Why We Like The Returns At Sherwin-Williams (NYSE:SHW)
May 11
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U.S. Chemicals Industry Analysis
UpdatedMay 11, 2025
DataAggregated Company Financials
Companies129
- 7D-0.4%
- 3M-6.2%
- 1Y-9.7%
- YTD-0.7%
The Chemicals is pretty flat in the last 7 days, but Corteva has stood out, gaining 8.2%. As for the longer term, the industry has declined 9.7% in the last year. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Sun, 11 May 2025 | US$754.7b | US$378.5b | US$17.2b | 21.5x | 43.9x | 2x |
| Tue, 08 Apr 2025 | US$711.9b | US$380.9b | US$23.0b | 17.5x | 31x | 1.9x |
| Thu, 06 Mar 2025 | US$796.9b | US$380.3b | US$22.9b | 22.7x | 34.8x | 2.1x |
| Sat, 01 Feb 2025 | US$832.5b | US$382.1b | US$23.3b | 23.5x | 35.8x | 2.2x |
| Mon, 30 Dec 2024 | US$787.8b | US$384.3b | US$23.4b | 20.4x | 33.6x | 2x |
| Wed, 27 Nov 2024 | US$872.8b | US$384.3b | US$23.5b | 22.9x | 37.2x | 2.3x |
| Fri, 25 Oct 2024 | US$887.0b | US$388.9b | US$24.2b | 25.9x | 36.7x | 2.3x |
| Sun, 22 Sep 2024 | US$866.7b | US$383.8b | US$23.4b | 25.3x | 37x | 2.3x |
| Tue, 20 Aug 2024 | US$840.5b | US$384.5b | US$23.8b | 25.5x | 35.3x | 2.2x |
| Thu, 18 Jul 2024 | US$837.8b | US$379.9b | US$23.4b | 28.1x | 35.8x | 2.2x |
| Sat, 15 Jun 2024 | US$819.6b | US$377.3b | US$23.4b | 25.9x | 35x | 2.2x |
| Mon, 13 May 2024 | US$831.5b | US$377.4b | US$23.5b | 22.7x | 35.4x | 2.2x |
| Wed, 10 Apr 2024 | US$842.5b | US$384.6b | US$25.6b | 22.3x | 32.9x | 2.2x |
| Fri, 08 Mar 2024 | US$835.8b | US$384.5b | US$25.4b | 21.3x | 33x | 2.2x |
| Sun, 04 Feb 2024 | US$788.7b | US$397.0b | US$31.0b | 21.1x | 25.5x | 2x |
| Tue, 02 Jan 2024 | US$810.5b | US$397.9b | US$31.5b | 21.7x | 25.7x | 2x |
| Thu, 30 Nov 2023 | US$763.5b | US$398.8b | US$31.6b | 19x | 24.1x | 1.9x |
| Sat, 28 Oct 2023 | US$709.5b | US$404.8b | US$30.7b | 15.2x | 23.1x | 1.8x |
| Mon, 25 Sep 2023 | US$749.3b | US$412.0b | US$31.2b | 16.5x | 24x | 1.8x |
| Wed, 23 Aug 2023 | US$772.8b | US$412.0b | US$31.2b | 15.2x | 24.8x | 1.9x |
| Fri, 21 Jul 2023 | US$828.7b | US$444.3b | US$39.1b | 14.2x | 21.2x | 1.9x |
| Sun, 18 Jun 2023 | US$801.5b | US$444.6b | US$39.1b | 12.9x | 20.5x | 1.8x |
| Tue, 16 May 2023 | US$777.2b | US$444.6b | US$39.2b | 12.8x | 19.8x | 1.7x |
| Thu, 13 Apr 2023 | US$804.1b | US$452.1b | US$42.6b | 12.9x | 18.9x | 1.8x |
| Sat, 11 Mar 2023 | US$778.8b | US$452.1b | US$42.6b | 12.3x | 18.3x | 1.7x |
| Mon, 06 Feb 2023 | US$833.1b | US$458.0b | US$41.6b | 14.8x | 20x | 1.8x |
| Wed, 04 Jan 2023 | US$775.1b | US$460.8b | US$43.3b | 14x | 17.9x | 1.7x |
| Fri, 02 Dec 2022 | US$829.7b | US$460.4b | US$43.3b | 15.1x | 19.2x | 1.8x |
| Sun, 30 Oct 2022 | US$772.2b | US$456.6b | US$43.8b | 14.6x | 17.6x | 1.7x |
| Tue, 27 Sep 2022 | US$702.5b | US$454.8b | US$45.5b | 14.1x | 15.4x | 1.5x |
| Thu, 25 Aug 2022 | US$814.9b | US$454.7b | US$45.5b | 15.1x | 17.9x | 1.8x |
| Sat, 23 Jul 2022 | US$777.0b | US$432.2b | US$44.3b | 16.2x | 17.5x | 1.8x |
| Mon, 20 Jun 2022 | US$752.6b | US$432.0b | US$44.3b | 15.1x | 17x | 1.7x |
| Wed, 18 May 2022 | US$842.1b | US$431.5b | US$43.6b | 17.2x | 19.3x | 2x |
Price to Earnings Ratio
19.3x
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 43.9x which is higher than its 3-year average PE of 31.0x.
- 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 | -0.26% | |
| Materials | -0.067% | |
| Chemicals | -0.41% | |
| Fertilizers and Agricultural Chemicals | 5.73% | |
| Industrial Gases | -0.91% | |
| Specialty Chemicals | -1.04% | |
| Commodity Chemicals | -2.41% | |
| Diversified Chemicals | -4.61% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 53.7x.
- Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings growth of 10.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 82% over the next 5 years.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 12% 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$67.79 | 8.2% +US$3.5b | 17.9% | PE40.5x | |
| MOS Mosaic | US$32.67 | 7.1% +US$685.3m | 11.0% | PE28.2x | |
| CE Celanese | US$51.21 | 11.4% +US$467.6m | -67.3% | PS0.6x | |
| SQM Sociedad Química y Minera de Chile | US$34.86 | 2.5% +US$242.8m | -25.5% | PS2.2x | |
| AVNT Avient | US$36.80 | 7.6% +US$238.0m | -19.1% | PE33.7x |
