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U.S. Chemicals Industry Analysis

UpdatedMay 03, 2026
DataAggregated Company Financials
Companies129
  • 7D-0.4%
  • 3M7.8%
  • 1Y11.6%
  • YTD16.8%

The Chemicals is pretty flat in the last 7 days, but LyondellBasell Industries has stood out, gaining 7.3%. The past year has been better, since the industry has gained 12% in that time. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 May 2026US$847.1bUS$358.1bUS$9.5b30x89.2x2.4x
Tue, 31 Mar 2026US$826.4bUS$357.0bUS$7.3b27.6x112.8x2.3x
Thu, 26 Feb 2026US$852.1bUS$358.3bUS$7.0b24.4x121x2.4x
Sat, 24 Jan 2026US$788.3bUS$372.0bUS$11.0b25.5x71.6x2.1x
Mon, 22 Dec 2025US$717.9bUS$371.7bUS$11.0b23.9x65.3x1.9x
Wed, 19 Nov 2025US$697.4bUS$371.6bUS$11.0b22.3x63.5x1.9x
Fri, 17 Oct 2025US$742.2bUS$367.8bUS$15.6b26x47.7x2x
Sun, 14 Sep 2025US$794.2bUS$367.7bUS$15.5b25.8x51.3x2.2x
Tue, 12 Aug 2025US$766.5bUS$367.9bUS$15.7b24.6x48.9x2.1x
Thu, 10 Jul 2025US$801.1bUS$376.6bUS$17.9b24x44.7x2.1x
Sat, 07 Jun 2025US$775.9bUS$378.4bUS$18.0b22.1x43x2.1x
Mon, 05 May 2025US$758.7bUS$379.0bUS$18.2b20x41.6x2x
Wed, 02 Apr 2025US$785.0bUS$380.9bUS$23.0b19.9x34.1x2.1x
Fri, 28 Feb 2025US$818.2bUS$380.8bUS$23.4b21.5x34.9x2.1x
Sun, 26 Jan 2025US$824.2bUS$384.4bUS$23.4b22.5x35.2x2.1x
Tue, 24 Dec 2024US$790.2bUS$384.3bUS$23.4b20.3x33.7x2.1x
Thu, 21 Nov 2024US$841.1bUS$385.1bUS$23.8b23.2x35.3x2.2x
Sat, 19 Oct 2024US$905.6bUS$388.6bUS$24.2b26.4x37.4x2.3x
Mon, 16 Sep 2024US$857.8bUS$383.8bUS$23.4b25.6x36.6x2.2x
Wed, 14 Aug 2024US$819.0bUS$384.4bUS$23.8b24.8x34.4x2.1x
Fri, 12 Jul 2024US$801.1bUS$379.9bUS$23.4b26.5x34.2x2.1x
Sun, 09 Jun 2024US$815.2bUS$377.3bUS$23.4b26.7x34.8x2.2x
Tue, 07 May 2024US$816.1bUS$378.3bUS$23.8b22.4x34.3x2.2x
Thu, 04 Apr 2024US$850.3bUS$384.6bUS$25.6b21.6x33.3x2.2x
Sat, 02 Mar 2024US$814.4bUS$384.5bUS$25.5b20x32x2.1x
Mon, 29 Jan 2024US$786.7bUS$397.4bUS$30.9b20.5x25.5x2x
Wed, 27 Dec 2023US$811.0bUS$398.4bUS$31.6b21.9x25.7x2x
Fri, 24 Nov 2023US$766.9bUS$398.8bUS$31.6b19x24.2x1.9x
Sun, 22 Oct 2023US$720.3bUS$412.0bUS$31.3b15.2x23x1.7x
Tue, 19 Sep 2023US$774.6bUS$412.0bUS$31.2b16.7x24.8x1.9x
Thu, 17 Aug 2023US$772.7bUS$412.0bUS$31.2b15x24.8x1.9x
Sat, 15 Jul 2023US$819.6bUS$444.3bUS$39.1b13.9x21x1.8x
Mon, 12 Jun 2023US$780.0bUS$444.6bUS$39.1b13x20x1.8x
Wed, 10 May 2023US$775.7bUS$443.9bUS$39.2b13x19.8x1.7x
Price to Earnings Ratio

19.8x


Total Market Cap: US$775.7bTotal Earnings: US$39.2bTotal Revenue: US$443.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 47.3x202420252026
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 89.2x which is higher than its 3-year average PE of 47.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 38% per year over the last three years,
  • Revenues have also declined 6.9% 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 Market0.85%
Materials-2.20%
Chemicals-0.39%
Diversified Chemicals5.96%
Commodity Chemicals4.68%
Fertilizers and Agricultural Chemicals1.09%
Industrial Gases-0.41%
Specialty Chemicals-1.92%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 23.1x.
    • Analysts are expecting annual earnings growth of 11.7%, which is lower than the prior year's growth of 40.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 69% 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
LYB LyondellBasell IndustriesUS$74.997.3%
+US$1.7b		28.5%PS0.8x
DOW DowUS$40.294.2%
+US$1.2b		32.4%PS0.7x
SQM Sociedad Química y Minera de ChileUS$92.684.4%
+US$1.1b		172.5%PE45x
CTVA CortevaUS$80.851.3%
+US$704.9m		29.1%PE45.5x
ALB AlbemarleUS$193.882.9%
+US$654.3m		221.5%PS4.4x

Latest News

AXTA
US$27.73
Axalta Coating Systems
7D
-6.5%
1Y
-16.4%
CTVA
US$80.85
Corteva
7D
1.3%
1Y
29.1%
LIN
US$507.92
Linde
7D
-0.5%
1Y
11.6%
SHW
US$318.00
Sherwin-Williams
7D
-5.8%
1Y
-11.6%

Sherwin-Williams: Premium Valuation Meets Softening Demand Reality

May 01
EMN
US$77.53
Eastman Chemical
7D
7.7%
1Y
-0.5%
BCPC
US$161.52
Balchem
7D
-7.1%
1Y
-0.2%
SQM
US$92.68
Sociedad Química y Minera de Chile
7D
4.4%
1Y
172.5%
LYB
US$74.99
LyondellBasell Industries
7D
7.3%
1Y
28.5%

LYB: Future Returns Will Balance Tighter Supply With Dividend Reset Uncertainties

The updated analyst price target for LyondellBasell Industries has moved higher, with fair value rising from $73.59 to $75.82 as analysts factor in revised revenue growth assumptions, a slightly different discount rate, and higher future P/E expectations following a series of recent target hikes and rating upgrades across the Street. Analyst Commentary Street research on LyondellBasell Industries has shifted meaningfully in recent weeks, with a cluster of upgrades and higher price targets reshaping how the stock is viewed on both the upside and the risk side.
PPG
US$107.51
PPG Industries
7D
-2.1%
1Y
-2.7%
ESI
US$43.01
Element Solutions
7D
6.6%
1Y
104.1%
SXT
US$112.93
Sensient Technologies
7D
-8.3%
1Y
20.5%

Sensient Technologies: The Bull Case Looks Priced In

Apr 30
ECL
US$259.51
Ecolab
7D
-3.7%
1Y
1.6%
ALB
US$193.88
Albemarle
7D
2.9%
1Y
221.5%

ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating

Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.
WLK
US$114.99
Westlake
7D
3.9%
1Y
44.0%

WLK: Buybacks Litigation Settlement And CFO Transition Will Shape Balanced Outlook

Analysts have adjusted their price target on Westlake to $121.29 from $117.07, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Westlake appointed Jonathan H.
DOW
US$40.29
Dow
7D
4.2%
1Y
32.4%
RPM
US$101.34
RPM International
7D
-3.5%
1Y
-8.1%

RPM: Mixed Earnings Visibility Will Test Cost Actions And Operating Leverage

RPM International's analyst price target is unchanged at $115, as analysts balance recent target increases of up to $10 with several modest cuts and slightly softer assumptions for revenue growth and profit margins. Analyst Commentary Recent research updates on RPM International reflect a mix of optimism and caution, with several price target revisions in both directions and one rating upgrade.