LyondellBasell Industries NV (LYB)vsWest Fraser Timber Co Ltd (WFG)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
WFG
West Fraser Timber Co Ltd
$63.31
+0.30%
BASIC MATERIALS · Cap: $5.01B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 452% more annual revenue ($30.15B vs $5.46B). LYB leads profitability with a -2.5% profit margin vs -17.2%. WFG earns a higher WallStSmart Score of 42/100 (D).
LYB
Hold40
out of 100
Grade: D
WFG
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
+16.4%
Fair Value
$89.39
Current Price
$63.31
$26.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Weak financial health signals
ROE of -14.6% — below average capital efficiency
Revenue declined 17.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Altman Z-Score.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : WFG
The primary concerns for WFG are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
WFG carries more volatility with a beta of 1.12 — expect wider price swings.
LYB is growing revenue faster at -9.2% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WFG 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.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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