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U.S. Chemicals Industry Analysis

UpdatedApr 02, 2026
DataAggregated Company Financials
Companies131
  • 7D0.9%
  • 3M16.6%
  • 1Y5.9%
  • YTD15.4%

In the last week, the Chemicals industry is flat overall, with Scotts Miracle-Gro standing out by going down 9.8%. As for the the longer term, the industry is up 5.9% over the past 12 months. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Apr 2026US$835.9bUS$357.0bUS$7.3b28.9x114.1x2.3x
Sat, 28 Feb 2026US$838.1bUS$356.9bUS$7.3b24x115.2x2.3x
Mon, 26 Jan 2026US$790.2bUS$372.0bUS$11.0b25.5x71.8x2.1x
Wed, 24 Dec 2025US$724.4bUS$371.7bUS$11.0b23.6x65.8x1.9x
Fri, 21 Nov 2025US$699.8bUS$371.7bUS$11.0b21.4x63.5x1.9x
Sun, 19 Oct 2025US$738.5bUS$367.8bUS$15.6b25.9x47.5x2x
Tue, 16 Sep 2025US$794.2bUS$367.7bUS$15.5b26.5x51.3x2.2x
Thu, 14 Aug 2025US$774.6bUS$367.8bUS$15.7b26.1x49.3x2.1x
Sat, 12 Jul 2025US$806.9bUS$376.6bUS$17.9b24x45x2.1x
Mon, 09 Jun 2025US$780.4bUS$378.4bUS$18.0b22.1x43.3x2.1x
Wed, 07 May 2025US$751.5bUS$378.6bUS$18.1b20.2x41.4x2x
Fri, 04 Apr 2025US$789.6bUS$380.9bUS$23.0b18.9x34.3x2.1x
Sun, 02 Mar 2025US$820.7bUS$380.6bUS$23.2b23.1x35.4x2.2x
Tue, 28 Jan 2025US$824.2bUS$384.4bUS$23.4b22.4x35.2x2.1x
Thu, 26 Dec 2024US$794.0bUS$384.3bUS$23.4b20.5x33.9x2.1x
Sat, 23 Nov 2024US$857.1bUS$384.3bUS$23.5b22.8x36.5x2.2x
Mon, 21 Oct 2024US$906.9bUS$388.6bUS$24.2b26.4x37.4x2.3x
Wed, 18 Sep 2024US$865.2bUS$383.8bUS$23.4b26.1x36.9x2.3x
Fri, 16 Aug 2024US$827.9bUS$384.5bUS$23.8b25.6x34.7x2.2x
Sun, 14 Jul 2024US$821.6bUS$379.9bUS$23.4b26.8x35.1x2.2x
Tue, 11 Jun 2024US$813.4bUS$377.3bUS$23.4b26.6x34.7x2.2x
Thu, 09 May 2024US$828.0bUS$377.7bUS$23.5b22.3x35.2x2.2x
Sat, 06 Apr 2024US$836.9bUS$384.6bUS$25.6b21.8x32.7x2.2x
Mon, 04 Mar 2024US$816.9bUS$384.5bUS$25.5b20x32.1x2.1x
Wed, 31 Jan 2024US$789.7bUS$397.4bUS$30.9b21.1x25.6x2x
Fri, 29 Dec 2023US$816.7bUS$398.4bUS$31.6b21.7x25.8x2x
Sun, 26 Nov 2023US$769.4bUS$398.8bUS$31.6b19.4x24.3x1.9x
Tue, 24 Oct 2023US$711.5bUS$412.0bUS$31.3b15.9x22.7x1.7x
Thu, 21 Sep 2023US$764.9bUS$412.0bUS$31.2b16.5x24.5x1.9x
Sat, 19 Aug 2023US$772.0bUS$412.0bUS$31.2b15.3x24.7x1.9x
Mon, 17 Jul 2023US$819.7bUS$444.3bUS$39.1b13.9x21x1.8x
Wed, 14 Jun 2023US$799.0bUS$444.6bUS$39.1b13x20.4x1.8x
Fri, 12 May 2023US$771.5bUS$444.6bUS$39.2b12.9x19.7x1.7x
Sun, 09 Apr 2023US$789.7bUS$452.1bUS$42.6b12.6x18.5x1.7x
Price to Earnings Ratio

18.5x


Total Market Cap: US$789.7bTotal Earnings: US$42.6bTotal Revenue: US$452.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 44.6x202420252026
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 114x which is higher than its 3-year average PE of 44.6x.
  • 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 44% per year over the last three years,
  • Revenues have also declined 7.6% 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-0.32%
Materials3.66%
Chemicals0.92%
Diversified Chemicals1.60%
Commodity Chemicals1.57%
Fertilizers and Agricultural Chemicals1.54%
Specialty Chemicals1.20%
Industrial Gases0.19%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 21.0x.
    • Analysts are expecting annual earnings growth of 13.9%, which is lower than the prior year's growth of 40.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 64% over the next 5 years.
  • In contrast, the Industrial Gases industry is expected to see its earnings grow by 14% 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
CTVA CortevaUS$83.812.2%
+US$1.2b		31.0%PE47.2x
SHW Sherwin-WilliamsUS$325.701.2%
+US$922.3m		-7.9%PE31.2x
DOW DowUS$40.692.7%
+US$770.0m		16.6%PS0.7x
SQM Sociedad Química y Minera de ChileUS$81.823.4%
+US$759.8m		105.7%PE39.7x
LIN LindeUS$493.830.3%
+US$690.5m		5.1%PE33.2x

Latest News

SHW
US$325.70
Sherwin-Williams
7D
1.2%
1Y
-7.9%
ASPI
US$4.11
ASP Isotopes
7D
-18.5%
1Y
-20.3%
IFF
US$72.57
International Flavors & Fragrances
7D
2.6%
1Y
-7.7%
APD
US$289.43
Air Products and Chemicals
7D
-0.2%
1Y
-1.9%

APD: Easing Helium Pressures And Chemical Pricing Will Support Measured Turnaround

Narrative Update on Air Products and Chemicals The analyst price target for Air Products and Chemicals has been adjusted slightly higher to $306.62, with analysts pointing to a modestly lower discount rate, slightly stronger revenue growth assumptions, and research highlighting easing helium market pressures and potential pricing support across several chemical chains. Analyst Commentary Recent research points to a generally constructive tone around Air Products and Chemicals, with several firms adjusting ratings and price targets while still highlighting execution risks and project mix concerns.
ALB
US$178.47
Albemarle
7D
-1.6%
1Y
147.0%

ALB: Lithium Tightening And Cost Discipline Will Drive Bullish Re Rating Ahead

Analysts have nudged Albemarle's price targets higher across the board, with several firms lifting their views by $10 to more than $100, as they point to stronger lithium pricing, disciplined cost control, and improving sentiment around electric vehicle and energy storage demand. Analyst Commentary Bullish analysts are leaning into a more constructive view on Albemarle, with a cluster of upgrades and higher price targets tied to lithium pricing, cost discipline, and renewed interest in battery supply chains.
DOW
US$40.69
Dow
7D
2.7%
1Y
16.6%
PCT
US$5.11
PureCycle Technologies
7D
-8.8%
1Y
-30.8%
CTVA
US$83.81
Corteva
7D
2.2%
1Y
31.0%

CTVA: Crop Protection Uncertainty And SpinCo Separation Will Shape Future Risk Balance

The analyst price target for Corteva has been nudged higher, with a modest fair value uplift to $83.95 as analysts balance a series of recent target increases from multiple firms against more cautious views tied to softer crop protection trends. Analyst Commentary Recent research on Corteva reflects a split view, with several firms lifting price targets while others turn more cautious on near term fundamentals, especially in crop protection.
SQM
US$81.82
Sociedad Química y Minera de Chile
7D
3.4%
1Y
105.7%
LXU
US$14.94
LSB Industries
7D
-5.5%
1Y
127.7%
SMG
US$61.01
Scotts Miracle-Gro
7D
-9.8%
1Y
5.3%
EMN
US$75.81
Eastman Chemical
7D
6.2%
1Y
-14.1%
ESI
US$34.62
Element Solutions
7D
-1.8%
1Y
52.6%

ESI: Ongoing Buybacks And Refined Assumptions Will Support Future Upside Potential

Analysts now place Element Solutions' price target at about $38.78, up slightly from $38.50. This reflects refreshed assumptions around fair value and P/E, alongside modest tweaks to discount rate, revenue growth, and profit margin inputs.
LYB
US$76.71
LyondellBasell Industries
7D
-0.6%
1Y
8.6%

LYB: Dividend Cut And Supply Tightness Will Still Limit Share Upside

Analysts have raised their average price targets for LyondellBasell by a wide margin, with several firms moving into Buy or Outperform territory. They cite tighter polyethylene supply, potential margin upside in U.S. petrochemicals, and a recent dividend cut that they view as reducing balance sheet risk.
LIN
US$493.83
Linde
7D
0.3%
1Y
5.1%
PRM
US$25.88
Perimeter Solutions
7D
18.8%
1Y
146.7%