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U.S. Chemicals Industry Analysis

UpdatedJun 12, 2026
DataAggregated Company Financials
Companies128
  • 7D0.9%
  • 3M1.4%
  • 1Y4.9%
  • YTD14.0%

The Chemicals is pretty flat in the last 7 days, but Sherwin-Williams has stood out, gaining 5.6%. As for the the longer term, the industry is up 4.9% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 12 Jun 2026US$807.8bUS$360.7bUS$11.6b28.1x69.5x2.2x
Sun, 10 May 2026US$832.6bUS$359.4bUS$12.0b21.8x69.6x2.3x
Tue, 07 Apr 2026US$838.7bUS$357.0bUS$7.3b29.1x114.4x2.3x
Thu, 05 Mar 2026US$826.2bUS$357.0bUS$7.3b23.5x112.4x2.3x
Sat, 31 Jan 2026US$788.8bUS$371.2bUS$9.5b23.6x83.1x2.1x
Mon, 29 Dec 2025US$727.2bUS$371.7bUS$11.0b23.9x66.1x2x
Wed, 26 Nov 2025US$708.8bUS$371.7bUS$11.0b22.7x64.5x1.9x
Fri, 24 Oct 2025US$747.3bUS$367.8bUS$15.6b26.4x48x2x
Sun, 21 Sep 2025US$779.9bUS$367.7bUS$15.5b26.8x50.2x2.1x
Tue, 19 Aug 2025US$788.5bUS$367.8bUS$15.7b24.6x50.3x2.1x
Thu, 17 Jul 2025US$783.5bUS$376.6bUS$18.0b22.7x43.6x2.1x
Sat, 14 Jun 2025US$786.2bUS$378.4bUS$18.1b21.7x43.4x2.1x
Mon, 12 May 2025US$754.7bUS$378.5bUS$17.2b21.4x43.9x2x
Wed, 09 Apr 2025US$695.6bUS$380.8bUS$23.0b16.5x30.3x1.8x
Fri, 07 Mar 2025US$809.6bUS$379.3bUS$22.8b22.1x35.5x2.1x
Sun, 02 Feb 2025US$825.9bUS$382.1bUS$23.3b23.5x35.5x2.2x
Tue, 31 Dec 2024US$787.8bUS$384.3bUS$23.4b20.4x33.6x2x
Thu, 28 Nov 2024US$866.0bUS$384.3bUS$23.5b22.7x36.9x2.3x
Sat, 26 Oct 2024US$883.6bUS$388.9bUS$24.1b25.9x36.6x2.3x
Mon, 23 Sep 2024US$866.7bUS$383.8bUS$23.4b25.3x37x2.3x
Wed, 21 Aug 2024US$844.1bUS$384.5bUS$23.8b25.2x35.4x2.2x
Fri, 19 Jul 2024US$839.5bUS$379.9bUS$23.4b27.8x35.8x2.2x
Sun, 16 Jun 2024US$807.5bUS$377.3bUS$23.4b25.9x34.5x2.1x
Tue, 14 May 2024US$830.1bUS$377.4bUS$23.5b22.7x35.3x2.2x
Thu, 11 Apr 2024US$845.9bUS$384.6bUS$25.6b21.8x33x2.2x
Sat, 09 Mar 2024US$831.2bUS$384.6bUS$25.4b20.8x32.8x2.2x
Mon, 05 Feb 2024US$788.7bUS$396.7bUS$30.8b21.1x25.6x2x
Wed, 03 Jan 2024US$809.5bUS$397.9bUS$31.5b21.7x25.7x2x
Fri, 01 Dec 2023US$764.6bUS$398.8bUS$31.6b19.1x24.2x1.9x
Sun, 29 Oct 2023US$709.5bUS$404.8bUS$30.7b15.2x23.1x1.8x
Tue, 26 Sep 2023US$755.1bUS$412.0bUS$31.2b14.7x24.2x1.8x
Thu, 24 Aug 2023US$773.2bUS$412.0bUS$31.2b15.2x24.8x1.9x
Sat, 22 Jul 2023US$829.6bUS$444.5bUS$39.1b14x21.2x1.9x
Mon, 19 Jun 2023US$801.5bUS$444.6bUS$39.1b12.9x20.5x1.8x
Price to Earnings Ratio

20.5x


Total Market Cap: US$801.5bTotal Earnings: US$39.1bTotal Revenue: US$444.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 49.3x202420252026
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 69.5x which is higher than its 3-year average PE of 49.3x.
  • 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 33% per year over the last three years,
  • Revenues have also declined 6.7% 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-2.36%
Materials-2.26%
Chemicals0.88%
Specialty Chemicals3.34%
Diversified Chemicals1.48%
Industrial Gases0.88%
Commodity Chemicals-3.12%
Fertilizers and Agricultural Chemicals-5.15%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 26.6x.
    • Analysts are expecting annual earnings growth of 13.9%, which is higher than its past year's earnings growth of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 76% over the next 5 years.
  • In contrast, the Industrial Gases industry is expected to see its earnings grow by 10% 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$316.895.6%
+US$4.1b		-11.0%PE29.9x
LIN LindeUS$515.441.6%
+US$3.7b		9.5%PE33.7x
ECL EcolabUS$263.633.7%
+US$2.6b		-2.7%PE35.2x
PPG PPG IndustriesUS$118.245.6%
+US$1.4b		5.5%PE16.7x
IFF International Flavors & FragrancesUS$77.515.8%
+US$1.1b		-1.1%PE24x

Latest News

DOW
US$33.63
Dow
7D
-3.3%
1Y
11.6%
LYB
US$63.47
LyondellBasell Industries
7D
-4.1%
1Y
5.6%
Seeking Alpha • 17h

LyondellBasell: The Chemical Cycle Is Broken

Summary LyondellBasell receives a cautious Buy at $65, reflecting leaner operations but persistent margin and China-related risks. Cost-cutting, asset sales, and a halved dividend have strengthened LYB’s balance sheet, yet earnings remain subdued and net debt/EBITDA is elevated at 4.0x. PE/PP margin recovery is key; China’s capacity expansion and exports cap upside, while U.S. feedstock advantage offers some support. Valuation is attractive if earnings rebound to $6–$7/share; base case targets $78, with a larger margin of safety below $55–$60. Read the full article on Seeking Alpha
PCT
US$9.02
PureCycle Technologies
7D
-35.3%
1Y
-22.7%
APD
US$278.12
Air Products and Chemicals
7D
-1.7%
1Y
-1.8%
MOS
US$21.09
Mosaic
7D
-7.9%
1Y
-39.0%
IFF
US$77.51
International Flavors & Fragrances
7D
5.8%
1Y
-1.1%
SXT
US$124.19
Sensient Technologies
7D
10.1%
1Y
31.1%
LIN
US$515.44
Linde
7D
1.6%
1Y
9.5%
ECL
US$263.63
Ecolab
7D
3.7%
1Y
-2.7%
PPG
US$118.24
PPG Industries
7D
5.6%
1Y
5.5%
PRM
US$35.05
Perimeter Solutions
7D
14.9%
1Y
161.0%
New Narrative • Jun 09

Long Term Fire Management Contracts Will Support More Stable Future Performance

Catalysts About Perimeter Solutions Perimeter Solutions provides fire retardants, fire suppressants and specialty chemicals that support wildfire management and industrial customers. What are the underlying business or industry changes driving this perspective?
CF
US$106.56
CF Industries Holdings
7D
-9.3%
1Y
13.6%
ALB
US$159.06
Albemarle
7D
-4.0%
1Y
154.6%
SQM
US$80.44
Sociedad Química y Minera de Chile
7D
3.5%
1Y
141.2%
Narrative Update • Jun 06

SQM: Lithium Inventory Rebound In China Will Likely Cap Future Upside

Analysts have nudged their fair value estimate for Sociedad Química y Minera de Chile higher, with a modest uptick supported by a series of recent price target increases into the $58 to $105 range and mixed views on lithium pricing and inventory trends. Analyst Commentary Recent research on Sociedad Química y Minera de Chile highlights a split view, with some firms lifting targets while others flagging more limited upside based on current lithium pricing and inventory data.
SHW
US$316.89
Sherwin-Williams
7D
5.6%
1Y
-11.0%
CTVA
US$74.86
Corteva
7D
-3.4%
1Y
3.2%
Narrative Update • May 31

CTVA: SpinCo Separation And Biofungicide Collaboration Will Reshape Future Earnings Mix

The analyst price target for Corteva is updated to $89.90 from $86.05 as analysts note that the market is treating "New Corteva" like a no-growth commodity chemical company. They instead highlight expectations for a healthier standalone growth profile, modestly higher profit margins, and a slightly lower assumed future P/E multiple.