WallStSmart

LyondellBasell Industries NV (LYB)vsOlin Corporation (OLN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 345% more annual revenue ($30.15B vs $6.78B). OLN leads profitability with a -1.5% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 40/100 (D).

LYB

Hold

40

out of 100

Grade: D

Growth: 2.0Profit: 2.5Value: 6.3Quality: 5.0

OLN

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.7Quality: 5.3
Piotroski: 4/9Altman Z: 1.69
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LYBUndervalued (+33.7%)

Margin of Safety

+33.7%

Fair Value

$89.68

Current Price

$73.29

$16.39 discount

UndervaluedFair: $89.68Overvalued
OLNUndervalued (+82.9%)

Margin of Safety

+82.9%

Fair Value

$153.65

Current Price

$28.48

$125.17 discount

UndervaluedFair: $153.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LYB1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

OLN1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

LYB4 concerns · Avg: 2.5/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Return on EquityProfitability
-7.0%2/10

ROE of -7.0% — below average capital efficiency

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

EPS GrowthGrowth
-87.7%2/10

Earnings declined 87.7%

OLN4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

PEG RatioValuation
7.052/10

Expensive relative to growth rate

Return on EquityProfitability
-5.2%2/10

ROE of -5.2% — below average capital efficiency

Revenue GrowthGrowth
-0.4%2/10

Revenue declined 0.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on Price/Book.

Bull Case : OLN

The strongest argument for OLN centers on Price/Book.

Bear Case : LYB

The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.

Bear Case : OLN

The primary concerns for OLN are Altman Z-Score, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

OLN carries more volatility with a beta of 1.37 — expect wider price swings.

OLN is growing revenue faster at -0.4% — sustainability is the question.

OLN generates stronger free cash flow (258M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LYB scores higher overall (40/100 vs 37/100). OLN offers better value entry with a 82.9% 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.

Olin Corporation

BASIC MATERIALS · CHEMICALS · USA

Olin Corporation manufactures and distributes chemical products in the United States, Europe, and internationally. The company is headquartered in Clayton, Missouri.

Want to dig deeper into these stocks?