LyondellBasell Industries NV (LYB)vsREX American Resources Corporation (REX)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
REX
REX American Resources Corporation
$48.50
+0.19%
BASIC MATERIALS · Cap: $1.59B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 4535% more annual revenue ($30.15B vs $650.49M). REX leads profitability with a 12.8% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. REX earns a higher WallStSmart Score of 57/100 (C).
LYB
Hold40
out of 100
Grade: D
REX
Buy57
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
+34.5%
Fair Value
$54.49
Current Price
$48.50
$5.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 320.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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%
Expensive relative to growth rate
Smaller company, higher risk/reward
Revenue declined 0.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : REX
The strongest argument for REX centers on EPS Growth, Debt/Equity, Altman Z-Score.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : REX
The primary concerns for REX are PEG Ratio, Market Cap, Revenue Growth.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while REX is a declining play — different risk/reward profiles.
REX carries more volatility with a beta of 0.61 — expect wider price swings.
REX is growing revenue faster at -0.2% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
REX scores higher overall (57/100 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.
REX American Resources Corporation
BASIC MATERIALS · CHEMICALS · USA
REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.
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