LyondellBasell Industries NV (LYB)vsBanco Santander SA ADR (SAN)
LYB
LyondellBasell Industries NV
$77.19
+1.55%
BASIC MATERIALS · Cap: $24.49B
SAN
Banco Santander SA ADR
$10.90
-2.24%
FINANCIAL SERVICES · Cap: $163.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Santander SA ADR generates 55% more annual revenue ($46.84B vs $30.15B). SAN leads profitability with a 30.1% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.47. SAN earns a higher WallStSmart Score of 63/100 (C+).
LYB
Hold42
out of 100
Grade: D
SAN
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LYB.
Margin of Safety
+72.4%
Fair Value
$45.40
Current Price
$10.90
$34.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Large-cap with strong market position
Earnings expanding 25.3% YoY
Areas to Watch
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Currently unprofitable
Expensive relative to growth rate
Revenue declined 6.4%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : SAN
The strongest argument for SAN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 43.7%.
Bear Case : LYB
The primary concerns for LYB are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : SAN
The primary concerns for SAN are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while SAN is a declining play — different risk/reward profiles.
SAN carries more volatility with a beta of 0.92 — expect wider price swings.
SAN is growing revenue faster at -6.4% — sustainability is the question.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (63/100 vs 42/100), backed by strong 30.1% margins. 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.
Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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