LyondellBasell Industries NV (LYB)vsMartin Marietta Materials Inc (MLM)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
MLM
Martin Marietta Materials Inc
$612.85
-0.19%
BASIC MATERIALS · Cap: $37.03B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 390% more annual revenue ($30.15B vs $6.15B). MLM leads profitability with a 18.5% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. MLM earns a higher WallStSmart Score of 51/100 (C-).
LYB
Hold40
out of 100
Grade: D
MLM
Buy51
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
Intrinsic value data unavailable for MLM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 23.1%
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : MLM
The strongest argument for MLM centers on Operating Margin. Profitability is solid with margins at 18.5% and operating margin at 23.1%.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : MLM
The primary concerns for MLM are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while MLM is a mature play — different risk/reward profiles.
MLM carries more volatility with a beta of 1.19 — expect wider price swings.
MLM is growing revenue faster at 8.6% — sustainability is the question.
MLM generates stronger free cash flow (424M), providing more financial flexibility.
Bottom Line
MLM scores higher overall (51/100 vs 40/100), backed by strong 18.5% margins. 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.
Martin Marietta Materials Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Martin Marietta Materials, Inc. is an American-based company. The company is a supplier of aggregates and heavy building materials, with operations spanning 26 states, Canada and the Caribbean. In particular, Martin Marietta supplies the resources for roads, sidewalks and foundations.
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