SECTOR PILLAR
Matériaux de Base Stocks 2026
Les matériaux de base couvrent les mines, la chimie, le papier et l'acier — des cycliques à forte intensité capitalistique, exposés aux prix des matières premières et à la demande industrielle mondiale. Le secteur tend à devancer les cycles inflationnistes et à rester en retrait pendant les périodes déflationnistes. Le flux de trésorerie libre par tonne, le positionnement sur la courbe des coûts et la solidité du bilan comptent davantage que le PER glissant, car les prix des matières premières l'emportent sur les bénéfices comptables à chaque retournement de cycle.
Stocks tracked
88
Avg P/E
28.7
Avg div yield
1.86%
Largest by mcap
Linde plc
LIN
Top 10 by market cap
What moves this sector
Mines, chimie, papier, acier
All 88 Matériaux de Base stocks
Click any name for the full stock page with valuation, smart-money positions and our investment thesis.
A
- Accsys Technologies (AXS.AS)
- Air Products and Chemicals, Inc (APD)
- Alamos Gold (AGI)
- Albemarle Corporation (ALB)
- Alcoa Corporation (AA)
- Alpha Metallurgical Resources, (AMR)
- AMAG Austria Metall (AMAG.VI)
- Americas Gold and Silver (USAS)
- Aris Water Solutions (ARIS)
- Ashland Inc. (ASH)
- Avient Corporation (AVNT)
- Axalta Coating Systems Ltd. (AXTA)
B
- Balchem Corporation (BCPC)
- BASF (BAS.DE)
- Boise Cascade, L.L.C. (BCC)
C
- Cabot Corporation (CBT)
- Celanese Corporation (CE)
- Century Aluminum Company (CENX)
- CF Industries Holdings, Inc. (CF)
- Chemours Company (The) (CC)
- Cleveland-Cliffs Inc. (CLF)
- Corbion (CRBN.AS)
- Core Molding Technologies (CMT)
- Corteva, Inc. (CTVA)
- CRH PLC (CRH)
D
- Dow Inc. (DOW)
- DuPont de Nemours, Inc. (DD)
E
- Eagle Materials Inc (EXP)
- Eastman Chemical Company (EMN)
- Ecolab Inc. (ECL)
- Element Solutions Inc. (ESI)
- Ence Energia y Celulosa (ENC.MC)
F
- FMC Corporation (FMC)
- Fortuna Silver Mines (FSM)
- Freeport-McMoRan, Inc. (FCX)
- Fury Gold Mines (FURY)
H
- H. B. Fuller Company (FUL)
- Hawkins, Inc. (HWKN)
- Hecla Mining Company (HL)
- Hycroft Mining (HYMC)
I
- IMCD Group (IMCD.AS)
- Ingevity Corporation (NGVT)
- Innospec Inc. (IOSP)
- International Flavors & Fragran (IFF)
K
- Kaiser Aluminum Corporation (KALU)
- Knife Riv Holding Co. (KNF)
- Koppers Holdings Inc. (KOP)
L
- Lanxess (LXS.DE)
- Linde plc (LIN)
- LyondellBasell Industries NV (LYB)
M
- Martin Marietta Materials, Inc. (MLM)
- Materion Corporation (MTRN)
- Metallus Inc. (MTUS)
- Minerals Technologies Inc. (MTX)
- Mosaic Company (The) (MOS)
- MP Materials (MP)
N
- NewMarket Corp (NEU)
- Newmont Corporation (NEM)
- Nucor (NUE)
O
- OCI Global (OCI.AS)
- Olin Corporation (OLN)
P
- PPG Industries, Inc. (PPG)
Q
- Quaker Houghton (KWR)
R
- Reliance, Inc. (RS)
- REX American Resources Corporat (REX)
- Royal Gold, Inc. (RGLD)
- RPM International Inc. (RPM)
S
- Scotts Miracle-Gro Company (The (SMG)
- Sensient Technologies Corporati (SXT)
- Sherwin-Williams Company (The) (SHW)
- Simpson Manufacturing Company, (SSD)
- Solstice Advanced Materials Inc (SOLS)
- Steel Dynamics, Inc. (STLD)
- Stepan Company (SCL)
- Sylvamo Corporation (SLVM)
U
- UFP Industries, Inc. (UFPI)
- US Lime and Minerals (USLM)
V
- Verbio (VBK.DE)
- voestalpine (VOE.VI)
- Vulcan Materials Company (Holdi (VMC)
W
- Wacker Chemie (WCH.DE)
- Warrior Met Coal, Inc. (HCC)
- WD-40 Company (WDFC)
- Western Copper and Gold (WRN)
- Westlake Corporation (WLK)
- Wienerberger (WIE.VI)
- Worthington Steel, Inc. (WS)