Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Chemicals Stocks

Chemicals: Celanese Corporation owns the largest revenue base; ASP Isotopes Inc. has the fastest current growth.

01 · the industry itself · before any single company

How has Chemicals moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 66% behind S&P 500. Earnings across its companies fell 52% on average over the last four reported quarters.

ASLEEP · 1y +12.5%~Price down, no fundamental support0 of 15 companies ahead of S&P 500 by 5% or more over three months

RS — · 5/15 >200d (+1) · 0/15 lead (+0) · EPS 6/15↑

20020262025202420232022 150348 TRAILING 12-MONTH EPS · 100 AT THE START0100102Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 10 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 96, against 100 at the start · no comparable year yet · 11 reportingDec 2022 · trailing 12-month earnings per share at 70, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 57, against 100 at the start · down 47.5% on a year ago · 11 reportingJun 2023 · trailing 12-month earnings per share at 36, against 100 at the start · down 62.2% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 40, against 100 at the start · down 50.9% on a year ago · 10 reportingDec 2023 · trailing 12-month earnings per share at 35, against 100 at the start · down 63.9% on a year ago · 10 reportingMar 2024 · trailing 12-month earnings per share at 25, against 100 at the start · down 60.5% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 22, against 100 at the start · down 29.7% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 24, against 100 at the start · down 26.1% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 17, against 100 at the start · down 10.7% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 6, against 100 at the start · down 5.5% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 0, against 100 at the start · down 14.1% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 5, against 100 at the start · down 43.9% on a year ago · 11 reportingDec 2025 · trailing 12-month earnings per share at 0, against 100 at the start · down 51.1% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two0 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 150348 TRAILING 12-MONTH EPS · 100 AT THE START0100102Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 10 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · no comparable year yet · 11 reportingSep 2022 · trailing 12-month earnings per share at 96, against 100 at the start · no comparable year yet · 11 reportingDec 2022 · trailing 12-month earnings per share at 70, against 100 at the start · no comparable year yet · 11 reportingMar 2023 · trailing 12-month earnings per share at 57, against 100 at the start · down 47.5% on a year ago · 11 reportingJun 2023 · trailing 12-month earnings per share at 36, against 100 at the start · down 62.2% on a year ago · 11 reportingSep 2023 · trailing 12-month earnings per share at 40, against 100 at the start · down 50.9% on a year ago · 10 reportingDec 2023 · trailing 12-month earnings per share at 35, against 100 at the start · down 63.9% on a year ago · 10 reportingMar 2024 · trailing 12-month earnings per share at 25, against 100 at the start · down 60.5% on a year ago · 10 reportingJun 2024 · trailing 12-month earnings per share at 22, against 100 at the start · down 29.7% on a year ago · 10 reportingSep 2024 · trailing 12-month earnings per share at 24, against 100 at the start · down 26.1% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 17, against 100 at the start · down 10.7% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 6, against 100 at the start · down 5.5% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 0, against 100 at the start · down 14.1% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 5, against 100 at the start · down 43.9% on a year ago · 11 reportingDec 2025 · trailing 12-month earnings per share at 0, against 100 at the start · down 51.1% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 0, against 100 at the start · down 100.0% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two0No earnings on file this far back — the price series reaches further than the filings do
Chemicals, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 15 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Chemicals outperforming S&P 500?

Chemicals has outperformed S&P 500 by 10.1% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 18.1%. 4 of 15 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Green Plains Inc. is the strongest against the sector itself at +27.1%.

-18.1%Sector vs S&P 500 · 13 weeks
+10.1%Sector vs S&P 500 · 52 weeks
4/15Stocks leading S&P 500
6/15Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Chemicals has outperformed S&P 500 by 10.1% over 52 weeks and 18.1% over 13 weeks. 4 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 15 beat the sector itself. Celanese Corporation leads with revenue of $9,492 million, based on 9 of 15 comparable companies through Mar 2026.

Companies
15
complete canonical membership
Combined market value
$42.4B
Dow Inc.
Revenue growing
3/9
positive TTM year-on-year growth
Beating S&P 500
4/15
positive Mansfield relative strength
Comparing 5 of 15
03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
REX American Resources Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 79.3% evidence confidence.
Rayonier Advanced Materials Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1REX American Resources CorporationREX 73.5/100Favorable setup79% evidence ASLEEP 26.1/35 Revenue 1.6% · PAT 51.4% · OPM change 7.1 pp 95% evidence 15.3/25 ROCE 2.8% · OPM 12.4% 76% evidence 15.7/20 P/E 17.3× · PEG 0.26 65% evidence 16.4/20 RS sector 13.4% · RS bench 5.4% · 1Y 69.2%4 of 12 weeks ahead 70% evidence
Exact sum: 26.1 + 15.3 + 15.7 + 16.4 = 73.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Westlake Chemical Partners LPWLKP 60.2/100Mixed-positive evidence75% evidence BASING 22.6/35 Revenue 13.4% · PAT 5.3% · OPM change 8.7 pp 83% evidence 17.4/25 ROCE 7.2% · OPM 28.3% 76% evidence 12.8/20 P/E 13.5× · PEG 1.34 65% evidence 7.4/20 RS sector -4.3% · RS bench -10.2% · 1Y -3%0 of 12 weeks ahead 70% evidence
Exact sum: 22.6 + 17.4 + 12.8 + 7.4 = 60.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Methanex CorporationMEOH 59.2/100Thin evidence · provisional58% evidence ASLEEP 18.8/35 Revenue — · PAT — · OPM change -15.7 pp 45% evidence 15.6/25 ROCE 7.4% · OPM 8.6% 76% evidence 9.5/20 P/E 44.8× · PEG — 15% evidence 15.3/20 RS sector 10% · RS bench 1.6% · 1Y 61.7%3 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 15.6 + 9.5 + 15.3 = 59.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Green Plains Inc.GPRE 59.0/100Thin evidence · provisional55% evidence ASLEEP 19.7/35 Revenue -21.4% · PAT — · OPM change 20.4 pp 62% evidence 12.3/25 ROCE 3.4% · OPM 10% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 17.0/20 RS sector 27.1% · RS bench 17.3% · 1Y 130.1%1 of 12 weeks ahead 70% evidence
Exact sum: 19.7 + 12.3 + 10 + 17 = 59 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Dow Inc.DOW 51.1/100Thin evidence · provisional58% evidence ASLEEP 19.6/35 Revenue — · PAT — · OPM change 1.4 pp 45% evidence 11.0/25 ROCE 1.8% · OPM -0.3% 76% evidence 8.7/20 P/E 87.3× · PEG — 15% evidence 11.8/20 RS sector 1.1% · RS bench -6.7% · 1Y 42.9%1 of 12 weeks ahead 100% evidence
Exact sum: 19.6 + 11 + 8.7 + 11.8 = 51.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Celanese CorporationCE 46.8/100Mixed-negative evidence64% evidence BASING 16.7/35 Revenue -5.5% · PAT — · OPM change 2.3 pp 62% evidence 12.5/25 ROCE 1.1% · OPM 9.2% 76% evidence 10.0/20 P/E 27.4× · PEG — 15% evidence 7.6/20 RS sector -10.7% · RS bench -17.1% · 1Y -5.8%0 of 12 weeks ahead 100% evidence
Exact sum: 16.7 + 12.5 + 10 + 7.6 = 46.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Tronox Holdings plcTROX 42.8/100Thin evidence · provisional58% evidence ASLEEP 16.7/35 Revenue -3.9% · PAT — · OPM change 2.9 pp 62% evidence 6.3/25 ROCE -0.8% · OPM -5.4% 76% evidence 11.5/20 P/E 4.5× · PEG — 15% evidence 8.3/20 RS sector -1.8% · RS bench -10.8% · 1Y 89.2%0 of 12 weeks ahead 70% evidence
Exact sum: 16.7 + 6.3 + 11.5 + 8.3 = 42.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8ASP Isotopes Inc.ASPI 41.8/100Thin evidence · provisional55% evidence ASLEEP 25.8/35 Revenue 100% · PAT — · OPM change 63.1 pp 62% evidence 3.0/25 ROCE -10.3% · OPM -297.7% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 3.0/20 RS sector -40.6% · RS bench -42.8% · 1Y -54%6 of 12 weeks ahead 70% evidence
Exact sum: 25.8 + 3 + 10 + 3 = 41.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9LSB Industries, Inc.LXU 41.1/100Thin evidence · provisional58% evidence ASLEEP 17.5/35 Revenue — · PAT — · OPM change 10.6 pp 45% evidence 10.7/25 ROCE -0.3% · OPM 13.7% 76% evidence 10.5/20 P/E 21.6× · PEG — 15% evidence 2.4/20 RS sector -10.6% · RS bench -17.6% · 1Y 37%1 of 12 weeks ahead 100% evidence
Exact sum: 17.5 + 10.7 + 10.5 + 2.4 = 41.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10Rayonier Advanced Materials Inc.RYAM 37.0/100Thin evidence · provisional58% evidence ASLEEP 7.6/35 Revenue -10.4% · PAT — · OPM change -16.2 pp 62% evidence 3.9/25 ROCE -4.4% · OPM -20.5% 76% evidence 11.3/20 P/E 5.4× · PEG — 15% evidence 14.2/20 RS sector 8.3% · RS bench 0.1% · 1Y 92.5%0 of 12 weeks ahead 70% evidence
Exact sum: 7.6 + 3.9 + 11.3 + 14.2 = 37 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Huntsman CorporationHUN 36.7/100Thin evidence · provisional58% evidence ASLEEP 16.6/35 Revenue — · PAT — · OPM change -4.1 pp 45% evidence 8.2/25 ROCE 0.7% · OPM -1.1% 76% evidence 9.8/20 P/E 44.1× · PEG — 15% evidence 2.1/20 RS sector -11.5% · RS bench -17.8% · 1Y 10.3%4 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 8.2 + 9.8 + 2.1 = 36.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Valhi, Inc.VHI 36.6/100Mixed-negative evidence65% evidence BASING 9.3/35 Revenue -0.7% · PAT -140.3% · OPM change -3.6 pp 83% evidence 10.9/25 ROCE 1.1% · OPM 4.4% 76% evidence 10.2/20 P/E 24.7× · PEG — 15% evidence 6.2/20 RS sector -8.4% · RS bench -13.6% · 1Y -11.6%0 of 12 weeks ahead 70% evidence
Exact sum: 9.3 + 10.9 + 10.2 + 6.2 = 36.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Olin CorporationOLN 36.4/100Thin evidence · provisional58% evidence BASING 15.0/35 Revenue — · PAT — · OPM change -7.6 pp 45% evidence 9.9/25 ROCE 0.8% · OPM -4.9% 76% evidence 9.3/20 P/E 54.3× · PEG — 15% evidence 2.2/20 RS sector -22.4% · RS bench -27.5% · 1Y 0.7%0 of 12 weeks ahead 100% evidence
Exact sum: 15 + 9.9 + 9.3 + 2.2 = 36.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14AdvanSix Inc.ASIX 32.2/100Adverse evidence65% evidence BASING 6.9/35 Revenue -0.6% · PAT -89.3% · OPM change -12.6 pp 83% evidence 7.0/25 ROCE -1.4% · OPM -4.6% 76% evidence 9.0/20 P/E 65.9× · PEG — 15% evidence 9.3/20 RS sector -1.4% · RS bench -8% · 1Y 11.7%2 of 12 weeks ahead 70% evidence
Exact sum: 6.9 + 7 + 9 + 9.3 = 32.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15Ascent Industries Co.ACNT 40.9/100Thin evidence · provisional47% evidence BREAKING OUT 15.2/35 Revenue — · PAT — · OPM change -0.8 pp 32% evidence 4.8/25 ROCE -2.3% · OPM -12.2% 76% evidence 8.5/20 P/E 121× · PEG — 15% evidence 12.4/20 RS sector 3% · RS bench -2.8% · 1Y 17.3%1 of 12 weeks ahead 70% evidence
Exact sum: 15.2 + 4.8 + 8.5 + 12.4 = 40.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 15 companies
04 · what price has already done

Market action

Green Plains Inc. has the strongest one-year price move in Chemicals at +130.1%. It also leads on Mansfield relative strength against the S&P 500 at +17.3%. 4 of 15 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

Celanese Corporation has the highest Revenue among the 15 Chemicals companies compared here, at $9,492 million. Tronox Holdings plc is next at $2,920 million. ASP Isotopes Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.

What the numbers say: Celanese Corporation is the scale leader at $9,492 million, 225.1% ahead of Tronox Holdings plc. ASP Isotopes Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 642.9% from a $52 million base, with 10 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderCelanese Corporation · $9,492 million
Gap225.1% versus #2 · Tronox Holdings plc
Persistence0/8 recent comparable periods
Coverage9/15 companies · 274 observations

Investor read: Celanese Corporation is the scale benchmark; ASP Isotopes Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Celanese Corporation's growth falls below ASP Isotopes Inc.'s for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Celanese Corporation CE$9.5B
2Tronox Holdings plc TROX$2.9B
3Valhi, Inc. VHI$2.1B
4Green Plains Inc. GPRE$1.9B
5AdvanSix Inc. ASIX$1.5B
Revenue growthfastest growers
1ASP Isotopes Inc. ASPI100%
2Westlake Chemical Partners LP WLKP13%
3REX American Resources Corporation REX1.6%
4AdvanSix Inc. ASIX-0.6%
5Valhi, Inc. VHI-0.7%
Revenue · company comparison
9/15 level · 9/15 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Dow Inc. DOW$9.8B-6.1%Jun 2026
Celanese Corporation CE$2.3B-2.2%Mar 2026
Olin Corporation OLN$1.6B-3.7%Jun 2026
Huntsman Corporation HUN$1.4B0.7%Jun 2026
Methanex Corporation MEOH$974M8.7%Jun 2026
Tronox Holdings plc TROX$760M3.0%Mar 2026
Valhi, Inc. VHI$560M3.9%Mar 2026
Green Plains Inc. GPRE$446M-26%Mar 2026
AdvanSix Inc. ASIX$404M6.9%Mar 2026
Rayonier Advanced Materials Inc. RYAM$319M-9.6%Mar 2026
Westlake Chemical Partners LP WLKP$306M29%Mar 2026
LSB Industries, Inc. LXU$169M18%Jun 2026
REX American Resources Corporation REX$156M-1.3%Jun 2026
Ascent Industries Co. ACNT$19M5.6%Mar 2026
ASP Isotopes Inc. ASPI$8M300%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
—
—
—
—
—
—
—
$0M
$1M
$1M
$2M
$2M
$2M
$1M
$10M
$33M
$8M
—

Celanese Corporation · CE

$2.3B
$2.3B
$2.5B
$2.5B
$2.3B
$2.3B
$2.9B
$2.8B
$2.7B
$2.6B
$2.6B
$2.7B
$2.6B
$2.4B
$2.4B
$2.5B
$2.4B
$2.2B
$2.3B
—

Dow Inc. · DOW

$14.8B
$14.4B
$15.3B
$15.7B
$14.1B
$11.9B
$11.9B
$11.4B
$10.7B
$10.6B
$10.8B
$10.9B
$10.9B
$10.4B
$10.4B
$10.1B
$10.0B
$9.5B
$9.8B
—

Green Plains Inc. · GPRE

$747M
$802M
$781M
$1.0B
$955M
$914M
$833M
$858M
$893M
$712M
$597M
$619M
$659M
$584M
$602M
$553M
$508M
$429M
$446M
—

Huntsman Corporation · HUN

$2.1B
$2.1B
$2.2B
$2.2B
$2.0B
$1.7B
$1.6B
$1.6B
$1.5B
$1.4B
$1.5B
$1.6B
$1.5B
$1.5B
$1.4B
$1.5B
$1.5B
$1.4B
$1.4B
—

LSB Industries, Inc. · LXU

$127M
$190M
$199M
$285M
$184M
$234M
$181M
$166M
$114M
$133M
$138M
$140M
$109M
$135M
$143M
$151M
$155M
$165M
$169M
—

Methanex Corporation · MEOH

$1.1B
$1.3B
$1.2B
$1.1B
$1.0B
$986M
$1.0B
$939M
$823M
$922M
$916M
$920M
$935M
$949M
$896M
$797M
$927M
$969M
$974M
—

Olin Corporation · OLN

$2.3B
$2.4B
$2.5B
$2.6B
$2.3B
$2.0B
$1.8B
$1.7B
$1.7B
$1.6B
$1.6B
$1.6B
$1.6B
$1.7B
$1.6B
$1.8B
$1.7B
$1.7B
$1.6B
—

Rayonier Advanced Materials Inc. · RYAM

$374M
$374M
$352M
$399M
$466M
$500M
—
$467M
$385M
$422M
$388M
$419M
$401M
$423M
$353M
$340M
$353M
$418M
$319M
—

REX American Resources Corporation · REX

$196M
$203M
$212M
$194M
$240M
$220M
$200M
$213M
$212M
$221M
$188M
$161M
$148M
$175M
$158M
$158M
$159M
$176M
$158M
$156M

Tronox Holdings plc · TROX

$870M
$884M
$965M
$945M
$895M
$649M
$708M
$794M
$662M
$686M
$774M
$820M
$804M
$676M
$738M
$731M
$699M
$730M
$760M
—

Westlake Chemical Partners LP · WLKP

$294M
$330M
$362M
$449M
$415M
$367M
$308M
$264M
$322M
$297M
$285M
$284M
$277M
$290M
$238M
$297M
$309M
$323M
$306M
—

Revenue growth · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
—
—
—
—
—
—
—
—
—
—
—
—
100%
0.0%
400%
1,550%
300%
—

Celanese Corporation · CE

—
—
—
13%
1.5%
3.2%
12%
12%
18%
8.8%
-8.5%
-5.2%
-2.8%
-7.7%
-8.5%
-4.5%
-8.7%
-6.5%
-2.2%
—

Dow Inc. · DOW

—
—
—
13%
-4.9%
-17%
-22%
-27%
-24%
-10%
-9.2%
-4.4%
1.4%
-2.0%
-3.1%
-7.4%
-8.3%
-9.1%
-6.1%
—

Green Plains Inc. · GPRE

—
—
—
40%
28%
14%
6.7%
-15%
-6.5%
-22%
-28%
-28%
-26%
-18%
0.8%
-11%
-23%
-27%
-26%
—

Huntsman Corporation · HUN

—
—
—
7.2%
-4.1%
-22%
-27%
-26%
-25%
-15%
-8.5%
-1.4%
2.3%
3.5%
-4.1%
-7.4%
-5.2%
-6.7%
0.7%
—

LSB Industries, Inc. · LXU

—
—
—
102%
45%
23%
-9.1%
-42%
-38%
-43%
-24%
-16%
-4.4%
1.5%
3.6%
7.9%
42%
22%
18%
—

Methanex Corporation · MEOH

—
—
—
6.5%
-6.1%
-21%
-12%
-17%
-19%
-6.5%
-12%
-2.0%
14%
2.9%
-2.2%
-13%
-0.9%
2.1%
8.7%
—

Olin Corporation · OLN

—
—
—
18%
-0.8%
-19%
-25%
-35%
-28%
-18%
-11%
-3.5%
-4.9%
3.5%
0.6%
6.9%
7.7%
-0.4%
-3.7%
—

Rayonier Advanced Materials Inc. · RYAM

—
—
—
17%
25%
34%
—
17%
-17%
-16%
—
-10%
4.2%
0.2%
-9.0%
-19%
-12%
-1.2%
-9.6%
—

REX American Resources Corporation · REX

—
—
—
—
22%
8.4%
-5.7%
9.8%
-12%
0.5%
-6.0%
-24%
-30%
-21%
-16%
-1.9%
7.4%
0.6%
0.0%
-1.3%

Tronox Holdings plc · TROX

—
—
—
1.9%
2.9%
-27%
-27%
-16%
-26%
5.7%
9.3%
3.3%
21%
-1.5%
-4.7%
-11%
-13%
8.0%
3.0%
—

Westlake Chemical Partners LP · WLKP

—
—
—
39%
41%
11%
-15%
-41%
-22%
-19%
-7.5%
7.6%
-14%
-2.4%
-16%
4.6%
12%
11%
29%
—
06 · compare level, then change

Operating Economics & Margin Trend

Westlake Chemical Partners LP has the highest OPM among the 15 Chemicals companies compared here, at 28.3%. LSB Industries, Inc. is next at 13.7%. ASP Isotopes Inc. has the highest Margin change at +63.1 percentage points, so level and change sit with different companies. 15 of 15 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Westlake Chemical Partners LP leads opm at 28.3%; ASP Isotopes Inc. leads margin change at +63.1 percentage points.

LeaderWestlake Chemical Partners LP · 28.3%
Gap106.6% versus #2 · LSB Industries, Inc.
Persistence4/8 recent comparable periods
Coverage15/15 companies · 274 observations

Investor read: Westlake Chemical Partners LP sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Westlake Chemical Partners LP WLKP28%
2LSB Industries, Inc. LXU14%
3REX American Resources Corporation REX12%
4Green Plains Inc. GPRE10%
5Celanese Corporation CE9.2%
Margin changefastest expanders
1ASP Isotopes Inc. ASPI+63.1 pp
2Green Plains Inc. GPRE+20.4 pp
3LSB Industries, Inc. LXU+10.6 pp
4Westlake Chemical Partners LP WLKP+8.7 pp
5REX American Resources Corporation REX+7.1 pp
Operating margin · company comparison
15/15 level · 15/15 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Westlake Chemical Partners LP WLKP28%+8.7 ppMar 2026
LSB Industries, Inc. LXU14%+10.6 ppJun 2026
REX American Resources Corporation REX12%+7.1 ppJun 2026
Green Plains Inc. GPRE10%+20.4 ppMar 2026
Celanese Corporation CE9.2%+2.3 ppMar 2026
Methanex Corporation MEOH8.6%−15.7 ppJun 2026
Valhi, Inc. VHI4.4%−3.6 ppMar 2026
Dow Inc. DOW-0.3%+1.4 ppJun 2026
Huntsman Corporation HUN-1.1%−4.1 ppJun 2026
AdvanSix Inc. ASIX-4.6%−12.6 ppMar 2026
Olin Corporation OLN-4.9%−7.6 ppJun 2026
Tronox Holdings plc TROX-5.4%+2.9 ppMar 2026
Ascent Industries Co. ACNT-12%−0.8 ppMar 2026
Rayonier Advanced Materials Inc. RYAM-21%−16.2 ppMar 2026
ASP Isotopes Inc. ASPI-298%+63.1 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
—
—
—
—
—
—
—
-929%
-692%
-730%
-250%
-350%
-361%
-999%
-153%
-75%
-298%
—

Celanese Corporation · CE

24%
23%
21%
19%
13%
2.4%
8.8%
12%
31%
9.3%
8.0%
9.1%
9.3%
-60%
6.9%
9.2%
-53%
4.2%
9.2%
—

Dow Inc. · DOW

17%
13%
12%
13%
7.8%
4.9%
-0.4%
7.4%
4.5%
2.7%
4.7%
6.1%
3.4%
2.6%
-1.7%
-6.0%
1.3%
-11%
-0.3%
—

Green Plains Inc. · GPRE

-6.0%
1.0%
-6.1%
3.3%
-6.5%
-4.5%
-6.8%
-5.0%
2.4%
2.3%
-7.5%
-2.9%
8.5%
-7.0%
-10%
-5.1%
6.7%
-2.4%
10%
—

Huntsman Corporation · HUN

11%
9.5%
13%
13%
6.9%
-1.6%
3.8%
3.1%
1.8%
-3.8%
-2.6%
2.2%
2.7%
-4.3%
3.0%
-8.2%
0.4%
-4.4%
-1.1%
—

LSB Industries, Inc. · LXU

4.2%
37%
40%
47%
7.1%
36%
17%
17%
-8.3%
2.4%
8.1%
10%
-22%
-2.8%
3.1%
6.9%
10%
18%
14%
—

Methanex Corporation · MEOH

12%
20%
16%
17%
17%
6.1%
9.6%
13%
-0.6%
5.4%
9.2%
8.2%
5.0%
16%
24%
17%
8.6%
0.0%
8.6%
—

Olin Corporation · OLN

24%
22%
22%
22%
17%
14%
13%
13%
9.9%
6.1%
5.9%
8.3%
1.0%
2.8%
2.7%
2.0%
4.8%
-9.4%
-4.9%
—

Rayonier Advanced Materials Inc. · RYAM

0.8%
-3.8%
-4.5%
-0.7%
6.1%
3.3%
—
3.6%
-1.7%
-14%
4.4%
6.7%
-4.2%
2.6%
-4.3%
-0.4%
2.8%
2.6%
-21%
—

REX American Resources Corporation · REX

4.0%
9.3%
15%
3.5%
3.1%
1.6%
4.1%
2.1%
4.6%
14%
12%
5.2%
9.0%
18%
7.2%
5.3%
5.1%
16%
11%
12%

Tronox Holdings plc · TROX

19%
15%
7.2%
20%
18%
5.5%
8.8%
11%
4.8%
1.2%
5.3%
9.3%
6.7%
7.1%
-8.3%
-4.8%
-6.2%
-16%
-5.4%
—

Westlake Chemical Partners LP · WLKP

23%
43%
23%
20%
20%
26%
32%
31%
27%
31%
33%
33%
40%
32%
20%
31%
30%
28%
28%
—

Margin change · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
—
—
—
—
—
—
—
—
—
—
—
+579.4 pp
+331.1 pp
−269.3 pp
+96.7 pp
+274.6 pp
+63.1 pp
—

Celanese Corporation · CE

—
—
—
−6.4 pp
−10.3 pp
−20.3 pp
−12.1 pp
−7.4 pp
+17.5 pp
+6.9 pp
−0.8 pp
−2.9 pp
−21.6 pp
−69.5 pp
−1.1 pp
+0.1 pp
−62.0 pp
+64.4 pp
+2.3 pp
—

Dow Inc. · DOW

—
—
—
−4.1 pp
−9.1 pp
−8.0 pp
−12.7 pp
−5.5 pp
−3.3 pp
−2.2 pp
+5.1 pp
−1.3 pp
−1.1 pp
−0.1 pp
−6.4 pp
−12.1 pp
−2.1 pp
−13.6 pp
+1.4 pp
—

Green Plains Inc. · GPRE

—
—
—
−1.0 pp
−0.5 pp
−5.5 pp
−0.7 pp
−8.3 pp
+8.9 pp
+6.8 pp
−0.7 pp
+2.1 pp
+6.1 pp
−9.3 pp
−2.9 pp
−2.2 pp
−1.8 pp
+4.6 pp
+20.4 pp
—

Huntsman Corporation · HUN

—
—
—
+2.5 pp
−4.1 pp
−11.1 pp
−9.1 pp
−9.7 pp
−5.1 pp
−2.2 pp
−6.4 pp
−0.9 pp
+0.9 pp
−0.5 pp
+5.6 pp
−10.4 pp
−2.3 pp
−0.1 pp
−4.1 pp
—

LSB Industries, Inc. · LXU

—
—
—
+27.8 pp
+2.9 pp
−1.0 pp
−23.3 pp
−30.0 pp
−15.4 pp
−33.1 pp
−8.8 pp
−6.3 pp
−14.1 pp
−5.2 pp
−5.0 pp
−3.4 pp
+32.5 pp
+21.0 pp
+10.6 pp
—

Methanex Corporation · MEOH

—
—
—
+2.2 pp
+4.5 pp
−13.6 pp
−6.7 pp
−4.2 pp
−17.1 pp
−0.7 pp
−0.4 pp
−4.5 pp
+5.6 pp
+11.0 pp
+15.1 pp
+8.5 pp
+3.6 pp
−16.4 pp
−15.7 pp
—

Olin Corporation · OLN

—
—
—
+3.8 pp
−6.6 pp
−7.8 pp
−9.7 pp
−8.9 pp
−7.0 pp
−7.7 pp
−6.6 pp
−4.4 pp
−8.9 pp
−3.3 pp
−3.2 pp
−6.3 pp
+3.8 pp
−12.2 pp
−7.6 pp
—

Rayonier Advanced Materials Inc. · RYAM

—
—
—
−1.1 pp
+5.3 pp
+7.1 pp
—
+4.3 pp
−7.8 pp
−17.7 pp
—
+3.1 pp
−2.5 pp
+17.0 pp
−8.7 pp
−7.1 pp
+7.0 pp
0.0 pp
−16.2 pp
—

REX American Resources Corporation · REX

—
—
—
—
−0.9 pp
−7.7 pp
−11.3 pp
−1.4 pp
+1.5 pp
+12.7 pp
+8.2 pp
+3.1 pp
+4.4 pp
+3.6 pp
−5.1 pp
+0.1 pp
−3.9 pp
−2.0 pp
+3.3 pp
+7.1 pp

Tronox Holdings plc · TROX

—
—
—
+3.9 pp
−1.1 pp
−9.7 pp
+1.6 pp
−9.5 pp
−13.4 pp
−4.3 pp
−3.5 pp
−1.3 pp
+1.9 pp
+5.9 pp
−13.6 pp
−14.1 pp
−12.9 pp
−22.7 pp
+2.9 pp
—

Westlake Chemical Partners LP · WLKP

—
—
—
−18.6 pp
−3.5 pp
−16.6 pp
+8.9 pp
+11.0 pp
+7.1 pp
+5.2 pp
+1.5 pp
+2.4 pp
+12.8 pp
+0.5 pp
−13.8 pp
−2.2 pp
−9.8 pp
−3.9 pp
+8.7 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Westlake Chemical Partners LP has the highest Net profit among the 15 Chemicals companies compared here, at $338 million. REX American Resources Corporation is next at $106 million. REX American Resources Corporation has the highest Profit growth at 51.4%, so level and change sit with different companies. 10 of 15 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Westlake Chemical Partners LP leads with $338 million of TTM profit, 218.9% above REX American Resources Corporation. REX American Resources Corporation shows 51.4% growth from a $106 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderWestlake Chemical Partners LP · $338 million
Gap218.9% versus #2 · REX American Resources Corporation
Persistence3/8 recent comparable periods
Coverage10/15 companies · 283 observations

Investor read: Westlake Chemical Partners LP sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Westlake Chemical Partners LP WLKP$338M
2REX American Resources Corporation REX$106M
3Green Plains Inc. GPRE$19M
4AdvanSix Inc. ASIX$9M
5Ascent Industries Co. ACNT$-5M
Profit growthfastest growers
1REX American Resources Corporation REX51%
2Westlake Chemical Partners LP WLKP5.3%
3AdvanSix Inc. ASIX-89%
4Valhi, Inc. VHI-140%
Net profit · company comparison
10/15 level · 4/15 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Westlake Chemical Partners LP WLKP$82M95%Mar 2026
Celanese Corporation CE$49M-1,237%Mar 2026
Green Plains Inc. GPRE$39M-80%Mar 2026
REX American Resources Corporation REX$22M100%Jun 2026
LSB Industries, Inc. LXU$20M-70%Jun 2026
Valhi, Inc. VHI$8M-65%Mar 2026
Methanex Corporation MEOH$3M-98%Jun 2026
Ascent Industries Co. ACNT$-2M-600%Mar 2026
AdvanSix Inc. ASIX$-16M-170%Mar 2026
ASP Isotopes Inc. ASPI$-27M—Mar 2026
Huntsman Corporation HUN$-40M-433%Jun 2026
Rayonier Advanced Materials Inc. RYAM$-81M-4,675%Mar 2026
Olin Corporation OLN$-83M-8,400%Jun 2026
Tronox Holdings plc TROX$-104M-1,293%Mar 2026
Dow Inc. DOW$-445M-48%Jun 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
$-1M
$-1M
$-2M
$-1M
$-4M
$-4M
$-4M
$-4M
$-7M
$-9M
$-7M
$-9M
$-8M
$-75M
$-13M
$-63M
$-27M
—

Celanese Corporation · CE

$520M
$530M
$504M
$442M
$194M
$770M
$96M
$220M
$950M
$690M
$124M
$154M
$119M
$-1.9B
$-15M
$212M
$-1.4B
$28M
$49M
—

Dow Inc. · DOW

$1.7B
$1.8B
$1.6B
$1.7B
$760M
$647M
$-73M
$501M
$327M
$-95M
$538M
$458M
$240M
$-35M
$-290M
$-801M
$124M
$-1.5B
$-445M
—

Green Plains Inc. · GPRE

$-55M
$-4M
$-55M
$52M
$-68M
$-33M
$-59M
$-49M
$26M
$12M
$-49M
$-23M
$49M
$-53M
$-72M
$-44M
$10M
$14M
$39M
—

Huntsman Corporation · HUN

$219M
$594M
$222M
$229M
$116M
$-56M
$44M
$33M
$15M
$-57M
$-16M
$31M
$-5M
$-110M
$12M
$-146M
$-10M
$-74M
$-40M
—

LSB Industries, Inc. · LXU

$-9M
$42M
$59M
$103M
$2M
$66M
$16M
$25M
$-8M
$-5M
$6M
$10M
$-25M
$-9M
$-2M
$3M
$7M
$16M
$20M
—

Methanex Corporation · MEOH

$87M
$221M
$137M
$139M
$128M
$58M
$90M
$91M
$44M
$60M
$66M
$64M
$65M
$55M
$132M
$83M
$4M
$-74M
$3M
—

Olin Corporation · OLN

$391M
$307M
$393M
$422M
$315M
$197M
$154M
$145M
$105M
$49M
$48M
$72M
$-25M
$10M
$1M
$-3M
$44M
$-143M
$-83M
—

Rayonier Advanced Materials Inc. · RYAM

$-13M
$-28M
$-24M
$-25M
$18M
$4M
—
$2M
$-16M
$-62M
$-1M
$8M
$-33M
$-16M
$-32M
$-366M
$-4M
$-21M
$-81M
—

REX American Resources Corporation · REX

$8M
$15M
$26M
$7M
$15M
$5M
$11M
$7M
$12M
$32M
$25M
$12M
$15M
$30M
$14M
$11M
$9M
$27M
$48M
$22M

Tronox Holdings plc · TROX

$113M
$87M
$16M
$375M
$123M
$-14M
$25M
$-269M
$-14M
$-32M
$-9M
$10M
$-25M
$15M
$-111M
$-85M
$-100M
$-179M
$-104M
—

Westlake Chemical Partners LP · WLKP

$66M
$138M
$81M
$84M
$78M
$91M
$91M
$75M
$81M
$87M
$90M
$88M
$104M
$87M
$42M
$86M
$86M
$84M
$82M
—

Profit growth · reported quarter history

Showing the 12 largest of 14 companies with a series here. The remaining 2 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AdvanSix Inc. · ASIX

—
—
—
48%
-77%
42%
-44%
-49%
-180%
-115%
-149%
18%
—
—
—
-21%
-114%
—
-170%
—

Celanese Corporation · CE

—
—
—
-19%
-63%
45%
-81%
-50%
390%
-10%
29%
-30%
-87%
-378%
-112%
38%
-1,237%
—
—
—

Dow Inc. · DOW

—
—
—
-13%
-55%
-63%
-105%
-70%
-57%
-115%
—
-8.6%
-27%
—
-154%
-275%
-48%
—
—
—

Green Plains Inc. · GPRE

—
—
—
225%
—
—
—
-194%
—
—
—
—
88%
-542%
—
—
-80%
—
—
—

Huntsman Corporation · HUN

—
—
—
34%
-47%
-109%
-80%
-86%
-87%
—
-136%
-6.1%
-133%
—
—
-571%
—
—
-433%
—

LSB Industries, Inc. · LXU

—
—
—
329%
—
57%
-73%
-76%
-500%
-108%
-63%
-60%
—
—
-133%
-70%
—
—
—
—

Methanex Corporation · MEOH

—
—
—
12%
47%
-74%
-34%
-35%
-66%
3.5%
-27%
-30%
48%
-8.3%
100%
30%
-94%
-235%
-98%
—

Olin Corporation · OLN

—
—
—
19%
-19%
-36%
-61%
-66%
-67%
-75%
-69%
-50%
-124%
-80%
-98%
-104%
—
-1,530%
-8,400%
—

Rayonier Advanced Materials Inc. · RYAM

—
—
—
-413%
—
—
—
—
-189%
-1,650%
—
300%
—
—
—
-4,675%
—
—
—
—

REX American Resources Corporation · REX

—
—
—
—
88%
-67%
-58%
0.0%
-20%
540%
127%
71%
25%
-6.3%
-44%
-8.3%
-40%
-10%
243%
100%

Tronox Holdings plc · TROX

—
—
—
387%
8.9%
-116%
56%
-172%
-111%
—
-136%
—
—
—
—
-950%
—
-1,293%
—
—

Westlake Chemical Partners LP · WLKP

—
—
—
-30%
18%
-34%
12%
-11%
3.9%
-4.4%
-1.1%
17%
28%
0.0%
-53%
-2.3%
-17%
-3.5%
95%
—
08 · compare level, then change

Return On Capital Employed

Methanex Corporation has the highest ROCE among the 15 Chemicals companies compared here, at 7.4%. Westlake Chemical Partners LP is next at 7.2%. ASP Isotopes Inc. has the highest ROCE change at +9.4 percentage points, so level and change sit with different companies. 15 of 15 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: Methanex Corporation leads ROCE at 7.4%, 0.2 percentage points above Westlake Chemical Partners LP. ASP Isotopes Inc. has the strongest latest improvement at +9.4 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderMethanex Corporation · 7.4%
Gap2.8% versus #2 · Westlake Chemical Partners LP
Persistence6/8 recent comparable periods
Coverage15/15 companies · 287 observations

Investor read: Methanex Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Methanex Corporation MEOH7.4%
2Westlake Chemical Partners LP WLKP7.2%
3Green Plains Inc. GPRE3.4%
4REX American Resources Corporation REX2.8%
5Dow Inc. DOW1.8%
ROCE changefastest improvers
1ASP Isotopes Inc. ASPI+9.4 pp
2Green Plains Inc. GPRE+7.8 pp
3Methanex Corporation MEOH+5.2 pp
4Westlake Chemical Partners LP WLKP+3.4 pp
5Dow Inc. DOW+3.1 pp
Return on capital · company comparison
15/15 level · 15/15 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Methanex Corporation MEOH7.4%+5.2 ppJun 2026
Westlake Chemical Partners LP WLKP7.2%+3.4 ppMar 2026
Green Plains Inc. GPRE3.4%+7.8 ppMar 2026
REX American Resources Corporation REX2.8%+1.5 ppJun 2026
Dow Inc. DOW1.8%+3.1 ppJun 2026
Celanese Corporation CE1.1%+0.3 ppMar 2026
Valhi, Inc. VHI1.1%−0.9 ppMar 2026
Olin Corporation OLN0.8%+0.2 ppJun 2026
Huntsman Corporation HUN0.7%+2.8 ppJun 2026
LSB Industries, Inc. LXU-0.3%−1.3 ppJun 2026
Tronox Holdings plc TROX-0.8%+0.4 ppMar 2026
AdvanSix Inc. ASIX-1.4%−3.8 ppMar 2026
Ascent Industries Co. ACNT-2.3%−0.6 ppMar 2026
Rayonier Advanced Materials Inc. RYAM-4.4%−3.5 ppMar 2026
ASP Isotopes Inc. ASPI-10%+9.4 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
-23%
-29%
-453%
-61%
-84%
-135%
-290%
-72%
-40%
-46%
-20%
-21%
-20%
-19%
-14%
-11%
-10%
—

Celanese Corporation · CE

6.3%
5.6%
5.7%
5.0%
2.2%
0.4%
1.6%
2.1%
4.2%
1.1%
1.0%
1.1%
1.1%
-6.8%
0.8%
1.1%
-6.3%
0.5%
1.1%
—

Dow Inc. · DOW

5.1%
3.7%
3.8%
4.1%
2.3%
1.2%
-0.1%
1.7%
1.0%
0.6%
1.0%
1.4%
0.8%
0.6%
-0.4%
-1.3%
0.3%
-2.2%
-0.1%
1.8%

Green Plains Inc. · GPRE

-3.2%
0.6%
-3.0%
2.1%
-3.7%
-2.5%
-3.5%
-2.7%
1.3%
1.0%
-3.0%
-1.2%
3.7%
-2.8%
-4.4%
-2.1%
2.5%
-0.8%
3.4%
—

Huntsman Corporation · HUN

3.5%
2.9%
4.0%
4.0%
2.0%
-0.4%
0.9%
0.7%
0.4%
-0.9%
-0.6%
0.6%
0.7%
-1.1%
0.7%
-2.1%
0.1%
-1.1%
-0.3%
0.7%

LSB Industries, Inc. · LXU

0.6%
7.0%
7.2%
11%
1.2%
7.1%
2.3%
2.1%
-0.8%
0.3%
0.9%
1.3%
-2.2%
-0.3%
0.4%
1.0%
1.5%
2.8%
2.2%
-0.3%

Methanex Corporation · MEOH

2.6%
4.9%
3.7%
3.6%
3.1%
1.1%
1.8%
2.1%
-0.1%
0.9%
1.6%
1.4%
0.9%
2.8%
3.9%
2.2%
1.3%
0.0%
1.3%
7.4%

Olin Corporation · OLN

7.7%
7.6%
7.7%
8.0%
5.8%
4.1%
3.4%
3.2%
2.6%
1.6%
1.5%
2.1%
0.2%
0.8%
0.7%
0.6%
1.4%
-2.7%
-1.3%
0.8%

Rayonier Advanced Materials Inc. · RYAM

0.1%
-0.7%
-0.7%
-0.1%
1.4%
0.8%
—
0.8%
-0.3%
-3.2%
0.9%
1.5%
-0.9%
0.6%
-0.9%
-0.1%
0.6%
0.7%
-4.4%
—

REX American Resources Corporation · REX

—
4.1%
6.9%
1.4%
1.5%
0.7%
1.6%
0.8%
1.8%
5.8%
4.1%
1.5%
2.3%
5.0%
1.8%
1.3%
1.3%
4.1%
2.4%
2.8%

Tronox Holdings plc · TROX

3.1%
2.5%
1.3%
3.5%
3.1%
0.7%
1.2%
1.6%
0.6%
0.1%
0.8%
1.5%
1.0%
0.9%
-1.2%
-0.7%
-0.8%
-2.2%
-0.8%
—

Westlake Chemical Partners LP · WLKP

5.1%
11%
7.2%
6.4%
6.2%
7.1%
8.6%
6.1%
6.6%
7.2%
7.5%
7.5%
8.7%
7.4%
3.8%
7.4%
7.5%
7.4%
7.2%
—

ROCE change · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

ASP Isotopes Inc. · ASPI

—
—
—
—
—
—
−61.3 pp
−105.6 pp
+162.3 pp
−10.5 pp
+44.4 pp
+89.0 pp
+270.4 pp
+50.2 pp
+20.0 pp
+27.2 pp
+6.1 pp
+10.2 pp
+9.4 pp
—

Celanese Corporation · CE

—
—
—
—
−4.1 pp
−5.2 pp
−4.1 pp
−2.9 pp
+2.0 pp
+0.7 pp
−0.6 pp
−1.0 pp
−3.1 pp
−7.9 pp
−0.2 pp
0.0 pp
−7.4 pp
+7.3 pp
+0.3 pp
—

Dow Inc. · DOW

—
—
—
—
−2.8 pp
−2.5 pp
−3.9 pp
−2.4 pp
−1.3 pp
−0.6 pp
+1.1 pp
−0.3 pp
−0.2 pp
0.0 pp
−1.4 pp
−2.7 pp
−0.5 pp
−2.8 pp
+0.3 pp
+3.1 pp

Green Plains Inc. · GPRE

—
—
—
—
−0.5 pp
−3.1 pp
−0.5 pp
−4.8 pp
+5.0 pp
+3.5 pp
+0.5 pp
+1.5 pp
+2.4 pp
−3.8 pp
−1.4 pp
−0.9 pp
−1.2 pp
+2.0 pp
+7.8 pp
—

Huntsman Corporation · HUN

—
—
—
—
−1.5 pp
−3.3 pp
−3.1 pp
−3.3 pp
−1.6 pp
−0.5 pp
−1.5 pp
−0.1 pp
+0.3 pp
−0.2 pp
+1.3 pp
−2.7 pp
−0.6 pp
0.0 pp
−1.0 pp
+2.8 pp

LSB Industries, Inc. · LXU

—
—
—
—
+0.6 pp
+0.1 pp
−4.9 pp
−9.2 pp
−2.0 pp
−6.8 pp
−1.4 pp
−0.8 pp
−1.4 pp
−0.6 pp
−0.5 pp
−0.3 pp
+3.7 pp
+3.1 pp
+1.8 pp
−1.3 pp

Methanex Corporation · MEOH

—
—
—
—
+0.5 pp
−3.8 pp
−1.9 pp
−1.5 pp
−3.2 pp
−0.2 pp
−0.2 pp
−0.7 pp
+1.0 pp
+1.9 pp
+2.3 pp
+0.8 pp
+0.4 pp
−2.8 pp
−2.6 pp
+5.2 pp

Olin Corporation · OLN

—
—
—
—
−1.9 pp
−3.5 pp
−4.3 pp
−4.8 pp
−3.2 pp
−2.5 pp
−1.9 pp
−1.1 pp
−2.4 pp
−0.8 pp
−0.8 pp
−1.5 pp
+1.2 pp
−3.5 pp
−2.0 pp
+0.2 pp

Rayonier Advanced Materials Inc. · RYAM

—
—
—
—
+1.3 pp
+1.5 pp
—
+0.9 pp
−1.7 pp
−4.0 pp
—
+0.7 pp
−0.6 pp
+3.8 pp
−1.8 pp
−1.6 pp
+1.5 pp
+0.1 pp
−3.5 pp
—

REX American Resources Corporation · REX

—
—
—
—
—
−3.4 pp
−5.3 pp
−0.6 pp
+0.3 pp
+5.1 pp
+2.5 pp
+0.7 pp
+0.5 pp
−0.8 pp
−2.3 pp
−0.2 pp
−1.0 pp
−0.9 pp
+0.6 pp
+1.5 pp

Tronox Holdings plc · TROX

—
—
—
—
0.0 pp
−1.8 pp
−0.1 pp
−1.9 pp
−2.5 pp
−0.6 pp
−0.4 pp
−0.1 pp
+0.4 pp
+0.8 pp
−2.0 pp
−2.2 pp
−1.8 pp
−3.1 pp
+0.4 pp
—

Westlake Chemical Partners LP · WLKP

—
—
—
—
+1.1 pp
−3.4 pp
+1.4 pp
−0.3 pp
+0.4 pp
+0.1 pp
−1.1 pp
+1.4 pp
+2.1 pp
+0.2 pp
−3.7 pp
−0.1 pp
−1.2 pp
0.0 pp
+3.4 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

REX American Resources Corporation has the lowest PEG among the 15 Chemicals companies compared here, at 0.26×. Westlake Chemical Partners LP is next at 1.34×. Tronox Holdings plc has the lowest P/E at 4.49×, so level and change sit with different companies. 2 of 15 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: REX American Resources Corporation has the lowest comparable PEG at 0.26×, 80.6% below Westlake Chemical Partners LP. Only 2 of 15 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderREX American Resources Corporation · 0.26×
Gap80.6% versus #2 · Westlake Chemical Partners LP
Persistence0/8 recent comparable periods
Coverage2/15 companies · 9 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1REX American Resources Corporation REX0.3
2Westlake Chemical Partners LP WLKP1.3
P/Elowest P/E
1Tronox Holdings plc TROX4.5
2Rayonier Advanced Materials Inc. RYAM5.4
3Westlake Chemical Partners LP WLKP13.5
4REX American Resources Corporation REX17.3
5LSB Industries, Inc. LXU21.6
Valuation · company comparison
2/15 level · 13/15 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Westlake Chemical Partners LP WLKP1.313.5Mar 2026
Methanex Corporation MEOH0.444.8Jun 2026
REX American Resources Corporation REX0.317.3Jun 2026
Dow Inc. DOW—87.3Jun 2026
Celanese Corporation CE—27.4Mar 2026
Olin Corporation OLN—54.3Jun 2026
Huntsman Corporation HUN—44.1Jun 2026
Tronox Holdings plc TROX—4.5Mar 2026
LSB Industries, Inc. LXU—21.6Jun 2026
Rayonier Advanced Materials Inc. RYAM—5.4Mar 2026
AdvanSix Inc. ASIX—66.0Mar 2026
Valhi, Inc. VHI—24.7Mar 2026
Ascent Industries Co. ACNT—121.0Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Methanex Corporation · MEOH

—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.5
0.2
0.4
—
—
—

REX American Resources Corporation · REX

—
—
—
—
—
—
—
—
—
0.7
—
—
—
0.3
—
—
—
—
0.3
—

Westlake Chemical Partners LP · WLKP

—
—
—
—
—
—
—
—
—
—
—
—
1.5
0.8
—
—
—
—
1.3
—

P/E · reported quarter history

Showing the 12 largest of 13 companies with a series here. The remaining 1 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AdvanSix Inc. · ASIX

8.0
9.8
8.5
5.0
5.8
6.4
7.7
9.0
9.5
15.4
953.3
76.4
21.6
17.6
7.3
8.4
10.1
9.6
66.0
—

Celanese Corporation · CE

6.1
10.0
7.6
6.5
5.9
5.9
12.5
16.9
16.5
8.8
23.9
21.0
27.4
—
—
—
—
—
—
—

Dow Inc. · DOW

7.5
6.8
7.0
5.8
5.7
8.0
13.7
22.0
28.3
66.9
34.5
32.8
36.4
25.6
87.3
—
—
—
—
—

Huntsman Corporation · HUN

8.3
7.8
7.1
5.0
4.7
12.4
14.0
27.9
—
44.1
—
—
—
—
—
—
—
—
—
—

LSB Industries, Inc. · LXU

—
—
—
—
6.2
5.0
4.7
7.0
8.1
25.2
36.6
204.5
—
—
—
—
—
25.0
23.7
21.6

Methanex Corporation · MEOH

14.9
6.5
8.6
5.9
5.0
7.8
12.4
13.5
17.7
18.4
18.9
22.5
19.3
20.9
11.8
9.8
13.5
42.7
—
44.8

Olin Corporation · OLN

8.3
7.2
5.9
4.9
4.6
5.9
7.4
8.7
11.0
15.1
21.2
20.8
38.7
37.1
47.5
—
54.3
—
—
—

Rayonier Advanced Materials Inc. · RYAM

—
5.4
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—

REX American Resources Corporation · REX

—
15.3
11.0
10.1
10.7
13.0
20.8
17.9
25.2
13.7
12.0
14.8
12.9
11.7
12.6
12.3
17.7
21.4
13.4
17.3

Tronox Holdings plc · TROX

15.5
13.3
11.1
4.6
3.3
4.3
4.5
—
—
—
—
—
—
—
—
—
—
—
—
—

Valhi, Inc. · VHI

6.7
6.5
5.3
7.9
4.7
7.2
12.4
41.5
—
—
143.2
19.2
10.6
6.2
4.0
4.7
24.7
—
—
—

Westlake Chemical Partners LP · WLKP

13.7
11.5
11.5
11.8
9.9
12.9
12.4
13.2
13.6
14.1
14.5
14.1
12.9
13.1
15.5
14.8
15.0
13.8
13.5
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Chemicals comparison names 5 specific ways its own evidence can mislead, all listed below. All 15 companies here report on comparable dates, so no rank carries a stale marker. 1 of the 5 ranked sections has fewer than three usable current readings. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • Thin comparisons: Valuation have fewer than three usable current readings.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 15 Chemicals companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-08-04. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-08-04 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers

Chemicals company comparison FAQs

These 22 answers restate the Chemicals comparison above in question form. Every one is computed from the same 15 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

Is the Chemicals sector outperforming S&P 500?

Chemicals has outperformed S&P 500 by 10.1% over 52 weeks and 18.1% over 13 weeks. 4 of 15 covered companies beat the S&P 500 on Mansfield relative strength, while 6 of 15 beat the sector itself.

Which Chemicals company is largest by revenue?

Celanese Corporation leads with revenue of $9,492 million, based on 9 of 15 comparable companies through Mar 2026.

Which Chemicals company is growing fastest?

ASP Isotopes Inc. has the fastest current revenue growth at 100%, across 9 of 15 comparable companies.

Which Chemicals company has the strongest 4-Factor Sector Score?

REX American Resources Corporation ranks first at 73.5/100 with 79.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Chemicals company has the lowest comparable PEG?

REX American Resources Corporation has the lowest comparable PEG at 0.26, among 2 of 15 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Chemicals comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Chemicals company is the biggest?

Celanese Corporation is the largest, with trailing-twelve-month revenue of $9,492 million, ahead of Tronox Holdings plc at $2,920 million. That covers 9 of 15 companies with comparable reporting through Mar 2026.

Which Chemicals company has the best profit margins?

Westlake Chemical Partners LP has the highest operating margin at 28.3%, from 15 of 15 comparable companies. ASP Isotopes Inc. shows the biggest recent improvement, at +63.1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Chemicals company makes the most profit?

Westlake Chemical Partners LP earns the most, at $338 million of trailing-twelve-month net profit, from 10 of 15 comparable companies. REX American Resources Corporation has the fastest profit growth at 51.4%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Chemicals company earns the highest return on capital?

Methanex Corporation leads on return on capital employed at 7.4%, across 15 of 15 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Chemicals stock is the cheapest?

On PEG — where a LOWER number is cheaper — REX American Resources Corporation screens cheapest at 0.26×. Only 2 of 15 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Chemicals sector beating the market?

Chemicals has outperformed S&P 500 by 10.1% over the last 52 weeks and 18.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 4 of 15 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Chemicals stock has the strongest price momentum?

Green Plains Inc. has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Chemicals company scores highest for research priority?

REX American Resources Corporation scores 73.5 out of 100 with 79.3% evidence confidence, from 26.1 points on growth and earnings, 15.3 on capital efficiency, 15.7 on valuation and 16.4 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Chemicals companies does this comparison cover, and over what period?

It compares 15 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Chemicals sector?

The 15 Chemicals companies on this page carry $42,397 million of combined market value. Dow Inc. is the largest at $21,909 million, about 52% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

What is the Chemicals sector's P/E ratio?

The median price-to-earnings ratio across the 15 Chemicals companies on this page is 27.4×, measured on the 13 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-08-04.

How is the Chemicals sector performing?

4 of the 15 covered Chemicals companies are beating S&P 500 on Mansfield relative strength. The sector itself is 10.1% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

How many Chemicals stocks are listed in the US?

This comparison covers 15 listed Chemicals companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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