The Returns On Capital At Air Products and Chemicals (NYSE:APD) Don't Inspire Confidence
Apr 06
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U.S. Chemicals Industry Analysis
UpdatedApr 06, 2025
DataAggregated Company Financials
Companies127
- 7D-7.9%
- 3M-7.1%
- 1Y-16.0%
- YTD-6.6%
Over the last 7 days, the Chemicals industry has dropped 7.9%, driven by a pullback from Linde of 4.6%. However, the industry is down 16% over the past year. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Mon, 07 Apr 2025 | US$711.9b | US$380.9b | US$23.0b | 17.3x | 31x | 1.9x |
| Wed, 05 Mar 2025 | US$803.3b | US$380.6b | US$23.0b | 21.8x | 34.9x | 2.1x |
| Fri, 31 Jan 2025 | US$824.6b | US$384.2b | US$23.4b | 23.5x | 35.2x | 2.1x |
| Sun, 29 Dec 2024 | US$787.8b | US$384.3b | US$23.4b | 20.4x | 33.6x | 2x |
| Tue, 26 Nov 2024 | US$862.5b | US$384.3b | US$23.5b | 23.3x | 36.8x | 2.2x |
| Thu, 24 Oct 2024 | US$890.2b | US$388.6b | US$24.3b | 26.1x | 36.7x | 2.3x |
| Sat, 21 Sep 2024 | US$873.2b | US$383.8b | US$23.4b | 25.3x | 37.2x | 2.3x |
| Mon, 19 Aug 2024 | US$840.5b | US$384.5b | US$23.8b | 25.4x | 35.3x | 2.2x |
| Wed, 17 Jul 2024 | US$818.5b | US$379.9b | US$23.4b | 27.7x | 34.9x | 2.2x |
| Fri, 14 Jun 2024 | US$819.6b | US$377.3b | US$23.4b | 26.7x | 35x | 2.2x |
| Sun, 12 May 2024 | US$831.8b | US$377.4b | US$23.5b | 22.7x | 35.4x | 2.2x |
| Tue, 09 Apr 2024 | US$842.5b | US$384.6b | US$25.6b | 22x | 32.9x | 2.2x |
| Thu, 07 Mar 2024 | US$817.8b | US$384.4b | US$25.4b | 20.1x | 32.2x | 2.1x |
| Sat, 03 Feb 2024 | US$788.7b | US$397.0b | US$31.0b | 21.1x | 25.5x | 2x |
| Mon, 01 Jan 2024 | US$810.5b | US$397.9b | US$31.5b | 21.7x | 25.7x | 2x |
| Wed, 29 Nov 2023 | US$765.0b | US$398.8b | US$31.6b | 19.1x | 24.2x | 1.9x |
| Fri, 27 Oct 2023 | US$714.6b | US$407.8b | US$31.1b | 15.1x | 23x | 1.8x |
| Sun, 24 Sep 2023 | US$749.3b | US$412.0b | US$31.2b | 16.5x | 24x | 1.8x |
| Tue, 22 Aug 2023 | US$773.4b | US$412.0b | US$31.2b | 15.2x | 24.8x | 1.9x |
| Thu, 20 Jul 2023 | US$827.1b | US$444.3b | US$39.1b | 14.3x | 21.2x | 1.9x |
| Sat, 17 Jun 2023 | US$801.5b | US$444.6b | US$39.1b | 12.9x | 20.5x | 1.8x |
| Mon, 15 May 2023 | US$771.6b | US$444.6b | US$39.2b | 13.3x | 19.7x | 1.7x |
| Wed, 12 Apr 2023 | US$802.6b | US$452.1b | US$42.6b | 12.9x | 18.8x | 1.8x |
| Fri, 10 Mar 2023 | US$793.6b | US$452.4b | US$42.7b | 12.8x | 18.6x | 1.8x |
| Sun, 05 Feb 2023 | US$833.1b | US$458.1b | US$41.6b | 14.4x | 20x | 1.8x |
| Tue, 03 Jan 2023 | US$779.9b | US$460.8b | US$43.3b | 14x | 18x | 1.7x |
| Thu, 01 Dec 2022 | US$831.2b | US$460.8b | US$43.3b | 15x | 19.2x | 1.8x |
| Sat, 29 Oct 2022 | US$772.5b | US$457.0b | US$44.9b | 14.6x | 17.2x | 1.7x |
| Mon, 26 Sep 2022 | US$714.0b | US$454.8b | US$45.5b | 14.2x | 15.7x | 1.6x |
| Wed, 24 Aug 2022 | US$812.1b | US$454.6b | US$45.5b | 15.1x | 17.9x | 1.8x |
| Fri, 22 Jul 2022 | US$777.0b | US$432.2b | US$44.3b | 16.2x | 17.5x | 1.8x |
| Sun, 19 Jun 2022 | US$752.6b | US$432.0b | US$44.3b | 15.1x | 17x | 1.7x |
| Tue, 17 May 2022 | US$844.3b | US$431.4b | US$44.2b | 16.9x | 19.1x | 2x |
| Thu, 14 Apr 2022 | US$871.1b | US$409.1b | US$39.0b | 19.9x | 22.3x | 2.1x |
Price to Earnings Ratio
22.3x
Current Industry PE
- Investors are relatively neutral on the American Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 30.6x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 16% per year over the last three years,
- Revenues have also declined 2.4% 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 | -9.41% | |
| Materials | -9.01% | |
| Chemicals | -7.94% | |
| Industrial Gases | -5.82% | |
| Specialty Chemicals | -7.80% | |
| Fertilizers and Agricultural Chemicals | -8.96% | |
| Commodity Chemicals | -14.75% | |
| Diversified Chemicals | -18.20% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry even though it's trading below its 3-year average PE ratio of 53.3x.
- Analysts are expecting annual earnings growth of 16.0%, which is lower than the prior year's growth of 18.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 73% over the next 5 years.
- In contrast, the Industrial Gases industry is expected to see its earnings grow by 7.3% 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 | |
|---|---|---|---|---|---|
| SXT Sensient Technologies | US$74.66 | 1.4% +US$45.0m | 10.9% | PE25.4x | |
| HWKN Hawkins | US$107.09 | 0.9% +US$19.9m | 37.0% | PE27.4x | |
| ASPI ASP Isotopes | US$4.41 | 5.4% +US$19.1m | 20.5% | PS76.7x | |
| NITO N2OFF | US$0.21 | -16.8% US$858.5k | -82.3% | PS17.8x | |
| GURE Gulf Resources | US$0.71 | 0.6% +US$49.3k | -48.4% | PS0.6x |
