Top 3 Picks
2026 Outlook
Sector trends through 2026 point to accelerating adoption of bio-based and carbon-recycling technologies, supported by regulatory tailwinds and corporate decarbonization targets. Traditional segments face margin volatility from energy prices, while smaller innovators like TOMZ and LNZAW could see outsized gains from ESG-driven demand. Overall, the industry is expected to deliver modest volume growth with differentiation favoring high-Score names.
Complete Rankings
| Rank | Stock | Score | Price | Market Cap |
|---|---|---|---|---|
|
1
|
Westlake Corporation
|
63.6 | $74.79 | $9.8B |
|
2
|
TOMI Environmental Solutions, Inc.
|
63.0 | $1.70 | $20M |
|
3
|
LanzaTech Global, Inc. Warrant
|
58.1 | $0.01 | -- |
|
4
|
Alto Ingredients, Inc. Common Stock
|
55.7 | $4.04 | $80M |
|
5
|
NewMarket Corporation
|
53.8 | $885.00 | $7.9B |
|
6
|
Origin Materials, Inc. Common Stock
|
52.4 | $0.95 | $78M |
|
7
|
Green Plains, Inc.
|
52.3 | $15.45 | $591M |
|
8
|
Bolt Projects Holdings, Inc. Warrant
|
50.6 | $0.02 | -- |
|
9
|
Origin Materials, Inc. Warrants
|
50.3 | $0.00 | -- |
|
10
|
WESTLAKE CHEMICAL PARTNERS LP
|
49.7 | $21.88 | $738M |
|
11
|
Sensient Technology Corporation
|
48.6 | $134.84 | $3.9B |
|
12
|
REX American Resources Corp.
|
48.2 | $41.46 | $1.0B |
|
13
|
Gevo, Inc.
|
46.8 | $1.64 | $484M |
|
14
|
Codexis, Inc.
|
46.1 | $1.46 | $226M |
|
15
|
XCF Global, Inc. Class A Common Stock
|
46.0 | $0.39 | $190M |
In-Depth Analysis: Top Chemicals Stocks
WLK
Westlake Corp is a manufacturer and supplier of chemicals, polymers, and building products. Its Performance and Essential Materials segment offers a wide range of essential building blocks for making products utilized in everyday living, including olefins, vinyl chemicals, polyethylene, and epoxies. Its Housing and Infrastructure Products segment produces key finished goods for building products, pipe and fittings, and global compounds …
Westlake Corporation is a key supplier in the Chemicals sector, providing essential olefins, vinyl chemicals, polyethylene, and epoxies that serve as building blocks for everyday consumer and industrial products through its Performance and Essential Materials segment.
WLK reports a -10.9% profit margin and -11.9% ROE, indicating current losses and negative returns on equity, even as revenue grew 10.8%, pointing to margin compression and strained financial health amid sector pressures.
WLK's 10.8% revenue growth signals sustained demand for core polymers and building products, supporting a potential rebound in 2026 as chemical cycles recover. Its Tradestie Score of 63.6/100 reflects moderate valuation appeal if cost controls lift margins from -10.9% levels. The company's scale in essential materials positions it to capture upside from stabilizing industrial and construction end-markets.
TOMZ
TOMI Environmental Solutions Inc is a leader in bacteria decontamination and infectious disease control, offering environmentally friendly solutions for indoor air and surface disinfection and decontamination. Its flagship product, SteraMist, uses patented and registered Binary Ionization Technology (BIT) to deliver a low-percentage (7.8%) hydrogen peroxide-based fog or mist to affect all indoor environments and surface areas. Its product portfolio includes …
TOMI Environmental Solutions, Inc. matters in the Chemicals sector through its SteraMist platform, which applies patented Binary Ionization Technology to deliver environmentally friendly indoor air and surface decontamination solutions for bacteria and infectious disease control.
Profitability remains weak, with a -49.8% profit margin and -168.8% ROE signaling persistent net losses and negative equity returns. Revenue growth of 117.9% demonstrates rapid top-line expansion that could support future operating leverage.
Investors should consider TOMZ in 2026 as the 117.9% revenue growth positions the company to capture sustained demand for disinfection technologies. Scaling of SteraMist could narrow the current -49.8% margin over the next two years, while the 63.0/100 Tradestie Score reflects moderate but improving momentum in the decontamination niche.
LNZAW
LanzaTech Global Inc is a carbon management company transforming waste carbon into sustainable fuels, fabrics, packaging, and nutrition. Its goal is to advance a circular economy where carbon is reused rather than wasted, reducing reliance on virgin fossil resources and supporting supply chain resilience. The company operates in North America, Europe, Middle East, Africa (EMEA), Asia, and Australia.
LanzaTech Global Inc. matters in the Chemicals sector by converting industrial waste carbon into sustainable fuels, fabrics, packaging, and nutrition, directly advancing a circular economy that reduces reliance on virgin fossil resources.
Limited financial data and a Tradestie Score of 58.1/100 indicate unclear profitability and moderate financial health, consistent with early-stage carbon management companies focused on technology scaling rather than near-term earnings.
Policy tailwinds for low-carbon chemicals and rising corporate demand for circular supply chains position LanzaTech for revenue expansion by 2026. Technology commercialization in fuels and packaging could accelerate if partnerships scale, supporting warrant upside despite current data constraints. Sector shifts away from fossil feedstocks provide a structural growth catalyst for LNZAW holders.
ALTO
Alto Ingredients Inc is a producer of specialty alcohols and essential ingredients. The company serves five markets: Health, Home and Beauty, Food and Beverage, Essential Ingredients, and Renewable Fuels. Its customers include food and beverage companies and consumer products manufacturers and distributors. The company operates under three segments: Marketing and distribution, Pekin Campus production, Western production, and Others.
Alto Ingredients produces specialty alcohols and essential ingredients serving Health, Home and Beauty, Food and Beverage, Essential Ingredients, and Renewable Fuels markets within the Chemicals sector. Its supply chain role for consumer products manufacturers and renewable fuel producers positions it as a contributor to sustainable chemical applications amid sector shifts toward bio-based inputs.
Alto Ingredients reports a 5.5% profit margin alongside a 22.2% ROE and 12.5% revenue growth, reflecting efficient equity utilization despite moderate margins. The P/E ratio of 6.0 indicates compressed valuation relative to earnings, supporting a view of stable financial health in a cyclical chemicals environment.
ALTO's P/E of 6.0 and 12.5% revenue growth create an entry point for 2026 investors seeking exposure to renewable fuels and specialty alcohols expansion. Strong 22.2% ROE combined with diversification across five end markets supports earnings resilience as demand for bio-based ingredients rises. A Tradestie Score of 55.7/100 leaves headroom for multiple expansion if sector multiples normalize.
NEU
NewMarket Corp is a holding company that, through its subsidiaries, manufactures and sells petroleum additives. Petroleum additives are used in lubricating oils and fuels to enhance their performance in machinery, vehicles, and other equipment. It comprises two broad product applications. Lubricant additives are formulated chemical solutions that, when blended with base fluids, improve the efficiency, durability, performance, and functionality of …
NewMarket Corp holds a specialized position in the Chemicals sector as a leading producer of petroleum additives that improve lubricant and fuel performance across machinery, vehicles, and industrial equipment, supporting core energy and transportation value chains.
NewMarket's 15.8% profit margin and 25.1% ROE reflect strong operational efficiency and high returns on equity, while 7.0% revenue growth and a 19.6 P/E indicate balanced financial health with reasonable valuation relative to earnings.
Investors should consider NEU in 2026 for its 25.1% ROE and 7.0% revenue growth, which demonstrate durable earnings power in essential petroleum additives amid steady industrial demand. The 19.6 P/E provides a measured entry valuation, and the Tradestie Score of 53.8/100 highlights moderate upside potential as sector fundamentals support additive consumption in evolving energy and automotive markets.
ORGN
Origin Materials Inc is a carbon-negative materials company. The platform turns the carbon found in biomass into useful materials, while eliminating the need for fossil resources and capturing carbon in the process. Its products include, PET circular caps and closures, Para-xylene, carbon black, Levulinic acid among others by using materials like food and beverage packaging, clothing, textiles, plastics, car parts, …
Origin Materials matters in the Chemicals sector as a carbon-negative platform converting biomass into drop-in materials like PET circular caps and closures and para-xylene, directly displacing fossil feedstocks while sequestering carbon.
ROE of -119.6% and revenue growth of -91.2% reflect deep operating losses and severe contraction, indicating weak financial health and limited near-term cash generation capacity.
ORGN's biomass platform positions it for potential 2026 revenue inflection if para-xylene and carbon black commercialization accelerates, supported by a 52.4/100 Tradestie Score that signals moderate sector relevance; successful scaling could capture share in the growing sustainable chemicals market as fossil alternatives gain regulatory and buyer preference.
GPRE
Green Plains Inc manufactures and sells ethanol and ethanol byproducts in two segments based on function. The ethanol production segment, which generates the majority of revenue, includes the production of ethanol, distillers grains, Ultra-High Protein and renewable corn oil. The agribusiness and energy services segment includes grain handling and storage, commodity marketing and merchant trading for company-produced and third-party ethanol, …
Green Plains Inc. matters in the Chemicals sector as a leading ethanol producer whose core segment generates the majority of revenue from ethanol, distillers grains, Ultra-High Protein, and renewable corn oil, directly supporting renewable chemical feedstock supply.
GPRE shows sound financial health with a 6.8% profit margin and 15.5% ROE, reflecting efficient operations, though the -19.3% revenue decline and 9.1 P/E highlight valuation compression amid sector headwinds.
Investors should consider GPRE for 2026 given its 9.1 P/E offering earnings leverage at a Tradestie Score of 52.3/100, potential rebound from the -19.3% revenue drop via Ultra-High Protein and corn oil expansion, and rising demand for renewable ethanol byproducts that could lift ROE above 15.5%.
BSLKW
Bolt Projects Holdings Inc develops and produces biomaterials products. Its flagship products from its Vegan Silk Technology Platform, b-silk and xl-silk, are a biodegradable and vegan protein polymer and a replacement for silicone elastomers in beauty and personal care.
Bolt Projects Holdings Inc. advances the Chemicals sector through its Vegan Silk Technology Platform, producing b-silk and xl-silk as biodegradable protein polymers that directly replace silicone elastomers in beauty and personal care formulations.
Limited financial data and a Tradestie Score of 50.6/100 indicate early-stage operations with no clear path to profitability, typical of biomaterials developers still scaling production and commercialization.
By 2026, regulatory and consumer shifts toward vegan, biodegradable inputs could accelerate adoption of b-silk and xl-silk, positioning the warrant for upside if revenue milestones are met in the personal care chemicals market.
ORGNW
Origin Materials Inc is a carbon-negative materials company. The platform turns the carbon found in biomass into useful materials, while eliminating the need for fossil resources and capturing carbon in the process. Its products include, PET circular caps and closures, Para-xylene, carbon black, Levulinic acid among others by using materials like food and beverage packaging, clothing, textiles, plastics, car parts, …
Origin Materials matters in the Chemicals sector as a carbon-negative platform converting biomass into materials such as PET circular caps and closures, para-xylene, and carbon black, directly displacing fossil feedstocks while sequestering carbon.
Limited financial data and a Tradestie Score of 50.3/100 indicate uncertain profitability and financial health, with challenges likely in achieving positive margins during early commercialization of its biomass technology.
ORGNW offers upside in 2026 from rising regulatory and corporate demand for sustainable chemicals that reduce fossil dependence. Commercial scale-up of its platform could drive revenue growth in para-xylene and carbon black segments. The 50.3/100 score leaves room for re-rating if biomass conversion milestones are met and sector-wide green premiums expand.
WLKP
Westlake Chemical Partners LP is a part of the chemical industry in the United States. Its operations are conducted through OpCo, it acquires and develops ethylene production facilities, which convert ethane into ethylene. OpCo sells ethylene and its co-products such as propylene, crude butadiene, pyrolysis gasoline, and hydrogen to Westlake and other customers located in the United States. Its assets …
Westlake Chemical Partners LP operates ethylene production facilities through OpCo that convert ethane into ethylene and co-products including propylene and crude butadiene, supplying a core feedstock to the US petrochemical value chain.
WLKP reports a 4.7% profit margin alongside a 41.8% ROE, indicating efficient equity utilization despite thin margins, while its 13.4 P/E ratio and 49.7/100 Tradestie Score point to average valuation and financial positioning.
WLKP's high ROE of 41.8% combined with a P/E of 13.4 positions it as a potentially undervalued MLP for 2026. Sustained US ethane feedstock cost advantages and steady ethylene demand growth could support cash flow expansion. The partnership structure may deliver attractive distributions if operating rates remain elevated.
Methodology
Stocks are ranked using the Tradestie Score, a proprietary 0-100 rating that combines fundamental quality (profitability, balance sheet strength), growth metrics (revenue and earnings growth), valuation (P/E, PEG ratio), and momentum factors. Scores are updated daily based on the latest market data. Learn more about our methodology.