Air Products and Chemicals Inc (APD)vsLyondellBasell Industries NV (LYB)
APD
Air Products and Chemicals Inc
$298.35
+1.87%
BASIC MATERIALS · Cap: $66.43B
LYB
LyondellBasell Industries NV
$77.75
+2.25%
BASIC MATERIALS · Cap: $24.20B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 138% more annual revenue ($29.67B vs $12.46B). APD leads profitability with a 16.9% profit margin vs -2.7%. LYB appears more attractively valued with a PEG of 1.53. APD earns a higher WallStSmart Score of 55/100 (C).
APD
Buy55
out of 100
Grade: C
LYB
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.9%
Fair Value
$165.84
Current Price
$298.35
$132.51 premium
Margin of Safety
+32.6%
Fair Value
$88.30
Current Price
$77.75
$10.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 23.6%
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Operating margin of 3.5%
ROE of -6.0% — below average capital efficiency
Revenue declined 6.3%
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 : LYB
The strongest argument for LYB centers on Price/Book.
Bear Case : APD
The primary concerns for APD are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Operating Margin, Return on Equity.
Key Dynamics to Monitor
APD profiles as a mature stock while LYB is a turnaround play — different risk/reward profiles.
APD carries more volatility with a beta of 0.78 — expect wider price swings.
APD is growing revenue faster at 8.8% — sustainability is the question.
APD generates stronger free cash flow (-148M), providing more financial flexibility.
Bottom Line
APD scores higher overall (55/100 vs 41/100), backed by strong 16.9% margins. LYB offers better value entry with a 32.6% margin of safety. Both earn "Buy" and "Hold" 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 →LyondellBasell Industries NV
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?