6.7%, respectively. Meanwhile, Hawkins actually underperformed within the industry, shrinking 8.6% in the last week. In contrast, the industry has lost 4.7% in the last 12 months. Earnings are forecast to grow by 67% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Mar 2026US$79.3bUS$106.3b-US$5,787,878,792.0013.2x-13.7x0.7x
Wed, 11 Feb 2026US$70.1bUS$114.2b-US$5,624,741,613.0015.2x-12.5x0.6x
Fri, 09 Jan 2026US$57.0bUS$115.2b-US$4,009,928,968.0020.9x-14.2x0.5x
Sun, 07 Dec 2025US$53.9bUS$115.2b-US$4,017,531,376.0022.4x-13.4x0.5x
Tue, 04 Nov 2025US$56.1bUS$115.6b-US$3,733,216,762.0018.2x-15x0.5x
Thu, 02 Oct 2025US$59.5bUS$117.4b-US$1,303,627,368.0017.3x-45.6x0.5x
Sat, 30 Aug 2025US$64.5bUS$117.5b-US$1,350,125,897.0016.2x-47.8x0.5x
Mon, 28 Jul 2025US$67.3bUS$118.9bUS$202.0m18.4x333.3x0.6x
Wed, 25 Jun 2025US$64.7bUS$119.7bUS$1.5b20x44.3x0.5x
Fri, 23 May 2025US$63.1bUS$119.7bUS$1.5b19.3x42.7x0.5x
Sun, 20 Apr 2025US$65.0bUS$121.0bUS$3.4b12.6x19.1x0.5x
Tue, 18 Mar 2025US$80.4bUS$121.0bUS$3.4b15.1x23.9x0.7x
Thu, 13 Feb 2025US$84.9bUS$121.5bUS$3.8b15.7x22.4x0.7x
Sat, 11 Jan 2025US$84.7bUS$121.7bUS$3.7b13.2x22.8x0.7x
Mon, 09 Dec 2024US$93.9bUS$121.7bUS$3.7b15.3x25.2x0.8x
Wed, 06 Nov 2024US$101.2bUS$121.6bUS$3.4b15.7x29.7x0.8x
Fri, 04 Oct 2024US$112.5bUS$121.6bUS$4.1b13.8x27.6x0.9x
Sun, 01 Sep 2024US$111.5bUS$121.6bUS$4.1b14.1x27x0.9x
Tue, 30 Jul 2024US$110.5bUS$121.2bUS$3.6b15.4x31.1x0.9x
Thu, 27 Jun 2024US$110.0bUS$121.8bUS$3.7b14.8x30x0.9x
Sat, 25 May 2024US$116.2bUS$121.8bUS$3.7b15.7x31.7x1x
Mon, 22 Apr 2024US$115.3bUS$123.9bUS$3.6b13.4x32.3x0.9x
Wed, 20 Mar 2024US$114.7bUS$123.9bUS$3.5b12.6x33.1x0.9x
Fri, 16 Feb 2024US$107.5bUS$124.9bUS$4.4b12.2x24.5x0.9x
Sun, 14 Jan 2024US$107.1bUS$127.9bUS$5.1b10.5x20.9x0.8x
Tue, 12 Dec 2023US$104.7bUS$128.4bUS$5.2b10x20.1x0.8x
Thu, 09 Nov 2023US$99.0bUS$128.5bUS$5.6b8.7x17.8x0.8x
Sat, 07 Oct 2023US$101.3bUS$135.8bUS$6.2b9.6x16.3x0.7x
Mon, 04 Sep 2023US$112.3bUS$135.8bUS$6.2b10.9x18.1x0.8x
Wed, 02 Aug 2023US$114.0bUS$146.5bUS$7.4b9.9x15.4x0.8x
Fri, 30 Jun 2023US$105.8bUS$151.8bUS$9.5b7.9x11.2x0.7x
Sun, 28 May 2023US$101.1bUS$151.8bUS$9.5b7.6x10.7x0.7x
Tue, 25 Apr 2023US$115.6bUS$161.3bUS$12.8b8.1x9x0.7x
Thu, 23 Mar 2023US$108.3bUS$161.4bUS$12.7b7.9x8.5x0.7x
Price to Earnings Ratio

8.5x


Total Market Cap: US$108.3bTotal Earnings: US$12.7bTotal Revenue: US$161.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 20.1x202420252026
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 0.72x.
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 13% per year, which is driving profits down.

Industry Comparison

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

US Market-2.40%
Materials-3.42%
Chemicals0.59%
Commodity Chemicals5.22%
Fertilizers and Agricultural Chemicals4.98%
Diversified Chemicals2.89%
Industrial Gases2.73%
Specialty Chemicals-3.22%
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
LYB LyondellBasell IndustriesUS$71.086.4%
+US$1.4b		-5.4%PS0.8x
DOW DowUS$36.004.9%
+US$1.2b		-4.0%PS0.6x
WLK WestlakeUS$110.794.2%
+US$569.2m		2.9%PS1.3x
OLN OlinUS$24.282.0%
+US$54.5m		-2.5%PS0.4x
ASIX AdvanSixUS$20.307.9%
+US$39.8m		-15.8%PE11.1x

Latest News

LYB
US$71.08
LyondellBasell Industries
7D
6.4%
1Y
-5.4%
MATV
US$8.68
Mativ Holdings
7D
-6.3%
1Y
39.8%
ASIX
US$20.30
AdvanSix
7D
7.9%
1Y
-15.8%

ASIX: Cost Discipline And Nutrients Strength To Drive 2026 Cash Flexibility

Analysts have increased their fair value estimate for AdvanSix by $1 to $22.50. This reflects updated assumptions around revenue growth, profit margins, future P/E, and discount rates, supported by recent Street research pointing to cost and capital spending rationalization, alongside a mixed near-term input cost backdrop.
ORGN
US$0.12
Origin Materials
7D
-19.1%
1Y
-85.3%
OEC
US$4.63
Orion
7D
-6.5%
1Y
-65.6%
WLK
US$110.79
Westlake
7D
4.2%
1Y
2.9%

Three Pillar Plan And Housing Tailwinds Will Transform Earnings Quality

Catalysts About Westlake Westlake is a global producer of performance and essential materials and housing and infrastructure products that serve construction, industrial and municipal end markets. What are the underlying business or industry changes driving this perspective?
CMT
US$19.75
Core Molding Technologies
7D
9.4%
1Y
41.0%
KRO
US$5.11
Kronos Worldwide
7D
-5.7%
1Y
-34.5%
KOP
US$38.39
Koppers Holdings
7D
-0.4%
1Y
27.8%
DOW
US$36.00
Dow
7D
4.9%
1Y
-4.0%
OLN
US$24.28
Olin
7D
2.0%
1Y
-2.5%

OLN: Cost Actions And Early Cycle Catalysts Will Support Post 2025 Recovery

The updated analyst price target for Olin ticks down slightly to about $27.40 from roughly $27.87, as analysts factor in a modestly lower assumed P/E multiple, a small adjustment to expected revenue growth, a slightly higher profit margin assumption, and a reduced discount rate following recent mixed revisions across Street models. Analyst Commentary Recent Street commentary on Olin has been mixed.
CBT
US$68.64
Cabot
7D
-1.6%
1Y
-18.4%
PCT
US$5.81
PureCycle Technologies
7D
-1.2%
1Y
-22.1%
TANH
US$0.85
Tantech Holdings
7D
12.3%
1Y
-69.2%
HWKN
US$143.62
Hawkins
7D
-6.1%
1Y
34.5%
LOOP
US$1.38
Loop Industries
7D
5.3%
1Y
16.9%

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