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 competitively scored sectors in the Tessera framework, posting a median quality score of 66 against a universe-wide average of 48. That spread suggests the sector's qualifying members, 118 in total, clear the screener's composite thresholds more consistently than the broader population, though individual scores still vary considerably across the group.
Valuation context is relevant here: the sector carries a median P/E of 17.3, a level that sits in moderate territory and leaves limited room for quality-score disappointments at the individual holding level. The top-ranked names reflect that tension. SSRM leads the cohort with a score of 0.51, the strongest reading among the five shown, while GPRE and REX follow at 0.43 and 0.39 respectively. None of the top holdings score above the midpoint of the 0–1 normalized range by a wide margin, indicating that even the sector's best performers represent middling absolute quality rather than standout readings.
Taken together, Basic Materials sits meaningfully above the universe median on Tessera's composite quality measure, making it one of the relatively stronger-positioned sectors within the screener's current coverage.
| Ticker | Company | Industry | Score | Mkt Cap | P/E |
|---|---|---|---|---|---|
| SSRM | SSR Mining Inc. | Gold | 76 | $5.6B | 10.0 |
| GPRE | Green Plains Inc. | Chemicals - Specialty | 72 | $1.2B | — |
| REX | REX American Resources Corporation | Chemicals - Specialty | 69 | $1.5B | 16.7 |
| CSTM | Constellium SE | Aluminum | 69 | $3.9B | 9.1 |
| ASM | Avino Silver & Gold Mines Ltd. | Other Precious Metals | 69 | $1.0B | 26.9 |
| TECK | Teck Resources Limited | Industrial Materials | 69 | $27.4B | — |
| KALU | Kaiser Aluminum Corporation | Aluminum | 68 | $2.7B | 17.9 |
| CF | CF Industries Holdings, Inc. | Agricultural Inputs | 67 | $18.9B | 11.0 |
| NEM | Newmont Corporation | Gold | 67 | $98.7B | 12.0 |
| BVN | Compañía de Minas Buenaventura S.A.A. | Other Precious Metals | 67 | $7.9B | 8.1 |
| CGAU | Centerra Gold Inc. | Gold | 67 | $3.2B | 5.2 |
| IDR | Idaho Strategic Resources, Inc. | Gold | 67 | $469M | 21.2 |
| WPM | Wheaton Precious Metals Corp. | Gold | 67 | $49.9B | 27.8 |
| FNV | Franco-Nevada Corporation | Gold | 66 | $40.0B | 29.2 |
| ODC | Oil-Dri Corporation of America | Chemicals - Specialty | 66 | $1.3B | 25.9 |
| HMY | Harmony Gold Mining Company Limited | Gold | 66 | $9.7B | 6.0 |
| IAG | Iamgold Corporation | Gold | 66 | $8.6B | 8.6 |
| B | Barrick Mining Corporation | Gold | 66 | $60.9B | 10.0 |
| GFI | Gold Fields Limited | Gold | 65 | $28.9B | 6.0 |
| TFPM | Triple Flag Precious Metals Corp. | Other Precious Metals | 65 | $5.9B | 18.8 |
| NWPX | NWPX Infrastructure, Inc. | Manufacturing - Metal Fabrication | 65 | $1.3B | 31.6 |
| LXU | LSB Industries, Inc. | Chemicals | 65 | $831M | 18.3 |
| KGC | Kinross Gold Corporation | Gold | 65 | $28.0B | 10.0 |
| SMG | The Scotts Miracle-Gro Company | Agricultural Inputs | 65 | $4.0B | 38.3 |
| CENX | Century Aluminum Company | Aluminum | 65 | $4.4B | 13.4 |
| PAAS | Pan American Silver Corp. | Silver | 65 | $18.7B | 14.2 |
| ERO | Ero Copper Corp. | Copper | 64 | $2.8B | 9.6 |
| EQX | Equinox Gold Corp. | Gold | 64 | $7.1B | 11.4 |
| AEM | Agnico Eagle Mines Limited | Gold | 64 | $70.8B | 13.3 |
| NEXA | Nexa Resources S.A. | Industrial Materials | 64 | $1.7B | 8.1 |