Dow Inc (DOW)vsLsb Industries Inc (LXU)
DOW
Dow Inc
$39.62
+3.42%
BASIC MATERIALS · Cap: $27.57B
LXU
Lsb Industries Inc
$15.81
+2.66%
BASIC MATERIALS · Cap: $1.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Dow Inc generates 6397% more annual revenue ($39.97B vs $615.21M). LXU leads profitability with a 4.0% profit margin vs -6.6%. LXU appears more attractively valued with a PEG of 0.42. LXU earns a higher WallStSmart Score of 54/100 (C-).
DOW
Hold39
out of 100
Grade: F
LXU
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DOW.
Margin of Safety
-347.2%
Fair Value
$2.31
Current Price
$15.81
$13.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -13.8% — below average capital efficiency
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DOW
The strongest argument for DOW centers on Price/Book.
Bull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : DOW
The primary concerns for DOW are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity. A P/E of 42.4x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
DOW profiles as a turnaround stock while LXU is a growth play — different risk/reward profiles.
DOW carries more volatility with a beta of 0.71 — expect wider price swings.
LXU is growing revenue faster at 22.3% — sustainability is the question.
LXU generates stronger free cash flow (-38M), providing more financial flexibility.
Bottom Line
LXU scores higher overall (54/100 vs 39/100) and 22.3% revenue growth. 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.
Dow Inc
BASIC MATERIALS · CHEMICALS · USA
Dow Inc. is an American commodity chemical company. The company is headquartered in Midland, Michigan.
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 CHEMICALS Stocks
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