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U.S. Chemicals Industry Analysis

UpdatedNov 03, 2025
DataAggregated Company Financials
Companies126
  • 7D-4.4%
  • 3M-6.4%
  • 1Y-14.8%
  • YTD-4.8%

Over the last 7 days, the Chemicals industry has dropped 4.2%, driven by Linde declining 6.2%. The industry has fallen 14% in the last year. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Nov 2025US$723.6bUS$370.0bUS$13.3b24.7x54.4x2x
Wed, 01 Oct 2025US$766.5bUS$367.7bUS$15.6b25.5x49.3x2.1x
Fri, 29 Aug 2025US$805.1bUS$367.6bUS$15.5b26.7x51.8x2.2x
Sun, 27 Jul 2025US$801.1bUS$375.9bUS$16.6b23.5x48.2x2.1x
Tue, 24 Jun 2025US$766.5bUS$378.4bUS$18.1b21.9x42.3x2x
Thu, 22 May 2025US$773.1bUS$378.5bUS$17.1b22.6x45.1x2x
Sat, 19 Apr 2025US$725.0bUS$380.8bUS$23.0b17.4x31.5x1.9x
Mon, 17 Mar 2025US$783.9bUS$379.3bUS$22.8b21.4x34.3x2.1x
Wed, 12 Feb 2025US$815.0bUS$382.6bUS$23.0b21.1x35.5x2.1x
Fri, 10 Jan 2025US$776.5bUS$384.4bUS$23.5b19.1x33.1x2x
Sun, 08 Dec 2024US$847.4bUS$384.3bUS$23.4b22.6x36.2x2.2x
Tue, 05 Nov 2024US$854.8bUS$386.7bUS$24.5b25.2x34.9x2.2x
Thu, 03 Oct 2024US$890.7bUS$381.8bUS$23.8b25.4x37.5x2.3x
Sat, 31 Aug 2024US$865.3bUS$383.7bUS$23.4b25.6x36.9x2.3x
Mon, 29 Jul 2024US$836.8bUS$379.4bUS$23.4b27.4x35.7x2.2x
Wed, 26 Jun 2024US$815.4bUS$377.3bUS$23.4b25.5x34.8x2.2x
Fri, 24 May 2024US$828.2bUS$377.3bUS$23.4b25.9x35.3x2.2x
Sun, 21 Apr 2024US$804.2bUS$384.5bUS$25.7b20.8x31.3x2.1x
Tue, 19 Mar 2024US$838.2bUS$384.6bUS$25.4b20x33x2.2x
Thu, 15 Feb 2024US$774.8bUS$388.8bUS$31.6b19x24.5x2x
Sat, 13 Jan 2024US$794.6bUS$398.8bUS$31.9b20.4x24.9x2x
Mon, 11 Dec 2023US$770.6bUS$398.4bUS$31.6b19.6x24.4x1.9x
Wed, 08 Nov 2023US$739.8bUS$401.8bUS$32.4b16x22.9x1.8x
Fri, 06 Oct 2023US$737.8bUS$412.0bUS$31.2b15.4x23.6x1.8x
Sun, 03 Sep 2023US$798.8bUS$412.0bUS$31.2b16.7x25.6x1.9x
Tue, 01 Aug 2023US$841.3bUS$438.0bUS$37.7b14.3x22.3x1.9x
Thu, 29 Jun 2023US$796.1bUS$444.6bUS$39.1b13.5x20.4x1.8x
Sat, 27 May 2023US$755.8bUS$444.6bUS$39.1b12.7x19.3x1.7x
Mon, 24 Apr 2023US$797.0bUS$452.2bUS$42.9b12.8x18.6x1.8x
Wed, 22 Mar 2023US$776.3bUS$452.2bUS$42.6b12.3x18.2x1.7x
Fri, 17 Feb 2023US$819.6bUS$450.8bUS$41.3b14.2x19.9x1.8x
Sun, 15 Jan 2023US$828.0bUS$460.9bUS$43.3b15.1x19.1x1.8x
Tue, 13 Dec 2022US$816.9bUS$460.8bUS$43.3b14.5x18.9x1.8x
Thu, 10 Nov 2022US$780.0bUS$460.4bUS$43.3b13.3x18x1.7x
Price to Earnings Ratio

18x


Total Market Cap: US$780.0bTotal Earnings: US$43.3bTotal Revenue: US$460.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 35.7x202320242025
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 54.4x which is higher than its 3-year average PE of 35.7x.
  • 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 33% 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 Market-0.18%
Materials-2.42%
Chemicals-4.42%
Specialty Chemicals-2.18%
Industrial Gases-5.98%
Fertilizers and Agricultural Chemicals-6.12%
Commodity Chemicals-7.89%
Diversified Chemicals-9.46%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry, which is trading close to its 3-year average PE ratio of 58.5x.
    • Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings decline of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 86% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 8.8% 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
SHW Sherwin-WilliamsUS$344.942.6%
+US$1.7b		-7.9%PE33.1x
SQM Sociedad Química y Minera de ChileUS$48.9910.4%
+US$1.3b		23.2%PE29.3x
PRM Perimeter SolutionsUS$23.5110.9%
+US$372.9m		71.9%PE44.6x
DD DuPont de NemoursUS$81.650.8%
+US$268.0m		-1.0%PE481.5x
NEU NewMarketUS$767.901.6%
+US$116.2m		46.3%PE16.2x

Latest News

NEU
US$767.90
NewMarket
7D
1.6%
1Y
46.3%
CTVA
US$61.44
Corteva
7D
-3.9%
1Y
0.4%
KWR
US$138.89
Quaker Chemical
7D
3.9%
1Y
-13.8%
PRM
US$23.51
Perimeter Solutions
7D
10.9%
1Y
71.9%
DD
US$81.65
DuPont de Nemours
7D
0.8%
1Y
-1.0%

DD: Qnity Separation And Water Solutions Will Drive Outperformance

Analysts have slightly reduced their price target for DuPont de Nemours from $93.81 to $93.69. This change reflects modest adjustments in growth forecasts and profitability expectations.
LIN
US$418.30
Linde
7D
-6.2%
1Y
-8.5%
WLK
US$68.81
Westlake
7D
-13.7%
1Y
-47.7%
ESI
US$26.72
Element Solutions
7D
0.9%
1Y
-2.5%
ECL
US$256.40
Ecolab
7D
-8.3%
1Y
4.9%

The Ecolab Inc. (NYSE:ECL) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Oct 31
The Ecolab Inc. (NYSE:ECL) Third-Quarter Results Are Out And Analysts Have Published New Forecasts
FMC
US$15.17
FMC
7D
-50.5%
1Y
-76.1%
PPG
US$97.75
PPG Industries
7D
-7.3%
1Y
-21.7%
SHW
US$344.94
Sherwin-Williams
7D
2.6%
1Y
-7.9%

Execution Will Drive Recovery Amid Demand Challenges And Macro Uncertainty

The analyst consensus price target for Sherwin-Williams has decreased slightly by $1.10 to $378.43. Analysts cite ongoing macroeconomic uncertainty, weaker margins, and inconsistent demand across key end markets.
SQM
US$48.99
Sociedad Química y Minera de Chile
7D
10.4%
1Y
23.2%

Lithium Price Shifts And Royalties Will Influence Future Share Performance

Analysts have raised their fair value estimate for Sociedad Química y Minera de Chile from $50.99 to $52.03, citing improved lithium price outlooks and continued robust revenue growth potential. However, they caution on the company’s exposure to Chilean royalties.
DOW
US$23.85
Dow
7D
-7.3%
1Y
-50.3%
ASPI
US$10.13
ASP Isotopes
7D
3.2%
1Y
30.0%
APD
US$242.59
Air Products and Chemicals
7D
-5.1%
1Y
-20.7%