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U.S. Chemicals Industry Analysis

UpdatedMay 01, 2026
DataAggregated Company Financials
Companies129
  • 7D-0.5%
  • 3M8.1%
  • 1Y12.6%
  • YTD16.5%

The Chemicals is pretty flat in the last 7 days, but Sociedad Química y Minera de Chile has stood out, gaining 7.9%. The past year has been better, since the industry has gained 13% in that time. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 01 May 2026US$837.6bUS$357.8bUS$6.7b26.8x124.1x2.3x
Sun, 29 Mar 2026US$826.3bUS$357.0bUS$7.5b27.4x110.1x2.3x
Tue, 24 Feb 2026US$841.7bUS$358.5bUS$8.4b25.8x100.6x2.3x
Thu, 22 Jan 2026US$763.4bUS$372.0bUS$11.0b23.6x69.3x2.1x
Sat, 20 Dec 2025US$718.3bUS$371.7bUS$11.0b23.9x65.4x1.9x
Mon, 17 Nov 2025US$712.3bUS$371.6bUS$11.0b22.9x64.8x1.9x
Wed, 15 Oct 2025US$741.6bUS$367.8bUS$15.6b25x47.7x2x
Fri, 12 Sep 2025US$781.1bUS$367.7bUS$15.5b26x50.4x2.1x
Sun, 10 Aug 2025US$766.5bUS$367.9bUS$15.7b24.8x48.9x2.1x
Tue, 08 Jul 2025US$805.6bUS$376.6bUS$17.9b23.1x44.9x2.1x
Thu, 05 Jun 2025US$776.8bUS$378.4bUS$18.0b23.1x43.1x2.1x
Sat, 03 May 2025US$753.1bUS$379.0bUS$19.2b19.5x39.3x2x
Mon, 31 Mar 2025US$773.7bUS$380.9bUS$23.0b19.4x33.6x2x
Wed, 26 Feb 2025US$810.9bUS$380.9bUS$23.4b21.9x34.6x2.1x
Fri, 24 Jan 2025US$822.2bUS$384.4bUS$23.4b22.8x35.1x2.1x
Sun, 22 Dec 2024US$790.2bUS$384.3bUS$23.4b20.4x33.7x2.1x
Tue, 19 Nov 2024US$841.3bUS$385.1bUS$23.8b23.3x35.3x2.2x
Thu, 17 Oct 2024US$904.0bUS$388.7bUS$24.2b26.7x37.4x2.3x
Sat, 14 Sep 2024US$853.7bUS$383.8bUS$23.4b25.6x36.4x2.2x
Mon, 12 Aug 2024US$824.4bUS$384.5bUS$23.8b24.6x34.6x2.1x
Wed, 10 Jul 2024US$802.0bUS$379.9bUS$23.4b25.2x34.2x2.1x
Fri, 07 Jun 2024US$822.1bUS$377.3bUS$23.4b27.2x35.1x2.2x
Sun, 05 May 2024US$809.7bUS$378.3bUS$23.8b22.2x34.1x2.1x
Tue, 02 Apr 2024US$854.5bUS$384.6bUS$25.6b21.4x33.4x2.2x
Thu, 29 Feb 2024US$809.7bUS$384.6bUS$25.4b19.6x31.8x2.1x
Sat, 27 Jan 2024US$785.7bUS$398.6bUS$31.6b20.5x24.9x2x
Mon, 25 Dec 2023US$811.0bUS$398.4bUS$31.6b21.7x25.7x2x
Wed, 22 Nov 2023US$763.5bUS$398.8bUS$31.6b19.1x24.1x1.9x
Fri, 20 Oct 2023US$726.8bUS$412.0bUS$31.3b15.2x23.2x1.8x
Sun, 17 Sep 2023US$779.3bUS$412.0bUS$31.2b16.9x25x1.9x
Tue, 15 Aug 2023US$789.7bUS$412.0bUS$31.2b15.5x25.3x1.9x
Thu, 13 Jul 2023US$820.8bUS$444.3bUS$39.1b13.9x21x1.8x
Sat, 10 Jun 2023US$780.0bUS$444.6bUS$39.1b13x20x1.8x
Mon, 08 May 2023US$785.6bUS$443.7bUS$39.6b13x19.8x1.8x
Price to Earnings Ratio

19.8x


Total Market Cap: US$785.6bTotal Earnings: US$39.6bTotal Revenue: US$443.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 47.2x202420252026
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 124x which is higher than its 3-year average PE of 47.2x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 45% per year over the last three years,
  • Revenues have also declined 6.9% 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 Market0.59%
Materials-1.31%
Chemicals-0.51%
Diversified Chemicals4.80%
Commodity Chemicals4.41%
Fertilizers and Agricultural Chemicals0.95%
Specialty Chemicals-1.32%
Industrial Gases-1.32%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 22.9x.
    • Analysts are expecting annual earnings growth of 13.6%, which is lower than the prior year's growth of 40.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 60% over the next 5 years.
  • In contrast, the Industrial Gases industry is expected to see its earnings grow by 9.0% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SQM Sociedad Química y Minera de ChileUS$92.177.9%
+US$1.9b		171.4%PE44.8x
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
ESI Element SolutionsUS$42.5912.1%
+US$1.1b		106.3%PE69.8x
CTVA CortevaUS$81.011.7%
+US$926.5m		30.6%PE45.6x

Latest News

PPG
US$108.50
PPG Industries
7D
-1.6%
1Y
-0.2%
ESI
US$42.59
Element Solutions
7D
12.1%
1Y
106.3%
CTVA
US$81.01
Corteva
7D
1.7%
1Y
30.6%
LIN
US$501.14
Linde
7D
-1.4%
1Y
11.8%
SXT
US$113.64
Sensient Technologies
7D
14.5%
1Y
22.6%

Sensient Technologies: The Bull Case Looks Priced In

Apr 30
ECL
US$260.60
Ecolab
7D
-4.0%
1Y
3.2%
SQM
US$92.17
Sociedad Química y Minera de Chile
7D
7.9%
1Y
171.4%

SQM: Lithium Rebound Will Likely Outrun Fundamentals After Recent Price Surge

The analyst price target for Sociedad Química y Minera de Chile has been raised by $8, with analysts citing slightly higher fair value, a modestly lower discount rate, firmer revenue growth and profit margin assumptions, and a somewhat lower future P/E as the key drivers behind the update. Analyst Commentary Recent research updates on Sociedad Química y Minera de Chile show a mix of optimism and caution.
SHW
US$321.61
Sherwin-Williams
7D
-4.8%
1Y
-9.1%
ALB
US$196.70
Albemarle
7D
1.8%
1Y
231.6%

ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating

Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.
BCPC
US$161.62
Balchem
7D
-8.4%
1Y
3.0%
APD
US$300.05
Air Products and Chemicals
7D
-1.2%
1Y
10.2%

Air Products and Chemicals (APD): The Hydrogen Pioneer Faces a High-Pressure Test

Air Products and Chemicals, Inc. (APD) , the global vanguard of industrial gas production and the world's leading supplier of hydrogen, enters the final week of April 2026 in a state of high-stakes strategic execution.
DOW
US$40.49
Dow
7D
5.1%
1Y
32.6%
CC
US$26.95
Chemours
7D
11.4%
1Y
120.9%

CC: Cooling Partnership And 2026 Outlook Will Support Further Earnings Upside

Analysts now cite slightly higher long term revenue growth, profit margin, and P/E assumptions as reasons for raising Chemours fair value estimate from $25.00 to $29.00 per share. What's in the News Chemours and 2CRSi entered a Joint Development Agreement following the qualification of Chemours' Opteon two phase immersion cooling fluid in current generation 2CRSi servers, aimed at advancing two phase cooling technologies for high density IT infrastructure and AI workloads (Key Developments).
RPM
US$101.89
RPM International
7D
-3.6%
1Y
-5.2%

RPM: Mixed Earnings Visibility Will Test Cost Actions And Operating Leverage

RPM International's analyst price target is unchanged at $115, as analysts balance recent target increases of up to $10 with several modest cuts and slightly softer assumptions for revenue growth and profit margins. Analyst Commentary Recent research updates on RPM International reflect a mix of optimism and caution, with several price target revisions in both directions and one rating upgrade.
MOS
US$23.27
Mosaic
7D
-4.2%
1Y
-23.6%
LYB
US$74.60
LyondellBasell Industries
7D
5.5%
1Y
27.9%