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Materials

44 stocks rated · Under EXPANSION this sector is currently ▲ Favored.

Regime Context

Low macro stress, growth accelerating. Cyclicals and growth-oriented sectors are positioned favorably.

The regime overlay applies a sector-level multiplier to every stock's raw BEACON score. Multipliers are confidence-tapered, so borderline regime calls produce smaller adjustments. Read the methodology →

Materials Median Fundamentals

Metric Median
Forward P/E14.06
EV / EBITDA10.48
P / FCF15.27
PEG0.03
Gross Margin+17.2%
ROE-2.9%
Debt / Equity0.64
FCF Yield+2.80%

Based on 44 stocks as of Apr 9, 2026.

Top 10 in Materials

Ranked by raw BEACON score
# Symbol Company BEACON Value Quality Momentum Regime Fit Adj Score Sector Rank
1 CF CF Industries Holdings, Inc. 77.6 82.3 79.0 68.2 ► Neutral 80.3 1 / 44
2 SSRM SSR Mining Inc. 74.1 66.3 73.6 87.5 ► Neutral 76.7 2 / 44
3 NEM Newmont Corporation 72.8 72.1 91.5 47.7 ► Neutral 75.3 3 / 44
4 AA Alcoa Corporation 71.6 71.2 72.2 71.6 ► Neutral 74.1 4 / 44
5 CDE Coeur Mining, Inc. 62.7 70.2 81.0 25.0 ► Neutral 64.9 5 / 44
6 AUGO Aura Minerals 59.4 50.6 40.3 100.0 ► Neutral 61.5 6 / 44
7 CTVA Corteva, Inc. 55.3 39.6 78.7 47.7 ► Neutral 57.2 7 / 44
8 CENX Century Aluminum Company 53.5 37.0 47.4 88.6 ► Neutral 55.4 8 / 44
9 ESI Element Solutions Inc 53.2 32.9 67.3 65.9 ► Neutral 55.1 9 / 44
10 SCCO Southern Copper Corporation 50.3 27.6 73.9 53.4 ► Neutral 52.1 10 / 44

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