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U.S. Chemicals Industry Analysis

UpdatedOct 18, 2025
DataAggregated Company Financials
Companies121
  • 7D0.8%
  • 3M-6.1%
  • 1Y-16.3%
  • YTD-2.1%

Last week, the Chemicals industry hasn't moved much but DuPont de Nemours is up 8.0% in that time. As for the longer term, the industry has declined 16% in the last year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 18 Oct 2025US$733.2bUS$367.8bUS$15.6b25.9x47.1x2x
Mon, 15 Sep 2025US$794.2bUS$367.7bUS$15.5b25.8x51.3x2.2x
Wed, 13 Aug 2025US$766.8bUS$367.8bUS$15.7b25.5x48.8x2.1x
Fri, 11 Jul 2025US$806.9bUS$376.6bUS$17.9b24x45x2.1x
Sun, 08 Jun 2025US$780.4bUS$378.4bUS$18.0b22.1x43.3x2.1x
Tue, 06 May 2025US$757.6bUS$379.0bUS$18.2b19.2x41.5x2x
Thu, 03 Apr 2025US$784.7bUS$380.9bUS$23.0b20.3x34.1x2.1x
Sat, 01 Mar 2025US$816.0bUS$380.6bUS$23.2b23.1x35.2x2.1x
Mon, 27 Jan 2025US$824.2bUS$384.4bUS$23.4b22.5x35.2x2.1x
Wed, 25 Dec 2024US$794.0bUS$384.3bUS$23.4b20.5x33.9x2.1x
Fri, 22 Nov 2024US$845.0bUS$384.3bUS$23.5b22.4x36x2.2x
Sun, 20 Oct 2024US$906.9bUS$388.6bUS$24.2b26.4x37.4x2.3x
Tue, 17 Sep 2024US$857.8bUS$383.8bUS$23.4b25.8x36.6x2.2x
Thu, 15 Aug 2024US$828.1bUS$384.5bUS$23.8b25x34.8x2.2x
Sat, 13 Jul 2024US$812.9bUS$379.9bUS$23.4b26.8x34.7x2.1x
Mon, 10 Jun 2024US$815.2bUS$377.3bUS$23.4b26.7x34.8x2.2x
Wed, 08 May 2024US$828.1bUS$377.7bUS$23.7b22.5x35x2.2x
Fri, 05 Apr 2024US$850.3bUS$384.6bUS$25.6b21.9x33.2x2.2x
Sun, 03 Mar 2024US$816.9bUS$384.5bUS$25.5b20x32.1x2.1x
Tue, 30 Jan 2024US$786.7bUS$397.4bUS$30.9b20.7x25.5x2x
Thu, 28 Dec 2023US$816.7bUS$398.4bUS$31.6b21.8x25.8x2x
Sat, 25 Nov 2023US$769.4bUS$398.8bUS$31.6b19.4x24.3x1.9x
Mon, 23 Oct 2023US$720.3bUS$412.0bUS$31.3b15.2x23x1.7x
Wed, 20 Sep 2023US$774.9bUS$412.0bUS$31.2b16.9x24.8x1.9x
Fri, 18 Aug 2023US$772.7bUS$412.0bUS$31.2b15.3x24.8x1.9x
Sun, 16 Jul 2023US$819.7bUS$444.3bUS$39.1b13.9x21x1.8x
Tue, 13 Jun 2023US$782.7bUS$444.6bUS$39.1b12.9x20x1.8x
Thu, 11 May 2023US$777.3bUS$444.3bUS$38.8b13.2x20x1.7x
Sat, 08 Apr 2023US$789.7bUS$452.1bUS$42.6b12.6x18.5x1.7x
Mon, 06 Mar 2023US$840.8bUS$452.6bUS$42.9b13.9x19.6x1.9x
Wed, 01 Feb 2023US$842.3bUS$458.4bUS$41.8b14.9x20.2x1.8x
Fri, 30 Dec 2022US$784.2bUS$460.8bUS$43.3b14x18.1x1.7x
Sun, 27 Nov 2022US$831.2bUS$460.8bUS$43.3b15.3x19.2x1.8x
Tue, 25 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 47.1x 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 Market1.71%
Materials1.67%
Chemicals0.79%
Specialty Chemicals2.55%
Commodity Chemicals2.10%
Diversified Chemicals0.15%
Industrial Gases-0.83%
Fertilizers and Agricultural Chemicals-1.82%
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 23.3%, 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 90% 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
DD DuPont de NemoursUS$79.578.0%
+US$2.5b		-6.5%PE469.3x
ECL EcolabUS$276.751.7%
+US$1.3b		5.8%PE36.7x
IFF International Flavors & FragrancesUS$63.757.1%
+US$1.1b		-39.0%PS1.4x
DOW DowUS$21.896.0%
+US$879.0m		-58.8%PS0.4x
SQM Sociedad Química y Minera de ChileUS$43.687.1%
+US$831.2m		11.7%PE26.1x

Latest News

AXTA
US$28.46
Axalta Coating Systems
7D
7.8%
1Y
-21.2%

Electric Vehicle Adoption And Digitalization Will Expand Global Coatings

Axalta Coating Systems' analyst price target has decreased modestly, dropping from approximately $36.56 to $36.17. Analysts cite persistent macroeconomic headwinds and uneven industrial demand as factors impacting near-term growth expectations.
PPG
US$101.57
PPG Industries
7D
3.1%
1Y
-22.4%
ICL
US$6.28
ICL Group
7D
-3.1%
1Y
54.3%
HWKN
US$161.75
Hawkins
7D
-3.0%
1Y
27.8%
IFF
US$63.75
International Flavors & Fragrances
7D
7.1%
1Y
-39.0%
MOS
US$29.32
Mosaic
7D
-3.4%
1Y
11.7%
DOW
US$21.89
Dow
7D
6.0%
1Y
-58.8%
DD
US$79.57
DuPont de Nemours
7D
8.0%
1Y
-6.5%
ECL
US$276.75
Ecolab
7D
1.7%
1Y
5.8%
LYB
US$46.19
LyondellBasell Industries
7D
2.9%
1Y
-49.5%

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$61.40
Corteva
7D
-0.7%
1Y
3.3%

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$450.89
Linde
7D
-0.6%
1Y
-7.3%
CF
US$83.51
CF Industries Holdings
7D
-4.4%
1Y
-0.6%

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
SHW
US$330.74
Sherwin-Williams
7D
-0.6%
1Y
-14.8%
SQM
US$43.68
Sociedad Química y Minera de Chile
7D
7.1%
1Y
11.7%
APD
US$253.20
Air Products and Chemicals
7D
-1.5%
1Y
-23.8%