Dow Inc (DOW)vsLyondellBasell Industries NV (LYB)
DOW
Dow Inc
$40.49
+2.38%
BASIC MATERIALS · Cap: $28.51B
LYB
LyondellBasell Industries NV
$74.60
+1.79%
BASIC MATERIALS · Cap: $23.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Dow Inc generates 30% more annual revenue ($39.33B vs $30.15B). LYB leads profitability with a -2.5% profit margin vs -7.2%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 40/100 (D).
DOW
Hold38
out of 100
Grade: F
LYB
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.6%
Fair Value
$70.27
Current Price
$40.49
$29.78 discount
Margin of Safety
+33.7%
Fair Value
$89.72
Current Price
$74.60
$15.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Operating margin of 0.0%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : DOW
The strongest argument for DOW centers on Price/Book.
Bull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bear Case : DOW
The primary concerns for DOW are Operating Margin, Debt/Equity, Piotroski F-Score.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
DOW carries more volatility with a beta of 0.49 — expect wider price swings.
DOW is growing revenue faster at -6.1% — sustainability is the question.
DOW generates stronger free cash flow (621M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LYB scores higher overall (40/100 vs 38/100). DOW offers better value entry with a 51.6% margin of safety. Both earn "Hold" 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 →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.
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