LyondellBasell Industries NV (LYB)vsMethanex Corporation (MEOH)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
MEOH
Methanex Corporation
$63.31
+4.82%
BASIC MATERIALS · Cap: $4.90B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 740% more annual revenue ($30.15B vs $3.59B). MEOH leads profitability with a 2.2% profit margin vs -2.5%. MEOH appears more attractively valued with a PEG of 0.20. MEOH earns a higher WallStSmart Score of 59/100 (C).
LYB
Hold40
out of 100
Grade: D
MEOH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$89.68
Current Price
$73.29
$16.39 discount
Margin of Safety
+22.1%
Fair Value
$63.25
Current Price
$63.31
$0.06 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 78.1% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
2.1% revenue growth
ROE of 5.7% — below average capital efficiency
2.2% margin — thin
Operating margin of 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : MEOH
The strongest argument for MEOH centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.20 suggests the stock is reasonably priced for its growth.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : MEOH
The primary concerns for MEOH are Revenue Growth, Return on Equity, Profit Margin. A P/E of 68.1x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while MEOH is a value play — different risk/reward profiles.
MEOH carries more volatility with a beta of 0.82 — expect wider price swings.
MEOH is growing revenue faster at 2.1% — sustainability is the question.
MEOH generates stronger free cash flow (159M), providing more financial flexibility.
Bottom Line
MEOH scores higher overall (59/100 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.
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.
Methanex Corporation
BASIC MATERIALS · CHEMICALS · USA
Methanex Corporation produces and supplies methanol in North America, Asia Pacific, Europe, and South America. The company is headquartered in Vancouver, Canada.
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