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U.S. Chemicals Industry Analysis

UpdatedOct 29, 2025
DataAggregated Company Financials
Companies123
  • 7D0.5%
  • 3M-2.6%
  • 1Y-12.9%
  • YTD-1.3%

The Chemicals is pretty flat in the last 7 days, but Sherwin-Williams has stood out, gaining 4.7%. Unfortunately though, the industry is down 13% over the past 12 months. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Oct 2025US$756.8bUS$370.8bUS$16.0b26.4x47.3x2x
Fri, 26 Sep 2025US$767.9bUS$367.7bUS$15.5b25.8x49.4x2.1x
Sun, 24 Aug 2025US$807.5bUS$367.6bUS$15.5b26.9x52x2.2x
Tue, 22 Jul 2025US$792.2bUS$376.6bUS$18.0b22.7x44.1x2.1x
Thu, 19 Jun 2025US$766.5bUS$378.4bUS$18.1b21.4x42.3x2x
Sat, 17 May 2025US$767.6bUS$378.5bUS$17.2b23.2x44.7x2x
Mon, 14 Apr 2025US$720.3bUS$380.8bUS$23.0b18.2x31.3x1.9x
Wed, 12 Mar 2025US$800.3bUS$379.3bUS$22.8b21x35x2.1x
Fri, 07 Feb 2025US$823.4bUS$382.4bUS$22.5b22x36.7x2.2x
Sun, 05 Jan 2025US$771.8bUS$384.3bUS$23.4b19.9x32.9x2x
Tue, 03 Dec 2024US$869.3bUS$384.3bUS$23.4b23.3x37.1x2.3x
Thu, 31 Oct 2024US$871.3bUS$386.4bUS$24.5b25.2x35.6x2.3x
Sat, 28 Sep 2024US$894.3bUS$383.8bUS$23.5b26x38.1x2.3x
Mon, 26 Aug 2024US$857.5bUS$383.8bUS$23.4b25.6x36.6x2.2x
Wed, 24 Jul 2024US$825.3bUS$379.9bUS$23.5b27.7x35.2x2.2x
Fri, 21 Jun 2024US$813.3bUS$377.3bUS$23.4b25.4x34.7x2.2x
Sun, 19 May 2024US$832.8bUS$377.3bUS$23.4b26.3x35.5x2.2x
Tue, 16 Apr 2024US$813.6bUS$384.6bUS$25.6b21x31.8x2.1x
Thu, 14 Mar 2024US$841.0bUS$384.6bUS$25.4b21.4x33.1x2.2x
Sat, 10 Feb 2024US$776.7bUS$388.5bUS$31.5b20.3x24.7x2x
Mon, 08 Jan 2024US$803.3bUS$398.8bUS$31.9b20.8x25.2x2x
Wed, 06 Dec 2023US$771.6bUS$398.4bUS$31.6b19.7x24.4x1.9x
Fri, 03 Nov 2023US$718.2bUS$402.0bUS$29.4b15.9x24.4x1.8x
Sun, 01 Oct 2023US$750.7bUS$411.9bUS$31.2b15.8x24.1x1.8x
Tue, 29 Aug 2023US$775.0bUS$412.0bUS$31.2b15.2x24.8x1.9x
Thu, 27 Jul 2023US$839.5bUS$440.4bUS$38.1b14.2x22.1x1.9x
Sat, 24 Jun 2023US$782.6bUS$444.6bUS$39.1b13.1x20x1.8x
Mon, 22 May 2023US$780.3bUS$444.6bUS$39.1b12.8x20x1.8x
Wed, 19 Apr 2023US$812.6bUS$452.1bUS$42.7b12.9x19x1.8x
Fri, 17 Mar 2023US$765.6bUS$452.2bUS$42.6b12.2x18x1.7x
Sun, 12 Feb 2023US$818.8bUS$450.3bUS$40.2b14.5x20.4x1.8x
Tue, 10 Jan 2023US$802.1bUS$460.9bUS$43.3b14.7x18.5x1.7x
Thu, 08 Dec 2022US$813.6bUS$460.8bUS$43.3b14.7x18.8x1.8x
Sat, 05 Nov 2022US$773.1bUS$457.7bUS$45.4b13.9x17x1.7x
Price to Earnings Ratio

17x


Total Market Cap: US$773.1bTotal Earnings: US$45.4bTotal Revenue: US$457.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 35.6x202320242025
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 47.3x which is higher than its 3-year average PE of 35.6x.
  • The 3-year average PS ratio of 2.4x 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 29% per year over the last three years,
  • Revenues have also declined 6.8% 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 Market2.14%
Materials-0.079%
Chemicals0.54%
Diversified Chemicals9.55%
Commodity Chemicals5.38%
Fertilizers and Agricultural Chemicals2.70%
Specialty Chemicals0.64%
Industrial Gases-1.31%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry, which is trading close to its 3-year average PE ratio of 58.4x.
    • Analysts are expecting annual earnings growth of 23.4%, which is higher than its past year's earnings growth of 9.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 90% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 8.1% 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
SHW Sherwin-WilliamsUS$354.454.7%
+US$4.0b		-2.0%PE34.6x
DOW DowUS$25.3816.7%
+US$2.6b		-48.7%PS0.4x
CTVA CortevaUS$63.462.4%
+US$1.0b		4.4%PE29.3x
LYB LyondellBasell IndustriesUS$47.615.3%
+US$772.0m		-45.4%PE102.1x
SQM Sociedad Química y Minera de ChileUS$44.715.5%
+US$662.7m		10.3%PE26.7x

Latest News

OLN
US$21.03
Olin
7D
-10.1%
1Y
-48.6%
SHW
US$354.45
Sherwin-Williams
7D
4.7%
1Y
-2.0%
MTX
US$56.59
Minerals Technologies
7D
-8.7%
1Y
-25.6%

Minerals Technologies (NYSE:MTX) Is Paying Out A Larger Dividend Than Last Year

Oct 28
Minerals Technologies (NYSE:MTX) Is Paying Out A Larger Dividend Than Last Year
ALB
US$96.68
Albemarle
7D
5.8%
1Y
0.03%
SQM
US$44.71
Sociedad Química y Minera de Chile
7D
5.5%
1Y
10.3%

Lithium Price Shifts And Royalties Will Influence Future Share Performance

Analysts have raised their fair value estimate for Sociedad Química y Minera de Chile from $50.99 to $52.03, citing improved lithium price outlooks and continued robust revenue growth potential. However, they caution on the company’s exposure to Chilean royalties.
LIN
US$442.72
Linde
7D
-1.6%
1Y
-6.7%
DOW
US$25.38
Dow
7D
16.7%
1Y
-48.7%
SXT
US$94.44
Sensient Technologies
7D
-2.4%
1Y
20.5%

Is Sensient Technologies (NYSE:SXT) Using Too Much Debt?

Oct 24
Is Sensient Technologies (NYSE:SXT) Using Too Much Debt?
LYB
US$47.61
LyondellBasell Industries
7D
5.3%
1Y
-45.4%

Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges

The average analyst price target for LyondellBasell Industries has been reduced from $58.61 to $57.00. This change reflects ongoing concerns about weak demand, supply issues, and cautious outlooks highlighted by recent analyst research.
CTVA
US$63.46
Corteva
7D
2.4%
1Y
4.4%

Analysts Offer Mixed Views as Corteva Eyes Split and Updates Guidance Amid Modest Valuation Shift

Analysts have modestly reduced their price target for Corteva by about $0.76 to $79.05. They cite uncertainty regarding the company’s planned split and the retention of legacy liabilities, though fundamentals and growth remain largely stable.
BCPC
US$155.15
Balchem
7D
-1.1%
1Y
-8.3%
ICL
US$6.64
ICL Group
7D
6.4%
1Y
61.6%
ECL
US$268.28
Ecolab
7D
-3.6%
1Y
5.7%
RPM
US$111.59
RPM International
7D
-1.4%
1Y
-13.3%

RPM International's (NYSE:RPM) Shareholders Will Receive A Bigger Dividend Than Last Year

Oct 06
RPM International's (NYSE:RPM) Shareholders Will Receive A Bigger Dividend Than Last Year
CF
US$86.10
CF Industries Holdings
7D
3.4%
1Y
5.8%

CF Industries Holdings (NYSE:CF) Is Due To Pay A Dividend Of $0.50

Oct 05
CF Industries Holdings (NYSE:CF) Is Due To Pay A Dividend Of $0.50