LyondellBasell Industries NV (LYB)vsWestlake Chemical Partners LP (WLKP)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
WLKP
Westlake Chemical Partners LP
$23.05
+0.83%
BASIC MATERIALS · Cap: $804.31M
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 2484% more annual revenue ($30.15B vs $1.17B). WLKP leads profitability with a 4.2% profit margin vs -2.5%. WLKP appears more attractively valued with a PEG of 0.23. WLKP earns a higher WallStSmart Score of 60/100 (C+).
LYB
Hold40
out of 100
Grade: D
WLKP
Buy60
out of 100
Grade: C+
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
+48.0%
Fair Value
$41.36
Current Price
$23.05
$18.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 37 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.8%
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
4.2% margin — thin
Earnings declined 4.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : WLKP
The strongest argument for WLKP centers on PEG Ratio, Return on Equity, P/E Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.23 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 : WLKP
The primary concerns for WLKP are Market Cap, Profit Margin, EPS Growth. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while WLKP is a value play — different risk/reward profiles.
WLKP carries more volatility with a beta of 0.55 — expect wider price swings.
WLKP is growing revenue faster at 11.4% — sustainability is the question.
WLKP generates stronger free cash flow (112M), providing more financial flexibility.
Bottom Line
WLKP scores higher overall (60/100 vs 40/100) and 11.4% revenue growth. LYB offers better value entry with a 33.7% margin of safety. Both earn "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.
Westlake Chemical Partners LP
BASIC MATERIALS · CHEMICALS · USA
Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.
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