LyondellBasell Industries NV (LYB)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
LYB
LyondellBasell Industries NV
$64.50
-2.54%
BASIC MATERIALS · Cap: $20.85B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$75.43
-2.91%
BASIC MATERIALS · Cap: $21.61B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 460% more annual revenue ($29.67B vs $5.30B). SQM leads profitability with a 15.4% profit margin vs -2.7%. SQM appears more attractively valued with a PEG of 0.34. SQM earns a higher WallStSmart Score of 74/100 (B).
LYB
Hold41
out of 100
Grade: D
SQM
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-12.5%
Fair Value
$52.87
Current Price
$64.50
$11.63 premium
Intrinsic value data unavailable for SQM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 41.1%
Revenue surging 69.8% year-over-year
Earnings expanding 165.2% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of 3.5%
Elevated debt levels
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : SQM
The strongest argument for SQM centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 41.1%. Revenue growth of 69.8% demonstrates continued momentum.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Altman Z-Score, Operating Margin.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while SQM is a growth play — different risk/reward profiles.
SQM carries more volatility with a beta of 0.97 — expect wider price swings.
SQM is growing revenue faster at 69.8% — sustainability is the question.
SQM generates stronger free cash flow (679M), providing more financial flexibility.
Bottom Line
SQM scores higher overall (74/100 vs 41/100), backed by strong 15.4% margins and 69.8% revenue growth. Both earn "Strong 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.
Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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