Seeking Alpha • Jul 19
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- 7D-0.3%
- 3M-4.0%
- 1Y2.6%
- YTD13.0%
In the last week, the Chemicals industry is flat overall, with Sherwin-Williams standing out by going down 4.2%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 17% 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, 26 Jul 2026 | US$818.7b | US$362.8b | US$13.5b | 25.1x | 60.8x | 2.3x |
| Tue, 23 Jun 2026 | US$826.8b | US$360.7b | US$11.6b | 26.3x | 71.1x | 2.3x |
| Thu, 21 May 2026 | US$816.5b | US$360.0b | US$11.4b | 26.8x | 71.5x | 2.3x |
| Sat, 18 Apr 2026 | US$851.7b | US$357.2b | US$7.3b | 29.9x | 117.4x | 2.4x |
| Mon, 16 Mar 2026 | US$814.4b | US$357.1b | US$7.4b | 28.2x | 109.7x | 2.3x |
| Wed, 11 Feb 2026 | US$814.4b | US$371.7b | US$7.3b | 26.6x | 111.9x | 2.2x |
| Fri, 09 Jan 2026 | US$745.3b | US$371.9b | US$11.0b | 25.2x | 67.8x | 2x |
| Sun, 07 Dec 2025 | US$706.9b | US$371.7b | US$11.0b | 23.4x | 64.4x | 1.9x |
| Tue, 04 Nov 2025 | US$723.6b | US$370.0b | US$13.3b | 24.7x | 54.4x | 2x |
| Thu, 02 Oct 2025 | US$767.8b | US$367.8b | US$15.6b | 25.9x | 49.4x | 2.1x |
| Sat, 30 Aug 2025 | US$802.7b | US$367.6b | US$15.5b | 26.5x | 51.6x | 2.2x |
| Mon, 28 Jul 2025 | US$801.1b | US$375.9b | US$16.6b | 23.5x | 48.2x | 2.1x |
| Wed, 25 Jun 2025 | US$775.2b | US$378.4b | US$18.1b | 22.1x | 42.7x | 2x |
| Fri, 23 May 2025 | US$762.1b | US$378.5b | US$17.1b | 22.5x | 44.4x | 2x |
| Sun, 20 Apr 2025 | US$725.0b | US$380.8b | US$23.0b | 17.4x | 31.5x | 1.9x |
| Tue, 18 Mar 2025 | US$783.9b | US$379.3b | US$22.8b | 21.3x | 34.3x | 2.1x |
| Thu, 13 Feb 2025 | US$823.3b | US$382.6b | US$23.0b | 20.7x | 35.9x | 2.2x |
| Sat, 11 Jan 2025 | US$776.5b | US$384.4b | US$23.5b | 18.3x | 33.1x | 2x |
| Mon, 09 Dec 2024 | US$847.4b | US$384.3b | US$23.4b | 22.6x | 36.2x | 2.2x |
| Wed, 06 Nov 2024 | US$859.6b | US$386.8b | US$23.6b | 25.5x | 36.5x | 2.2x |
| Fri, 04 Oct 2024 | US$884.3b | US$381.7b | US$23.8b | 24.9x | 37.2x | 2.3x |
| Sun, 01 Sep 2024 | US$873.6b | US$383.7b | US$23.4b | 25.6x | 37.3x | 2.3x |
| Tue, 30 Jul 2024 | US$836.8b | US$379.4b | US$23.4b | 26.3x | 35.7x | 2.2x |
| Thu, 27 Jun 2024 | US$804.0b | US$377.3b | US$23.4b | 25.7x | 34.3x | 2.1x |
| Sat, 25 May 2024 | US$819.5b | US$377.3b | US$23.4b | 26.1x | 34.9x | 2.2x |
| Mon, 22 Apr 2024 | US$804.1b | US$384.5b | US$25.7b | 20.8x | 31.2x | 2.1x |
| Wed, 20 Mar 2024 | US$837.8b | US$384.6b | US$25.4b | 20.3x | 33x | 2.2x |
| Fri, 16 Feb 2024 | US$778.3b | US$387.5b | US$29.4b | 20x | 26.5x | 2x |
| Sun, 14 Jan 2024 | US$794.6b | US$398.8b | US$31.9b | 20.4x | 24.9x | 2x |
| Tue, 12 Dec 2023 | US$776.3b | US$398.4b | US$31.6b | 20.4x | 24.6x | 1.9x |
| Thu, 09 Nov 2023 | US$726.5b | US$399.3b | US$31.7b | 15.4x | 22.9x | 1.8x |
| Sat, 07 Oct 2023 | US$740.7b | US$412.0b | US$31.2b | 15.6x | 23.7x | 1.8x |
| Mon, 04 Sep 2023 | US$798.8b | US$412.0b | US$31.2b | 16.7x | 25.6x | 1.9x |
| Wed, 02 Aug 2023 | US$838.0b | US$437.7b | US$37.4b | 14.4x | 22.4x | 1.9x |
Price to Earnings Ratio
22.4x
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 60.8x which is higher than its 3-year average PE of 51.3x.
- The industry is trading close to its 3-year average PS ratio of 2.5x.
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 6.1% 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 | -1.05% | |
| Materials | 1.77% | |
| Chemicals | -0.31% | |
| Diversified Chemicals | 8.25% | |
| Fertilizers and Agricultural Chemicals | 2.39% | |
| Industrial Gases | 0.022% | |
| Commodity Chemicals | -0.14% | |
| Specialty Chemicals | -1.41% | |
Industry PE
- Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 30.7x.
- Analysts are expecting annual earnings growth of 15.3%, which is higher than its past year's earnings growth of 9.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 37% over the next 5 years.
- This is better than its past earnings decline of 11% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings decline by 2.2% 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$89.25 | 2.2% +US$1.3b | 21.5% | PE47.7x | |
| SXT Sensient Technologies | US$126.79 | 16.3% +US$755.2m | 11.9% | PE34.2x | |
| CF CF Industries Holdings | US$125.07 | 3.0% +US$560.7m | 34.1% | PE10.9x | |
| APD Air Products and Chemicals | US$297.87 | 0.8% +US$501.0m | -0.5% | PE31.4x | |
| LYB LyondellBasell Industries | US$60.32 | 1.9% +US$371.2m | -5.8% | PS0.7x |