Basic Materials
Companies that manufacture chemicals, building materials and paper products. This sector also includes companies engaged in commodities exploration and processing.
Featured
Latest Company Reports
- CTVACorteva Inc
Corteva Is a Pure-Play Crop Protection Company Following Vylor Seeds Spinoff
- Rating
- Price
- $12.57
- Fair Value
- d@
- Uncertainty
- LOCK|@?B
- Economic Moat
- LOCK|vzvH
- Capital Allocation
- LOCK|nSB!x>K
- LYCLynas Rare Earths Ltd
Lynas Focused on Growing Rare Earths Production and Potentially Moving Downstream
- Rating
- Price
- A$12.95
- Fair Value
- hk#
- Uncertainty
- LOCK|W!
- Economic Moat
- LOCK|d>>T
- Capital Allocation
- LOCK|xJHgY!w
- BZUBuzzi SpA
Initiating Coverage on Buzzi With a No-Moat Rating and EUR 42 Fair Value Estimate
- Rating
- Price
- €37.27
- Fair Value
- V@
- Uncertainty
- LOCK|b%
- Economic Moat
- LOCK|!!!
- Capital Allocation
- LOCK|#p
- 4063Shin-Etsu Chemical Co Ltd
Shin-Etsu Chemical Sees More Durable Growth in Advanced Semiconductor Materials and PVC
- Rating
- Price
- ¥6,030.00
- Fair Value
- LOCK|rc
- Uncertainty
- LOCK|#k<Ns
- Economic Moat
- LOCK|St
- Capital Allocation
- LOCK|B!Y#?j
- PPGPPG Industries Inc
Leading Market Positions for PPG Industries Should Help Navigate Tepid End Markets
- Rating
- Price
- $104.67
- Fair Value
- LOCK|^q
- Uncertainty
- LOCK|@%sQ
- Economic Moat
- LOCK|&v><q
- Capital Allocation
- LOCK|h>&$#l
- AKZAAkzo Nobel NV
Tough End Markets Pressure AkzoNobel's Results, Though Long-Term Recovery Looks Plausible
- Rating
- Price
- €55.44
- Fair Value
- <RC
- Uncertainty
- LOCK|gnPs
- Economic Moat
- LOCK|<%H
- Capital Allocation
- LOCK|h<?vmj
- NUFNufarm Ltd
Nufarm's Turnaround on Track Despite Marginally Softer-Than-Expected Guidance
- Rating
- Price
- A$3.14
- Fair Value
- g.>
- Uncertainty
- LOCK|S%!
- Economic Moat
- LOCK|!%
- Capital Allocation
- LOCK|xC%RCNT
- VMCVulcan Materials Co
Vulcan Materials: Strong Aggregate Portfolio Positions the Business for Long-Term Growth
- Rating
- Price
- $243.98
- Fair Value
- LOCK|lZ
- Uncertainty
- LOCK|$n@<C
- Economic Moat
- LOCK|FW
- Capital Allocation
- LOCK|$<y<j$x
- MLMMartin Marietta Materials Inc
Martin Marietta: Lhoist Acquisition Adds a New Growth Engine to a Strong Aggregates Business
- Rating
- Price
- $479.17
- Fair Value
- <B%
- Uncertainty
- LOCK|pK@>
- Economic Moat
- LOCK|$^M
- Capital Allocation
- LOCK|Nl&R<kT#
- AMRZAmrize Ltd Registered Share
Strong Local Market Positions in Cement and Aggregates Support Amrize's Narrow Moat
- Rating
- Price
- CHF 30.80
- Fair Value
- Rc
- Uncertainty
- LOCK|?^<G
- Economic Moat
- LOCK|fvql&
- Capital Allocation
- LOCK|W>@^@n
- SIKASika AG
Sika Continues to Illustrate its Narrow Moat Through Strong Pricing Power
- Rating
- Price
- CHF 183.80
- Fair Value
- LOCK|@@
- Uncertainty
- LOCK|X@Jk
- Economic Moat
- LOCK|<%$q
- Capital Allocation
- LOCK|VccJtCw
- SY1Symrise AG
Symrise's Portfolio Mix Contributes to Near-Term Growth Headwinds, but Long-Term Thesis Intact
- Rating
- Price
- €90.38
- Fair Value
- LOCK|&D
- Uncertainty
- ^%>
- Economic Moat
- LOCK|^m%
- Capital Allocation
- LOCK|s$vj&tJ
- SHWSherwin-Williams Co
Sherwin-Williams: Pro Painter Loyalty and Strong Pricing Power Anchor a Resilient Growth Story
- Rating
- Price
- $320.78
- Fair Value
- LOCK|G>
- Uncertainty
- LOCK|WP!s
- Economic Moat
- LOCK|Y<c
- Capital Allocation
- LOCK|ng$j>^f
- NSIS BNovonesis (Novozymes) B Class B
Wide-Moat Novonesis Is the Dominant Leader in the Attractive Biosolutions Market
- Rating
- Price
- DKK 413.00
- Fair Value
- &?b
- Uncertainty
- LOCK|!f!%h
- Economic Moat
- LOCK|Bg
- Capital Allocation
- LOCK|<n#XNhf
- GIVNGivaudan SA
Givaudan Is a Global Leader in Flavor and Fragrance
- Rating
- Price
- CHF 3,360.00
- Fair Value
- LOCK|&^
- Uncertainty
- xQD
- Economic Moat
- LOCK|<<
- Capital Allocation
- LOCK|#r&<v$r
Largest Stocks in the Basic Materials Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| Linde PLC
LIN
| Specialty Chemicals | LOCK|jHQbPnp$ | LOCK|<^ | $216B | |||
| BHP Group Ltd ADR
BHP
| Other Industrial Metals & Mining | LOCK|k#>$>fQ | LOCK|kK | $213B | |||
| Southern Copper Corp
SCCO
| Copper | LOCK|$dR#Y@% | LOCK|x<v | $168B | |||
| Rio Tinto PLC ADR
RIO
| Other Industrial Metals & Mining | LOCK|#QJ?LwQ | LOCK|RP$ | $150B | |||
| Newmont Corp
NEM
| Gold | LOCK|>%^LV^> | LOCK|h&C | $121B | |||
| Freeport-McMoRan Inc
FCX
| Copper | LOCK|C!G<gn | LOCK|wT! | $99B | |||
| Agnico Eagle Mines Ltd
AEM
| Gold | LOCK|g#TzT# | LOCK|fn& | $91B | |||
| Sherwin-Williams Co
SHW
| Specialty Chemicals | LOCK|!Z@z%hlJ | LOCK|Yd | $78B | |||
| Ecolab Inc
ECL
| Specialty Chemicals | LOCK|$$s>t%Rp | LOCK|^t | $76B | |||
| Barrick Mining Corp
B
| Gold | LOCK|tYPjq$ | LOCK|@n@ | $66B |
More in Basic Materials
What’s Next for Gold Prices After the Latest Rebound?
Gold bounced in late August after a steep decline in the first half of 2026.
What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation
US ETF inflows surpassed $179.4 billion in August, with ultrashort bond ETFs accounting for $12.1 billion.
After Earnings, Is Albemarle Stock a Buy, a Sell, or Fairly Valued?
With high lithium prices and growing profits, here’s what we thought of Albemarle’s earnings report.
Albemarle Earnings: Shares Rally on Lithium Price Outlook
Albemarle’s low-cost lithium operations should continue to generate current profits.
What 7 Key Market Indicators Are Telling Investors Right Now
Gold and bitcoin have retreated from recent highs, but most major market indicators still sit above long-term averages.
Basic Materials: Sector Rises but Underperforms, Leaving Opportunities in Chemicals and Agriculture
Our top picks in this sector include Linde and Corteva.
Gold Miners: We Update Our Near-Term Price Assumptions as Gold Enters a Bear Market
We lower fair value estimates across our gold mining coverage.
ETF Investors Trade Crypto and Gold for Semiconductors in June
US ETF inflows surpassed $192.9 billion in June, with technology ETFs accounting for more than $15 billion.
7 Charts on Q2 Markets Highlights: The Big AI Rally Gets Even Bigger
Some AI-driven indexes posted their best quarters on record as hardware names rocketed higher.
DuPont: Updating Our Valuation Following Reverse Stock Split
We view DuPont’s current prices as a good entry point for long-term investors.




