Basic Materials Stocks Analysis

As of October 6, 2026, Kaplio rates 5 of the 163 Basic Materials companies above $2 billion as cheap: PPG Industries (PPG), Sociedad Química y Minera de Chile (SQM), Balchem (BCPC), WD-40 (WDFC) and H.B. Fuller (FUL); the sector median trades at 19.8 times earnings.

See the cheap ones in the screener · See the sector in the screener

Basic materials covers mining (metals and mining, precious metals), chemicals, construction materials, paper, and packaging. Commodity exposure dominates the investment case for most names. The key metrics: all-in sustaining costs, reserves, capital expenditure discipline, and commodity price sensitivity. Cyclicality is pronounced — margins expand sharply in up-cycles and compress in down-cycles.

Data updated:

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Sector Statistics

Valuation verdict

5 cheap, 9 fairly priced, 7 expensive and 142 no verdict.

See the 5 cheap ones in the screener

Valuation verdict from each company page. "No verdict": cyclicals, distorted earnings, loss-making or page not yet computed.

Top 10 Lowest P/E

Top 10 Dividend Payers

Leading Industries

Top Companies by Market Cap

Frequently Asked Questions

How are sector averages calculated?

We compute average P/E, ROE, dividend yield, and market cap across all companies in the sector that are listed on NYSE, NASDAQ, or AMEX. Extreme outliers (e.g. negative or triple-digit P/E) are included in the simple average, so the median and distribution are often more informative than the mean.

How often is this page updated?

Underlying company data refreshes daily for the top 500 stocks by market cap and weekly for the broader universe. Valuation ratios are calculated from the most recent TTM (trailing twelve months) financial statements.

What makes a sector attractive?

There's no single answer — it depends on valuation relative to history, earnings momentum, interest rate regime, and sector-specific tailwinds. Compare current sector P/E to its 10-year average and look at earnings revisions to gauge where the tide is turning.

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Analysis: · Data: companies' official filings · Updated