LyondellBasell Industries NV (LYB)vsRayonier Advanced Materials (RYAM)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
RYAM
Rayonier Advanced Materials
$9.49
+1.06%
BASIC MATERIALS · Cap: $667.20M
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 1956% more annual revenue ($30.15B vs $1.47B). LYB leads profitability with a -2.5% profit margin vs -28.7%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 40/100 (D).
LYB
Hold40
out of 100
Grade: D
RYAM
Hold36
out of 100
Grade: F
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
+85.2%
Fair Value
$56.14
Current Price
$9.49
$46.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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%
Smaller company, higher risk/reward
Operating margin of 2.9%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : RYAM
The strongest argument for RYAM centers on Price/Book.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : RYAM
The primary concerns for RYAM are Market Cap, Operating Margin, Piotroski F-Score. Debt-to-equity of 2.43 is elevated, increasing financial risk.
Key Dynamics to Monitor
RYAM carries more volatility with a beta of 2.03 — expect wider price swings.
RYAM is growing revenue faster at -1.2% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LYB scores higher overall (40/100 vs 36/100). RYAM offers better value entry with a 85.2% 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.
Rayonier Advanced Materials
BASIC MATERIALS · CHEMICALS · USA
Rayonier Advanced Materials Inc. manufactures and sells specialty cellulose products in the United States, China, Canada, Japan, Europe, Latin America, other Asian countries, and internationally. The company is headquartered in Jacksonville, Florida.
Visit Website →Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?