LyondellBasell Industries NV (LYB)vsSylvamo Corp (SLVM)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
SLVM
Sylvamo Corp
$42.73
-1.43%
BASIC MATERIALS · Cap: $1.73B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 800% more annual revenue ($30.15B vs $3.35B). SLVM leads profitability with a 3.9% profit margin vs -2.5%. SLVM earns a higher WallStSmart Score of 43/100 (D).
LYB
Hold40
out of 100
Grade: D
SLVM
Hold43
out of 100
Grade: D
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
+61.0%
Fair Value
$133.36
Current Price
$42.73
$90.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
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
3.9% margin — thin
Weak financial health signals
Revenue declined 8.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : SLVM
The strongest argument for SLVM centers on Altman Z-Score, P/E Ratio, Price/Book.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SLVM
The primary concerns for SLVM are Market Cap, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while SLVM is a value play — different risk/reward profiles.
SLVM carries more volatility with a beta of 0.87 — expect wider price swings.
SLVM is growing revenue faster at -8.2% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
SLVM scores higher overall (43/100 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.
Sylvamo Corp
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Sylvamo Corp (SLVM) is a prominent global supplier of sustainable paper products, headquartered in Memphis, Tennessee. Specializing in high-quality printing and writing papers, the company is dedicated to innovation and minimizing its ecological footprint, aligning with global sustainability trends. With a strong operational framework and a focus on efficiency, Sylvamo is strategically positioned to leverage growth opportunities within the paper industry. Its robust financial health further supports long-term value creation, enhancing its competitive standing in a rapidly changing market landscape.
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