LyondellBasell Industries NV (LYB)vsUSA Rare Earth, Inc. (USAR)
LYB
LyondellBasell Industries NV
$67.13
-0.44%
BASIC MATERIALS · Cap: $20.68B
USAR
USA Rare Earth, Inc.
$10.52
+0.38%
BASIC MATERIALS · Cap: $3.93B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 236885% more annual revenue ($31.19B vs $13.16M). USAR leads profitability with a 0.0% profit margin vs -1.1%. LYB earns a higher WallStSmart Score of 65/100 (C+).
LYB
Buy65
out of 100
Grade: C+
USAR
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.3%
Fair Value
$55.40
Current Price
$67.13
$11.73 premium
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 396.0% YoY
Reasonable price relative to book value
19.8% revenue growth
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
Bull Case : USAR
The strongest argument for USAR centers on Price/Book, Debt/Equity.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Altman Z-Score, Debt/Equity.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
LYB profiles as a growth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.68 — expect wider price swings.
LYB is growing revenue faster at 19.8% — sustainability is the question.
LYB generates stronger free cash flow (482M), providing more financial flexibility.
Bottom Line
LYB scores higher overall (65/100 vs 28/100) and 19.8% revenue growth. Both earn "Buy" and "Avoid" 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.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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