Lsb Industries Inc (LXU)vsMP Materials Corp (MP)
LXU
Lsb Industries Inc
$11.58
-0.43%
BASIC MATERIALS · Cap: $808.53M
MP
MP Materials Corp
$50.72
+0.42%
BASIC MATERIALS · Cap: $9.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Lsb Industries Inc generates 58% more annual revenue ($658.06M vs $416.25M). LXU leads profitability with a 5.6% profit margin vs -14.6%. LXU earns a higher WallStSmart Score of 54/100 (C-).
LXU
Buy54
out of 100
Grade: C-
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LXU.
Margin of Safety
-22.9%
Fair Value
$44.19
Current Price
$50.72
$6.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 119.7% year-over-year
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
5.6% margin — thin
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
LXU profiles as a value stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.95 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
LXU generates stronger free cash flow (19M), providing more financial flexibility.
Bottom Line
LXU scores higher overall (54/100 vs 30/100) and 11.1% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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