Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Chemicals Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies126
  • 7D0.8%
  • 3M-10.2%
  • 1Y-14.7%
  • YTD-6.8%

Last week, the Chemicals industry hasn't moved much but Albemarle is up 11% in that time. As for the longer term, the industry has declined 15% in the last year. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$719.4bUS$371.7bUS$11.0b23.4x65.6x1.9x
Thu, 16 Oct 2025US$747.3bUS$367.8bUS$15.6b26.6x48x2x
Sat, 13 Sep 2025US$800.2bUS$367.7bUS$15.5b25.8x51.6x2.2x
Mon, 11 Aug 2025US$766.5bUS$367.9bUS$15.7b24.8x48.9x2.1x
Wed, 09 Jul 2025US$794.0bUS$376.6bUS$17.9b23.6x44.3x2.1x
Fri, 06 Jun 2025US$781.6bUS$378.4bUS$18.0b22.3x43.3x2.1x
Sun, 04 May 2025US$758.7bUS$379.0bUS$18.2b20x41.6x2x
Tue, 01 Apr 2025US$773.7bUS$380.9bUS$23.0b19.4x33.6x2x
Thu, 27 Feb 2025US$822.6bUS$380.8bUS$23.6b21.4x34.9x2.2x
Sat, 25 Jan 2025US$827.9bUS$384.4bUS$23.4b22.5x35.3x2.2x
Mon, 23 Dec 2024US$790.2bUS$384.3bUS$23.4b20.4x33.7x2.1x
Wed, 20 Nov 2024US$845.4bUS$385.1bUS$23.8b22.6x35.5x2.2x
Fri, 18 Oct 2024US$906.0bUS$388.6bUS$24.2b26.6x37.4x2.3x
Sun, 15 Sep 2024US$857.8bUS$383.8bUS$23.4b25.6x36.6x2.2x
Tue, 13 Aug 2024US$824.4bUS$384.5bUS$23.8b24.3x34.6x2.1x
Thu, 11 Jul 2024US$792.9bUS$379.9bUS$23.4b25.5x33.9x2.1x
Sat, 08 Jun 2024US$820.3bUS$377.3bUS$23.4b26.7x35x2.2x
Mon, 06 May 2024US$809.7bUS$378.3bUS$23.8b22.2x34.1x2.1x
Wed, 03 Apr 2024US$850.7bUS$384.6bUS$25.6b21.3x33.3x2.2x
Fri, 01 Mar 2024US$811.3bUS$384.6bUS$25.4b20.1x31.9x2.1x
Sun, 28 Jan 2024US$786.7bUS$397.4bUS$30.9b20.5x25.5x2x
Tue, 26 Dec 2023US$811.0bUS$398.4bUS$31.6b21.7x25.7x2x
Thu, 23 Nov 2023US$765.3bUS$398.8bUS$31.6b18.7x24.2x1.9x
Sat, 21 Oct 2023US$720.3bUS$412.0bUS$31.3b15.2x23x1.7x
Mon, 18 Sep 2023US$779.3bUS$412.0bUS$31.2b16.9x25x1.9x
Wed, 16 Aug 2023US$777.6bUS$412.0bUS$31.2b15.1x24.9x1.9x
Fri, 14 Jul 2023US$824.6bUS$444.3bUS$39.1b14.1x21.1x1.9x
Sun, 11 Jun 2023US$780.0bUS$444.6bUS$39.1b13x20x1.8x
Tue, 09 May 2023US$783.8bUS$443.7bUS$39.6b13x19.8x1.8x
Thu, 06 Apr 2023US$792.9bUS$452.0bUS$42.6b12.6x18.6x1.8x
Sat, 04 Mar 2023US$840.6bUS$452.6bUS$42.9b13.9x19.6x1.9x
Mon, 30 Jan 2023US$828.4bUS$458.4bUS$41.8b15.4x19.8x1.8x
Wed, 28 Dec 2022US$784.7bUS$460.8bUS$43.3b14.1x18.1x1.7x
Fri, 25 Nov 2022US$832.9bUS$460.8bUS$43.3b15.1x19.2x1.8x
Price to Earnings Ratio

19.2x


Total Market Cap: US$832.9bTotal Earnings: US$43.3bTotal Revenue: US$460.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 36.3x202320242025
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 65.6x which is higher than its 3-year average PE of 36.3x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 37% 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-0.39%
Materials0.78%
Chemicals0.83%
Diversified Chemicals8.53%
Fertilizers and Agricultural Chemicals2.15%
Commodity Chemicals1.53%
Specialty Chemicals0.64%
Industrial Gases0.49%
Industry PE
  • Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 58.9x.
    • Analysts are expecting annual earnings growth of 24.2%, which is higher than its past year's earnings decline of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 88% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 7.8% 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
SQM Sociedad Química y Minera de ChileUS$59.4714.6%
+US$2.2b		53.5%PE35.6x
ALB AlbemarleUS$117.7013.6%
+US$1.7b		13.1%PS2.8x
IFF International Flavors & FragrancesUS$65.133.7%
+US$601.8m		-24.8%PS1.5x
LYB LyondellBasell IndustriesUS$43.561.8%
+US$254.3m		-47.6%PS0.4x
ALTO Alto IngredientsUS$1.9922.8%
+US$28.6m		43.2%PS0.2x

Latest News

IFF
US$65.13
International Flavors & Fragrances
7D
3.7%
1Y
-24.8%

IFF: Future Sector Outperformance Will Be Driven By 2026 Growth Potential

Analysts have modestly adjusted their price targets for International Flavors & Fragrances, with a slight overall decrease reflecting mixed expectations for sector growth, macroeconomic headwinds, and shifting risk assessments. The consensus is moving lower by a few dollars per share.
WLK
US$59.05
Westlake
7D
-9.4%
1Y
-53.5%
ALB
US$117.70
Albemarle
7D
13.6%
1Y
13.1%
ECL
US$255.46
Ecolab
7D
-1.2%
1Y
3.9%
SHW
US$326.81
Sherwin-Williams
7D
-4.6%
1Y
-12.9%

SHW: Market Rebound Will Drive an Upswing Following Recent Executive Changes

The analyst price target for Sherwin-Williams has increased modestly to approximately $386.52 from $378.43. Analysts cite a mixed outlook with incremental improvements in revenue growth expectations despite ongoing macroeconomic challenges.
LIN
US$417.85
Linde
7D
-0.7%
1Y
-6.8%

LIN: Earnings Growth Acceleration Projected to Drive Share Price Momentum

Linde's analyst price target has shifted modestly lower from $511 to $505.61. Analysts factor in updated earnings forecasts and expectations for growth catalysts amid a challenging macroeconomic landscape.
ESI
US$24.94
Element Solutions
7D
-10.1%
1Y
-11.0%

ESI: Share Buyback Completion Will Drive Upward Repricing Potential

Analysts have raised their price target for Element Solutions from $30.10 to $32.10, citing improved revenue growth forecasts even though a slightly lower profit margin is expected. What's in the News Element Solutions completed the repurchase of 63,501,164 shares, accounting for 23.45% of its shares.
SQM
US$59.47
Sociedad Química y Minera de Chile
7D
14.6%
1Y
53.5%

SQM: Future Performance Will Depend On Lithium Prices And Regulatory Headwinds

Analysts have modestly adjusted the consensus price target for Sociedad Química y Minera de Chile, increasing it by $0. This reflects a balanced view that recognizes the company's continued earnings potential amidst both favorable lithium market dynamics and persistent regulatory headwinds.
APD
US$253.09
Air Products and Chemicals
7D
-2.1%
1Y
-22.8%

APD: Decarbonization Earnings Potential Will Drive Near-Term Upside Prospects

Analysts have revised their price target for Air Products and Chemicals downward, from approximately $324 to $315 per share. They cite a combination of slower expected revenue growth and adjustments to market conditions, despite ongoing optimism about the company's decarbonization earnings potential.
ALTO
US$1.99
Alto Ingredients
7D
22.8%
1Y
43.2%

Alto Ingredients, Inc. (NASDAQ:ALTO) Shares Fly 28% But Investors Aren't Buying For Growth

Nov 07
Alto Ingredients, Inc. (NASDAQ:ALTO) Shares Fly 28% But Investors Aren't Buying For Growth
SOLS
US$41.58
Solstice Advanced Materials
7D
-11.9%
1Y
n/a
CTVA
US$63.88
Corteva
7D
-2.6%
1Y
12.1%
LYB
US$43.56
LyondellBasell Industries
7D
1.8%
1Y
-47.6%

LYB: Future Profitability Will Benefit From Rebound in Catalyst Demand

The average analyst price target for LyondellBasell Industries has been reduced by $2 to $55. This change reflects more cautious expectations amid ongoing weakness in commodity markets and softer seasonal demand.
GRO
US$2.02
Brazil Potash
7D
-6.9%
1Y
n/a
MTX
US$57.23
Minerals Technologies
7D
0.9%
1Y
-28.7%

Minerals Technologies (NYSE:MTX) Is Paying Out A Larger Dividend Than Last Year

Oct 28
Minerals Technologies (NYSE:MTX) Is Paying Out A Larger Dividend Than Last Year
BCPC
US$155.53
Balchem
7D
0.2%
1Y
-12.2%