Materials
Chemicals, metals, mining, paper, packaging. Highly cyclical commodities. Wide-moat businesses are rare; the few that exist (e.g. specialty chemicals) compound impressively.
What drives this sector
- Commodity prices dominate near-term
- Cost-curve position determines survival
- Capital cycles drive boom/bust
- Specialty chemicals are the quality pocket
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
| # | Company | mcap | Q | View stock |
|---|---|---|---|---|
| 1 |  Greif, Inc. Class BGEF.B | 4.1B | 34 |
Materials by strategy
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).