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

Specialty Chemicals Stocks

Specialty Chemicals: LyondellBasell Industries N.V. owns the largest revenue base; Sociedad Química y Minera de Chile S.A. has the fastest current growth.

01 · the industry itself · before any single company

How has Specialty 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 11% behind S&P 500. Earnings across its companies fell 19% on average over the last four reported quarters.

BASING · +3 joined~Moving with the index15 of 47 companies ahead of S&P 500 by 5% or more over three months

RS — · 37/47 >200d (+6) · 15/47 lead (+3) · EPS 22/46↑

20030020262025202420232022 303348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Mar 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 · 35 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · up 200.0% on a year ago · 38 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 38 reportingDec 2022 · trailing 12-month earnings per share at 103, against 100 at the start · up 200.0% on a year ago · 39 reportingMar 2023 · trailing 12-month earnings per share at 105, against 100 at the start · up 5.7% on a year ago · 37 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 5.9% on a year ago · 38 reportingSep 2023 · trailing 12-month earnings per share at 102, against 100 at the start · down 3.6% on a year ago · 38 reportingDec 2023 · trailing 12-month earnings per share at 100, against 100 at the start · down 1.0% on a year ago · 41 reportingMar 2024 · trailing 12-month earnings per share at 89, against 100 at the start · down 12.6% on a year ago · 39 reportingJun 2024 · trailing 12-month earnings per share at 104, against 100 at the start · up 6.0% on a year ago · 39 reportingSep 2024 · trailing 12-month earnings per share at 106, against 100 at the start · up 8.1% on a year ago · 39 reportingDec 2024 · trailing 12-month earnings per share at 80, against 100 at the start · up 2.6% on a year ago · 39 reportingMar 2025 · trailing 12-month earnings per share at 63, against 100 at the start · down 7.0% on a year ago · 39 reportingJun 2025 · trailing 12-month earnings per share at 42, against 100 at the start · down 18.2% on a year ago · 39 reportingSep 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 30.7% on a year ago · 39 reportingDec 2025 · trailing 12-month earnings per share at 35, against 100 at the start · down 18.1% on a year ago · 39 reportingMar 2026 · trailing 12-month earnings per share at 79, against 100 at the start · down 9.5% on a year ago · 38 reportingNot reported yet — earnings trail price by a quarter or two79 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20030020262025202420232022 303348 TRAILING 12-MONTH EPS · 100 AT THE START0100106Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 35 reportingJun 2022 · trailing 12-month earnings per share at 102, against 100 at the start · up 200.0% on a year ago · 38 reportingSep 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 38 reportingDec 2022 · trailing 12-month earnings per share at 103, against 100 at the start · up 200.0% on a year ago · 39 reportingMar 2023 · trailing 12-month earnings per share at 105, against 100 at the start · up 5.7% on a year ago · 37 reportingJun 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 5.9% on a year ago · 38 reportingSep 2023 · trailing 12-month earnings per share at 102, against 100 at the start · down 3.6% on a year ago · 38 reportingDec 2023 · trailing 12-month earnings per share at 100, against 100 at the start · down 1.0% on a year ago · 41 reportingMar 2024 · trailing 12-month earnings per share at 89, against 100 at the start · down 12.6% on a year ago · 39 reportingJun 2024 · trailing 12-month earnings per share at 104, against 100 at the start · up 6.0% on a year ago · 39 reportingSep 2024 · trailing 12-month earnings per share at 106, against 100 at the start · up 8.1% on a year ago · 39 reportingDec 2024 · trailing 12-month earnings per share at 80, against 100 at the start · up 2.6% on a year ago · 39 reportingMar 2025 · trailing 12-month earnings per share at 63, against 100 at the start · down 7.0% on a year ago · 39 reportingJun 2025 · trailing 12-month earnings per share at 42, against 100 at the start · down 18.2% on a year ago · 39 reportingSep 2025 · trailing 12-month earnings per share at 33, against 100 at the start · down 30.7% on a year ago · 39 reportingDec 2025 · trailing 12-month earnings per share at 35, against 100 at the start · down 18.1% on a year ago · 39 reportingMar 2026 · trailing 12-month earnings per share at 79, against 100 at the start · down 9.5% on a year ago · 38 reportingNot reported yet — earnings trail price by a quarter or two79No earnings on file this far back — the price series reaches further than the filings do
Specialty 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 47 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 Specialty Chemicals outperforming S&P 500?

Specialty Chemicals has outperformed S&P 500 by 9.1% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 3.6%. 9 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Calumet, Inc. is the strongest against the sector itself at +40.5%.

-3.6%Sector vs S&P 500 · 13 weeks
+9.1%Sector vs S&P 500 · 52 weeks
9/28Stocks leading S&P 500
8/28Stocks 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

Specialty Chemicals has outperformed S&P 500 by 9.1% over 52 weeks and 3.6% over 13 weeks. 9 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 28 beat the sector itself. LyondellBasell Industries N.V. leads with revenue of $29,673 million, based on 10 of 29 comparable companies through Mar 2026.

Companies
29
complete canonical membership
Combined market value
$690.9B
Linde plc
Revenue growing
4/10
positive TTM year-on-year growth
Beating S&P 500
9/28
positive Mansfield relative strength
Comparing 5 of 29
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%
NewMarket Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 57.8% evidence confidence.
Cabot Corporation looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
NewMarket Corporation 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
1NewMarket CorporationNEU 61.9/100Thin evidence · provisional58% evidence BREAKING OUT 16.9/35 Revenue — · PAT — · OPM change -1.4 pp 45% evidence 16.1/25 ROCE 5.5% · OPM 21.4% 76% evidence 11.4/20 P/E 17× · PEG — 15% evidence 17.5/20 RS sector 5.4% · RS bench 8.6% · 1Y 20.4%12 of 12 weeks ahead 100% evidence
Exact sum: 16.9 + 16.1 + 11.4 + 17.5 = 61.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2Sociedad Química y Minera de Chile S.A.SQM 61.7/100Mixed-positive evidence81% evidence ASLEEP 28.8/35 Revenue 18.3% · PAT 48.4% · OPM change 17.4 pp 83% evidence 15.8/25 ROCE 6.3% · OPM 41% 76% evidence 15.1/20 P/E 28.4× · PEG 0.81 65% evidence 2.0/20 RS sector -9.7% · RS bench -8.3% · 1Y 62.4%0 of 12 weeks ahead 100% evidence
Exact sum: 28.8 + 15.8 + 15.1 + 2 = 61.7 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -9.7% and the one-year return is 62.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
3WD-40 CompanyWDFC 61.3/100Thin evidence · provisional58% evidence TURNING 21.3/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence 17.4/25 ROCE 10.8% · OPM 16.3% 76% evidence 10.2/20 P/E 30.4× · PEG — 15% evidence 12.4/20 RS sector -3.7% · RS bench -1.4% · 1Y 7.5%5 of 12 weeks ahead 100% evidence
Exact sum: 21.3 + 17.4 + 10.2 + 12.4 = 61.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Sensient Technologies CorporationSXT 60.7/100Thin evidence · provisional58% evidence FADING 20.4/35 Revenue — · PAT — · OPM change 1.7 pp 45% evidence 12.8/25 ROCE 3.8% · OPM 15.3% 76% evidence 9.8/20 P/E 33.2× · PEG — 15% evidence 17.7/20 RS sector 7.9% · RS bench 10.5% · 1Y 9%8 of 12 weeks ahead 100% evidence
Exact sum: 20.4 + 12.8 + 9.8 + 17.7 = 60.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Quaker Chemical CorporationKWR 57.5/100Thin evidence · provisional58% evidence BREAKING OUT 21.5/35 Revenue — · PAT — · OPM change 0.8 pp 45% evidence 8.3/25 ROCE 1.7% · OPM 7% 76% evidence 10.5/20 P/E 28.3× · PEG — 15% evidence 17.2/20 RS sector 6% · RS bench 8.7% · 1Y 36.6%7 of 12 weeks ahead 100% evidence
Exact sum: 21.5 + 8.3 + 10.5 + 17.2 = 57.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Axalta Coating Systems Ltd.AXTA 56.2/100Thin evidence · provisional58% evidence BREAKING OUT 15.3/35 Revenue — · PAT — · OPM change -2.3 pp 45% evidence 11.7/25 ROCE 2.8% · OPM 11.6% 76% evidence 10.8/20 P/E 21.1× · PEG — 15% evidence 18.4/20 RS sector 6.4% · RS bench 9.2% · 1Y 32.5%7 of 12 weeks ahead 100% evidence
Exact sum: 15.3 + 11.7 + 10.8 + 18.4 = 56.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Ashland Inc.ASH 54.2/100Thin evidence · provisional58% evidence BREAKING OUT 18.8/35 Revenue — · PAT — · OPM change -2.5 pp 45% evidence 7.0/25 ROCE 1% · OPM 8.1% 76% evidence 8.9/20 P/E 57.8× · PEG — 15% evidence 19.5/20 RS sector 10.3% · RS bench 12.9% · 1Y 39%9 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 7 + 8.9 + 19.5 = 54.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
8The Sherwin-Williams CompanySHW 53.8/100Thin evidence · provisional58% evidence TURNING 18.7/35 Revenue — · PAT — · OPM change -0.1 pp 45% evidence 15.5/25 ROCE 7.1% · OPM 14.2% 76% evidence 10.0/20 P/E 31.7× · PEG — 15% evidence 9.6/20 RS sector -6.6% · RS bench -4% · 1Y 2.7%1 of 12 weeks ahead 100% evidence
Exact sum: 18.7 + 15.5 + 10 + 9.6 = 53.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9H.B. Fuller CompanyFUL 53.0/100Mixed-positive evidence85% evidence BASING 22.1/35 Revenue -0.6% · PAT 80.6% · OPM change 1.2 pp 95% evidence 10.9/25 ROCE 2.6% · OPM 12.3% 76% evidence 16.1/20 P/E 19× · PEG 0.5 65% evidence 3.9/20 RS sector -14.3% · RS bench -12.2% · 1Y 4.8%2 of 12 weeks ahead 100% evidence
Exact sum: 22.1 + 10.9 + 16.1 + 3.9 = 53 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10International Flavors & Fragrances Inc.IFF 52.4/100Mixed-positive evidence64% evidence ASLEEP 21.5/35 Revenue -5.6% · PAT — · OPM change 41.8 pp 62% evidence 7.2/25 ROCE 1.2% · OPM 10% 76% evidence 10.6/20 P/E 22.2× · PEG — 15% evidence 13.1/20 RS sector 0% · RS bench 2.2% · 1Y 27.3%1 of 12 weeks ahead 100% evidence
Exact sum: 21.5 + 7.2 + 10.6 + 13.1 = 52.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Eastman Chemical CompanyEMN 52.4/100Thin evidence · provisional58% evidence ASLEEP 18.6/35 Revenue — · PAT — · OPM change -4.6 pp 45% evidence 13.3/25 ROCE 4.8% · OPM 8.6% 76% evidence 11.2/20 P/E 17.4× · PEG — 15% evidence 9.3/20 RS sector -5.5% · RS bench -3.5% · 1Y 19.9%0 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 13.3 + 11.2 + 9.3 = 52.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Avient CorporationAVNT 52.2/100Mixed-positive evidence64% evidence ASLEEP 21.8/35 Revenue 1.3% · PAT 56.9% · OPM change 11.2 pp 62% evidence 9.1/25 ROCE 1.9% · OPM 11.3% 76% evidence 10.9/20 P/E 21.1× · PEG — 15% evidence 10.4/20 RS sector -4.6% · RS bench -2.6% · 1Y 16.2%0 of 12 weeks ahead 100% evidence
Exact sum: 21.8 + 9.1 + 10.9 + 10.4 = 52.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13Balchem CorporationBCPC 52.2/100Thin evidence · provisional58% evidence TURNING 18.6/35 Revenue — · PAT — · OPM change 0.1 pp 45% evidence 14.6/25 ROCE 3.8% · OPM 20.5% 76% evidence 9.9/20 P/E 33.2× · PEG — 15% evidence 9.1/20 RS sector -5.8% · RS bench -3.6% · 1Y 9.7%0 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 14.6 + 9.9 + 9.1 = 52.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
14RPM International Inc.RPM 50.2/100Thin evidence · provisional58% evidence TURNING 18.3/35 Revenue — · PAT — · OPM change 0.8 pp 45% evidence 12.7/25 ROCE 4.8% · OPM 5% 76% evidence 11.0/20 P/E 20.5× · PEG — 15% evidence 8.2/20 RS sector -8.3% · RS bench -5.8% · 1Y -3.8%1 of 12 weeks ahead 100% evidence
Exact sum: 18.3 + 12.7 + 11 + 8.2 = 50.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15PPG Industries, Inc.PPG 50.2/100Thin evidence · provisional58% evidence TURNING 16.8/35 Revenue — · PAT — · OPM change -0.2 pp 45% evidence 12.8/25 ROCE 3.6% · OPM 13.8% 76% evidence 11.3/20 P/E 17.4× · PEG — 15% evidence 9.3/20 RS sector -5.7% · RS bench -3.5% · 1Y 10.1%3 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 12.8 + 11.3 + 9.3 = 50.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Element Solutions IncESI 49.8/100Thin evidence · provisional58% evidence ASLEEP 17.7/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 10.6/25 ROCE 2.3% · OPM 13.3% 76% evidence 8.8/20 P/E 64.5× · PEG — 15% evidence 12.7/20 RS sector 6.6% · RS bench 8.2% · 1Y 62.7%7 of 12 weeks ahead 100% evidence
Exact sum: 17.7 + 10.6 + 8.8 + 12.7 = 49.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Linde plcLIN 47.5/100Thin evidence · provisional58% evidence ASLEEP 18.8/35 Revenue — · PAT — · OPM change 0.9 pp 45% evidence 14.3/25 ROCE 3.6% · OPM 27.8% 76% evidence 9.7/20 P/E 33.5× · PEG — 15% evidence 4.7/20 RS sector -10.3% · RS bench -8.3% · 1Y 2.6%0 of 12 weeks ahead 100% evidence
Exact sum: 18.8 + 14.3 + 9.7 + 4.7 = 47.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18Ecolab Inc.ECL 46.7/100Thin evidence · provisional58% evidence TURNING 17.0/35 Revenue — · PAT — · OPM change 0.3 pp 45% evidence 12.9/25 ROCE 3.5% · OPM 15.3% 76% evidence 9.5/20 P/E 37.4× · PEG — 15% evidence 7.3/20 RS sector -9% · RS bench -6.6% · 1Y 3.8%1 of 12 weeks ahead 100% evidence
Exact sum: 17 + 12.9 + 9.5 + 7.3 = 46.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
19Cabot CorporationCBT 46.3/100Mixed-negative evidence81% evidence ASLEEP 8.9/35 Revenue -8.5% · PAT -31.2% · OPM change -3 pp 83% evidence 13.3/25 ROCE 4.5% · OPM 14.3% 76% evidence 16.5/20 P/E 14.2× · PEG 0.18 65% evidence 7.6/20 RS sector -5.2% · RS bench -3.1% · 1Y 5%8 of 12 weeks ahead 100% evidence
Exact sum: 8.9 + 13.3 + 16.5 + 7.6 = 46.3 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
20Air Products and Chemicals, Inc.APD 43.7/100Thin evidence · provisional58% evidence BASING 17.0/35 Revenue — · PAT — · OPM change 103.5 pp 45% evidence 9.5/25 ROCE -5.8% · OPM 23.7% 76% evidence 10.1/20 P/E 30.7× · PEG — 15% evidence 7.1/20 RS sector -7% · RS bench -4.9% · 1Y 2.1%0 of 12 weeks ahead 100% evidence
Exact sum: 17 + 9.5 + 10.1 + 7.1 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
21Calumet, Inc.CLMT 41.5/100Mixed-negative evidence64% evidence BREAKING OUT 9.4/35 Revenue -0.1% · PAT — · OPM change -11.7 pp 62% evidence 3.0/25 ROCE -9.1% · OPM -16.6% 76% evidence 10.3/20 P/E 30.3× · PEG — 15% evidence 18.8/20 RS sector 40.5% · RS bench 42% · 1Y 189.2%9 of 12 weeks ahead 100% evidence
Exact sum: 9.4 + 3 + 10.3 + 18.8 = 41.5 · Decision use: Price leads the evidence: RS versus the benchmark is 42%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
22Perimeter Solutions, Inc.PRM 40.4/100Thin evidence · provisional58% evidence FADING 10.0/35 Revenue — · PAT — · OPM change -50 pp 45% evidence 7.5/25 ROCE -7.6% · OPM 58% 76% evidence 9.0/20 P/E 53.3× · PEG — 15% evidence 13.9/20 RS sector 7.8% · RS bench 10.3% · 1Y 84.7%10 of 12 weeks ahead 100% evidence
Exact sum: 10 + 7.5 + 9 + 13.9 = 40.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
23DuPont de Nemours, Inc.DD 38.9/100Mixed-negative evidence81% evidence BASING 22.2/35 Revenue 4% · PAT 40.7% · OPM change 5.2 pp 83% evidence 7.5/25 ROCE 0.7% · OPM 11.1% 76% evidence 4.3/20 P/E 45.4× · PEG 4.12 65% evidence 4.9/20 RS sector -21.8% · RS bench -19.3% · 1Y -32.4%0 of 12 weeks ahead 100% evidence
Exact sum: 22.2 + 7.5 + 4.3 + 4.9 = 38.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
24Albemarle CorporationALB 38.3/100Thin evidence · provisional53% evidence ASLEEP 20.0/35 Revenue — · PAT — · OPM change 14.5 pp 32% evidence 9.2/25 ROCE 1.6% · OPM 16.3% 76% evidence 9.1/20 P/E 47.9× · PEG — 15% evidence 0.0/20 RS sector -22.9% · RS bench -21.8% · 1Y 60.1%0 of 12 weeks ahead 100% evidence
Exact sum: 20 + 9.2 + 9.1 + 0 = 38.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Hawkins, Inc.HWKN 37.8/100Thin evidence · provisional58% evidence ASLEEP 14.8/35 Revenue — · PAT — · OPM change -1.2 pp 45% evidence 12.7/25 ROCE 4.4% · OPM 8.8% 76% evidence 9.4/20 P/E 41.9× · PEG — 15% evidence 0.9/20 RS sector -22.8% · RS bench -20.8% · 1Y -24.6%1 of 12 weeks ahead 100% evidence
Exact sum: 14.8 + 12.7 + 9.4 + 0.9 = 37.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
26LyondellBasell Industries N.V.LYB 33.4/100Adverse evidence71% evidence ASLEEP 13.1/35 Revenue -9.4% · PAT -164.8% · OPM change 1.8 pp 83% evidence 6.5/25 ROCE 0.9% · OPM 3.3% 76% evidence 8.6/20 P/E 76.1× · PEG — 15% evidence 5.2/20 RS sector -5.6% · RS bench -4.2% · 1Y 24.6%2 of 12 weeks ahead 100% evidence
Exact sum: 13.1 + 6.5 + 8.6 + 5.2 = 33.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
27The Chemours CompanyCC 28.8/100Adverse evidence64% evidence ASLEEP 12.7/35 Revenue 0.6% · PAT -3836.4% · OPM change -2 pp 62% evidence 4.4/25 ROCE 0.5% · OPM 1.9% 76% evidence 8.5/20 P/E 225.5× · PEG — 15% evidence 3.2/20 RS sector -7.7% · RS bench -6.6% · 1Y 47.1%5 of 12 weeks ahead 100% evidence
Exact sum: 12.7 + 4.4 + 8.5 + 3.2 = 28.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
28Westlake CorporationWLK 26.1/100Adverse evidence64% evidence BASING 9.8/35 Revenue -8.6% · PAT -473.1% · OPM change -5.4 pp 62% evidence 4.7/25 ROCE -1% · OPM -6.5% 76% evidence 9.6/20 P/E 33.6× · PEG — 15% evidence 2.0/20 RS sector -17.5% · RS bench -16.2% · 1Y 2.1%0 of 12 weeks ahead 100% evidence
Exact sum: 9.8 + 4.7 + 9.6 + 2 = 26.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
29Solstice Advanced Materials, Inc.SOLS 46.2/100Thin evidence · provisional36% evidence ASLEEP 12.4/35 Revenue — · PAT — · OPM change -4.5 pp 39% evidence 15.1/25 ROCE 9.6% · OPM 16.5% 76% evidence 8.7/20 P/E 67.2× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y —1 of 12 weeks ahead 0% evidence
Exact sum: 12.4 + 15.1 + 8.7 + 10 = 46.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
Showing 10 of 29 companies
04 · what price has already done

Market action

Calumet, Inc. has the strongest one-year price move in Specialty Chemicals at +189.2%. It also leads on Mansfield relative strength against the S&P 500 at +42%. 9 of 28 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

LyondellBasell Industries N.V. has the highest Revenue among the 29 Specialty Chemicals companies compared here, at $29,673 million. Westlake Corporation is next at $10,976 million. Sociedad Química y Minera de Chile S.A. has the highest Revenue growth at 18.3%, so level and change sit with different companies. 10 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: LyondellBasell Industries N.V. is the scale leader at $29,673 million, 170.3% ahead of Westlake Corporation. Sociedad Química y Minera de Chile S.A.'s growth is 18.3% from a $5,300 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderLyondellBasell Industries N.V. · $29,673 million
Gap170.3% versus #2 · Westlake Corporation
Persistence0/8 recent comparable periods
Coverage10/29 companies · 530 observations

Investor read: LyondellBasell Industries N.V. is the scale benchmark; Sociedad Química y Minera de Chile S.A. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: LyondellBasell Industries N.V.'s growth falls below Sociedad Química y Minera de Chile S.A.'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
1LyondellBasell Industries N.V. LYB$29.7B
2Westlake Corporation WLK$11.0B
3International Flavors & Fragrances Inc. IFF$10.8B
4DuPont de Nemours, Inc. DD$9.7B
5The Chemours Company CC$5.8B
Revenue growthfastest growers
1Sociedad Química y Minera de Chile S.A. SQM18%
2DuPont de Nemours, Inc. DD4.0%
3Avient Corporation AVNT1.3%
4The Chemours Company CC0.6%
5Calumet, Inc. CLMT-0.1%
Revenue · company comparison
10/29 level · 10/29 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
Linde plc LIN$8.8B8.3%Jun 2026
LyondellBasell Industries N.V. LYB$7.2B-6.3%Mar 2026
The Sherwin-Williams Company SHW$5.7B6.8%Jun 2026
Ecolab Inc. ECL$4.1B10%Jun 2026
PPG Industries, Inc. PPG$3.9B6.7%Jun 2026
Air Products and Chemicals, Inc. APD$3.2B8.8%Jun 2026
International Flavors & Fragrances Inc. IFF$2.7B-3.6%Mar 2026
Westlake Corporation WLK$2.7B-6.8%Mar 2026
Eastman Chemical Company EMN$2.2B-4.9%Jun 2026
Sociedad Química y Minera de Chile S.A. SQM$1.8B70%Mar 2026
DuPont de Nemours, Inc. DD$1.7B4.3%Mar 2026
RPM International Inc. RPM$1.6B8.9%Jun 2026
Albemarle Corporation ALB$1.4B33%Mar 2026
The Chemours Company CC$1.4B1.0%Mar 2026
Axalta Coating Systems Ltd. AXTA$1.3B-0.6%Jun 2026
Calumet, Inc. CLMT$1.0B3.6%Mar 2026
Solstice Advanced Materials, Inc. SOLS$991M10%Jun 2026
H.B. Fuller Company FUL$950M5.8%Jun 2026
Cabot Corporation CBT$904M-3.4%Mar 2026
Avient Corporation AVNT$847M2.4%Mar 2026
Element Solutions Inc ESI$840M41%Jun 2026
NewMarket Corporation NEU$670M-4.4%Jun 2026
Ashland Inc. ASH$482M0.6%Jun 2026
Quaker Chemical Corporation KWR$480M8.4%Jun 2026
Sensient Technologies Corporation SXT$436M11%Jun 2026
Balchem Corporation BCPC$271M8.0%Jun 2026
Hawkins, Inc. HWKN$266M8.6%Jun 2026
WD-40 Company WDFC$162M11%Jun 2026
Perimeter Solutions, Inc. PRM$125M74%Jun 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

$2.8B
$3.0B
$2.9B
$3.2B
$3.6B
$3.2B
$3.2B
$3.0B
$3.2B
$3.0B
$2.9B
$3.0B
$3.2B
$2.9B
$2.9B
$3.0B
$3.2B
$3.1B
$3.2B
—

Albemarle Corporation · ALB

$831M
$894M
$1.1B
$1.5B
$2.1B
$2.6B
$2.6B
$2.4B
$2.3B
$2.4B
$1.4B
$1.4B
$1.4B
—
$1.1B
$1.3B
$1.3B
—
$1.4B
—

DuPont de Nemours, Inc. · DD

$3.2B
$3.2B
$3.3B
$3.3B
$3.3B
$3.1B
$3.0B
$3.1B
$3.1B
$2.9B
$2.9B
$3.2B
$2.9B
$1.7B
$1.6B
$3.3B
$3.1B
$1.7B
$1.7B
—

Ecolab Inc. · ECL

$3.3B
$3.4B
$3.3B
$3.6B
$3.7B
$3.7B
$3.6B
$3.9B
$4.0B
$3.9B
$3.8B
$4.0B
$4.0B
$4.0B
$3.7B
$4.0B
$4.2B
$4.2B
$4.1B
—

International Flavors & Fragrances Inc. · IFF

$3.1B
$3.0B
$3.2B
$3.3B
$3.1B
$2.8B
$3.0B
$2.9B
$2.8B
$2.7B
$2.9B
$2.9B
$2.9B
$2.8B
$2.8B
$2.8B
$2.7B
$2.6B
$2.7B
—

Linde plc · LIN

$7.7B
$8.3B
$8.2B
$8.5B
$8.8B
$7.9B
$8.2B
$8.2B
$8.2B
$8.3B
$8.1B
$8.3B
$8.4B
$8.3B
$8.1B
$8.5B
$8.6B
$8.8B
$8.8B
—

LyondellBasell Industries N.V. · LYB

$12.7B
$12.8B
$13.2B
$14.8B
$12.3B
$10.2B
$10.2B
$10.3B
$10.6B
$9.9B
$8.3B
$8.7B
$8.6B
$7.8B
$7.7B
$7.7B
$7.7B
$7.1B
$7.2B
—

PPG Industries, Inc. · PPG

$4.4B
$4.2B
$4.3B
$4.7B
$4.5B
$4.2B
$4.4B
$4.9B
$4.6B
$4.4B
$3.8B
$4.2B
$4.0B
$3.7B
$3.7B
$4.2B
$4.1B
$3.9B
$3.9B
—

RPM International Inc. · RPM

$1.7B
$1.6B
$1.4B
$2.0B
$1.9B
$1.8B
$1.5B
$2.0B
$2.0B
$1.8B
$1.5B
$2.0B
$2.0B
$1.8B
$1.5B
$2.1B
$2.1B
$1.9B
$1.6B
—

Sociedad Química y Minera de Chile S.A. · SQM

$662M
$1.1B
$2.0B
$2.6B
$3.0B
$3.1B
$2.3B
$2.1B
$1.8B
$1.3B
$1.1B
$1.3B
$1.1B
$1.1B
$1.0B
$1.0B
$1.2B
$1.3B
$1.8B
—

The Sherwin-Williams Company · SHW

$5.1B
$4.8B
$5.0B
$5.9B
$6.0B
$5.2B
$5.4B
$6.2B
$6.1B
$5.3B
$5.4B
$6.3B
$6.2B
$5.3B
$5.3B
$6.3B
$6.4B
$5.6B
$5.7B
—

Westlake Corporation · WLK

$3.1B
$3.5B
$4.1B
$4.5B
$4.0B
$3.3B
$3.4B
$3.3B
$3.1B
$2.8B
$3.0B
$3.2B
$3.1B
$2.8B
$2.8B
$3.0B
$2.8B
$2.5B
$2.7B
—

Revenue growth · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

—
—
—
22%
26%
6.1%
8.7%
-4.9%
-11%
-5.6%
-8.4%
-1.6%
-0.1%
-2.2%
-0.5%
1.2%
-0.7%
5.8%
8.8%
—

Albemarle Corporation · ALB

—
—
—
91%
152%
193%
129%
60%
10%
-10%
-47%
-40%
-41%
—
-21%
-7.0%
-3.5%
—
33%
—

DuPont de Nemours, Inc. · DD

—
—
—
7.0%
3.7%
-4.4%
-7.8%
-6.9%
-7.8%
-6.6%
-2.9%
2.5%
-6.4%
-42%
-45%
2.7%
7.3%
0.2%
4.3%
—

Ecolab Inc. · ECL

—
—
—
13%
10%
9.1%
9.3%
7.6%
7.9%
7.3%
5.0%
3.5%
1.0%
1.7%
-1.5%
1.0%
4.2%
4.8%
10%
—

International Flavors & Fragrances Inc. · IFF

—
—
—
7.1%
-0.3%
-6.2%
-6.2%
-11%
-7.9%
-5.0%
-4.2%
-1.4%
3.7%
2.5%
-1.9%
-4.3%
-7.9%
-6.6%
-3.6%
—

Linde plc · LIN

—
—
—
12%
15%
-4.8%
-0.2%
-3.0%
-7.3%
5.1%
-1.1%
0.8%
2.5%
-0.2%
0.2%
2.8%
3.1%
5.8%
8.3%
—

LyondellBasell Industries N.V. · LYB

—
—
—
28%
-3.5%
-20%
-22%
-31%
-13%
-2.7%
-19%
-16%
-19%
-21%
-7.6%
-12%
-10%
-9.2%
-6.3%
—

PPG Industries, Inc. · PPG

—
—
—
7.6%
2.2%
-0.1%
1.7%
3.9%
3.9%
3.9%
-12%
-13%
-13%
-14%
-4.3%
-0.9%
1.2%
5.0%
6.7%
—

RPM International Inc. · RPM

—
—
—
14%
17%
9.3%
5.7%
1.6%
4.1%
0.0%
0.5%
-0.4%
-2.1%
3.0%
-3.0%
3.7%
7.4%
3.5%
8.9%
—

Sociedad Química y Minera de Chile S.A. · SQM

—
—
—
342%
347%
189%
12%
-21%
-38%
-58%
-52%
-37%
-41%
-18%
-4.4%
-19%
8.9%
23%
70%
—

The Sherwin-Williams Company · SHW

—
—
—
9.1%
17%
9.9%
8.9%
6.3%
1.2%
0.4%
-1.4%
0.5%
0.8%
0.9%
-1.1%
0.7%
3.2%
5.6%
6.8%
—

Westlake Corporation · WLK

—
—
—
57%
29%
-5.9%
-17%
-27%
-21%
-14%
-11%
-1.4%
0.1%
0.6%
-4.3%
-7.9%
-9.0%
-11%
-6.8%
—
06 · compare level, then change

Operating Economics & Margin Trend

Perimeter Solutions, Inc. has the highest OPM among the 29 Specialty Chemicals companies compared here, at 58%. Sociedad Química y Minera de Chile S.A. is next at 41%. Air Products and Chemicals, Inc. has the highest Margin change at +103.5 percentage points, so level and change sit with different companies.

What the numbers say: Perimeter Solutions, Inc. leads opm at 58%; Air Products and Chemicals, Inc. leads margin change at +103.5 percentage points.

LeaderPerimeter Solutions, Inc. · 58%
Gap41.5% versus #2 · Sociedad Química y Minera de Chile S.A.
Persistence2/8 recent comparable periods
Coverage29/29 companies · 530 observations

Investor read: Perimeter Solutions, Inc. 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
1Perimeter Solutions, Inc. PRM58%
2Sociedad Química y Minera de Chile S.A. SQM41%
3Linde plc LIN28%
4Air Products and Chemicals, Inc. APD24%
5NewMarket Corporation NEU21%
Margin changefastest expanders
1Air Products and Chemicals, Inc. APD+103.5 pp
2International Flavors & Fragrances Inc. IFF+41.8 pp
3Sociedad Química y Minera de Chile S.A. SQM+17.4 pp
4Albemarle Corporation ALB+14.5 pp
5Avient Corporation AVNT+11.2 pp
Operating margin · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Perimeter Solutions, Inc. PRM58%−50.0 ppJun 2026
Sociedad Química y Minera de Chile S.A. SQM41%+17.4 ppMar 2026
Linde plc LIN28%+0.9 ppJun 2026
Air Products and Chemicals, Inc. APD24%+103.5 ppJun 2026
NewMarket Corporation NEU21%−1.4 ppJun 2026
Balchem Corporation BCPC21%+0.1 ppJun 2026
Solstice Advanced Materials, Inc. SOLS17%−4.5 ppJun 2026
Albemarle Corporation ALB16%+14.5 ppMar 2026
WD-40 Company WDFC16%+0.4 ppJun 2026
Ecolab Inc. ECL15%+0.3 ppJun 2026
Sensient Technologies Corporation SXT15%+1.7 ppJun 2026
Cabot Corporation CBT14%−3.0 ppMar 2026
The Sherwin-Williams Company SHW14%−0.1 ppJun 2026
PPG Industries, Inc. PPG14%−0.2 ppJun 2026
Element Solutions Inc ESI13%+0.3 ppJun 2026
H.B. Fuller Company FUL12%+1.2 ppJun 2026
Axalta Coating Systems Ltd. AXTA12%−2.3 ppJun 2026
Avient Corporation AVNT11%+11.2 ppMar 2026
DuPont de Nemours, Inc. DD11%+5.2 ppMar 2026
International Flavors & Fragrances Inc. IFF10%+41.8 ppMar 2026
Hawkins, Inc. HWKN8.8%−1.2 ppJun 2026
Eastman Chemical Company EMN8.6%−4.6 ppJun 2026
Ashland Inc. ASH8.1%−2.5 ppJun 2026
Quaker Chemical Corporation KWR7.0%+0.8 ppJun 2026
RPM International Inc. RPM5.0%+0.8 ppJun 2026
LyondellBasell Industries N.V. LYB3.3%+1.8 ppMar 2026
The Chemours Company CC1.9%−2.0 ppMar 2026
Westlake Corporation WLK-6.5%−5.4 ppMar 2026
Calumet, Inc. CLMT-17%−11.7 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

22%
18%
19%
20%
18%
21%
14%
21%
23%
22%
22%
25%
76%
22%
-80%
26%
0.5%
24%
24%
—

Albemarle Corporation · ALB

16%
-3.5%
28%
29%
43%
32%
43%
5.9%
-6.1%
-36%
-13%
-34%
-82%
—
1.8%
3.6%
-17%
—
16%
—

DuPont de Nemours, Inc. · DD

14%
9.4%
11%
15%
18%
7.5%
14%
13%
15%
9.9%
11%
15%
15%
7.8%
5.9%
12%
13%
5.7%
11%
—

Ecolab Inc. · ECL

14%
12%
7.8%
12%
13%
11%
9.8%
13%
14%
15%
14%
17%
26%
15%
15%
18%
18%
17%
15%
—

International Flavors & Fragrances Inc. · IFF

9.7%
5.7%
11%
6.4%
-65%
3.7%
4.3%
5.0%
5.3%
-94%
6.9%
6.6%
8.5%
4.6%
-32%
7.2%
8.4%
3.7%
10%
—

Linde plc · LIN

17%
16%
18%
7.0%
18%
21%
24%
25%
25%
24%
26%
26%
25%
27%
27%
28%
28%
23%
28%
—

LyondellBasell Industries N.V. · LYB

18%
7.1%
13%
14%
6.6%
4.8%
7.0%
9.8%
9.5%
3.2%
7.8%
12%
10%
-7.6%
1.5%
3.7%
-9.5%
-1.2%
3.3%
—

PPG Industries, Inc. · PPG

9.3%
5.9%
2.0%
13%
10%
9.2%
8.8%
14%
13%
8.6%
14%
16%
15%
13%
14%
15%
14%
12%
14%
—

RPM International Inc. · RPM

12%
8.7%
4.5%
12%
13%
11%
3.1%
12%
15%
13%
6.3%
13%
15%
12%
4.2%
14%
15%
12%
5.0%
—

Sociedad Química y Minera de Chile S.A. · SQM

26%
42%
56%
48%
53%
49%
45%
40%
39%
27%
29%
24%
21%
22%
24%
16%
25%
30%
41%
—

The Sherwin-Williams Company · SHW

14%
9.4%
11%
14%
16%
11%
13%
17%
18%
12%
14%
20%
18%
13%
14%
17%
19%
14%
14%
—

Westlake Corporation · WLK

28%
25%
25%
26%
13%
9.9%
16%
12%
11%
-20%
7.5%
13%
5.8%
2.3%
-1.1%
-3.7%
-27%
-27%
-6.5%
—

Margin change · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

—
—
—
−2.5 pp
−4.2 pp
+3.0 pp
−4.7 pp
+1.5 pp
+5.6 pp
+1.7 pp
+7.3 pp
+3.5 pp
+53.0 pp
−0.2 pp
−101.5 pp
+1.5 pp
−75.6 pp
+1.7 pp
+103.5 pp
—

Albemarle Corporation · ALB

—
—
—
−40.8 pp
+26.8 pp
+35.3 pp
+15.0 pp
−23.4 pp
−48.7 pp
−67.9 pp
−55.9 pp
−40.3 pp
−75.8 pp
—
+15.0 pp
+38.0 pp
+65.3 pp
—
+14.5 pp
—

DuPont de Nemours, Inc. · DD

—
—
—
−0.3 pp
+4.1 pp
−1.9 pp
+2.2 pp
−1.3 pp
−3.1 pp
+2.4 pp
−2.8 pp
+1.2 pp
+0.6 pp
−2.1 pp
−4.8 pp
−3.0 pp
−2.5 pp
−2.1 pp
+5.2 pp
—

Ecolab Inc. · ECL

—
—
—
−2.3 pp
−0.8 pp
−0.6 pp
+2.0 pp
+0.7 pp
+1.1 pp
+4.1 pp
+4.0 pp
+3.9 pp
+11.8 pp
−0.4 pp
+1.2 pp
+1.1 pp
−7.8 pp
+2.4 pp
+0.3 pp
—

International Flavors & Fragrances Inc. · IFF

—
—
—
+2.8 pp
−74.5 pp
−2.0 pp
−6.3 pp
−1.4 pp
+70.1 pp
−97.5 pp
+2.6 pp
+1.6 pp
+3.2 pp
+98.4 pp
−38.7 pp
+0.6 pp
−0.1 pp
−0.9 pp
+41.8 pp
—

Linde plc · LIN

—
—
—
−8.1 pp
+1.5 pp
+5.3 pp
+5.6 pp
+17.5 pp
+6.9 pp
+3.0 pp
+2.3 pp
+1.9 pp
−0.2 pp
+3.0 pp
+1.0 pp
+1.3 pp
+2.5 pp
−4.4 pp
+0.9 pp
—

LyondellBasell Industries N.V. · LYB

—
—
—
−7.4 pp
−11.1 pp
−2.3 pp
−5.6 pp
−4.6 pp
+2.9 pp
−1.6 pp
+0.8 pp
+1.7 pp
+0.6 pp
−10.8 pp
−6.3 pp
−7.8 pp
−19.6 pp
+6.4 pp
+1.8 pp
—

PPG Industries, Inc. · PPG

—
—
—
−0.1 pp
+0.8 pp
+3.3 pp
+6.8 pp
+1.4 pp
+2.4 pp
−0.6 pp
+5.6 pp
+1.8 pp
+2.3 pp
+4.1 pp
−0.4 pp
−1.1 pp
−0.6 pp
−1.1 pp
−0.2 pp
—

RPM International Inc. · RPM

—
—
—
−0.6 pp
+1.6 pp
+2.4 pp
−1.4 pp
−0.4 pp
+1.2 pp
+1.4 pp
+3.2 pp
+1.3 pp
+0.9 pp
−0.2 pp
−2.1 pp
+0.6 pp
−0.7 pp
−0.5 pp
+0.8 pp
—

Sociedad Química y Minera de Chile S.A. · SQM

—
—
—
+22.6 pp
+26.9 pp
+6.9 pp
−10.4 pp
−7.9 pp
−14.5 pp
−22.2 pp
−16.4 pp
−15.6 pp
−17.4 pp
−4.4 pp
−5.3 pp
−8.4 pp
+3.5 pp
+7.3 pp
+17.4 pp
—

The Sherwin-Williams Company · SHW

—
—
—
−2.3 pp
+2.9 pp
+2.0 pp
+1.9 pp
+2.9 pp
+1.5 pp
+0.8 pp
+0.4 pp
+2.7 pp
+0.5 pp
+1.0 pp
+0.7 pp
−2.6 pp
+0.1 pp
+1.0 pp
−0.1 pp
—

Westlake Corporation · WLK

—
—
—
+1.0 pp
−15.2 pp
−15.0 pp
−9.4 pp
−14.0 pp
−1.8 pp
−29.4 pp
−8.5 pp
+0.5 pp
−5.4 pp
+21.8 pp
−8.6 pp
−16.4 pp
−32.8 pp
−28.8 pp
−5.4 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Sociedad Química y Minera de Chile S.A. has the highest Net profit among the 29 Specialty Chemicals companies compared here, at $905 million. International Flavors & Fragrances Inc. is next at $854 million. H.B. Fuller Company has the highest Profit growth at 80.6%, so level and change sit with different companies.

What the numbers say: Sociedad Química y Minera de Chile S.A. leads with $905 million of TTM profit, 6% above International Flavors & Fragrances Inc.. H.B. Fuller Company shows 80.6% growth from a $186 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderSociedad Química y Minera de Chile S.A. · $905 million
Gap6% versus #2 · International Flavors & Fragrances Inc.
Persistence3/8 recent comparable periods
Coverage10/29 companies · 530 observations

Investor read: Sociedad Química y Minera de Chile S.A. 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
1Sociedad Química y Minera de Chile S.A. SQM$905M
2International Flavors & Fragrances Inc. IFF$854M
3DuPont de Nemours, Inc. DD$588M
4Cabot Corporation CBT$327M
5H.B. Fuller Company FUL$186M
Profit growthfastest growers
1H.B. Fuller Company FUL81%
2Sociedad Química y Minera de Chile S.A. SQM48%
3DuPont de Nemours, Inc. DD41%
4Cabot Corporation CBT-31%
5LyondellBasell Industries N.V. LYB-165%
Net profit · company comparison
10/29 level · 5/29 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Linde plc LIN$1.9B11%Jun 2026
Air Products and Chemicals, Inc. APD$725M6.3%Jun 2026
The Sherwin-Williams Company SHW$535M6.2%Jun 2026
Ecolab Inc. ECL$437M7.4%Jun 2026
Sociedad Química y Minera de Chile S.A. SQM$403M192%Mar 2026
PPG Industries, Inc. PPG$385M1.3%Jun 2026
Albemarle Corporation ALB$329M571%Mar 2026
International Flavors & Fragrances Inc. IFF$170M-31%Mar 2026
DuPont de Nemours, Inc. DD$150M88%Mar 2026
LyondellBasell Industries N.V. LYB$139M504%Mar 2026
NewMarket Corporation NEU$118M-6.4%Jun 2026
Eastman Chemical Company EMN$107M-42%Jun 2026
Solstice Advanced Materials, Inc. SOLS$105M-25%Jun 2026
Axalta Coating Systems Ltd. AXTA$91M-8.1%Jun 2026
Cabot Corporation CBT$78M-26%Mar 2026
Perimeter Solutions, Inc. PRM$73M28%Jun 2026
H.B. Fuller Company FUL$68M62%Jun 2026
Element Solutions Inc ESI$56M-43%Jun 2026
Avient Corporation AVNT$56M-65%Mar 2026
RPM International Inc. RPM$52M0.0%Jun 2026
Sensient Technologies Corporation SXT$44M29%Jun 2026
Balchem Corporation BCPC$40M8.1%Jun 2026
WD-40 Company WDFC$20M-33%Jun 2026
Quaker Chemical Corporation KWR$20M54%Jun 2026
Ashland Inc. ASH$15M-50%Jun 2026
Hawkins, Inc. HWKN$15M-6.3%Jun 2026
The Chemours Company CC$-29M-733%Mar 2026
Westlake Corporation WLK$-157M-2,905%Mar 2026
Calumet, Inc. CLMT$-317M-201%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

$567M
$550M
$537M
$587M
$580M
$584M
$450M
$611M
$687M
$622M
$581M
$709M
$2.0B
$650M
$-1.7B
$731M
$10M
$691M
$725M
—

Albemarle Corporation · ALB

$-374M
$10M
$282M
$441M
$931M
$1.2B
$1.3B
$676M
$321M
$-603M
$17M
$-177M
$-1.1B
—
$49M
$35M
$-148M
—
$329M
—

DuPont de Nemours, Inc. · DD

$259M
$167M
$232M
$365M
$359M
$105M
$273M
$269M
$291M
$-300M
$183M
$176M
$453M
$-291M
$80M
$238M
$308M
$-108M
$150M
—

Ecolab Inc. · ECL

$329M
$305M
$175M
$313M
$352M
$270M
$238M
$335M
$409M
$411M
$417M
$495M
$741M
$480M
$407M
$529M
$590M
$569M
$437M
—

International Flavors & Fragrances Inc. · IFF

$197M
$92M
$246M
$109M
$-2.2B
$-24M
$-8M
$27M
$27M
$-2.6B
$61M
$172M
$59M
$-60M
$-1.0B
$612M
$41M
$31M
$170M
—

Linde plc · LIN

$1.0B
$1.0B
$1.2B
$360M
$1.3B
$1.3B
$1.5B
$1.6B
$1.6B
$1.5B
$1.6B
$1.7B
$1.6B
$1.7B
$1.7B
$1.8B
$1.9B
$1.5B
$1.9B
—

LyondellBasell Industries N.V. · LYB

$1.8B
$731M
$1.3B
$1.6B
$573M
$355M
$475M
$717M
$748M
$186M
$433M
$946M
$626M
$-563M
$23M
$155M
$-829M
$-134M
$139M
—

PPG Industries, Inc. · PPG

$345M
$278M
$23M
$448M
$339M
$225M
$273M
$497M
$436M
$114M
$414M
$502M
$450M
$11M
$380M
$458M
$438M
$311M
$385M
—

RPM International Inc. · RPM

$135M
$125M
$33M
$199M
$169M
$132M
$27M
$152M
$201M
$146M
$61M
$181M
$229M
$183M
$52M
$226M
$228M
$161M
$52M
—

Sociedad Química y Minera de Chile S.A. · SQM

$109M
$323M
$797M
$862M
$1.1B
$1.2B
$752M
$581M
$482M
$206M
$-869M
$215M
$134M
$123M
$138M
$89M
$180M
$233M
$403M
—

The Sherwin-Williams Company · SHW

$502M
$309M
$371M
$578M
$685M
$386M
$477M
$794M
$762M
$356M
$505M
$890M
$806M
$616M
$504M
$755M
$833M
$639M
$535M
—

Westlake Corporation · WLK

$620M
$661M
$764M
$873M
$412M
$248M
$407M
$307M
$295M
$-487M
$185M
$323M
$120M
$19M
$-35M
$-131M
$-772M
$-533M
$-157M
—

Profit growth · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

—
—
—
12%
2.3%
6.2%
-16%
4.1%
18%
6.5%
29%
16%
186%
4.5%
-399%
3.1%
-99%
6.3%
—
—

Albemarle Corporation · ALB

—
—
—
-1.1%
—
11,520%
353%
53%
-66%
-152%
-99%
-126%
-431%
—
188%
—
—
—
571%
—

DuPont de Nemours, Inc. · DD

—
—
—
-7.6%
39%
-37%
18%
-26%
-19%
-386%
-33%
-35%
56%
—
-56%
35%
-32%
—
88%
—

Ecolab Inc. · ECL

—
—
—
-0.3%
7.0%
-11%
36%
7.0%
16%
52%
75%
48%
81%
17%
-2.4%
6.9%
-20%
19%
7.4%
—

International Flavors & Fragrances Inc. · IFF

—
—
—
263%
-1,214%
-126%
-103%
-75%
—
—
—
537%
119%
—
-1,767%
256%
-31%
—
—
—

Linde plc · LIN

—
—
—
-57%
25%
31%
30%
335%
24%
16%
7.0%
5.7%
0.3%
13%
3.2%
7.1%
24%
-12%
11%
—

LyondellBasell Industries N.V. · LYB

—
—
—
-20%
-68%
-51%
-64%
-56%
31%
-48%
-8.8%
32%
-16%
-403%
-95%
-84%
-232%
—
504%
—

PPG Industries, Inc. · PPG

—
—
—
3.5%
-1.7%
-19%
1,087%
11%
29%
-49%
52%
1.0%
3.2%
-90%
-8.2%
-8.8%
-2.7%
2,727%
1.3%
—

RPM International Inc. · RPM

—
—
—
28%
25%
5.6%
-18%
-24%
19%
11%
126%
19%
14%
25%
-15%
25%
-0.4%
-12%
0.0%
—

Sociedad Química y Minera de Chile S.A. · SQM

—
—
—
847%
912%
257%
-5.7%
-33%
-56%
-82%
-216%
-63%
-72%
-40%
—
-59%
34%
89%
192%
—

The Sherwin-Williams Company · SHW

—
—
—
-11%
36%
25%
29%
37%
11%
-7.8%
5.9%
12%
5.8%
73%
-0.2%
-15%
3.4%
3.7%
6.2%
—

Westlake Corporation · WLK

—
—
—
63%
-34%
-62%
-47%
-65%
-28%
-296%
-55%
5.2%
-59%
—
-119%
-141%
-743%
-2,905%
—
—
08 · compare level, then change

Return On Capital Employed

WD-40 Company has the highest ROCE among the 29 Specialty Chemicals companies compared here, at 10.8%. Solstice Advanced Materials, Inc. is next at 9.6%. Ashland Inc. has the highest ROCE change at +15.9 percentage points, so level and change sit with different companies. 29 of 29 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: WD-40 Company leads ROCE at 10.8%, 1.2 percentage points above Solstice Advanced Materials, Inc.. Ashland Inc. has the strongest latest improvement at +15.9 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.

LeaderWD-40 Company · 10.8%
Gap12.5% versus #2 · Solstice Advanced Materials, Inc.
Persistence5/8 recent comparable periods
Coverage29/29 companies · 546 observations

Investor read: WD-40 Company 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
1WD-40 Company WDFC11%
2Solstice Advanced Materials, Inc. SOLS9.6%
3The Sherwin-Williams Company SHW7.1%
4Sociedad Química y Minera de Chile S.A. SQM6.3%
5NewMarket Corporation NEU5.5%
ROCE changefastest improvers
1Ashland Inc. ASH+15.9 pp
2International Flavors & Fragrances Inc. IFF+4.8 pp
3Quaker Chemical Corporation KWR+3.9 pp
4Sociedad Química y Minera de Chile S.A. SQM+3.5 pp
5Eastman Chemical Company EMN+3.0 pp
Return on capital · company comparison
29/29 level · 29/29 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
WD-40 Company WDFC11%+3.0 ppJun 2026
Solstice Advanced Materials, Inc. SOLS9.6%−6.3 ppJun 2026
The Sherwin-Williams Company SHW7.1%+0.5 ppJun 2026
Sociedad Química y Minera de Chile S.A. SQM6.3%+3.5 ppMar 2026
NewMarket Corporation NEU5.5%+0.3 ppJun 2026
RPM International Inc. RPM4.8%−0.1 ppJun 2026
Eastman Chemical Company EMN4.8%+3.0 ppJun 2026
Cabot Corporation CBT4.5%−1.0 ppMar 2026
Hawkins, Inc. HWKN4.4%−1.2 ppJun 2026
Balchem Corporation BCPC3.8%+0.4 ppJun 2026
Sensient Technologies Corporation SXT3.8%+0.7 ppJun 2026
Linde plc LIN3.6%+0.2 ppJun 2026
PPG Industries, Inc. PPG3.6%−0.2 ppJun 2026
Ecolab Inc. ECL3.5%−0.4 ppJun 2026
Axalta Coating Systems Ltd. AXTA2.8%−0.3 ppJun 2026
H.B. Fuller Company FUL2.6%+0.3 ppJun 2026
Element Solutions Inc ESI2.3%+0.3 ppJun 2026
Avient Corporation AVNT1.9%+1.9 ppMar 2026
Quaker Chemical Corporation KWR1.7%+3.9 ppJun 2026
Albemarle Corporation ALB1.6%+1.5 ppMar 2026
International Flavors & Fragrances Inc. IFF1.2%+4.8 ppMar 2026
Ashland Inc. ASH1.0%+15.9 ppJun 2026
LyondellBasell Industries N.V. LYB0.9%+0.5 ppMar 2026
DuPont de Nemours, Inc. DD0.7%+0.4 ppMar 2026
The Chemours Company CC0.5%−0.4 ppMar 2026
Westlake Corporation WLK-1.0%−0.8 ppMar 2026
Air Products and Chemicals, Inc. APD-5.8%−8.1 ppJun 2026
Perimeter Solutions, Inc. PRM-7.6%−6.5 ppJun 2026
Calumet, Inc. CLMT-9.1%−6.2 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

2.6%
2.2%
2.4%
2.6%
2.6%
2.6%
1.8%
2.5%
2.8%
2.4%
2.2%
2.5%
7.6%
1.9%
-7.1%
2.3%
0.0%
2.0%
2.1%
-5.8%

Albemarle Corporation · ALB

1.5%
-2.3%
3.3%
4.2%
8.7%
45%
9.4%
1.1%
-1.1%
-36%
-1.2%
-3.2%
-7.3%
0.2%
0.1%
0.3%
-1.4%
-2.5%
1.6%
—

DuPont de Nemours, Inc. · DD

0.8%
0.6%
0.9%
1.2%
1.5%
0.6%
1.0%
1.1%
1.2%
0.8%
0.9%
1.3%
1.2%
0.4%
0.3%
1.1%
1.1%
0.4%
0.7%
—

Ecolab Inc. · ECL

3.1%
2.4%
1.6%
2.6%
3.0%
2.3%
2.1%
2.8%
3.3%
3.4%
3.0%
3.8%
6.0%
3.3%
3.1%
3.9%
4.1%
3.9%
3.4%
3.5%

International Flavors & Fragrances Inc. · IFF

1.2%
0.7%
0.9%
0.6%
-5.9%
0.3%
0.4%
0.4%
0.5%
-8.6%
0.7%
0.7%
0.9%
0.5%
-3.6%
0.8%
0.9%
0.4%
1.2%
—

Linde plc · LIN

1.8%
1.9%
2.1%
0.9%
2.5%
2.6%
3.0%
3.2%
3.3%
3.2%
3.3%
3.3%
3.2%
3.5%
3.3%
3.4%
3.4%
2.9%
3.5%
3.6%

LyondellBasell Industries N.V. · LYB

7.7%
3.0%
5.6%
7.1%
2.7%
1.6%
2.4%
3.4%
3.5%
1.1%
2.2%
3.3%
2.8%
-2.0%
0.4%
0.9%
-2.5%
-0.3%
0.9%
—

PPG Industries, Inc. · PPG

2.7%
1.6%
0.5%
3.6%
2.8%
2.4%
2.3%
4.1%
3.6%
2.3%
3.2%
4.0%
3.6%
3.1%
3.2%
3.8%
3.5%
2.9%
3.3%
3.6%

RPM International Inc. · RPM

4.0%
3.0%
1.4%
5.0%
5.1%
3.8%
1.0%
4.7%
5.5%
4.1%
1.8%
5.0%
5.6%
4.3%
1.2%
4.9%
5.2%
3.8%
1.4%
4.8%

Sociedad Química y Minera de Chile S.A. · SQM

3.4%
8.7%
22%
22%
24%
22%
14%
12%
9.3%
4.4%
3.8%
3.8%
2.6%
2.7%
2.8%
1.8%
3.0%
3.6%
6.3%
—

The Sherwin-Williams Company · SHW

4.5%
2.9%
3.8%
5.8%
6.5%
3.8%
4.5%
6.8%
6.7%
3.9%
4.5%
7.6%
6.8%
4.2%
4.6%
6.6%
6.6%
4.4%
4.5%
7.1%

Westlake Corporation · WLK

6.2%
6.1%
6.9%
7.6%
3.1%
1.9%
3.0%
2.2%
1.9%
-3.0%
1.2%
2.2%
1.0%
0.4%
-0.2%
-0.6%
-4.3%
-3.8%
-1.0%
—

ROCE change · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

—
—
—
—
0.0 pp
+0.4 pp
−0.6 pp
−0.1 pp
+0.2 pp
−0.2 pp
+0.4 pp
0.0 pp
+4.8 pp
−0.5 pp
−9.3 pp
−0.2 pp
−7.6 pp
+0.1 pp
+9.2 pp
−8.1 pp

Albemarle Corporation · ALB

—
—
—
—
+7.2 pp
+47.2 pp
+6.1 pp
−3.1 pp
−9.8 pp
−80.4 pp
−10.6 pp
−4.3 pp
−6.2 pp
+35.7 pp
+1.3 pp
+3.5 pp
+5.9 pp
−2.7 pp
+1.5 pp
—

DuPont de Nemours, Inc. · DD

—
—
—
—
+0.7 pp
0.0 pp
+0.1 pp
−0.1 pp
−0.3 pp
+0.2 pp
−0.1 pp
+0.2 pp
0.0 pp
−0.4 pp
−0.6 pp
−0.2 pp
−0.1 pp
0.0 pp
+0.4 pp
—

Ecolab Inc. · ECL

—
—
—
—
−0.1 pp
−0.1 pp
+0.5 pp
+0.2 pp
+0.3 pp
+1.1 pp
+0.9 pp
+1.0 pp
+2.7 pp
−0.1 pp
+0.1 pp
+0.1 pp
−1.9 pp
+0.6 pp
+0.3 pp
−0.4 pp

International Flavors & Fragrances Inc. · IFF

—
—
—
—
−7.1 pp
−0.4 pp
−0.5 pp
−0.2 pp
+6.4 pp
−8.9 pp
+0.3 pp
+0.3 pp
+0.4 pp
+9.1 pp
−4.3 pp
+0.1 pp
0.0 pp
−0.1 pp
+4.8 pp
—

Linde plc · LIN

—
—
—
—
+0.7 pp
+0.7 pp
+0.9 pp
+2.3 pp
+0.8 pp
+0.6 pp
+0.3 pp
+0.1 pp
−0.1 pp
+0.3 pp
0.0 pp
+0.1 pp
+0.2 pp
−0.6 pp
+0.2 pp
+0.2 pp

LyondellBasell Industries N.V. · LYB

—
—
—
—
−5.0 pp
−1.4 pp
−3.2 pp
−3.7 pp
+0.8 pp
−0.5 pp
−0.2 pp
−0.1 pp
−0.7 pp
−3.1 pp
−1.8 pp
−2.4 pp
−5.3 pp
+1.7 pp
+0.5 pp
—

PPG Industries, Inc. · PPG

—
—
—
—
+0.1 pp
+0.8 pp
+1.8 pp
+0.5 pp
+0.8 pp
−0.1 pp
+0.9 pp
−0.1 pp
0.0 pp
+0.8 pp
0.0 pp
−0.2 pp
−0.1 pp
−0.2 pp
+0.1 pp
−0.2 pp

RPM International Inc. · RPM

—
—
—
—
+1.1 pp
+0.8 pp
−0.4 pp
−0.3 pp
+0.4 pp
+0.3 pp
+0.8 pp
+0.3 pp
+0.1 pp
+0.2 pp
−0.6 pp
−0.1 pp
−0.4 pp
−0.5 pp
+0.2 pp
−0.1 pp

Sociedad Química y Minera de Chile S.A. · SQM

—
—
—
—
+20.5 pp
+13.3 pp
−7.4 pp
−10.1 pp
−14.6 pp
−17.6 pp
−10.5 pp
−8.0 pp
−6.7 pp
−1.7 pp
−1.0 pp
−2.0 pp
+0.4 pp
+0.9 pp
+3.5 pp
—

The Sherwin-Williams Company · SHW

—
—
—
—
+2.0 pp
+0.9 pp
+0.7 pp
+1.0 pp
+0.2 pp
+0.1 pp
0.0 pp
+0.8 pp
+0.1 pp
+0.3 pp
+0.1 pp
−1.0 pp
−0.2 pp
+0.2 pp
−0.1 pp
+0.5 pp

Westlake Corporation · WLK

—
—
—
—
−3.1 pp
−4.2 pp
−3.9 pp
−5.4 pp
−1.2 pp
−4.9 pp
−1.8 pp
0.0 pp
−0.9 pp
+3.4 pp
−1.4 pp
−2.8 pp
−5.3 pp
−4.2 pp
−0.8 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Cabot Corporation has the lowest PEG among the 29 Specialty Chemicals companies compared here, at 0.18×. H.B. Fuller Company is next at 0.5×. The same company also holds the lowest P/E, at 14.2×. 4 of 29 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Cabot Corporation has the lowest comparable PEG at 0.18×, 64% below H.B. Fuller Company. Only 4 of 29 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.

LeaderCabot Corporation · 0.18×
Gap64% versus #2 · H.B. Fuller Company
Persistence0/8 recent comparable periods
Coverage4/29 companies · 116 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
1Cabot Corporation CBT0.2
2H.B. Fuller Company FUL0.5
3Sociedad Química y Minera de Chile S.A. SQM0.8
4DuPont de Nemours, Inc. DD4.1
P/Elowest P/E
1Cabot Corporation CBT14.2
2NewMarket Corporation NEU17.0
3Eastman Chemical Company EMN17.4
4PPG Industries, Inc. PPG17.4
5H.B. Fuller Company FUL19.0
Valuation · company comparison
4/29 level · 29/29 change
All-company data · latest reported quarter
CompanyPEGP/EReported
DuPont de Nemours, Inc. DD4.145.4Mar 2026
Linde plc LIN3.533.5Jun 2026
NewMarket Corporation NEU3.417.0Jun 2026
The Sherwin-Williams Company SHW2.631.7Jun 2026
Sensient Technologies Corporation SXT2.133.2Jun 2026
Balchem Corporation BCPC2.133.2Jun 2026
RPM International Inc. RPM1.920.5Jun 2026
Hawkins, Inc. HWKN1.541.9Jun 2026
Ecolab Inc. ECL1.437.4Jun 2026
WD-40 Company WDFC1.230.4Jun 2026
Ashland Inc. ASH1.057.8Jun 2026
Westlake Corporation WLK1.033.6Mar 2026
Element Solutions Inc ESI0.964.5Jun 2026
Air Products and Chemicals, Inc. APD0.830.7Jun 2026
Sociedad Química y Minera de Chile S.A. SQM0.828.4Mar 2026
LyondellBasell Industries N.V. LYB0.776.1Mar 2026
H.B. Fuller Company FUL0.519.0Jun 2026
Axalta Coating Systems Ltd. AXTA0.321.1Jun 2026
PPG Industries, Inc. PPG0.317.4Jun 2026
Eastman Chemical Company EMN0.317.4Jun 2026
Cabot Corporation CBT0.214.2Mar 2026
International Flavors & Fragrances Inc. IFF—22.2Mar 2026
Albemarle Corporation ALB—47.9Mar 2026
Solstice Advanced Materials, Inc. SOLS—67.2Jun 2026
Perimeter Solutions, Inc. PRM—53.3Jun 2026
Calumet, Inc. CLMT—30.3Mar 2026
Avient Corporation AVNT—21.1Mar 2026
Quaker Chemical Corporation KWR—28.3Jun 2026
The Chemours Company CC—225.5Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Showing the 12 largest of 21 companies with a series here. The remaining 9 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

—
—
—
—
—
—
—
—
—
—
1.7
1.3
—
—
—
—
—
—
0.8
—

DuPont de Nemours, Inc. · DD

—
—
—
—
—
—
5.2
4.1
—
—
—
—
—
—
—
—
—
—
—
—

Eastman Chemical Company · EMN

—
—
—
—
—
—
—
—
—
0.6
0.3
0.5
0.3
—
—
—
—
—
—
—

Ecolab Inc. · ECL

—
—
—
—
—
—
7.9
6.5
4.1
1.6
1.3
0.9
—
0.6
1.0
1.4
—
—
—
—

Element Solutions Inc · ESI

—
—
—
—
—
—
—
—
—
—
—
0.8
—
—
—
0.9
—
—
—
—

Linde plc · LIN

—
—
—
—
—
—
2.5
—
—
0.6
0.8
2.3
4.1
3.8
5.0
4.8
2.4
4.1
3.5
—

LyondellBasell Industries N.V. · LYB

—
—
—
—
—
—
—
—
—
—
—
0.7
—
—
—
—
—
—
—
—

PPG Industries, Inc. · PPG

—
—
—
—
—
—
1.4
1.5
0.9
1.5
2.7
1.7
1.9
—
—
—
—
0.3
0.3
—

RPM International Inc. · RPM

—
—
—
—
—
—
1.2
—
—
—
4.2
1.1
1.2
1.1
1.7
1.2
1.9
—
—
—

Sociedad Química y Minera de Chile S.A. · SQM

—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.4
—
—
—
0.8
—

The Sherwin-Williams Company · SHW

—
—
—
—
—
—
1.5
0.8
1.0
1.7
2.5
3.4
5.1
2.3
2.6
—
—
—
—
—

Westlake Corporation · WLK

—
—
—
—
—
—
—
—
—
—
—
—
—
1.0
—
—
—
—
—
—

P/E · reported quarter history

Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Air Products and Chemicals, Inc. · APD

27.2
31.2
25.0
23.4
23.1
30.3
29.4
30.5
27.4
26.2
21.9
22.4
17.3
16.8
42.9
40.6
—
—
30.7
—

Albemarle Corporation · ALB

115.9
220.5
92.9
94.1
20.1
9.5
7.1
6.7
6.0
10.8
47.9
—
—
—
—
—
—
—
—
—

DuPont de Nemours, Inc. · DD

29.3
37.4
35.2
29.3
23.4
34.0
32.3
34.7
38.3
81.8
85.2
104.5
72.5
45.4
—
—
—
—
—
—

Ecolab Inc. · ECL

53.4
60.0
46.0
40.0
36.8
38.2
41.0
45.4
39.3
41.4
42.8
39.9
35.8
31.8
34.5
36.0
39.4
36.1
36.0
37.4

International Flavors & Fragrances Inc. · IFF

108.7
137.0
60.2
47.7
—
—
—
—
973.9
—
—
—
—
81.3
—
—
—
—
22.2
—

Linde plc · LIN

43.2
47.3
41.2
41.7
35.7
39.6
39.5
33.3
30.8
32.6
36.0
33.4
36.2
30.7
33.8
33.4
31.8
29.2
32.9
33.5

LyondellBasell Industries N.V. · LYB

5.5
5.5
5.9
5.3
5.8
7.0
10.2
14.3
13.6
14.7
14.8
12.7
13.7
17.9
21.7
76.1
—
—
—
—

PPG Industries, Inc. · PPG

24.0
29.1
29.1
25.1
24.5
29.7
25.2
27.4
22.7
28.0
25.0
20.7
20.8
25.2
23.4
25.8
23.8
14.8
15.3
17.4

RPM International Inc. · RPM

23.4
26.1
24.5
23.3
23.0
25.2
21.7
21.5
25.1
25.2
26.6
24.6
24.4
27.4
24.8
21.3
23.4
20.7
22.0
20.5

Sociedad Química y Minera de Chile S.A. · SQM

45.0
24.0
18.6
11.5
8.4
5.8
6.0
5.8
5.8
18.6
35.7
442.9
—
15.2
18.8
21.1
23.4
33.4
28.4
—

The Sherwin-Williams Company · SHW

38.3
50.5
36.4
33.7
27.7
30.7
27.6
29.5
27.3
33.7
37.0
30.4
38.0
32.2
33.0
34.1
33.8
31.6
30.8
31.7

Westlake Corporation · WLK

8.0
6.2
6.3
4.4
4.2
5.9
8.0
11.7
13.3
37.8
76.8
69.6
211.7
24.7
33.6
—
—
—
—
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Specialty Chemicals comparison names 4 specific ways its own evidence can mislead, all listed below. All 29 companies here report on comparable dates, so no rank carries a stale marker. 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.
11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 29 Specialty 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

Specialty Chemicals company comparison FAQs

These 22 answers restate the Specialty Chemicals comparison above in question form. Every one is computed from the same 29 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 Specialty Chemicals sector outperforming S&P 500?

Specialty Chemicals has outperformed S&P 500 by 9.1% over 52 weeks and 3.6% over 13 weeks. 9 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 28 beat the sector itself.

Which Specialty Chemicals company is largest by revenue?

LyondellBasell Industries N.V. leads with revenue of $29,673 million, based on 10 of 29 comparable companies through Mar 2026.

Which Specialty Chemicals company is growing fastest?

Sociedad Química y Minera de Chile S.A. has the fastest current revenue growth at 18.3%, across 10 of 29 comparable companies.

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

NewMarket Corporation ranks first at 61.9/100 with 57.8% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Specialty Chemicals company has the lowest comparable PEG?

Cabot Corporation has the lowest comparable PEG at 0.18, among 4 of 29 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Specialty 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 Specialty Chemicals company is the biggest?

LyondellBasell Industries N.V. is the largest, with trailing-twelve-month revenue of $29,673 million, ahead of Westlake Corporation at $10,976 million. That covers 10 of 29 companies with comparable reporting through Mar 2026.

Which Specialty Chemicals company has the best profit margins?

Perimeter Solutions, Inc. has the highest operating margin at 58%, from 29 of 29 comparable companies. Air Products and Chemicals, Inc. shows the biggest recent improvement, at +103.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Specialty Chemicals company makes the most profit?

Sociedad Química y Minera de Chile S.A. earns the most, at $905 million of trailing-twelve-month net profit, from 10 of 29 comparable companies. H.B. Fuller Company has the fastest profit growth at 80.6%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Specialty Chemicals company earns the highest return on capital?

WD-40 Company leads on return on capital employed at 10.8%, across 29 of 29 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 Specialty Chemicals stock is the cheapest?

On PEG — where a LOWER number is cheaper — Cabot Corporation screens cheapest at 0.18×. Only 4 of 29 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 Specialty Chemicals sector beating the market?

Specialty Chemicals has outperformed S&P 500 by 9.1% over the last 52 weeks and 3.6% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 9 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Specialty Chemicals stock has the strongest price momentum?

Calumet, 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 Specialty Chemicals company scores highest for research priority?

NewMarket Corporation scores 61.9 out of 100 with 57.8% evidence confidence, from 16.9 points on growth and earnings, 16.1 on capital efficiency, 11.4 on valuation and 17.5 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 Specialty Chemicals companies does this comparison cover, and over what period?

It compares 29 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 Specialty Chemicals sector?

The 29 Specialty Chemicals companies on this page carry $690,867 million of combined market value. Linde plc is the largest at $223,409 million, about 32% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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

The median price-to-earnings ratio across the 29 Specialty Chemicals companies on this page is 31.7×, measured on the 29 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 Specialty Chemicals sector performing?

9 of the 28 covered Specialty Chemicals companies are beating S&P 500 on Mansfield relative strength. The sector itself is 9.1% 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 Specialty Chemicals stocks are listed in the US?

This comparison covers 29 listed Specialty 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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