Stocks priced for less growth than they delivered: Basic Materials
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history.
Top of the list: Ecovyst (ECVT) -54.8%; IAMGold (IAG) -43.2%; Methanex (MEOH) -38.6%.
The median priced in minus delivered across these 36 companies is -10.5%.
| # | Company | Priced in minus delivered | Growth priced in | FCF growth delivered | P/FCF | Market cap |
|---|---|---|---|---|---|---|
| 1 | Ecovyst IncECVT | -54.8% | +1.0% | +55.9% | 14.4x | $1.0B |
| 2 | IAMGold CorporationIAG | -43.2% | -3.4% | +39.8% | 12.1x | $9.4B |
| 3 | Methanex CorporationMEOH | -38.6% | -14.0% | +24.6% | 6.41x | $4.7B |
| 4 | Titan America SATTAM | -34.0% | +3.8% | +37.8% | 20.1x | $2.4B |
| 5 | Coeur Mining IncCDE | -33.6% | +6.8% | +40.4% | 23.8x | $15.8B |
| 6 | Corteva IncCTVA | -32.2% | -20.1% | +12.1% | 3.10x | $8.7B |
| 7 | Agnico Eagle Mines LimitedAEM | -31.9% | +4.8% | +36.8% | 20.4x | $87.0B |
| 8 | Kinross Gold CorporationKGC | -25.8% | -4.9% | +20.9% | 9.69x | $24.9B |
| 9 | Constellium NvCSTM | -22.8% | +5.1% | +27.9% | 20.4x | $3.2B |
| 10 | Perimeter Solutions SAPRM | -21.2% | +5.7% | +26.9% | 20.5x | $4.3B |
| 11 | First Majestic Silver CorpAG | -19.6% | +1.8% | +21.4% | 20.7x | $7.3B |
| 12 | CVR Partners LPUAN | -19.5% | -1.2% | +18.3% | 12.5x | $1.2B |
| 13 | Newmont Goldcorp CorpNEM | -16.4% | +1.5% | +17.9% | 15.9x | $116.2B |
| 14 | Ero Copper CorpERO | -16.0% | +8.0% | +24.0% | 37.2x | $3.4B |
| 15 | CRH PLC ADRCRH | -14.4% | +3.5% | +17.9% | 17.8x | $52.0B |
| 16 | Nutrien LtdNTR | -14.1% | +2.8% | +16.9% | 16.0x | $32.5B |
| 17 | Simpson Manufacturing Company IncSSD | -12.9% | +7.2% | +20.2% | 23.9x | $7.1B |
| 18 | Hecla Mining CompanyHL | -10.7% | +9.2% | +19.9% | 28.7x | $8.9B |
| 19 | CF Industries Holdings IncCF | -10.2% | -4.5% | +5.7% | 9.49x | $17.1B |
| 20 | United States Lime & Minerals IncUSLM | -9.5% | +10.3% | +19.8% | 29.5x | $3.0B |
| 21 | Barrick Mining CorporationB | -9.1% | +1.8% | +11.0% | 16.9x | $62.4B |
| 22 | Silvercorp Metals IncSVM | -8.9% | -0.5% | +8.4% | 34.6x | $1.8B |
| 23 | Compania de Minas Buenaventura SAA ADRBVN | -8.7% | +16.5% | +25.2% | 70.7x | $7.4B |
| 24 | Ufp Industries IncUFPI | -8.5% | +1.4% | +9.8% | 14.7x | $4.1B |
| 25 | Cabot CorporationCBT | -8.3% | -4.5% | +3.8% | 9.66x | $3.8B |
| 26 | Scotts Miracle-Gro CompanySMG | -8.0% | -3.6% | +4.4% | 10.5x | $2.9B |
| 27 | Vulcan Materials CompanyVMC | -7.4% | +8.7% | +16.2% | 26.6x | $30.2B |
| 28 | RPM International IncRPM | -7.4% | +3.8% | +11.2% | 22.7x | $12.2B |
| 29 | Oil-Dri Corporation Of AmericaODC | -7.1% | +8.8% | +15.9% | 25.3x | $1.2B |
| 30 | Century Aluminum CompanyCENX | -7.0% | +13.1% | +20.1% | 37.9x | $3.2B |
| 31 | NewMarket CorporationNEU | -6.9% | +3.0% | +9.9% | 16.9x | $8.3B |
| 32 | Olin CorporationOLN | -6.7% | -9.6% | -3.0% | 6.30x | $1.6B |
| 33 | Hawkins IncHWKN | -5.0% | +10.6% | +15.7% | 30.2x | $2.6B |
| 34 | Martin Marietta Materials IncMLM | -5.0% | +9.0% | +14.0% | 27.1x | $26.5B |
| 35 | Tecnoglass IncTGLS | -4.4% | +17.2% | +21.7% | 50.9x | $1.8B |
| 36 | Franco-Nevada CorporationFNV | -3.9% | +9.8% | +13.7% | 29.7x | $44.2B |
Ranked from each company's latest price and reported results. Companies need a page on Investingly (SEC statements on file). Open any company for its reverse DCF, insider buying and 13F holders.
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Questions
Which company ranks first on the stocks priced for less growth than they delivered: basic materials list?
Ecovyst (ECVT), with a priced in minus delivered of -54.8%, as of October 12, 2026.
How is this list built?
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history. It shows the top 36 and is rebuilt every day.
Prices and ratios as of Oct 11, 2026. Statements from SEC filings. Information only, not investment advice.