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U.S. Chemicals Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies122
  • 7D-2.0%
  • 3M-0.9%
  • 1Y-12.8%
  • YTD1.6%

Over the last 7 days, the Chemicals industry has dropped 2.0%, driven by a pullback from Air Products and Chemicals of 8.1%. The industry has fallen 13% in the last year. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025US$758.1bUS$367.7bUS$15.5b25.9x48.8x2.1x
Mon, 25 Aug 2025US$807.5bUS$367.6bUS$15.5b26.9x52x2.2x
Wed, 23 Jul 2025US$794.1bUS$376.6bUS$17.8b23.3x44.6x2.1x
Fri, 20 Jun 2025US$763.8bUS$378.4bUS$18.1b21.4x42.1x2x
Sun, 18 May 2025US$775.3bUS$378.5bUS$17.2b23.2x45.2x2x
Tue, 15 Apr 2025US$720.0bUS$380.8bUS$23.0b18x31.3x1.9x
Thu, 13 Mar 2025US$789.2bUS$379.3bUS$22.8b21.3x34.5x2.1x
Sat, 08 Feb 2025US$825.2bUS$382.4bUS$22.7b21x36.4x2.2x
Mon, 06 Jan 2025US$771.8bUS$384.3bUS$23.4b19.9x32.9x2x
Wed, 04 Dec 2024US$871.2bUS$384.3bUS$23.4b22.8x37.2x2.3x
Fri, 01 Nov 2024US$856.7bUS$386.7bUS$24.7b24.3x34.7x2.2x
Sun, 29 Sep 2024US$895.1bUS$383.8bUS$23.4b26x38.2x2.3x
Tue, 27 Aug 2024US$857.5bUS$383.8bUS$23.4b25.5x36.6x2.2x
Thu, 25 Jul 2024US$831.6bUS$379.9bUS$23.6b27.2x35.3x2.2x
Sat, 22 Jun 2024US$811.3bUS$377.3bUS$23.4b25.8x34.6x2.1x
Mon, 20 May 2024US$832.8bUS$377.3bUS$23.4b26.3x35.5x2.2x
Wed, 17 Apr 2024US$808.0bUS$384.6bUS$25.6b20.7x31.6x2.1x
Fri, 15 Mar 2024US$845.9bUS$384.6bUS$25.4b20.8x33.3x2.2x
Sun, 11 Feb 2024US$776.7bUS$388.6bUS$31.5b20.3x24.7x2x
Tue, 09 Jan 2024US$803.3bUS$398.8bUS$31.9b20.8x25.2x2x
Thu, 07 Dec 2023US$762.9bUS$398.4bUS$31.6b19.8x24.1x1.9x
Sat, 04 Nov 2023US$744.7bUS$401.8bUS$29.4b16.2x25.3x1.9x
Mon, 02 Oct 2023US$750.7bUS$411.9bUS$31.2b15.8x24.1x1.8x
Wed, 30 Aug 2023US$792.0bUS$412.0bUS$31.2b16.3x25.4x1.9x
Fri, 28 Jul 2023US$838.2bUS$440.1bUS$37.9b13.9x22.1x1.9x
Sun, 25 Jun 2023US$782.6bUS$444.6bUS$39.1b13.1x20x1.8x
Tue, 23 May 2023US$776.4bUS$444.6bUS$39.1b12.9x19.9x1.7x
Thu, 20 Apr 2023US$811.7bUS$452.1bUS$42.7b12.9x19x1.8x
Sat, 18 Mar 2023US$751.1bUS$452.2bUS$42.6b11.9x17.6x1.7x
Mon, 13 Feb 2023US$820.2bUS$450.3bUS$40.3b14.1x20.3x1.8x
Wed, 11 Jan 2023US$804.4bUS$460.9bUS$43.3b14.7x18.6x1.7x
Fri, 09 Dec 2022US$815.9bUS$460.8bUS$43.3b14.5x18.8x1.8x
Sun, 06 Nov 2022US$773.1bUS$457.7bUS$45.4b13.9x17x1.7x
Tue, 04 Oct 2022US$727.7bUS$454.8bUS$45.5b14.3x16x1.6x
Price to Earnings Ratio

16x


Total Market Cap: US$727.7bTotal Earnings: US$45.5bTotal Revenue: US$454.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 34.6x202320242025
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 48.8x which is higher than its 3-year average PE of 34.6x.
  • The 3-year average PS ratio of 2.4x 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 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 Market-0.61%
Materials-0.92%
Chemicals-1.96%
Fertilizers and Agricultural Chemicals-0.82%
Specialty Chemicals-1.41%
Industrial Gases-2.54%
Commodity Chemicals-3.77%
Diversified Chemicals-6.46%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 57.5x.
    • Analysts are expecting annual earnings growth of 22.9%, 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 80% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 7.4% 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
ECL EcolabUS$271.002.1%
+US$1.6b		6.4%PE36x
CF CF Industries HoldingsUS$92.138.3%
+US$1.1b		7.6%PE11.5x
ALB AlbemarleUS$88.107.6%
+US$736.7m		-8.3%PS2.1x
MOS MosaicUS$35.323.9%
+US$425.3m		30.7%PE11.9x
SQM Sociedad Química y Minera de ChileUS$44.241.8%
+US$219.9m		6.1%PE26.5x

Latest News

NEU
US$830.15
NewMarket
7D
1.7%
1Y
50.2%

NewMarket (NYSE:NEU) Has A Rock Solid Balance Sheet

Sep 27
NewMarket (NYSE:NEU) Has A Rock Solid Balance Sheet
ECL
US$271.00
Ecolab
7D
2.1%
1Y
6.4%
ALB
US$88.10
Albemarle
7D
7.6%
1Y
-8.3%
SQM
US$44.24
Sociedad Química y Minera de Chile
7D
1.8%
1Y
6.1%
LYB
US$49.45
LyondellBasell Industries
7D
-4.9%
1Y
-48.7%

Circular Recycling And Renewable Feedstock Investments Will Redefine Global Chemicals

Analysts have lowered LyondellBasell’s price target due to sustained oversupply, weak core demand, and pressured margins—particularly in polyethylene—while increased market multiples provide only partial support, resulting in a new consensus fair value of $59.61. Analyst Commentary Bearish analysts cite continued headwinds from elevated supply and weak demand in core commodity markets, limiting upside potential.
DD
US$76.18
DuPont de Nemours
7D
-2.5%
1Y
-14.9%

Electronics, Healthcare And Water Will Drive Future Success

Despite a reduced revenue growth outlook, improved net profit margins have driven the consensus analyst price target for DuPont de Nemours up from $89.31 to $92.67. What's in the News DuPont is actively pursuing strategic bolt-on acquisitions, focusing on enhancing capabilities and targeting growth opportunities, while maintaining a balanced approach between buybacks and M&A.
APD
US$266.78
Air Products and Chemicals
7D
-8.1%
1Y
-11.2%
SHW
US$341.91
Sherwin-Williams
7D
-1.4%
1Y
-10.7%

The Sherwin-Williams Company's (NYSE:SHW) Price Is Out Of Tune With Earnings

Sep 23
The Sherwin-Williams Company's (NYSE:SHW) Price Is Out Of Tune With Earnings
IFF
US$60.72
International Flavors & Fragrances
7D
-4.4%
1Y
-42.2%
MOS
US$35.32
Mosaic
7D
3.9%
1Y
30.7%
ASPI
US$10.55
ASP Isotopes
7D
7.0%
1Y
287.9%
PPG
US$103.65
PPG Industries
7D
-5.3%
1Y
-23.0%
HWKN
US$176.97
Hawkins
7D
1.9%
1Y
41.1%
CF
US$92.13
CF Industries Holdings
7D
8.3%
1Y
7.6%
LIN
US$474.41
Linde
7D
-1.0%
1Y
-1.1%

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

Sep 05
Linde (NASDAQ:LIN) Is Experiencing Growth In Returns On Capital
CTVA
US$68.09
Corteva
7D
-3.9%
1Y
16.2%

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.