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U.S. Chemicals Industry Analysis

UpdatedSep 07, 2025
DataAggregated Company Financials
Companies125
  • 7D-1.0%
  • 3M2.2%
  • 1Y-2.9%
  • YTD5.2%

Over the last 7 days, the Chemicals industry has dropped 1.0%, driven by Linde declining 1.8%. As for the longer term, the industry's performance has been flat for 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, 07 Sep 2025US$788.9bUS$367.6bUS$15.5b26.9x50.8x2.1x
Tue, 05 Aug 2025US$756.0bUS$374.7bUS$15.1b24.1x50x2x
Thu, 03 Jul 2025US$795.6bUS$376.6bUS$17.9b23.7x44.4x2.1x
Sat, 31 May 2025US$770.5bUS$378.4bUS$18.1b22x42.7x2x
Mon, 28 Apr 2025US$737.0bUS$379.8bUS$21.7b19.2x34x1.9x
Wed, 26 Mar 2025US$786.9bUS$380.9bUS$23.0b20.5x34.1x2.1x
Fri, 21 Feb 2025US$825.9bUS$380.9bUS$22.9b22.2x36x2.2x
Sun, 19 Jan 2025US$817.6bUS$384.4bUS$23.4b23.2x34.9x2.1x
Tue, 17 Dec 2024US$825.9bUS$384.3bUS$23.4b22x35.2x2.1x
Thu, 14 Nov 2024US$849.1bUS$385.0bUS$23.7b23.9x35.8x2.2x
Sat, 12 Oct 2024US$890.6bUS$388.7bUS$24.2b26.6x36.8x2.3x
Mon, 09 Sep 2024US$832.8bUS$383.8bUS$23.4b25.4x35.5x2.2x
Wed, 07 Aug 2024US$811.8bUS$385.3bUS$24.2b24.9x33.5x2.1x
Fri, 05 Jul 2024US$798.3bUS$379.9bUS$23.4b25.3x34.1x2.1x
Sun, 02 Jun 2024US$827.0bUS$377.3bUS$23.4b25.9x35.3x2.2x
Tue, 30 Apr 2024US$806.2bUS$382.7bUS$26.3b21.3x30.6x2.1x
Thu, 28 Mar 2024US$854.7bUS$384.6bUS$25.4b22.1x33.7x2.2x
Sat, 24 Feb 2024US$811.5bUS$384.6bUS$25.5b19.6x31.8x2.1x
Mon, 22 Jan 2024US$783.8bUS$398.9bUS$31.7b20x24.7x2x
Wed, 20 Dec 2023US$808.4bUS$398.4bUS$31.6b22.1x25.6x2x
Fri, 17 Nov 2023US$762.4bUS$398.9bUS$31.7b18x24x1.9x
Sun, 15 Oct 2023US$739.1bUS$412.0bUS$31.2b15.6x23.7x1.8x
Tue, 12 Sep 2023US$783.3bUS$411.9bUS$31.2b15.4x25.1x1.9x
Thu, 10 Aug 2023US$790.6bUS$411.9bUS$30.8b15.9x25.7x1.9x
Sat, 08 Jul 2023US$803.3bUS$444.3bUS$39.1b14.5x20.6x1.8x
Mon, 05 Jun 2023US$777.6bUS$444.6bUS$39.1b13.3x19.9x1.7x
Wed, 03 May 2023US$787.5bUS$444.1bUS$40.1b12.8x19.6x1.8x
Fri, 31 Mar 2023US$789.9bUS$452.0bUS$42.6b12.6x18.5x1.7x
Sun, 26 Feb 2023US$814.4bUS$450.4bUS$40.0b12.9x20.3x1.8x
Tue, 24 Jan 2023US$826.0bUS$461.1bUS$43.3b15.3x19.1x1.8x
Thu, 22 Dec 2022US$790.3bUS$460.8bUS$43.3b14.2x18.2x1.7x
Sat, 19 Nov 2022US$809.0bUS$460.7bUS$43.3b14.8x18.7x1.8x
Mon, 17 Oct 2022US$705.9bUS$455.1bUS$45.5b14x15.5x1.6x
Wed, 14 Sep 2022US$812.2bUS$454.7bUS$45.5b15.1x17.9x1.8x
Price to Earnings Ratio

17.9x


Total Market Cap: US$812.2bTotal Earnings: US$45.5bTotal Revenue: US$454.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 34x202320242025
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 50.8x which is higher than its 3-year average PE of 34.0x.
  • 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 30% per year over the last three years,
  • Revenues have also declined 6.8% 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 Market0.43%
Materials0.42%
Chemicals-1.01%
Diversified Chemicals0.62%
Specialty Chemicals-0.025%
Commodity Chemicals-0.49%
Industrial Gases-1.75%
Fertilizers and Agricultural Chemicals-2.89%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 57.0x.
    • Analysts are expecting annual earnings growth of 21.8%, which is higher than its past year's earnings growth of 12.2% 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 8.0% 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$372.431.8%
+US$1.6b		3.2%PE36.4x
DD DuPont de NemoursUS$77.821.2%
+US$376.8m		-1.7%PE458.9x
WLK WestlakeUS$89.421.8%
+US$205.2m		-33.8%PS1x
OLN OlinUS$25.317.0%
+US$189.2m		-39.1%PS0.4x
RPM RPM InternationalUS$126.621.0%
+US$168.1m		9.8%PE23.7x

Latest News

ECL
US$273.56
Ecolab
7D
-1.3%
1Y
11.6%

Digital Technologies And Life Sciences Will Open New Markets

Ecolab’s consensus analyst price target was modestly raised to $285.95, reflecting increased confidence in growth and margin expansion from the "One Ecolab" initiative and improved sector sentiment, despite valuation concerns. Analyst Commentary Bullish analysts cite the "One Ecolab" initiative as a catalyst for accelerating growth and driving margin expansion.
DD
US$77.82
DuPont de Nemours
7D
1.2%
1Y
-1.7%
RPM
US$126.62
RPM International
7D
1.0%
1Y
9.8%
APD
US$289.86
Air Products and Chemicals
7D
-1.4%
1Y
7.9%

Air Products and Chemicals (NYSE:APD) Will Want To Turn Around Its Return Trends

Sep 05
Air Products and Chemicals (NYSE:APD) Will Want To Turn Around Its Return Trends
LIN
US$469.52
Linde
7D
-1.8%
1Y
2.8%

Linde (NASDAQ:LIN) Is Experiencing Growth In Returns On Capital

Sep 05
Linde (NASDAQ:LIN) Is Experiencing Growth In Returns On Capital
ALB
US$81.54
Albemarle
7D
-4.0%
1Y
6.0%
IFF
US$66.03
International Flavors & Fragrances
7D
-2.2%
1Y
-35.9%
SHW
US$372.43
Sherwin-Williams
7D
1.8%
1Y
3.2%

Expanding Store Footprint And Global Markets Will Unlock Opportunities

Sherwin-Williams faces persistent volume and demand weakness leading to downward guidance revisions and "messy" recent earnings, but ongoing investment and market share gains position the company for future recovery, with the analyst price target effectively unchanged at $379.52. Analyst Commentary Volume growth remains elusive and housing-related demand is weak, leading to downward guidance revisions.
CE
US$48.73
Celanese
7D
2.3%
1Y
-59.4%

Lightweight Automotive And Green Chemistry Will Open Future Markets

Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.
CTVA
US$72.30
Corteva
7D
-2.5%
1Y
30.7%

High-Yield Seed Demand And Eco Policies Will Transform Agriculture

Analysts maintained their price target for Corteva at $80.76, citing margin expansion and EBITDA growth driven by successful innovation, favorable market fundamentals, and strong execution. Analyst Commentary Ongoing cost reductions, successful innovation, and strong execution are driving margin expansion and double-digit EBITDA growth.
ICL
US$6.08
ICL Group
7D
-5.6%
1Y
46.5%
ESI
US$26.21
Element Solutions
7D
1.9%
1Y
4.9%
OLN
US$25.31
Olin
7D
7.0%
1Y
-39.1%
LYB
US$55.08
LyondellBasell Industries
7D
-2.3%
1Y
-41.1%
WLK
US$89.42
Westlake
7D
1.8%
1Y
-33.8%

Westlake (NYSE:WLK) Will Pay A Larger Dividend Than Last Year At $0.53

Aug 14
Westlake (NYSE:WLK) Will Pay A Larger Dividend Than Last Year At $0.53
AXTA
US$31.82
Axalta Coating Systems
7D
1.8%
1Y
-8.0%