A Look At The Intrinsic Value Of The Sherwin-Williams Company (NYSE:SHW)
Jun 27
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U.S. Chemicals Industry Analysis
UpdatedJun 29, 2025
DataAggregated Company Financials
Companies128
- 7D2.4%
- 3M-0.5%
- 1Y-3.3%
- YTD2.3%
Over the last 7 days, the Chemicals industry has risen 2.4%, driven by gains from Linde of 1.7%. During this same period, the CF Industries Holdings underperformed, falling 9.3%. In contrast, the industry has lost 3.3% in the last 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Jun 2025 | US$777.7b | US$378.4b | US$18.1b | 22.3x | 42.9x | 2.1x |
| Wed, 28 May 2025 | US$761.1b | US$378.5b | US$17.1b | 22.9x | 44.4x | 2x |
| Fri, 25 Apr 2025 | US$730.0b | US$380.8b | US$23.1b | 18.2x | 31.6x | 1.9x |
| Sun, 23 Mar 2025 | US$779.4b | US$380.9b | US$23.0b | 20.7x | 33.8x | 2x |
| Tue, 18 Feb 2025 | US$825.2b | US$381.1b | US$22.8b | 21.3x | 36.2x | 2.2x |
| Thu, 16 Jan 2025 | US$797.8b | US$384.4b | US$23.5b | 21.2x | 34x | 2.1x |
| Sat, 14 Dec 2024 | US$830.5b | US$384.3b | US$23.4b | 22.2x | 35.4x | 2.2x |
| Mon, 11 Nov 2024 | US$861.3b | US$385.8b | US$23.8b | 25x | 36.3x | 2.2x |
| Wed, 09 Oct 2024 | US$883.2b | US$388.8b | US$24.2b | 25.6x | 36.5x | 2.3x |
| Fri, 06 Sep 2024 | US$852.1b | US$383.8b | US$23.4b | 25.1x | 36.3x | 2.2x |
| Sun, 04 Aug 2024 | US$831.7b | US$385.3b | US$24.2b | 25.9x | 34.4x | 2.2x |
| Tue, 02 Jul 2024 | US$807.0b | US$379.9b | US$23.4b | 25.2x | 34.5x | 2.1x |
| Thu, 30 May 2024 | US$821.2b | US$377.3b | US$23.4b | 25.2x | 35x | 2.2x |
| Sat, 27 Apr 2024 | US$806.1b | US$382.7b | US$26.3b | 21.3x | 30.6x | 2.1x |
| Mon, 25 Mar 2024 | US$844.3b | US$384.6b | US$25.4b | 20.3x | 33.2x | 2.2x |
| Wed, 21 Feb 2024 | US$792.7b | US$386.9b | US$28.5b | 21.8x | 27.8x | 2x |
| Fri, 19 Jan 2024 | US$784.1b | US$398.8b | US$31.9b | 19.8x | 24.6x | 2x |
| Sun, 17 Dec 2023 | US$800.2b | US$398.4b | US$31.6b | 21.6x | 25.3x | 2x |
| Tue, 14 Nov 2023 | US$734.7b | US$399.0b | US$31.7b | 17x | 23.2x | 1.8x |
| Thu, 12 Oct 2023 | US$751.7b | US$412.0b | US$31.2b | 15.4x | 24.1x | 1.8x |
| Sat, 09 Sep 2023 | US$779.4b | US$412.0b | US$31.2b | 16.1x | 25x | 1.9x |
| Mon, 07 Aug 2023 | US$795.8b | US$412.2b | US$31.2b | 15.7x | 25.5x | 1.9x |
| Wed, 05 Jul 2023 | US$817.8b | US$444.3b | US$39.1b | 14.6x | 20.9x | 1.8x |
| Fri, 02 Jun 2023 | US$750.3b | US$444.6b | US$39.1b | 12.5x | 19.2x | 1.7x |
| Sun, 30 Apr 2023 | US$802.5b | US$444.9b | US$40.4b | 13.7x | 19.8x | 1.8x |
| Tue, 28 Mar 2023 | US$770.3b | US$452.1b | US$42.6b | 12.3x | 18.1x | 1.7x |
| Thu, 23 Feb 2023 | US$802.3b | US$449.3b | US$40.1b | 14.2x | 20x | 1.8x |
| Sat, 21 Jan 2023 | US$820.1b | US$461.0b | US$43.3b | 15x | 18.9x | 1.8x |
| Mon, 19 Dec 2022 | US$788.9b | US$460.8b | US$43.3b | 14x | 18.2x | 1.7x |
| Wed, 16 Nov 2022 | US$824.1b | US$458.5b | US$42.3b | 14.6x | 19.5x | 1.8x |
| Fri, 14 Oct 2022 | US$729.0b | US$455.1b | US$45.5b | 14.2x | 16x | 1.6x |
| Sun, 11 Sep 2022 | US$804.0b | US$454.7b | US$45.5b | 15x | 17.7x | 1.8x |
| Tue, 09 Aug 2022 | US$799.6b | US$451.7b | US$45.4b | 16x | 17.6x | 1.8x |
| Thu, 07 Jul 2022 | US$742.7b | US$432.0b | US$44.3b | 14.8x | 16.8x | 1.7x |
Price to Earnings Ratio
16.8x
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 42.9x which is higher than its 3-year average PE of 32.1x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 26% per year over the last three years,
- Revenues have also declined 4.3% 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 | 3.41% | |
| Materials | 2.55% | |
| Chemicals | 2.42% | |
| Diversified Chemicals | 3.84% | |
| Specialty Chemicals | 3.76% | |
| Industrial Gases | 2.32% | |
| Commodity Chemicals | 1.35% | |
| Fertilizers and Agricultural Chemicals | -1.22% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 55.1x.
- Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings growth of 13.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 80% over the next 5 years.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| APD Air Products and Chemicals | US$282.35 | 4.4% +US$2.6b | 9.4% | PE40.6x | |
| LIN Linde | US$463.79 | 0.9% +US$1.9b | 8.1% | PE33x | |
| ECL Ecolab | US$267.45 | 2.4% +US$1.8b | 12.4% | PE36.1x | |
| DD DuPont de Nemours | US$68.88 | 4.1% +US$1.1b | -14.4% | PE2217.4x | |
| ALB Albemarle | US$64.95 | 14.6% +US$975.4m | -32.0% | PS1.5x |
