Sector ยท Oct 2026
Basic Materials stocks ranked by gap to the model's fair value
Faircurve's model values 77 basic materials stocks. 51 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 6 read as Undervalued, 43 as Fairly valued and 2 as Overvalued. The median gap across the ranked names is -2.3%. The widest gaps above the price are EMN (+38.2%), BCC (+22.3%), SLVM (+21.9%). The widest below it are KNF (-19.6%), VMC (-15.9%), ECL (-15.0%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | EMN Eastman Chemical CompanySpecialty Chemicals | $65.34 | $90.30 | +38.2% | Undervalued | 57 | $7.6B |
| 2 | BCC Boise Cascade CompanyPaper, Lumber & Forest Products | $74.81 | $91.49 | +22.3% | Undervalued | 42 | $2.8B |
| 3 | SLVM Sylvamo CorpPaper, Lumber & Forest Products | $31.77 | $38.73 | +21.9% | Undervalued | 58 | $1.3B |
| 4 | ALB Albemarle CorporationSpecialty Chemicals | $90.19 | $108.34 | +20.1% | Undervalued | 47 | $10.7B |
| 5 | UFPI UFP Industries, Inc.Paper, Lumber & Forest Products | $81.16 | $95.67 | +17.9% | Undervalued | 47 | $4.5B |
| 6 | CBT Cabot Corp.Specialty Chemicals | $72.00 | $84.77 | +17.7% | Undervalued | 71 | $3.8B |
| 7 | OC Owens CorningConstruction Materials | $117.76 | $135.05 | +14.7% | Fairly valued | 32 | $9.6B |
| 8 | MTX Minerals Technologies Inc.Specialty Chemicals | $63.44 | $72.14 | +13.7% | Fairly valued | 45 | $2.0B |
| 9 | FUL H.B. Fuller CompanySpecialty Chemicals | $50.19 | $56.61 | +12.8% | Fairly valued | 43 | $2.7B |
| 10 | PPG PPG Industries, Inc.Specialty Chemicals | $121.24 | $135.99 | +12.2% | Fairly valued | 54 | $26.6B |
| 11 | STLD Steel Dynamics, Inc.Steel | $247.66 | $270.35 | +9.2% | Fairly valued | 63 | $35.7B |
| 12 | CRH CRH plcConstruction Materials | $93.53 | $101.47 | +8.5% | Fairly valued | 65 | $60.4B |
| 13 | CMC Commercial Metals CompanySteel | $66.38 | $70.05 | +5.5% | Fairly valued | 77 | $7.0B |
| 14 | GFF Griffon CorporationConstruction Materials | $102.20 | $106.51 | +4.2% | Fairly valued | 68 | $4.6B |
| 15 | NUE Nucor CorporationSteel | $273.53 | $282.12 | +3.1% | Fairly valued | 80 | $62.1B |
| 16 | MAS Masco CorporationConstruction Materials | $82.18 | $84.73 | +3.1% | Fairly valued | 73 | $15.5B |
| 17 | AWI Armstrong World Industries, Inc.Construction Materials | $171.13 | $173.66 | +1.5% | Fairly valued | 68 | $7.0B |
| 18 | RPM RPM International Inc.Specialty Chemicals | $105.35 | $106.09 | +0.7% | Fairly valued | 69 | $13.1B |
| 19 | APOG Apogee Enterprises, Inc.Construction Materials | $45.87 | $46.04 | +0.4% | Fairly valued | 63 | $945M |
| 20 | WMS Advanced Drainage Systems, Inc.Construction Materials | $136.00 | $136.03 | 0.0% | Fairly valued | 63 | $10.2B |
| 21 | NEU NewMarket CorporationSpecialty Chemicals | $749.72 | $747.49 | -0.3% | Fairly valued | 65 | $7.2B |
| 22 | DD DuPont de Nemours, Inc.Chemicals | $153.46 | $152.86 | -0.4% | Fairly valued | 57 | $18.9B |
| 23 | MTRN Materion CorporationIndustrial Materials | $227.43 | $223.32 | -1.8% | Fairly valued | 63 | $4.6B |
| 24 | HL Hecla Mining CompanyOther Precious Metals | $13.21 | $12.94 | -2.0% | Fairly valued | 78 | $9.1B |
| 25 | NEM Newmont CorporationGold | $107.47 | $105.12 | -2.2% | Fairly valued | 65 | $110.8B |
| 26 | TREX Trex Company, Inc.Construction Materials | $50.00 | $48.86 | -2.3% | Fairly valued | 68 | $5.2B |
| 27 | KOP Koppers Holdings Inc.Specialty Chemicals | $41.80 | $40.79 | -2.4% | Fairly valued | 36 | $785M |
| 28 | SOLS Solstice Advanced Materials Inc.Specialty Chemicals | $61.74 | $60.17 | -2.5% | Fairly valued | 69 | $9.6B |
| 29 | AVNT Avient CorporationSpecialty Chemicals | $43.25 | $41.97 | -3.0% | Fairly valued | 36 | $3.9B |
| 30 | SSD Simpson Manufacturing Co., Inc.Construction Materials | $196.85 | $189.82 | -3.6% | Fairly valued | 58 | $7.9B |
| 31 | CSL Carlisle Companies IncorporatedConstruction Materials | $387.31 | $372.69 | -3.8% | Fairly valued | 59 | $14.9B |
| 32 | EXP Eagle Materials Inc.Construction Materials | $192.76 | $182.61 | -5.3% | Fairly valued | 64 | $5.6B |
| 33 | ASH Ashland Inc.Specialty Chemicals | $73.02 | $69.12 | -5.3% | Fairly valued | 34 | $3.4B |
| 34 | RS Reliance Steel & Aluminum Co.Steel | $443.84 | $418.36 | -5.7% | Fairly valued | 70 | $22.3B |
| 35 | SCL Stepan CoSpecialty Chemicals | $68.66 | $64.65 | -5.8% | Fairly valued | 37 | $1.6B |
| 36 | IOSP Innospec Inc.Specialty Chemicals | $99.23 | $93.25 | -6.0% | Fairly valued | 52 | $2.5B |
| 37 | SXT Sensient Technologies CorporationSpecialty Chemicals | $116.87 | $109.40 | -6.4% | Fairly valued | 49 | $5.0B |
| 38 | REX REX American Resources CorporationChemicals | $39.34 | $36.79 | -6.5% | Fairly valued | 69 | $1.3B |
| 39 | SHW The Sherwin-Williams CompanySpecialty Chemicals | $340.87 | $316.43 | -7.2% | Fairly valued | 80 | $80.4B |
| 40 | HWKN Hawkins, Inc.Specialty Chemicals | $152.85 | $140.14 | -8.3% | Fairly valued | 70 | $3.2B |
| 41 | FCX Freeport-McMoRan Inc.Copper | $61.77 | $56.61 | -8.4% | Fairly valued | 59 | $89.8B |
| 42 | WLK Westlake CorporationSpecialty Chemicals | $68.47 | $62.00 | -9.4% | Fairly valued | 30 | $8.7B |
| 43 | BCPC Balchem CorpSpecialty Chemicals | $175.51 | $158.63 | -9.6% | Fairly valued | 84 | $5.4B |
| 44 | MLM Martin Marietta Materials, Inc.Construction Materials | $543.77 | $482.20 | -11.3% | Fairly valued | 26 | $32.5B |
| 45 | KWR Quaker HoughtonSpecialty Chemicals | $149.59 | $131.07 | -12.4% | Fairly valued | 49 | $2.6B |
| 46 | LPX Louisiana-Pacific CorporationPaper, Lumber & Forest Products | $73.79 | $64.04 | -13.2% | Fairly valued | 22 | $5.1B |
| 47 | IFF International Flavors & Fragrances Inc.Specialty Chemicals | $92.18 | $79.40 | -13.9% | Fairly valued | 27 | $23.7B |
| 48 | ESI Element Solutions IncSpecialty Chemicals | $35.07 | $29.91 | -14.7% | Fairly valued | 50 | $8.4B |
| 49 | ECL Ecolab Inc.Specialty Chemicals | $304.68 | $258.99 | -15.0% | Fairly valued | 46 | $84.9B |
| 50 | VMC Vulcan Materials CompanyConstruction Materials | $284.60 | $239.31 | -15.9% | Overvalued | 43 | $36.4B |
| 51 | KNF Knife River CorporationConstruction Materials | $58.53 | $47.04 | -19.6% | Overvalued | 41 | $3.3B |
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Valued but not ranked
These 26 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| AA Alcoa CorporationAluminum | $39.49 | $43.80 | +10.9% | Low evidence grade | 70 | $10.3B |
| APD Air Products and Chemicals, Inc.Specialty Chemicals | $312.97 | $317.60 | +1.5% | Low evidence grade | $70.5B | |
| BLDR Builders FirstSource, Inc.Construction Materials | $63.61 | $59.18 | -7.0% | Low evidence grade | 30 | $7.0B |
| CC The Chemours CompanySpecialty Chemicals | $13.09 | $13.54 | +3.4% | Low evidence grade | 35 | $2.0B |
| CE Celanese CorporationChemicals | $50.36 | $45.39 | -9.9% | Low evidence grade | 33 | $5.4B |
| CENX Century Aluminum CompanyAluminum | $33.33 | $39.15 | +17.5% | Low evidence grade | 67 | $3.3B |
| CF CF Industries Holdings, Inc.Agricultural Inputs | $116.81 | $124.27 | +6.4% | Low evidence grade | 82 | $18.7B |
| CLF Cleveland-Cliffs Inc.Steel | $14.14 | $11.64 | -17.7% | Low evidence grade | 25 | $8.1B |
| CRS Carpenter Technology CorporationSteel | $296.72 | $284.42 | -4.1% | Low evidence grade | $14.0B | |
| CTVA Corteva, Inc.Agricultural Inputs | $11.88 | $11.65 | -1.9% | Data under review | $7.8B | |
| DOW Dow Inc.Chemicals | $33.79 | $34.97 | +3.5% | Low evidence grade | 57 | $25.1B |
| FMC FMC CorporationAgricultural Inputs | $6.09 | $11.34 | +86.2% | Data under review | 66 | $776M |
| IP International Paper CompanyPaper, Lumber & Forest Products | $35.12 | $33.14 | -5.6% | Low evidence grade | 51 | $19.3B |
| JCI Johnson Controls International plcConstruction Materials | $149.91 | $149.26 | -0.4% | Low evidence grade | $90.3B | |
| KALU Kaiser Aluminum CorporationAluminum | $118.10 | $110.19 | -6.7% | Low evidence grade | 71 | $1.9B |
| LIN Linde plcSpecialty Chemicals | $511.55 | $514.69 | +0.6% | Low evidence grade | $237.1B | |
| MOS The Mosaic CompanyAgricultural Inputs | $18.42 | $21.15 | +14.8% | Data under review | 26 | $5.8B |
| MP MP Materials Corp.Industrial Materials | $37.83 | $36.57 | -3.3% | Low evidence grade | 33 | $7.0B |
| NGVT Ingevity CorporationSpecialty Chemicals | $73.63 | $79.33 | +7.7% | Low evidence grade | 60 | $2.6B |
| NX Quanex Building Products CorporationConstruction Materials | $21.04 | $20.15 | -4.2% | Low evidence grade | 52 | $947M |
| OLN Olin CorporationChemicals | $17.53 | $15.33 | -12.5% | Low evidence grade | 39 | $2.0B |
| RGLD Royal Gold, Inc.Gold | $230.92 | $211.01 | -8.6% | Low evidence grade | 40 | $19.4B |
| SMG The Scotts Miracle-Gro CompanyAgricultural Inputs | $61.80 | $58.15 | -5.9% | Low evidence grade | 54 | $3.6B |
| SPXC SPX Technologies, Inc.Construction Materials | $163.45 | $164.31 | +0.5% | Low evidence grade | $8.0B | |
| WDFC WD-40 CompanySpecialty Chemicals | $221.43 | $205.91 | -7.0% | Low evidence grade | 88 | $3.0B |
| WS Worthington Steel, Inc.Steel | $40.23 | $30.68 | -23.7% | Low evidence grade | 58 | $2.1B |
Basic Materials industries
Other sectors
- Communication Services 41
- Consumer Cyclical 186
- Consumer Defensive 80
- Energy 72
- Financial Services 226
- Healthcare 159
- Industrials 216
- Real Estate 109
- Technology 223
- Utilities 56