Lsb Industries Inc (LXU)vsMaterion Corporation (MTRN)
LXU
Lsb Industries Inc
$11.06
-4.49%
BASIC MATERIALS · Cap: $808.53M
MTRN
Materion Corporation
$240.04
-6.71%
BASIC MATERIALS · Cap: $4.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Materion Corporation generates 219% more annual revenue ($2.10B vs $658.06M). LXU leads profitability with a 5.6% profit margin vs 4.3%. LXU appears more attractively valued with a PEG of 0.42. MTRN earns a higher WallStSmart Score of 58/100 (C).
LXU
Buy54
out of 100
Grade: C-
MTRN
Buy58
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 42.2% year-over-year
Earnings expanding 52.1% YoY
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
5.6% margin — thin
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : MTRN
The strongest argument for MTRN centers on Revenue Growth, EPS Growth. Revenue growth of 42.2% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : MTRN
The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 55.5x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
LXU profiles as a value stock while MTRN is a hypergrowth play — different risk/reward profiles.
MTRN carries more volatility with a beta of 1.07 — expect wider price swings.
MTRN is growing revenue faster at 42.2% — sustainability is the question.
MTRN generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
MTRN scores higher overall (58/100 vs 54/100) and 42.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lsb Industries Inc
BASIC MATERIALS · CHEMICALS · USA
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company is headquartered in Oklahoma City, Oklahoma.
Visit Website →Materion Corporation
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.
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