LyondellBasell Industries NV (LYB)vsValhi Inc (VHI)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
VHI
Valhi Inc
$15.05
+2.94%
BASIC MATERIALS · Cap: $420.29M
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 1352% more annual revenue ($30.15B vs $2.08B). LYB leads profitability with a -2.5% profit margin vs -2.8%. VHI appears more attractively valued with a PEG of 0.32. VHI earns a higher WallStSmart Score of 42/100 (D).
LYB
Hold40
out of 100
Grade: D
VHI
Hold42
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
+65.3%
Fair Value
$45.18
Current Price
$15.05
$30.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
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%
2.8% revenue growth
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Earnings declined 95.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : VHI
The strongest argument for VHI centers on PEG Ratio, Price/Book. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : VHI
The primary concerns for VHI are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
VHI carries more volatility with a beta of 1.11 — expect wider price swings.
VHI is growing revenue faster at 2.8% — sustainability is the question.
VHI generates stronger free cash flow (90M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VHI 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.
Valhi Inc
BASIC MATERIALS · CHEMICALS · USA
Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.
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