LyondellBasell Industries NV (LYB)vsMesabi Trust (MSB)
LYB
LyondellBasell Industries NV
$74.60
+1.79%
BASIC MATERIALS · Cap: $23.66B
MSB
Mesabi Trust
$28.06
+0.97%
BASIC MATERIALS · Cap: $350.96M
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 171969% more annual revenue ($30.15B vs $17.52M). MSB leads profitability with a 79.1% profit margin vs -2.5%. MSB earns a higher WallStSmart Score of 45/100 (D).
LYB
Hold40
out of 100
Grade: D
MSB
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$89.72
Current Price
$74.60
$15.12 discount
Intrinsic value data unavailable for MSB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 63 in profit
Keeps 79 of every $100 in revenue as profit
Strong operational efficiency at 78.4%
Generating 14.4T in free cash flow
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Moderate valuation
Trading at 18.0x book value
Smaller company, higher risk/reward
Revenue declined 47.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : MSB
The strongest argument for MSB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 79.1% and operating margin at 78.4%.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : MSB
The primary concerns for MSB are P/E Ratio, Price/Book, Market Cap.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while MSB is a declining play — different risk/reward profiles.
MSB carries more volatility with a beta of 0.50 — expect wider price swings.
LYB is growing revenue faster at -9.2% — sustainability is the question.
MSB generates stronger free cash flow (14.4T), providing more financial flexibility.
Bottom Line
MSB scores higher overall (45/100 vs 40/100), backed by strong 79.1% margins. LYB offers better value entry with a 33.7% 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.
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.
Mesabi Trust
BASIC MATERIALS · STEEL · USA
Mesabi Trust, a royalty trust, is in the iron ore mining business in the United States. The company is headquartered in New York, New York.
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