Air Products and Chemicals Inc (APD)vsLsb Industries Inc (LXU)
APD
Air Products and Chemicals Inc
$282.35
+0.48%
BASIC MATERIALS · Cap: $62.19B
LXU
Lsb Industries Inc
$12.81
-1.91%
BASIC MATERIALS · Cap: $876.22M
Smart Verdict
WallStSmart Research — data-driven comparison
Air Products and Chemicals Inc generates 1844% more annual revenue ($12.46B vs $641.26M). APD leads profitability with a 16.9% profit margin vs 7.2%. LXU appears more attractively valued with a PEG of 0.42. LXU earns a higher WallStSmart Score of 57/100 (C).
APD
Buy57
out of 100
Grade: C
LXU
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.1%
Fair Value
$146.39
Current Price
$282.35
$135.96 premium
Intrinsic value data unavailable for LXU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Growing faster than its price suggests
Reasonable price relative to book value
18.2% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Smaller company, higher risk/reward
7.2% margin — thin
Earnings declined 69.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 23.6%.
Bull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 18.2% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are PEG Ratio, P/E Ratio, Debt/Equity.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Profit Margin.
Key Dynamics to Monitor
APD profiles as a mature stock while LXU is a growth play — different risk/reward profiles.
APD carries more volatility with a beta of 0.78 — expect wider price swings.
LXU is growing revenue faster at 18.2% — sustainability is the question.
LXU generates stronger free cash flow (35M), providing more financial flexibility.
Bottom Line
APD scores higher overall (57/100 vs 57/100), backed by strong 16.9% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →Lsb Industries Inc
BASIC MATERIALS · CHEMICALS · USA
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company is headquartered in Oklahoma City, Oklahoma.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
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