CF Industries Holdings, Inc. Just Recorded A 23% EPS Beat: Here's What Analysts Are Forecasting Next
May 09
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U.S. Chemicals Industry Analysis
UpdatedMay 09, 2025
DataAggregated Company Financials
Companies128
- 7D0.6%
- 3M-6.0%
- 1Y-9.6%
- YTD-0.7%
Over the last 7 days, the Chemicals industry has remained flat, although notably Corteva gained 7.8%. As for the longer term, the industry has declined 9.6% in the last year. Earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the U.S. Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 09 May 2025 | US$742.6b | US$378.6b | US$17.3b | 21.5x | 42.9x | 2x |
| Sun, 06 Apr 2025 | US$711.9b | US$380.9b | US$23.0b | 17.3x | 31x | 1.9x |
| Tue, 04 Mar 2025 | US$820.6b | US$380.6b | US$23.2b | 22.2x | 35.4x | 2.2x |
| Thu, 30 Jan 2025 | US$824.7b | US$384.3b | US$23.2b | 23.1x | 35.5x | 2.1x |
| Sat, 28 Dec 2024 | US$792.5b | US$384.3b | US$23.4b | 20.4x | 33.8x | 2.1x |
| Mon, 25 Nov 2024 | US$862.5b | US$384.3b | US$23.5b | 22.8x | 36.8x | 2.2x |
| Wed, 23 Oct 2024 | US$898.2b | US$388.7b | US$24.3b | 25.8x | 37x | 2.3x |
| Fri, 20 Sep 2024 | US$862.0b | US$383.8b | US$23.4b | 26.7x | 36.8x | 2.2x |
| Sun, 18 Aug 2024 | US$840.5b | US$384.5b | US$23.8b | 25.4x | 35.3x | 2.2x |
| Tue, 16 Jul 2024 | US$821.2b | US$379.9b | US$23.4b | 27.3x | 35.1x | 2.2x |
| Thu, 13 Jun 2024 | US$816.5b | US$377.3b | US$23.4b | 26.9x | 34.8x | 2.2x |
| Sat, 11 May 2024 | US$831.1b | US$377.4b | US$23.5b | 22.7x | 35.4x | 2.2x |
| Mon, 08 Apr 2024 | US$842.5b | US$384.6b | US$25.6b | 21.8x | 32.9x | 2.2x |
| Wed, 06 Mar 2024 | US$822.0b | US$384.5b | US$25.5b | 20x | 32.3x | 2.1x |
| Fri, 02 Feb 2024 | US$793.7b | US$397.1b | US$30.6b | 21.1x | 25.9x | 2x |
| Sun, 31 Dec 2023 | US$811.0b | US$397.9b | US$31.5b | 21.6x | 25.7x | 2x |
| Tue, 28 Nov 2023 | US$769.4b | US$398.8b | US$31.6b | 19.5x | 24.3x | 1.9x |
| Thu, 26 Oct 2023 | US$706.8b | US$408.7b | US$30.9b | 15.4x | 22.9x | 1.7x |
| Sat, 23 Sep 2023 | US$749.3b | US$412.0b | US$31.2b | 16.5x | 24x | 1.8x |
| Mon, 21 Aug 2023 | US$773.4b | US$412.0b | US$31.2b | 15.3x | 24.8x | 1.9x |
| Wed, 19 Jul 2023 | US$830.0b | US$444.3b | US$39.1b | 14.4x | 21.2x | 1.9x |
| Fri, 16 Jun 2023 | US$794.9b | US$444.6b | US$39.1b | 13x | 20.3x | 1.8x |
| Sun, 14 May 2023 | US$771.6b | US$444.6b | US$39.2b | 13.3x | 19.7x | 1.7x |
| Tue, 11 Apr 2023 | US$796.7b | US$452.1b | US$42.6b | 12.8x | 18.7x | 1.8x |
| Thu, 09 Mar 2023 | US$815.4b | US$452.6b | US$42.7b | 13.2x | 19.1x | 1.8x |
| Sat, 04 Feb 2023 | US$833.1b | US$458.1b | US$41.6b | 14.4x | 20x | 1.8x |
| Mon, 02 Jan 2023 | US$779.9b | US$460.8b | US$43.3b | 14x | 18x | 1.7x |
| Wed, 30 Nov 2022 | US$813.6b | US$460.8b | US$43.3b | 14.8x | 18.8x | 1.8x |
| Fri, 28 Oct 2022 | US$764.2b | US$457.0b | US$45.0b | 14.2x | 17x | 1.7x |
| Sun, 25 Sep 2022 | US$714.0b | US$454.8b | US$45.5b | 14.2x | 15.7x | 1.6x |
| Tue, 23 Aug 2022 | US$804.6b | US$454.6b | US$45.5b | 15.3x | 17.7x | 1.8x |
| Thu, 21 Jul 2022 | US$769.2b | US$432.2b | US$44.3b | 16.1x | 17.4x | 1.8x |
| Sat, 18 Jun 2022 | US$751.3b | US$432.0b | US$44.3b | 15.1x | 16.9x | 1.7x |
| Mon, 16 May 2022 | US$842.5b | US$431.3b | US$44.2b | 17x | 19.1x | 2x |
Price to Earnings Ratio
19.1x
Current Industry PE
- Investors are optimistic on the American Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 42.9x which is higher than its 3-year average PE of 30.9x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 27% per year over the last three years,
- Revenues have also declined 4.3% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.S. Materials industry?
| US Market | 1.33% | |
| Materials | 0.83% | |
| Chemicals | 0.63% | |
| Fertilizers and Agricultural Chemicals | 5.14% | |
| Industrial Gases | 0.70% | |
| Specialty Chemicals | 0.62% | |
| Commodity Chemicals | -4.38% | |
| Diversified Chemicals | -7.24% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 53.6x.
- Analysts are expecting annual earnings growth of 20.1%, which is higher than its past year's earnings growth of 10.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 81% over the next 5 years.
- In contrast, the Industrial Gases industry is expected to see its earnings grow by 13% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CTVA Corteva | US$66.86 | 7.8% +US$3.3b | 15.6% | PE40x | |
| LIN Linde | US$453.23 | 1.2% +US$2.4b | 5.4% | PE32.3x | |
| CE Celanese | US$51.71 | 13.9% +US$583.8m | -68.0% | PS0.6x | |
| MOS Mosaic | US$32.25 | 5.8% +US$564.7m | 7.9% | PE27.8x | |
| RPM RPM International | US$110.90 | 3.1% +US$432.8m | -1.6% | PE22.2x |
