Basic Materials

Sector Overview

The Basic Materials sector plays a crucial role in the global economy by providing essential raw materials that are fundamental to construction, manufacturing, and various industrial processes. This sector encompasses a variety of companies involved in the mining, production, and processing of metals, minerals, and chemicals, including firms that focus on rare earth elements, lithium, and aluminum, which are increasingly important for modern technology and renewable energy applications. As industries demand materials for everything from infrastructure development to advanced electronics, the sector’s growth is closely aligned with global economic trends and technological advancements.

Key drivers of the Basic Materials sector include fluctuations in commodity prices, advancements in mining technologies, and the rising demand for sustainable materials. The sector is influenced by global economic conditions, trade policies, and environmental regulations that can affect supply chains and operational costs. Additionally, trends toward renewable energy and electric vehicles have skyrocketed interest in lithium and rare earth materials, vital for batteries and high-tech applications. This shift points to a significant transformation within the sector, as companies pivot towards more sustainable practices and innovative solutions to meet new market demands. Given its foundational role, the Basic Materials sector is expected to remain integral to economic development and the transition to a low-carbon future.

Key Metrics

*Weighted by Market Cap Last updated: Jul 12, 2026
Avg P/E Ratio 27.3
Profitable Companies 20%
Avg Growth 55.2%
Avg Dividend Yield 0.33%

Historical Return

Last updated: Jul 01, 2026
1 Year +26.5% +0.3% Div
3 Years Ø +31.7% +0.3% Div
5 Years Ø +43.2% +0.3% Div
1 Year +2.1% +0.3% Div
3 Years Ø +12.0% +0.3% Div
5 Years Ø +38.4% +0.3% Div

Risk & Analysis Metrics

Last updated: Jul 12, 2026

Volatility

112.54% 1 Year
143.77% 3 Years
32.27% 5 Years
N/A 10 Years

Max Drawdown

-41.94% 1 Year
-64.95% 3 Years
-56.41% 5 Years
N/A 10 Years

Sharpe Ratio

1.17 1 Year
1.12 3 Years
0.31 5 Years
N/A 10 Years

Volatility

3809.82% 1 Year
82.16% 3 Years
32.27% 5 Years
N/A 10 Years

Max Drawdown

-41.49% 1 Year
-46.06% 3 Years
-56.41% 5 Years
N/A 10 Years

Sharpe Ratio

1.15 1 Year
1.24 3 Years
0.31 5 Years
N/A 10 Years

Return Triangle (Heatmap)

Last updated: Jul 01, 2026
2024 2025
2024 7.2% 35.0%
2025 70.2%
2024 2025
2024 - -
2025 20.7%

Distributions

Last updated: Jul 01, 2026

Profit Margin Distribution

< 0%
79%
1y 3y N/A N/A
0 - 5%
1%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
15%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
5%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A
< 0%
67%
1y 3y N/A N/A
0 - 5%
8%
1y 3y N/A N/A
5 - 10%
0%
1y 3y N/A N/A
10 - 15%
8%
1y 3y N/A N/A
15 - 20%
0%
1y 3y N/A N/A
20 - 30%
8%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
8%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
80%
1y 3y N/A N/A
0 - 10
4%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
10%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
6%
1y 3y N/A N/A
< 0
77%
1y 3y N/A N/A
0 - 10
12%
1y 3y N/A N/A
10 - 15
0%
1y 3y N/A N/A
15 - 20
4%
1y 3y N/A N/A
20 - 25
0%
1y 3y N/A N/A
25 - 35
0%
1y 3y N/A N/A
35 - 50
0%
1y 3y N/A N/A
> 50
8%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A
Equal Weight Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Portfolio Concentration

*by Market Cap Last updated: Jul 01, 2026
78.0% Top 5 Holdings
97.4% Top 10 Holdings
100.0% Top 50 Holdings
100.0% Top 100 Holdings
Top 5 Companies
AWCMY Alumina Limited
30.4%
EMAT Evolution Metals & Technologies Corp. Common Stock
16.0%
ELVR Elevra Lithium Limited
14.2%
TTAM Titan America SA
10.1%
GMTL Guardian Metal Resources PLC Sponsored ADR
7.2%

Market Cap Size Distribution

Micro Cap
3.5%
1y 3y N/A N/A
Small Cap
18.5%
1y 3y N/A N/A
Mid Cap
47.6%
1y 3y N/A N/A
Large Cap
30.4%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B
Micro Cap
66.7%
1y 3y N/A N/A
Small Cap
14.8%
1y 3y N/A N/A
Mid Cap
14.8%
1y 3y N/A N/A
Large Cap
3.7%
1y 3y N/A N/A
Mega Cap
0.0%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Latest News

View all news →
6 days ago • Zacks Investment Research

Is Outokumpu (OUTKY) Stock Outpacing Its Basic Materials Peers This Year?

Here is how Outokumpu (OUTKY) and Voestalpine AG (VLPNY) have performed compared to their sector so far this year.
7 days ago • Zacks Investment Research

These 2 Basic Materials Stocks Could Beat Earnings: Why They Should Be on Your Radar

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
10 days ago • Zacks Investment Research

Is LyondellBasell Industries (LYB) Stock Outpacing Its Basic Materials Peers This Year?

Here is how LyondellBasell (LYB) and Usinas Siderurgicas de Minas Gerais SA (USNZY) have performed compared to their sector so far this year.

Industries

9 total

Average metrics of all companies in sector Last updated: Jul 12, 2026

Compare to
Market
Market Cap The average market value of companies in this sector. $3.17B
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 0.33 %
Beta Indicates the relationship between the price performance of a share and the market. 1.12
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 27.31
Negative P/E Ratio A negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything. -37.9
Profitable Companies 20%
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. -13.56
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 2.7
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company. 2.05
Compare to
Market
Enterprise Value to EBIT Enterprise Value divided by EBIT. -52.7
Enterprise Value to Revenue Enterprise value divided by revenue. 2.87
Total Debt to Enterprise Value Total debt divided by enterprise value. 0.04
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.23
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 7.67%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +55.2%
Return on Equity Equity divided by market cap. 1.97%
Return on Assets Indicates a company's profitability in relation to its total assets. -6.39%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. -4.30%

Stock Screener

Select filters to narrow down the 29 companies below

29 companies
$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
Dividends Ratio of dividends in the last 12 months to current share price
P/E Ratio
Revenue Revenue of the last quarter YoY Change
Net income Net income of the last quarter YoY Change
Profit margin Profit margin of the last quarter

Alumina Limited

AWCMY

Alumina Limited

AWCMY
Market Cap $10.71B
Dividends 0.0%
P/E Ratio -18.6
Revenue $200k
Net Income -$107M
Profit Margin -53600.0%
Employees 13
View Stock

Elevra Lithium Limited

ELVR

Elevra Lithium Limited

ELVR
Market Cap $4.72B
Dividends 0.0%
P/E Ratio -9.1
Revenue $119M
Net Income $109M
Profit Margin +91.4%
Employees 230
View Stock

Welsbach Technology Metals Acquisitions Corp. - Units (1 Ord & 1 Right)

WTMAU

Welsbach Technology Metals Acquisitions Corp. - Units (1 Ord & 1 Right)

WTMAU
Market Cap $4.49B
Dividends 13.4%
P/E Ratio -6.5
Revenue $1.88M
Net Income -$442M +84757.5%
Profit Margin -23503.6%
Employees 4
View Stock

Welsbach Technology Metals Acquisitions Corp.

WTMA

Welsbach Technology Metals Acquisitions Corp.

WTMA
Market Cap $4.49B
Dividends 13.4%
P/E Ratio -6.5
Revenue $1.88M
Net Income -$442M +84757.5%
Profit Margin -23503.6%
Employees 4
View Stock

Welsbach Technology Metals Acquisitions Corp. - Tradeable Rights - Jan 2022

WTMAR

Welsbach Technology Metals Acquisitions Corp. - Tradeable Rights - Jan 2022

WTMAR
Market Cap $4.49B
Dividends 13.4%
P/E Ratio -6.5
Revenue $1.88M
Net Income -$442M +84757.5%
Profit Margin -23503.6%
Employees 4
View Stock

Evolution Metals & Technologies Corp. Common Stock

EMAT

Evolution Metals & Technologies Corp. Common Stock

EMAT
Market Cap $4.49B
Dividends 0.0%
P/E Ratio -0.1
Revenue $1.88M
Net Income -$442M +84757.5%
Profit Margin -23503.6%
Employees 4
View Stock

Titan America SA

TTAM

Titan America SA

TTAM
Market Cap $3.2B
Dividends 0.9%
P/E Ratio 17.2
Revenue $398M +1.5%
Net Income $33M -1.1%
Profit Margin +8.3%
Employees 2.74K
View Stock

Guardian Metal Resources PLC Sponsored ADR

GMTL

Guardian Metal Resources PLC Sponsored ADR

GMTL
Market Cap $2.11B
Dividends 0.0%
P/E Ratio -293.3
Revenue $0.00
Net Income -$4.8M
Profit Margin
Employees 5
View Stock

Aura Minerals Inc.

ORAAF

Aura Minerals Inc.

ORAAF
Market Cap $2B
Dividends 3.7%
P/E Ratio 54.8
Revenue $190M
Net Income $8.15M
Profit Margin +4.3%
Employees 1.34K
View Stock

Solaris Resources Inc

SLSR

Solaris Resources Inc

SLSR
Market Cap $1.9B
Dividends 0.0%
P/E Ratio -44.6
Revenue $0.00
Net Income -$4.87M -69.7%
Profit Margin
Employees 66
View Stock

Solaris Resources Inc.

SLS.TO

Solaris Resources Inc.

SLS.TO
Market Cap $1.9B
Dividends 0.0%
P/E Ratio -44.6
Revenue $0.00
Net Income -$4.87M -69.7%
Profit Margin
Employees 66
View Stock

Santacruz Silver Mining Ltd.

SCZMD

Santacruz Silver Mining Ltd.

SCZMD
Market Cap $1.27B
Dividends 0.0%
P/E Ratio 9.6
Revenue $80M
Net Income $16.3M
Profit Margin +20.4%
Employees 455
View Stock

Hyperliquid Strategies Inc Common Stock

PURR

Hyperliquid Strategies Inc Common Stock

PURR
Market Cap $1.02B
Dividends 0.0%
P/E Ratio -5.2
Revenue $2.63M
Net Income $153M
Profit Margin +5807.7%
View Stock

Mayfair Gold Corp.

MFGCD

Mayfair Gold Corp.

MFGCD
Market Cap $297.92M
Dividends 0.0%
P/E Ratio -13.5
Revenue $0.00
Net Income -$2.24M
Profit Margin
View Stock

Titan Mining Corporation

TII

Titan Mining Corporation

TII
Market Cap $223.11M
Dividends 0.0%
P/E Ratio -15.8
Revenue $18.7M
Net Income -$13.2M
Profit Margin -70.3%
Employees 140
View Stock

Rare Element Resources Ltd.

REEMF

Rare Element Resources Ltd.

REEMF
Market Cap $221.94M
Dividends 0.0%
P/E Ratio -51.8
Revenue $0.00
Net Income -$2.13M -10.9%
Profit Margin
Employees 7
View Stock

Nanophase Technologies Corporation

NANX

Nanophase Technologies Corporation

NANX
Market Cap $157.03M
Dividends 0.0%
P/E Ratio 44.2
Revenue $13M -11.4%
Net Income -$766k -1057.5%
Profit Margin -5.9%
Employees 79
View Stock

USA Rare Earth Inc

USARW

USA Rare Earth Inc

USARW
Market Cap $107.18M
Dividends 0.0%
P/E Ratio -4.8
Revenue $5.7M
Net Income -$67M -229.2%
Profit Margin -1175.7%
Employees 30
View Stock

NexMetals Mining Corp.

NEXM

NexMetals Mining Corp.

NEXM
Market Cap $48.49M
Dividends 0.0%
P/E Ratio -1.5
Revenue $0.00
Net Income -$7.64M -49.8%
Profit Margin
Employees 11
View Stock

Pacific Booker Minerals Inc.

PBMLF

Pacific Booker Minerals Inc.

PBMLF
Market Cap $28.83M
Dividends 0.0%
P/E Ratio -35.0
Revenue $0.00
Net Income -$349k +345.5%
Profit Margin
View Stock