Lsb Industries Inc (LXU)vsREX American Resources Corporation (REX)
LXU
Lsb Industries Inc
$11.12
+8.07%
BASIC MATERIALS · Cap: $712.05M
REX
REX American Resources Corporation
$38.76
+0.70%
BASIC MATERIALS · Cap: $1.38B
Smart Verdict
WallStSmart Research — data-driven comparison
REX American Resources Corporation generates 0% more annual revenue ($658.58M vs $658.06M). REX leads profitability with a 18.3% profit margin vs 5.6%. LXU appears more attractively valued with a PEG of 0.42. REX earns a higher WallStSmart Score of 69/100 (B-).
LXU
Buy54
out of 100
Grade: C-
REX
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LXU.
Margin of Safety
+23.3%
Fair Value
$46.51
Current Price
$38.76
$7.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 390.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.4%
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
5.6% margin — thin
Expensive relative to growth rate
Smaller company, higher risk/reward
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 : REX
The strongest argument for REX centers on P/E Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 18.3% and operating margin at 22.4%.
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, Market Cap.
Key Dynamics to Monitor
LXU profiles as a value stock while REX is a mature play — different risk/reward profiles.
REX carries more volatility with a beta of 0.60 — expect wider price swings.
LXU is growing revenue faster at 11.1% — sustainability is the question.
LXU generates stronger free cash flow (19M), providing more financial flexibility.
Bottom Line
REX scores higher overall (69/100 vs 54/100), backed by strong 18.3% margins. Both earn "Strong 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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