Corteva Inc (CTVA)vsLyondellBasell Industries NV (LYB)
CTVA
Corteva Inc
$81.01
+2.07%
BASIC MATERIALS · Cap: $54.39B
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 73% more annual revenue ($30.15B vs $17.40B). CTVA leads profitability with a 6.3% profit margin vs -2.5%. CTVA appears more attractively valued with a PEG of 1.18. CTVA earns a higher WallStSmart Score of 52/100 (C-).
CTVA
Buy52
out of 100
Grade: C-
LYB
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.6%
Fair Value
$62.45
Current Price
$81.01
$18.56 premium
Margin of Safety
+33.7%
Fair Value
$89.68
Current Price
$73.29
$16.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 27.4% YoY
Generating 4.2B in free cash flow
Reasonable price relative to book value
Areas to Watch
ROE of 5.0% — below average capital efficiency
6.3% margin — thin
Premium valuation, high expectations priced in
Revenue declined 1.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTVA
The strongest argument for CTVA centers on Market Cap, Debt/Equity, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bear Case : CTVA
The primary concerns for CTVA are Return on Equity, Profit Margin, P/E Ratio. A P/E of 46.3x leaves little room for execution misses.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
CTVA profiles as a value stock while LYB is a turnaround play — different risk/reward profiles.
CTVA carries more volatility with a beta of 0.68 — expect wider price swings.
CTVA is growing revenue faster at -1.7% — sustainability is the question.
CTVA generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
CTVA scores higher overall (52/100 vs 40/100). LYB offers better value entry with a 33.7% 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.
Corteva Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Corteva, Inc. (also known as Corteva Agriscience) is a major American agricultural chemical and seed company that was the agricultural unit of DowDuPont prior to being spun off as an independent public company.
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 AGRICULTURAL INPUTS Stocks
Want to dig deeper into these stocks?