Lsb Industries Inc (LXU)vsOlin Corporation (OLN)
LXU
Lsb Industries Inc
$15.81
+2.66%
BASIC MATERIALS · Cap: $1.04B
OLN
Olin Corporation
$28.04
+1.63%
BASIC MATERIALS · Cap: $3.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Olin Corporation generates 1002% more annual revenue ($6.78B vs $615.21M). LXU leads profitability with a 4.0% profit margin vs -1.5%. LXU appears more attractively valued with a PEG of 0.42. LXU earns a higher WallStSmart Score of 54/100 (C-).
LXU
Buy54
out of 100
Grade: C-
OLN
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-347.2%
Fair Value
$2.31
Current Price
$15.81
$13.50 premium
Intrinsic value data unavailable for OLN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Distress zone — elevated risk
Expensive relative to growth rate
ROE of -5.1% — below average capital efficiency
Revenue declined 0.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : OLN
The strongest argument for OLN centers on Price/Book.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity. A P/E of 42.4x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : OLN
The primary concerns for OLN are Altman Z-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
LXU profiles as a growth stock while OLN is a turnaround play — different risk/reward profiles.
OLN carries more volatility with a beta of 1.51 — expect wider price swings.
LXU is growing revenue faster at 22.3% — sustainability is the question.
OLN generates stronger free cash flow (258M), providing more financial flexibility.
Bottom Line
LXU scores higher overall (54/100 vs 37/100) and 22.3% revenue growth. 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.
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 →Olin Corporation
BASIC MATERIALS · CHEMICALS · USA
Olin Corporation manufactures and distributes chemical products in the United States, Europe, and internationally. The company is headquartered in Clayton, Missouri.
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