LyondellBasell Industries NV (LYB)vsSasol Ltd (SSL)
LYB
LyondellBasell Industries NV
$77.19
+1.55%
BASIC MATERIALS · Cap: $24.49B
SSL
Sasol Ltd
$12.89
+0.94%
BASIC MATERIALS · Cap: $8.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Sasol Ltd generates 727% more annual revenue ($249.38B vs $30.15B). SSL leads profitability with a 1.0% profit margin vs -2.5%. SSL appears more attractively valued with a PEG of 0.14. SSL earns a higher WallStSmart Score of 49/100 (D+).
LYB
Hold42
out of 100
Grade: D
SSL
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LYB.
Margin of Safety
-406.0%
Fair Value
$1.50
Current Price
$12.89
$11.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Currently unprofitable
0.2% revenue growth
Grey zone — moderate risk
ROE of 2.5% — below average capital efficiency
1.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : SSL
The strongest argument for SSL centers on PEG Ratio, Price/Book. PEG of 0.14 suggests the stock is reasonably priced for its growth.
Bear Case : LYB
The primary concerns for LYB are Return on Equity, Revenue Growth, EPS Growth.
Bear Case : SSL
The primary concerns for SSL are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 58.0x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while SSL is a value play — different risk/reward profiles.
LYB carries more volatility with a beta of 0.67 — expect wider price swings.
SSL is growing revenue faster at 0.2% — sustainability is the question.
SSL generates stronger free cash flow (784M), providing more financial flexibility.
Bottom Line
SSL scores higher overall (49/100 vs 42/100). 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.
Sasol Ltd
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sasol Limited is an integrated energy and chemical company in South Africa. The company is headquartered in Johannesburg, South Africa.
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