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U.S. Chemicals Industry Analysis

UpdatedJun 14, 2026
DataAggregated Company Financials
Companies128
  • 7D3.1%
  • 3M3.0%
  • 1Y8.8%
  • YTD15.8%

In the last week, the Chemicals industry is up 3.1%, with Linde up 3.1%. In the same time, PureCycle Technologies was down 29%. This means that the industry has gained 8.8% over the past year. 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
Mon, 15 Jun 2026US$838.6bUS$360.7bUS$11.6b28.9x72.1x2.3x
Wed, 13 May 2026US$848.1bUS$359.8bUS$11.4b24.3x74.3x2.4x
Fri, 10 Apr 2026US$848.0bUS$357.1bUS$7.3b29.3x115.7x2.4x
Sun, 08 Mar 2026US$804.0bUS$357.1bUS$7.6b24.3x105.6x2.3x
Tue, 03 Feb 2026US$787.1bUS$371.4bUS$9.5b23.8x82.5x2.1x
Thu, 01 Jan 2026US$726.4bUS$371.7bUS$11.0b23.6x66x2x
Sat, 29 Nov 2025US$724.7bUS$371.7bUS$11.0b23x66x1.9x
Mon, 27 Oct 2025US$756.3bUS$370.7bUS$15.9b25.7x47.5x2x
Wed, 24 Sep 2025US$776.0bUS$367.7bUS$15.5b26.2x50x2.1x
Fri, 22 Aug 2025US$794.5bUS$367.6bUS$15.5b26.1x51.1x2.2x
Sun, 20 Jul 2025US$792.2bUS$376.6bUS$18.0b22.7x44.1x2.1x
Tue, 17 Jun 2025US$771.0bUS$378.4bUS$18.1b21.9x42.5x2x
Thu, 15 May 2025US$767.4bUS$378.5bUS$17.2b21.8x44.6x2x
Sat, 12 Apr 2025US$702.8bUS$380.8bUS$23.0b18.2x30.6x1.8x
Mon, 10 Mar 2025US$812.4bUS$379.3bUS$22.8b22.1x35.6x2.1x
Wed, 05 Feb 2025US$823.1bUS$382.1bUS$23.4b21.7x35.2x2.2x
Fri, 03 Jan 2025US$782.8bUS$384.3bUS$23.4b19.8x33.4x2x
Sun, 01 Dec 2024US$869.3bUS$384.3bUS$23.4b23x37.1x2.3x
Tue, 29 Oct 2024US$871.8bUS$386.3bUS$24.2b26.1x36.1x2.3x
Thu, 26 Sep 2024US$883.7bUS$383.8bUS$23.4b25.6x37.7x2.3x
Sat, 24 Aug 2024US$846.4bUS$383.7bUS$23.4b25.6x36.1x2.2x
Mon, 22 Jul 2024US$823.1bUS$379.8bUS$23.5b27.3x35.1x2.2x
Wed, 19 Jun 2024US$813.2bUS$377.3bUS$23.4b26x34.7x2.2x
Fri, 17 May 2024US$827.5bUS$377.3bUS$23.5b26.2x35.3x2.2x
Sun, 14 Apr 2024US$828.6bUS$384.6bUS$25.6b21.1x32.4x2.2x
Tue, 12 Mar 2024US$840.8bUS$384.5bUS$25.4b21.3x33.1x2.2x
Thu, 08 Feb 2024US$767.8bUS$388.3bUS$31.5b20.3x24.4x2x
Sat, 06 Jan 2024US$795.3bUS$398.8bUS$31.9b20.8x24.9x2x
Mon, 04 Dec 2023US$778.1bUS$398.4bUS$31.6b19.7x24.6x2x
Wed, 01 Nov 2023US$721.7bUS$404.6bUS$30.6b15.5x23.6x1.8x
Fri, 29 Sep 2023US$752.3bUS$411.9bUS$31.2b15.6x24.1x1.8x
Sun, 27 Aug 2023US$775.0bUS$412.0bUS$31.2b15.2x24.8x1.9x
Tue, 25 Jul 2023US$826.6bUS$444.5bUS$39.1b13.5x21.1x1.9x
Thu, 22 Jun 2023US$793.0bUS$444.6bUS$39.1b12.9x20.3x1.8x
Price to Earnings Ratio

20.3x


Total Market Cap: US$793.0bTotal Earnings: US$39.1bTotal Revenue: US$444.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 49.5x202420252026
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 72.1x which is higher than its 3-year average PE of 49.4x.
  • 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 Market0.87%
Materials3.62%
Chemicals3.11%
Diversified Chemicals7.23%
Specialty Chemicals5.18%
Industrial Gases2.38%
Commodity Chemicals0.91%
Fertilizers and Agricultural Chemicals-1.08%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 26.8x.
    • Analysts are expecting annual earnings growth of 14.6%, 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 77% 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
LIN LindeUS$523.573.1%
+US$7.2b		12.4%PE34.2x
SHW Sherwin-WilliamsUS$317.303.9%
+US$2.9b		-5.5%PE29.9x
SQM Sociedad Química y Minera de ChileUS$84.1211.5%
+US$2.5b		156.6%PE29.5x
ECL EcolabUS$265.412.9%
+US$2.1b		0.5%PE35.5x
ALB AlbemarleUS$170.429.6%
+US$1.8b		180.7%PS3.7x

Latest News

ALB
US$170.42
Albemarle
7D
9.6%
1Y
180.7%
Narrative Update • Jun 13

ALB: Elevated Lithium Optimism Will Likely Pressure Future Share Returns

Albemarle's updated analyst price target rises by about $5 to $131, as analysts highlight higher long term volume potential, tighter lithium operating rates and a shift to a richer 17.8x future P/E multiple, despite more conservative assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Albemarle reflects a mix of optimism around long term lithium volume potential and more guarded views on how much of this is already reflected in the stock price.
ECL
US$265.41
Ecolab
7D
2.9%
1Y
0.5%
PCT
US$8.88
PureCycle Technologies
7D
-29.0%
1Y
-21.7%
DOW
US$33.85
Dow
7D
-0.4%
1Y
13.2%
LOOP
US$0.95
Loop Industries
7D
-20.1%
1Y
-37.0%
APD
US$281.62
Air Products and Chemicals
7D
-0.3%
1Y
0.4%
IFF
US$78.27
International Flavors & Fragrances
7D
7.2%
1Y
2.9%
LIN
US$523.57
Linde
7D
3.1%
1Y
12.4%
PPG
US$119.34
PPG Industries
7D
4.9%
1Y
12.3%
LXU
US$12.21
LSB Industries
7D
-2.6%
1Y
47.8%
ASPI
US$6.55
ASP Isotopes
7D
-2.4%
1Y
-18.8%
ESI
US$43.70
Element Solutions
7D
9.7%
1Y
108.0%
Narrative Update • Jun 07

ESI: Upcoming Analyst Day And Updated Assumptions Will Support Future Upside

Analysts have raised their price target for Element Solutions from $40.10 to $47.30, citing updated assumptions for revenue growth, profit margins and a lower implied future P/E multiple as key factors behind the change. What's in the News Element Solutions plans to hold an Analyst/Investor Day, giving you a closer look at the business, capital allocation priorities and updates on long term objectives.
CF
US$109.48
CF Industries Holdings
7D
-3.5%
1Y
9.6%
SQM
US$84.12
Sociedad Química y Minera de Chile
7D
11.5%
1Y
156.6%
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$317.30
Sherwin-Williams
7D
3.9%
1Y
-5.5%
CTVA
US$76.14
Corteva
7D
-1.2%
1Y
5.1%
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.