LyondellBasell Industries NV (LYB)vsOlin Corporation (OLN)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
OLN
Olin Corporation
$28.48
+4.02%
BASIC MATERIALS · Cap: $3.05B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 345% more annual revenue ($30.15B vs $6.78B). OLN leads profitability with a -1.5% profit margin vs -2.5%. LYB appears more attractively valued with a PEG of 1.53. LYB earns a higher WallStSmart Score of 40/100 (D).
LYB
Hold40
out of 100
Grade: D
OLN
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$89.68
Current Price
$73.29
$16.39 discount
Margin of Safety
+82.9%
Fair Value
$153.65
Current Price
$28.48
$125.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Distress zone — elevated risk
Expensive relative to growth rate
ROE of -5.2% — below average capital efficiency
Revenue declined 0.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : OLN
The strongest argument for OLN centers on Price/Book.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : OLN
The primary concerns for OLN are Altman Z-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
OLN carries more volatility with a beta of 1.37 — expect wider price swings.
OLN is growing revenue faster at -0.4% — sustainability is the question.
OLN generates stronger free cash flow (258M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LYB scores higher overall (40/100 vs 37/100). OLN offers better value entry with a 82.9% margin of safety. Both earn "Hold" 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.
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.
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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