What are the best basic materials stocks to buy?

Based on AI conviction analysis, the top basic materials stocks are EMN, BLDR, CTVA. Each stock is scored on quality, fair value, and risk-reward asymmetry.

How many basic materials stocks does Convex analyze?

Convex currently analyzes 32 basic materials stocks using an 8-step conviction framework with fair value estimates, quality grades, and scenario modeling.

How are basic materials stocks rated?

Each stock receives a conviction score (1-10), quality grade (A-F), and rating (Strong Buy to Avoid) based on fundamental analysis including DCF valuation, earnings quality, and risk-reward asymmetry.

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Basic Materials Stocks: Analysis & Rankings

32 basic materials stocks analyzed with fair value and Convex Scores.

Industry Breakdown

32 stocks

Ticker	Company	Rating	Convex Score	Fair Value	Upside	Quality	Industry
EMN	Eastman Chemical Company	Score A	10/10	$84	+14.6%	C	Specialty Chemicals	View
BLDR	Builders FirstSource, Inc.	Score B	10/10	$94	+30.0%	D	Building Products & Equipment	View
CTVA	Corteva, Inc.	Score A	10/10	$87	+13.9%	C	Agricultural Inputs	View
APOG	Apogee Enterprises, Inc.	Score A	10/10	$53	+25.3%	B	Building Products & Equipment	View
CF	CF Industries Holdings, Inc.	Score A+	10/10	$156	+28.4%	A	Agricultural Inputs	View
DD	DuPont de Nemours, Inc.	Score A	10/10	$161	+14.1%	C	Specialty Chemicals	View
NEM	Newmont Corporation	Score A	10/10	$175	+49.5%	B	Gold	View
PPG	PPG Industries, Inc.	Score A+	10/10	$137	+18.5%	A	Specialty Chemicals	View
SHW	The Sherwin-Williams Company	Score A	10/10	$406	+11.9%	B	Specialty Chemicals	View
WS	Worthington Steel, Inc.	Score A	10/10	$39	+2.9%	C	Steel	View
ECL	Ecolab Inc.	Score A	9/10	$258	-9.4%	B	Specialty Chemicals	View
LIN	Linde plc	Score A	9/10	$486	-1.2%	B	Specialty Chemicals	View
MLM	Martin Marietta Materials, Inc.	Score B	8/10	$533	-3.1%	B	Building Materials	View
FCX	Freeport-McMoRan Inc.	Score B	8/10	$36	-49.6%	B	Copper	View
MOS	The Mosaic Company	Score B	8/10	$29	+25.2%	D	Agricultural Inputs	View
JCI	Johnson Controls International plc	Score B	7/10	$93	-38.4%	B	Building Products & Equipment	View
MAS	Masco Corporation	Score B	7/10	$78	+3.8%	A	Building Products & Equipment	View
VMC	Vulcan Materials Company	Score B	7/10	$274	-3.9%	C	Building Materials	View
CE	Celanese Corporation	Score D	6/10	$58	+30.0%	F	Chemicals	View
ASPI	ASP Isotopes Inc. Common Stock	Score B (Speculative)	6/10	$18	+321.4%	B	Chemicals	View
NX	Quanex Building Products Corporation	Score A (Speculative)	5/10	$38	+79.7%	D	Building Products & Equipment	View
ALB	Albemarle Corporation	Score D	5/10	$116	-11.2%	F	Specialty Chemicals	View
DOW	Dow Inc.	Score D	5/10	$38	+25.4%	F	Chemicals	View
IP	International Paper Company	Score A (Speculative)	5/10	$53	+29.1%	C	Packaging & Containers	View
FMC	FMC Corporation	Score D	4/10	$14	+30.0%	F	Agricultural Inputs	View
IFF	International Flavors & Fragrances Inc.	Score B	4/10	$47	-45.0%	C	Specialty Chemicals	View
NUE	Nucor Corporation	Score B	4/10	$192	-30.1%	C	Steel	View
NEXA	Nexa Resources S.A.	Score D	4/10	$14	-3.0%	F	Other Industrial Metals & Mining	View
STLD	Steel Dynamics, Inc.	Score D	3/10	$102	-62.1%	B	Steel	View
LYB	LyondellBasell Industries N.V.	Score D	2/10	$58	-7.1%	D	Specialty Chemicals	View
NG	NovaGold Resources Inc.	Score D (Speculative)	2/10	$8	+4.6%	F	Gold	View
APD	Air Products and Chemicals, Inc.	Score D (Speculative)	1/10	$237	-23.0%	D	Specialty Chemicals	View

Basic Materials Stocks: Analysis & Rankings

Industry Breakdown

Specialty Chemicals

Building Products & Equipment

Agricultural Inputs

Steel

Chemicals

Gold

Building Materials

Copper

Packaging & Containers

Other Industrial Metals & Mining