WallStSmart

LyondellBasell Industries NV (LYB)vsMaterion Corporation (MTRN)

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Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 1387% more annual revenue ($31.19B vs $2.10B). MTRN leads profitability with a 4.3% profit margin vs -1.1%. MTRN appears more attractively valued with a PEG of 1.28. LYB earns a higher WallStSmart Score of 65/100 (C+).

LYB

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 4.5Value: 4.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.57

MTRN

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 5.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LYBOvervalued (-7.3%)

Margin of Safety

-7.3%

Fair Value

$55.45

Current Price

$63.69

$8.24 premium

UndervaluedFair: $55.45Overvalued

Intrinsic value data unavailable for MTRN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LYB3 strengths · Avg: 8.7/10
EPS GrowthGrowth
396.0%10/10

Earnings expanding 396.0% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.8%8/10

19.8% revenue growth

MTRN2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
42.2%10/10

Revenue surging 42.2% year-over-year

EPS GrowthGrowth
52.1%10/10

Earnings expanding 52.1% YoY

Areas to Watch

LYB4 concerns · Avg: 3.5/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

Debt/EquityHealth
1.333/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

MTRN3 concerns · Avg: 2.7/10
Profit MarginProfitability
4.3%3/10

4.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
55.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.

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 : LYB

The primary concerns for LYB are PEG Ratio, Altman Z-Score, Debt/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

LYB profiles as a growth 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.

LYB generates stronger free cash flow (482M), providing more financial flexibility.

Bottom Line

LYB scores higher overall (65/100 vs 58/100) and 19.8% 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.

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.

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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