ICL Israel Chemicals Ltd (ICL)vsLyondellBasell Industries NV (LYB)
ICL
ICL Israel Chemicals Ltd
$5.49
+3.00%
BASIC MATERIALS · Cap: $7.15B
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 322% more annual revenue ($30.15B vs $7.15B). ICL leads profitability with a 3.2% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. ICL earns a higher WallStSmart Score of 43/100 (D).
ICL
Hold43
out of 100
Grade: D
LYB
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.4%
Fair Value
$8.76
Current Price
$5.49
$3.27 discount
Margin of Safety
+33.7%
Fair Value
$89.68
Current Price
$73.29
$16.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
1.7% earnings growth
ROE of 4.6% — below average capital efficiency
3.2% margin — thin
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book.
Bull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bear Case : ICL
The primary concerns for ICL are P/E Ratio, EPS Growth, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
ICL profiles as a value stock while LYB is a turnaround play — different risk/reward profiles.
ICL carries more volatility with a beta of 0.94 — expect wider price swings.
ICL is growing revenue faster at 6.2% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
ICL scores higher overall (43/100 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.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
Visit Website →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.
Compare with Other AGRICULTURAL INPUTS Stocks
Want to dig deeper into these stocks?