Lsb Industries Inc (LXU)vsREX American Resources Corporation (REX)
LXU
Lsb Industries Inc
$11.04
-3.66%
BASIC MATERIALS · Cap: $824.42M
REX
REX American Resources Corporation
$43.04
-1.58%
BASIC MATERIALS · Cap: $1.55B
Smart Verdict
WallStSmart Research — data-driven comparison
REX American Resources Corporation generates 2% more annual revenue ($656.20M vs $641.26M). REX leads profitability with a 14.1% profit margin vs 7.2%. LXU appears more attractively valued with a PEG of 0.42. REX earns a higher WallStSmart Score of 61/100 (C+).
LXU
Buy58
out of 100
Grade: C
REX
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LXU.
Margin of Safety
+24.1%
Fair Value
$46.99
Current Price
$43.04
$3.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
18.2% revenue growth
Earnings expanding 117.5% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
7.2% margin — thin
Expensive relative to growth rate
3.6% revenue growth
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Debt/Equity. Revenue growth of 18.2% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : REX
The strongest argument for REX centers on EPS Growth, Debt/Equity, Altman Z-Score.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : REX
The primary concerns for REX are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
LXU profiles as a growth stock while REX is a value play — different risk/reward profiles.
REX carries more volatility with a beta of 0.62 — expect wider price swings.
LXU is growing revenue faster at 18.2% — sustainability is the question.
LXU generates stronger free cash flow (35M), providing more financial flexibility.
Bottom Line
REX scores higher overall (61/100 vs 58/100). 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 →REX American Resources Corporation
BASIC MATERIALS · CHEMICALS · USA
REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.
Visit Website →Compare with Other CHEMICALS Stocks
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