Element Solutions Inc (ESI)vsLyondellBasell Industries NV (LYB)
ESI
Element Solutions Inc
$35.25
+4.41%
BASIC MATERIALS · Cap: $8.22B
LYB
LyondellBasell Industries NV
$77.19
+1.55%
BASIC MATERIALS · Cap: $24.49B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 1082% more annual revenue ($30.15B vs $2.55B). ESI leads profitability with a 7.5% profit margin vs -2.5%. ESI earns a higher WallStSmart Score of 43/100 (D).
ESI
Hold43
out of 100
Grade: D
LYB
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-503.7%
Fair Value
$5.37
Current Price
$35.25
$29.88 premium
Intrinsic value data unavailable for LYB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Areas to Watch
ROE of 7.5% — below average capital efficiency
7.5% margin — thin
Premium valuation, high expectations priced in
Earnings declined 88.8%
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : ESI
ESI has a balanced fundamental profile.
Bull Case : LYB
The strongest argument for LYB centers on Price/Book. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bear Case : ESI
The primary concerns for ESI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 42.7x leaves little room for execution misses.
Bear Case : LYB
The primary concerns for LYB are Return on Equity, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ESI profiles as a value stock while LYB is a turnaround play — different risk/reward profiles.
ESI carries more volatility with a beta of 1.25 — expect wider price swings.
ESI is growing revenue faster at 8.3% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
ESI scores higher overall (43/100 vs 42/100). 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.
Element Solutions Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Element Solutions Inc produces and sells specialty chemicals in the United States, China, and internationally. The company is headquartered in Fort Lauderdale, Florida.
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?