WallStSmart

LyondellBasell Industries NV (LYB)vsOrla Mining Ltd (ORLA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 2705% more annual revenue ($29.67B vs $1.06B). ORLA leads profitability with a 10.1% profit margin vs -2.7%. ORLA earns a higher WallStSmart Score of 63/100 (C+).

LYB

Hold

41

out of 100

Grade: D

Growth: 2.0Profit: 3.0Value: 6.3Quality: 5.0

ORLA

Buy

63

out of 100

Grade: C+

Growth: 10.0Profit: 8.5Value: 4.7Quality: 6.0
Piotroski: 3/9Altman Z: 8.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LYBUndervalued (+32.7%)

Margin of Safety

+32.7%

Fair Value

$88.35

Current Price

$73.48

$14.87 discount

UndervaluedFair: $88.35Overvalued

Intrinsic value data unavailable for ORLA.

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

ORLA4 strengths · Avg: 10.0/10
Operating MarginProfitability
51.9%10/10

Strong operational efficiency at 51.9%

Revenue GrowthGrowth
308.0%10/10

Revenue surging 308.0% year-over-year

EPS GrowthGrowth
170.7%10/10

Earnings expanding 170.7% YoY

Altman Z-ScoreHealth
8.0110/10

Safe zone — low bankruptcy risk

Areas to Watch

LYB4 concerns · Avg: 2.8/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Return on EquityProfitability
-6.0%2/10

ROE of -6.0% — below average capital efficiency

Revenue GrowthGrowth
-6.3%2/10

Revenue declined 6.3%

ORLA2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
44.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on Price/Book.

Bull Case : ORLA

The strongest argument for ORLA centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 308.0% demonstrates continued momentum.

Bear Case : LYB

The primary concerns for LYB are PEG Ratio, Operating Margin, Return on Equity.

Bear Case : ORLA

The primary concerns for ORLA are Piotroski F-Score, P/E Ratio. A P/E of 44.3x leaves little room for execution misses.

Key Dynamics to Monitor

LYB profiles as a turnaround stock while ORLA is a growth play — different risk/reward profiles.

ORLA carries more volatility with a beta of 1.19 — expect wider price swings.

ORLA is growing revenue faster at 308.0% — sustainability is the question.

ORLA generates stronger free cash flow (125M), providing more financial flexibility.

Bottom Line

ORLA scores higher overall (63/100 vs 41/100) and 308.0% revenue growth. LYB offers better value entry with a 32.7% 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.

Orla Mining Ltd

BASIC MATERIALS · GOLD · USA

Orla Mining Ltd. acquires, explores and develops mineral properties. The company is headquartered in Vancouver, Canada.

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