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U.S. Commodity Chemicals Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies38
  • 7D1.2%
  • 3M52.7%
  • 1Y32.9%
  • YTDn/a

Over the last 7 days, the Commodity Chemicals industry has risen 1.2%, driven by gains from Westlake of 5.4%. This takes the industry's 12 month performance to a gain of 33%. As for the next few years, earnings are expected to grow by 64% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$87.6bUS$106.3b-US$5,968,484,792.0013.8x-14.7x0.8x
Tue, 03 Mar 2026US$70.4bUS$106.3b-US$5,727,700,792.0013.1x-12.3x0.7x
Thu, 29 Jan 2026US$63.0bUS$115.2b-US$4,011,647,766.0017.6x-15.7x0.5x
Sat, 27 Dec 2025US$54.4bUS$115.2b-US$4,009,928,968.0022.6x-13.6x0.5x
Mon, 24 Nov 2025US$51.8bUS$115.2b-US$4,012,531,376.0023.3x-12.9x0.4x
Wed, 22 Oct 2025US$56.2bUS$117.4b-US$1,304,913,762.0019.1x-43.1x0.5x
Fri, 19 Sep 2025US$63.6bUS$117.5b-US$1,313,510,977.0018.5x-48.4x0.5x
Sun, 17 Aug 2025US$61.7bUS$117.5b-US$1,350,181,363.0015.3x-45.7x0.5x
Tue, 15 Jul 2025US$70.5bUS$119.7bUS$1.5b21.6x48.2x0.6x
Thu, 12 Jun 2025US$68.2bUS$119.7bUS$1.5b20.9x46.7x0.6x
Sat, 10 May 2025US$64.5bUS$119.7bUS$1.5b17.5x43x0.5x
Mon, 07 Apr 2025US$64.6bUS$121.0bUS$3.4b13.4x19.3x0.5x
Wed, 05 Mar 2025US$79.8bUS$121.0bUS$3.4b15.7x23.7x0.7x
Fri, 31 Jan 2025US$88.6bUS$121.5bUS$3.8b15.3x23.3x0.7x
Sun, 29 Dec 2024US$87.5bUS$121.7bUS$3.7b13.3x23.5x0.7x
Tue, 26 Nov 2024US$100.0bUS$121.7bUS$3.7b16.5x26.9x0.8x
Thu, 24 Oct 2024US$107.5bUS$121.6bUS$4.0b14x26.6x0.9x
Sat, 21 Sep 2024US$110.9bUS$121.6bUS$4.1b13.8x26.8x0.9x
Mon, 19 Aug 2024US$110.4bUS$121.6bUS$4.1b14.1x26.7x0.9x
Wed, 17 Jul 2024US$110.7bUS$121.8bUS$3.7b15.4x30.2x0.9x
Fri, 14 Jun 2024US$114.6bUS$121.8bUS$3.7b15.3x31.3x0.9x
Sun, 12 May 2024US$119.7bUS$121.8bUS$3.7b15.1x32.4x1x
Tue, 09 Apr 2024US$121.1bUS$123.9bUS$3.6b13.7x33.9x1x
Thu, 07 Mar 2024US$113.7bUS$123.8bUS$3.5b12.8x32.8x0.9x
Sat, 03 Feb 2024US$107.0bUS$126.3bUS$4.3b11.7x25x0.8x
Mon, 01 Jan 2024US$110.9bUS$127.9bUS$5.1b10.9x21.6x0.9x
Wed, 29 Nov 2023US$103.8bUS$128.4bUS$5.2b9.5x19.9x0.8x
Fri, 27 Oct 2023US$97.7bUS$132.2bUS$5.6b9x17.3x0.7x
Sun, 24 Sep 2023US$103.0bUS$135.8bUS$6.2b10.2x16.6x0.8x
Tue, 22 Aug 2023US$109.9bUS$135.8bUS$6.2b9.5x17.7x0.8x
Thu, 20 Jul 2023US$108.6bUS$151.8bUS$9.5b8.7x11.4x0.7x
Sat, 17 Jun 2023US$105.8bUS$151.8bUS$9.5b7.8x11.2x0.7x
Mon, 15 May 2023US$103.6bUS$151.8bUS$9.5b7.9x11x0.7x
Wed, 12 Apr 2023US$117.6bUS$161.4bUS$12.7b8.6x9.2x0.7x
Price to Earnings Ratio

9.2x


Total Market Cap: US$117.6bTotal Earnings: US$12.7bTotal Revenue: US$161.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Commodity Chemicals Industry Price to Earnings3Y Average 19.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Commodity Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
  • Total earnings for the Commodity Chemicals industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 13% per year, which is driving profits down.

Industry Comparison

How does U.S. Commodity Chemicals compare with similar industries?

US Market3.46%
Materials4.64%
Chemicals1.49%
Commodity Chemicals1.19%
Fertilizers and Agricultural Chemicals1.99%
Industrial Gases1.92%
Specialty Chemicals1.10%
Diversified Chemicals-1.67%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
WLK WestlakeUS$119.405.4%
+US$781.5m		35.0%PS1.4x
DOW DowUS$41.401.4%
+US$417.4m		46.8%PS0.7x
CBT CabotUS$75.932.5%
+US$95.0m		-3.0%PE13x
ASIX AdvanSixUS$25.325.2%
+US$33.9m		24.4%PE13.8x
PCT PureCycle TechnologiesUS$5.422.7%
+US$25.3m		-9.5%PS117.2x

Latest News

DOW
US$41.40
Dow
7D
1.4%
1Y
46.8%

DOW: Tighter Polyethylene Supply And Share Buybacks Will Support Higher Future Multiple

Analysts have lifted the fair value estimate for Dow to $48.00 from $38.39 as higher price targets cluster around expectations for tighter polyethylene supply, stronger near term margins, and a higher future P/E profile. Analyst Commentary Recent research on Dow reflects a clear turn toward more constructive views, with multiple upgrades and higher price targets clustered around expectations for tighter polyethylene supply, firmer margins, and a richer P/E profile.
OLN
US$28.57
Olin
7D
-1.5%
1Y
42.1%

OLN: Cost Actions And Supply Shifts Will Shape Post 2025 Recovery Path

The analyst price target for Olin has been adjusted to $28.00. Analysts cite updated commodity chemical forecasts, recent earnings model revisions, and changing supply expectations linked to geopolitical disruptions as key drivers of the change.
WLK
US$119.40
Westlake
7D
5.4%
1Y
35.0%
KOP
US$37.29
Koppers Holdings
7D
-1.7%
1Y
49.2%

KOP: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts kept their average price target for Koppers Holdings steady at about $49.67, citing only minor adjustments in discount rate, long term revenue growth, profit margin assumptions and expected future P/E as reasons for maintaining their view. What's in the News Koppers issued financial guidance for 2026, with expected net sales in a range of about $1.9 billion to $2.0 billion (Key Developments).
LYB
US$79.60
LyondellBasell Industries
7D
-1.1%
1Y
37.3%

LYB: Tighter Polyethylene Supply And Dividend Cut Are Expected To ReRate Shares

Analysts have raised the price target on LyondellBasell Industries to $90, up from about $86.92. They cite higher assumed revenue growth, a lower profit margin, and a higher future P/E in light of recent upgrades and price target increases across the Street.
ASIX
US$25.32
AdvanSix
7D
5.2%
1Y
24.4%

Cost Savings And Fertilizer Demand Tailwinds Will Support Stronger Future Potential

Catalysts About AdvanSix AdvanSix is an integrated manufacturer of nylon solutions, chemical intermediates and ammonium sulfate fertilizers serving agriculture and industrial end markets. What are the underlying business or industry changes driving this perspective?
OEC
US$6.34
Orion
7D
4.6%
1Y
-44.7%
MATV
US$8.48
Mativ Holdings
7D
-0.4%
1Y
74.5%

MATV: Future Upside Will Rely On Higher P/E Expectations

Analysts have adjusted their price target for Mativ Holdings from $12.00 to $15.50, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Mativ Holdings reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 million under its existing buyback program, representing 0% of shares outstanding in that period (Key Developments).
ORGN
US$2.18
Origin Materials
7D
-40.6%
1Y
-87.8%
PCT
US$5.42
PureCycle Technologies
7D
2.7%
1Y
-9.5%
KRO
US$6.37
Kronos Worldwide
7D
-0.9%
1Y
-4.8%
HWKN
US$151.53
Hawkins
7D
-0.4%
1Y
41.5%
TROX
US$9.18
Tronox Holdings
7D
0.7%
1Y
74.5%

TROX: Earnings Improvement Plans And Plant Closure Will Support Future Upside

Analysts have lifted their price targets on Tronox Holdings into a rough $4 to $7.50 range, citing expectations for gradual earnings improvement and modestly higher modeled revenue growth and profit margins. Analyst Commentary Recent research updates on Tronox show a cluster of higher price targets, with several bullish analysts marking up their models even while keeping a cautious eye on the earnings backdrop.
CBT
US$75.93
Cabot
7D
2.5%
1Y
-3.0%
LOOP
US$1.49
Loop Industries
7D
9.6%
1Y
49.0%

After Leaping 28% Loop Industries, Inc. (NASDAQ:LOOP) Shares Are Not Flying Under The Radar

Jan 17
After Leaping 28% Loop Industries, Inc. (NASDAQ:LOOP) Shares Are Not Flying Under The Radar