Materials
79 companies across 16 industries Β· combined market cap $1.58T
Median revenue growth
3.1%
Median operating margin
8.1%
Median fcf margin
4.5%
Median return on capital
8.3%
Median p/e
20.4x
Specialty Chemicals Β· 23
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams SHW | $82.9B | $23.6B | 2.1% | β | 19.9% | 31.1x | 2.5% |
| Ecolab ECL | $81.4B | $16.1B | 2.2% | 17.0% | 13.8% | 38.7x | 1.3% |
| PPG Industries PPG | $24.8B | $15.9B | 0.2% | β | 14.4% | 15.8x | 2.2% |
| International Flavors & Fragrances IFF | $24.2B | $10.9B | β5.2% | β3.5% | β1.4% | 82.6x | 0.3% |
| Albemarle ALB | $12.8B | $5.1B | β4.4% | β7.1% | β2.4% | β | 1.2% |
| RPM International RPM | $12.6B | $7.9B | 6.7% | β | 13.9% | 18.3x | 2.9% |
| Solstice Advanced Materials SOLS | $9.5B | $3.9B | 3.1% | β | 12.2% | 39.9x | 0.6% |
| Westlake WLK | $8.3B | $11.2B | β8.0% | β14.1% | β10.0% | β | 0.7% |
| Element Solutions ESI | $8.1B | $2.6B | 3.8% | 13.4% | 6.5% | 39.1x | 0.3% |
| NewMarket NEU | $8.0B | $2.7B | β2.2% | 20.0% | 16.3% | 18.7x | 0.7% |
| Eastman Chemical EMN | $7.5B | $8.8B | β6.7% | β | 6.5% | 16.9x | 0.6% |
| Axalta AXTA | $7.3B | $5.1B | β3.0% | 14.4% | 10.5% | 20.0x | 2.6% |
| Sensient Technologies SXT | $5.7B | $1.6B | 3.5% | 12.9% | 8.9% | 35.8x | 1.3% |
| Balchem BCPC | $5.7B | $1.0B | 8.8% | 20.2% | β | 33.3x | 2.2% |
| Celanese CE | $5.3B | $9.5B | β7.1% | β8.2% | β3.7% | β | 1.0% |
| Avient AVNT | $3.8B | $3.3B | 0.6% | 6.2% | 4.0% | 22.2x | 1.1% |
| H.B. Fuller FUL | $2.7B | $3.5B | β2.7% | β | 6.3% | 13.8x | 2.5% |
| Quaker Chemical KWR | $2.7B | $1.9B | 2.7% | 2.8% | 1.3% | 27.8x | 0.4% |
| Ingevity NGVT | $2.5B | $1.2B | β2.7% | 35.9% | 24.6% | 46.4x | 0.3% |
| Innospec IOSP | $2.4B | $1.8B | β3.7% | 7.3% | 11.1% | 20.1x | 0.0% |
| Minerals Technologies MTX | $2.0B | $2.1B | β2.2% | 2.3% | 1.6% | β | 1.8% |
| Stepan SCL | $1.5B | $2.3B | 7.0% | 3.4% | 3.6% | β | 0.6% |
| LyondellBasell LYB | β | $30.2B | β9.7% | β1.4% | β1.9% | β | 1.7% |
Steel Β· 10
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Nucor NUE | $59.0B | $32.5B | 5.7% | β | 8.6% | 20.6x | 0.0% |
| ArcelorMittal MT | $45.5B | $61.4B | β1.7% | 5.9% | 5.4% | β | οΏ½οΏ½ |
| Steel Dynamics STLD | $34.7B | $18.2B | 3.6% | 8.1% | 10.0% | 17.8x | 0.7% |
| Reliance RS | $21.6B | $14.3B | 3.3% | 7.1% | 9.4% | 27.1x | 0.6% |
| Cleveland-Cliffs CLF | $8.0B | $18.6B | β3.0% | β8.5% | β8.9% | β | 6.5% |
| Commercial Metals CMC | $7.0B | $9.4B | 20.5% | β | 12.9% | 10.7x | 1.6% |
| Warrior Met Coal HCC | $4.5B | $1.3B | β14.1% | 3.5% | 2.4% | 20.7x | 3.4% |
| Alpha Metallurgical Resources AMR | $2.1B | $2.1B | β28.0% | β2.9% | β4.2% | β | 2.6% |
| Worthington Steel WS | $2.0B | $3.4B | 11.3% | β0.0% | β0.1% | β | 0.9% |
| Metallus MTUS | $880M | $1.2B | 6.9% | β | 0.3% | 102.1x | 1.5% |
Paper & Plastic Packaging Products & Materials Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Smurfit Westrock SW | $22.0B | $31.2B | 47.7% | 5.5% | 4.1% | 44.1x | 1.4% |
| Packaging Corporation of America PKG | $22.0B | $9.0B | 7.2% | 12.3% | 11.8% | 32.1x | 0.7% |
| Amcor AMCR | $21.4B | $23.5B | 56.6% | 8.1% | 6.6% | 19.4x | 0.4% |
| International Paper IP | $17.6B | $23.6B | 49.3% | β | β12.3% | β | 1.5% |
| Avery Dennison AVY | $13.9B | $8.9B | 1.1% | β | 14.6% | 19.9x | 1.5% |
| Crown CCK | $12.9B | $12.4B | 4.8% | 12.6% | 13.7% | 16.9x | 1.7% |
| Sonoco SON | $5.0B | $7.5B | 41.7% | 13.5% | 9.4% | 4.9x | 0.3% |
| Graphic Packaging GPK | $2.6B | $8.6B | β2.2% | 9.3% | 7.3% | 13.3x | 3.0% |
Construction Materials Β· 6
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| CRH CRH | $56.8B | $37.4B | 5.3% | 14.5% | 11.8% | 15.0x | 1.8% |
| Vulcan Materials VMC | $34.3B | $7.9B | 7.1% | 20.4% | 9.8% | 31.2x | 2.6% |
| Martin Marietta Materials MLM | $30.5B | $6.2B | 8.6% | 23.4% | 7.7% | 12.5x | 2.0% |
| Eagle Materials EXP | $5.4B | $2.3B | 2.1% | β | 16.3% | 13.8x | 2.3% |
| United States Lime & Minerals USLM | $3.2B | $373M | 17.3% | 42.4% | 51.7% | 23.9x | 0.2% |
| Knife River KNF | $3.0B | $3.1B | 8.5% | 9.1% | 9.1% | 21.7x | 1.4% |
Fertilizers & Agricultural Chemicals Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| CF Industries CF | $18.6B | $7.1B | 19.3% | 32.5% | 20.6% | 9.0x | 1.8% |
| Corteva CTVA | $8.3B | $17.4B | 2.9% | β | 5.8% | 8.2x | 3.2% |
| Mosaic MOS | $5.7B | $12.1B | 8.4% | 6.8% | 2.5% | β | 3.3% |
| Scotts Miracle-Gro SMG | $3.5B | $3.4B | β3.9% | 10.5% | 13.4% | 50.3x | 0.2% |
| FMC FMC | $633M | $3.5B | β18.3% | β47.0% | β19.6% | β | 0.6% |
Metal, Glass & Plastic Containers Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Ball BALL | $17.3B | $13.2B | 11.6% | β | 10.4% | 18.4x | 1.6% |
| AptarGroup ATR | $8.1B | $3.8B | 5.4% | 13.3% | 11.4% | 22.8x | 1.2% |
| Silgan SLGN | $4.2B | $6.5B | 10.7% | β | 7.6% | 15.4x | 1.2% |
| O-I Glass OI | $993M | $6.4B | β1.6% | β | 4.2% | β | 0.9% |
| Greif GEF | β | $3.9B | β9.7% | 4.3% | 1.9% | β | 1.0% |
Diversified Chemicals Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Cabot CBT | $3.9B | $3.7B | β7.0% | 16.7% | 15.9% | 12.9x | 0.7% |
| Ashland Global ASH | $3.4B | $1.8B | β13.7% | β42.5% | β17.5% | 69.5x | 0.8% |
| Chemours CC | $1.9B | $5.8B | 0.5% | β | β0.2% | β | 1.7% |
| Olin OLN | $1.8B | $6.8B | 3.7% | 0.1% | 0.1% | β | 0.8% |
Diversified Metals & Mining Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Rio Tinto RIO | $136.6B | $57.6B | 7.4% | 25.9% | 14.9% | β | οΏ½οΏ½ |
| MP Materials MP | $6.8B | $224M | 10.1% | β66.6% | β10.4% | β | 0.7% |
| Materion MTRN | $4.7B | $1.8B | 6.0% | 6.2% | 7.3% | 51.5x | 0.9% |
Gold Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Newmont NEM | $114.4B | $22.7B | 21.3% | β | 20.6% | 12.7x | 4.6% |
| Royal Gold RGLD | $19.4B | $1.0B | 43.2% | 61.9% | 9.7% | 25.2x | 3.1% |
| Coeur Mining CDE | $13.9B | $2.1B | 96.4% | 34.2% | β | β | 3.1% |
Commodity Chemicals Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Dow DOW | $23.5B | $40.0B | β7.0% | β | β4.1% | β | 2.5% |
| Hawkins HWKN | $2.8B | $1.1B | 11.2% | 11.2% | 13.1% | 34.3x | 0.6% |
| Koppers KOP | $767M | $1.9B | β10.2% | 8.9% | 8.1% | β | 1.4% |
Aluminum Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Alcoa AA | $10.1B | $12.8B | 7.9% | β | 18.0% | 7.9x | 2.0% |
| Century Aluminum CENX | $3.3B | $2.5B | 13.9% | 6.3% | β | 5.4x | 3.8% |
| Kaiser Aluminum KALU | $1.8B | $3.4B | 11.5% | 5.6% | 7.7% | 8.3x | 6.7% |
Industrial Gases Β· 2
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Linde LIN | $236.4B | $34.0B | 3.0% | 26.3% | 11.7% | 32.9x | 0.3% |
| Air Products APD | $68.4B | $12.0B | β0.5% | β7.3% | β2.2% | β | 0.3% |
Copper Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Freeport-McMoRan FCX | $94.1B | $25.9B | 1.8% | 25.2% | 12.1% | 42.9x | 0.9% |
Silver Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Hecla Mining HL | $9.4B | $1.4B | 53.0% | 36.2% | 13.5% | 28.3x | 1.8% |
Paper Products Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Sylvamo SLVM | $1.3B | $3.4B | β11.2% | 7.5% | 10.9% | 17.4x | 0.3% |
Agricultural & Farm Machinery Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Lindsay LNN | $1.1B | $636M | β6.0% | 10.5% | 11.9% | 19.8x | 5.7% |