Tessera Sector
Top Basic Materials Stocks
Metals, mining, chemicals, and forest products. Earnings track commodity cycles and global industrial demand.
Basic Materials ranks as one of the more selectively scored sectors in the Tessera framework, with an average quality score of 67 out of 100 across its qualifying members — a figure that sits meaningfully above the broader universe average of 48. With 174 members clearing the screening threshold, the sector offers a reasonable pool of candidates, though score dispersion within the group suggests quality is unevenly distributed rather than a characteristic of the sector as a whole.
Valuation context adds nuance here. The sector median P/E of 16.6 is modest in absolute terms, consistent with the cyclical and commodity-linked nature of Basic Materials businesses, where earnings can fluctuate significantly with input costs and commodity prices. The top-ranked holdings by Tessera score sit in the metals and mining space: EMAT leads the group at 0.48, followed by SSRM at 0.44 and NGD at 0.43. These scores are relative rankings within the screener's methodology and reflect the composite quality signals each company exhibits at the time of measurement rather than any single fundamental metric.
Taken together, Basic Materials clears the broader universe average by a notable 19 points on the Tessera quality scale, positioning it as one of the relatively higher-quality sectors by this measure — though that edge is driven by the sector's qualifying composition rather than an indication that the sector is uniformly strong.
| Ticker | Company | Industry | Score | Mkt Cap | P/E |
|---|---|---|---|---|---|
| EMAT | Evolution Metals & Technologies Corp. Common Stock | Industrial Materials | 74 | $5.3B | — |
| SSRM | SSR Mining Inc. | Gold | 72 | $5.9B | 10.4 |
| NGD | New Gold Inc. | Gold | 71 | $7.2B | 32.8 |
| GAU | Galiano Gold Inc. | Gold | 70 | $488M | 17.8 |
| EXK | Endeavour Silver Corp. | Silver | 70 | $2.4B | — |
| ARIS | Aris Mining Corporation | Other Precious Metals | 69 | $3.1B | 17.9 |
| ASM | Avino Silver & Gold Mines Ltd. | Other Precious Metals | 69 | $1.0B | 27.9 |
| GPRE | Green Plains Inc. | Chemicals - Specialty | 69 | $1.1B | — |
| ORLA | Orla Mining Ltd. | Gold | 68 | $3.7B | 14.5 |
| EQX | Equinox Gold Corp. | Gold | 68 | $7.7B | 12.2 |
| VEDL | Vedanta Limited | Industrial Materials | 68 | $0M | 0.3 |
| USAS | Americas Gold and Silver Corporation | Industrial Materials | 67 | $1.4B | — |
| SVM | Silvercorp Metals Inc. | Silver | 67 | $2.4B | — |
| USARW | USA Rare Earth Inc | Industrial Materials | 67 | $107M | — |
| HL | Hecla Mining Company | Silver | 67 | $10.3B | 37.6 |
| IAG | Iamgold Corporation | Gold | 67 | $9.2B | 9.2 |
| ALM | Almonty Industries Inc. Common Shares | Other Precious Metals | 67 | $4.6B | — |
| USAP | Universal Stainless & Alloy Products, Inc. | Steel | 67 | $424M | 16.3 |
| BVN | Compañía de Minas Buenaventura S.A.A. | Other Precious Metals | 67 | $7.3B | 7.4 |
| ERO | Ero Copper Corp. | Copper | 66 | $2.7B | 9.3 |
| NAMM | Namib Minerals | Other Precious Metals | 66 | $103M | — |
| TGB | Trekor Metals Limited | Copper | 66 | $2.0B | — |
| OR | OR Royalties Inc. | Gold | 66 | $6.0B | 21.2 |
| MP | MP Materials Corp. | Industrial Materials | 66 | $9.7B | — |
| MUX | McEwen Mining Inc. | Other Precious Metals | 66 | $1.1B | 14.2 |
| KGC | Kinross Gold Corporation | Gold | 65 | $28.4B | 10.1 |
| TFPM | Triple Flag Precious Metals Corp. | Other Precious Metals | 65 | $6.2B | 19.8 |
| NEXA | Nexa Resources S.A. | Industrial Materials | 65 | $1.6B | 7.7 |
| BTG | B2Gold Corp. | Gold | 65 | $5.2B | 10.4 |
| GROY | Gold Royalty Corp. | Other Precious Metals | 65 | $520M | — |