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U.S. Chemicals Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies123
  • 7D1.9%
  • 3M0.2%
  • 1Y-5.1%
  • YTD1.7%

The Chemicals industry is up 1.9% in the last week, with Linde up 2.8%. During this same period, the CF Industries Holdings underperformed, falling 12%. However, the industry is down 5.1% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025US$766.5bUS$367.9bUS$15.7b24.8x48.9x2.1x
Tue, 08 Jul 2025US$805.6bUS$376.6bUS$17.9b23.1x44.9x2.1x
Thu, 05 Jun 2025US$776.8bUS$378.4bUS$18.0b23.1x43.1x2.1x
Sat, 03 May 2025US$753.1bUS$379.0bUS$19.2b19.5x39.3x2x
Mon, 31 Mar 2025US$773.7bUS$380.9bUS$23.0b19.4x33.6x2x
Wed, 26 Feb 2025US$810.9bUS$380.9bUS$23.4b21.9x34.6x2.1x
Fri, 24 Jan 2025US$822.2bUS$384.4bUS$23.4b22.8x35.1x2.1x
Sun, 22 Dec 2024US$790.2bUS$384.3bUS$23.4b20.4x33.7x2.1x
Tue, 19 Nov 2024US$841.3bUS$385.1bUS$23.8b23.3x35.3x2.2x
Thu, 17 Oct 2024US$904.0bUS$388.7bUS$24.2b26.7x37.4x2.3x
Sat, 14 Sep 2024US$853.7bUS$383.8bUS$23.4b25.6x36.4x2.2x
Mon, 12 Aug 2024US$824.4bUS$384.5bUS$23.8b24.6x34.6x2.1x
Wed, 10 Jul 2024US$802.0bUS$379.9bUS$23.4b25.2x34.2x2.1x
Fri, 07 Jun 2024US$822.1bUS$377.3bUS$23.4b27.2x35.1x2.2x
Sun, 05 May 2024US$809.7bUS$378.3bUS$23.8b22.2x34.1x2.1x
Tue, 02 Apr 2024US$854.5bUS$384.6bUS$25.6b21.4x33.4x2.2x
Thu, 29 Feb 2024US$809.7bUS$384.6bUS$25.4b19.6x31.8x2.1x
Sat, 27 Jan 2024US$785.7bUS$398.6bUS$31.6b20.5x24.9x2x
Mon, 25 Dec 2023US$811.0bUS$398.4bUS$31.6b21.7x25.7x2x
Wed, 22 Nov 2023US$763.5bUS$398.8bUS$31.6b19.1x24.1x1.9x
Fri, 20 Oct 2023US$726.8bUS$412.0bUS$31.3b15.2x23.2x1.8x
Sun, 17 Sep 2023US$779.3bUS$412.0bUS$31.2b16.9x25x1.9x
Tue, 15 Aug 2023US$789.7bUS$412.0bUS$31.2b15.5x25.3x1.9x
Thu, 13 Jul 2023US$820.8bUS$444.3bUS$39.1b13.9x21x1.8x
Sat, 10 Jun 2023US$780.0bUS$444.6bUS$39.1b13x20x1.8x
Mon, 08 May 2023US$785.6bUS$443.7bUS$39.6b13x19.8x1.8x
Wed, 05 Apr 2023US$795.3bUS$452.0bUS$42.6b12.7x18.7x1.8x
Fri, 03 Mar 2023US$829.3bUS$450.6bUS$40.0b13.3x20.7x1.8x
Sun, 29 Jan 2023US$828.4bUS$458.3bUS$41.8b15.4x19.8x1.8x
Tue, 27 Dec 2022US$788.2bUS$460.8bUS$43.3b14.1x18.2x1.7x
Thu, 24 Nov 2022US$833.0bUS$460.8bUS$43.3b15.1x19.2x1.8x
Sat, 22 Oct 2022US$744.8bUS$454.6bUS$44.6b14.2x16.7x1.6x
Mon, 19 Sep 2022US$756.1bUS$454.7bUS$45.5b14.2x16.6x1.7x
Wed, 17 Aug 2022US$846.2bUS$452.6bUS$44.7b17.3x18.9x1.9x
Price to Earnings Ratio

18.9x


Total Market Cap: US$846.2bTotal Earnings: US$44.7bTotal Revenue: US$452.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 33.2x202320242025
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 48.9x which is higher than its 3-year average PE of 33.2x.
  • 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 29% 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 Market2.39%
Materials4.29%
Chemicals1.86%
Specialty Chemicals3.10%
Industrial Gases2.75%
Diversified Chemicals0.72%
Commodity Chemicals-0.85%
Fertilizers and Agricultural Chemicals-3.64%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 56.2x.
    • Analysts are expecting annual earnings growth of 21.7%, which is higher than its past year's earnings growth of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 81% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 9.1% 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
LIN LindeUS$472.422.8%
+US$6.1b		5.7%PE33x
ECL EcolabUS$272.874.5%
+US$3.4b		14.7%PE36.2x
SHW Sherwin-WilliamsUS$352.162.5%
+US$2.2b		1.9%PE34.4x
SQM Sociedad Química y Minera de ChileUS$42.2217.9%
+US$1.8b		15.4%PE20x
APD Air Products and ChemicalsUS$288.742.5%
+US$1.6b		3.8%PE40.9x

Latest News

ECL
US$272.87
Ecolab
7D
4.5%
1Y
14.7%
WLK
US$79.00
Westlake
7D
4.7%
1Y
-45.9%
LYB
US$49.06
LyondellBasell Industries
7D
-8.2%
1Y
-49.3%
IFF
US$63.56
International Flavors & Fragrances
7D
-8.5%
1Y
-33.9%
SMG
US$58.45
Scotts Miracle-Gro
7D
-5.5%
1Y
-16.6%
CF
US$80.91
CF Industries Holdings
7D
-11.6%
1Y
1.4%
SQM
US$42.22
Sociedad Química y Minera de Chile
7D
17.9%
1Y
15.4%
LIN
US$472.42
Linde
7D
2.8%
1Y
5.7%
MOS
US$31.98
Mosaic
7D
-9.5%
1Y
18.2%
SHW
US$352.16
Sherwin-Williams
7D
2.5%
1Y
1.9%
CTVA
US$70.91
Corteva
7D
-0.4%
1Y
37.5%
ALB
US$75.48
Albemarle
7D
11.2%
1Y
-7.6%
PPG
US$106.95
PPG Industries
7D
2.4%
1Y
-10.3%
FMC
US$35.79
FMC
7D
-5.8%
1Y
-41.5%
APD
US$288.74
Air Products and Chemicals
7D
2.5%
1Y
3.8%
DOW
US$21.22
Dow
7D
-2.6%
1Y
-59.7%