WallStSmart

LyondellBasell Industries NV (LYB)vsGrupo Simec SAB de CV ADR (SIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Grupo Simec SAB de CV ADR generates 0% more annual revenue ($30.29B vs $30.15B). SIM leads profitability with a 5.1% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. SIM earns a higher WallStSmart Score of 42/100 (D).

LYB

Hold

40

out of 100

Grade: D

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

SIM

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 5.5Value: 7.3Quality: 7.3
Piotroski: 3/9Altman Z: 4.61
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
SIMUndervalued (+75.6%)

Margin of Safety

+75.6%

Fair Value

$127.01

Current Price

$28.01

$99.00 discount

UndervaluedFair: $127.01Overvalued

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

SIM3 strengths · Avg: 10.0/10
P/E RatioValuation
7.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
4.6110/10

Safe zone — low bankruptcy risk

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%

SIM4 concerns · Avg: 2.8/10
Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
4.432/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on Price/Book.

Bull Case : SIM

The strongest argument for SIM centers on P/E Ratio, Price/Book, Altman Z-Score.

Bear Case : LYB

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

Bear Case : SIM

The primary concerns for SIM are Return on Equity, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

LYB profiles as a turnaround stock while SIM is a value play — different risk/reward profiles.

LYB carries more volatility with a beta of 0.44 — expect wider price swings.

LYB is growing revenue faster at -9.2% — sustainability is the question.

SIM generates stronger free cash flow (945M), providing more financial flexibility.

Bottom Line

SIM scores higher overall (42/100 vs 40/100). LYB offers better value entry with a 33.7% 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.

Grupo Simec SAB de CV ADR

BASIC MATERIALS · STEEL · USA

Grupo Simec, SAB de CV manufactures, processes and distributes steel and steel alloys with special bar quality (SBQ) in Mexico, the United States, Brazil, Canada and internationally. The company is headquartered in Guadalajara, Mexico.

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