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U.S. Chemicals Industry Analysis

UpdatedOct 17, 2025
DataAggregated Company Financials
Companies121
  • 7D-1.8%
  • 3M-6.7%
  • 1Y-16.6%
  • YTD-2.7%

Over the last 7 days, the Chemicals industry has dropped 1.8%, driven by Linde declining 3.0%. The industry has fallen 17% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 17 Oct 2025US$742.2bUS$367.8bUS$15.6b26x47.7x2x
Sun, 14 Sep 2025US$794.2bUS$367.7bUS$15.5b25.8x51.3x2.2x
Tue, 12 Aug 2025US$766.5bUS$367.9bUS$15.7b24.6x48.9x2.1x
Thu, 10 Jul 2025US$801.1bUS$376.6bUS$17.9b24x44.7x2.1x
Sat, 07 Jun 2025US$775.9bUS$378.4bUS$18.0b22.1x43x2.1x
Mon, 05 May 2025US$758.7bUS$379.0bUS$18.2b20x41.6x2x
Wed, 02 Apr 2025US$785.0bUS$380.9bUS$23.0b19.9x34.1x2.1x
Fri, 28 Feb 2025US$818.2bUS$380.8bUS$23.4b21.5x34.9x2.1x
Sun, 26 Jan 2025US$824.2bUS$384.4bUS$23.4b22.5x35.2x2.1x
Tue, 24 Dec 2024US$790.2bUS$384.3bUS$23.4b20.3x33.7x2.1x
Thu, 21 Nov 2024US$841.1bUS$385.1bUS$23.8b23.2x35.3x2.2x
Sat, 19 Oct 2024US$905.6bUS$388.6bUS$24.2b26.4x37.4x2.3x
Mon, 16 Sep 2024US$857.8bUS$383.8bUS$23.4b25.6x36.6x2.2x
Wed, 14 Aug 2024US$819.0bUS$384.4bUS$23.8b24.8x34.4x2.1x
Fri, 12 Jul 2024US$801.1bUS$379.9bUS$23.4b26.5x34.2x2.1x
Sun, 09 Jun 2024US$815.2bUS$377.3bUS$23.4b26.7x34.8x2.2x
Tue, 07 May 2024US$816.1bUS$378.3bUS$23.8b22.4x34.3x2.2x
Thu, 04 Apr 2024US$850.3bUS$384.6bUS$25.6b21.6x33.3x2.2x
Sat, 02 Mar 2024US$814.4bUS$384.5bUS$25.5b20x32x2.1x
Mon, 29 Jan 2024US$786.7bUS$397.4bUS$30.9b20.5x25.5x2x
Wed, 27 Dec 2023US$811.0bUS$398.4bUS$31.6b21.9x25.7x2x
Fri, 24 Nov 2023US$766.9bUS$398.8bUS$31.6b19x24.2x1.9x
Sun, 22 Oct 2023US$720.3bUS$412.0bUS$31.3b15.2x23x1.7x
Tue, 19 Sep 2023US$774.6bUS$412.0bUS$31.2b16.7x24.8x1.9x
Thu, 17 Aug 2023US$772.7bUS$412.0bUS$31.2b15x24.8x1.9x
Sat, 15 Jul 2023US$819.6bUS$444.3bUS$39.1b13.9x21x1.8x
Mon, 12 Jun 2023US$780.0bUS$444.6bUS$39.1b13x20x1.8x
Wed, 10 May 2023US$775.7bUS$443.9bUS$39.2b13x19.8x1.7x
Fri, 07 Apr 2023US$789.7bUS$452.0bUS$42.6b12.5x18.5x1.7x
Sun, 05 Mar 2023US$840.6bUS$452.6bUS$42.9b13.9x19.6x1.9x
Tue, 31 Jan 2023US$823.5bUS$458.4bUS$41.8b14.5x19.7x1.8x
Thu, 29 Dec 2022US$774.1bUS$460.8bUS$43.3b14.2x17.9x1.7x
Sat, 26 Nov 2022US$831.2bUS$460.8bUS$43.3b15.3x19.2x1.8x
Mon, 24 Oct 2022US$744.8bUS$454.6bUS$44.6b14.2x16.7x1.6x
Price to Earnings Ratio

16.7x


Total Market Cap: US$744.8bTotal Earnings: US$44.6bTotal Revenue: US$454.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 35.3x202320242025
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 48.0x which is higher than its 3-year average PE of 35.3x.
  • 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 30% 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 Market-1.49%
Materials0.96%
Chemicals-1.84%
Specialty Chemicals0.23%
Commodity Chemicals-2.95%
Industrial Gases-3.16%
Diversified Chemicals-4.25%
Fertilizers and Agricultural Chemicals-4.90%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 58.1x.
    • 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 89% 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
IFF International Flavors & FragrancesUS$62.604.1%
+US$627.9m		-40.0%PS1.4x
SQM Sociedad Química y Minera de ChileUS$44.442.8%
+US$348.5m		15.1%PE26.6x
PPG PPG IndustriesUS$101.011.4%
+US$318.2m		-23.1%PE17.9x
RPM RPM InternationalUS$112.741.7%
+US$241.1m		-15.6%PE21.1x
AXTA Axalta Coating SystemsUS$27.753.8%
+US$218.7m		-24.0%PE13.5x

Latest News

PPG
US$101.01
PPG Industries
7D
1.4%
1Y
-23.1%
WLK
US$76.05
Westlake
7D
-5.8%
1Y
-45.7%

US Municipal Spending And Urbanization Will Drive Demand

Westlake's analyst price target has been modestly reduced from $90.07 to $88.86. Analysts are adjusting their expectations in light of lower projected revenue growth and profit margins, along with a slight increase in discount rates.
ICL
US$6.22
ICL Group
7D
-7.4%
1Y
53.2%
ASPI
US$11.05
ASP Isotopes
7D
24.9%
1Y
173.5%
IFF
US$62.60
International Flavors & Fragrances
7D
4.1%
1Y
-40.0%
MOS
US$29.43
Mosaic
7D
-12.0%
1Y
13.3%
BCPC
US$145.58
Balchem
7D
3.8%
1Y
-15.4%

Some Shareholders Feeling Restless Over Balchem Corporation's (NASDAQ:BCPC) P/E Ratio

Oct 10
Some Shareholders Feeling Restless Over Balchem Corporation's (NASDAQ:BCPC) P/E Ratio
DD
US$78.13
DuPont de Nemours
7D
0.4%
1Y
-8.3%
AXTA
US$27.75
Axalta Coating Systems
7D
3.8%
1Y
-24.0%
LYB
US$45.86
LyondellBasell Industries
7D
-3.8%
1Y
-49.9%

Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals

Analysts have lowered their price target for LyondellBasell Industries by $1 to $58. This change reflects ongoing headwinds from weak demand and inventory surpluses in the commodity chemicals sector.
CTVA
US$61.00
Corteva
7D
-2.8%
1Y
3.5%

High-Yield Seed Demand And Eco Policies Will Transform Agriculture

Corteva's analyst price target has been modestly reduced by $0.95 per share. Analysts cite continued uncertainty around the planned corporate split and complex crop protection market dynamics.
LIN
US$444.24
Linde
7D
-3.0%
1Y
-8.6%
RPM
US$112.74
RPM International
7D
1.7%
1Y
-15.6%

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$83.02
CF Industries Holdings
7D
-6.3%
1Y
-3.2%

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
SQM
US$44.44
Sociedad Química y Minera de Chile
7D
2.8%
1Y
15.1%
APD
US$253.18
Air Products and Chemicals
7D
-3.6%
1Y
-23.0%