WallStSmart

LyondellBasell Industries NV (LYB)vsTecnoglass Inc (TGLS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LyondellBasell Industries NV generates 2966% more annual revenue ($30.15B vs $983.61M). TGLS leads profitability with a 16.2% profit margin vs -2.5%. TGLS appears more attractively valued with a PEG of 0.71. TGLS earns a higher WallStSmart Score of 60/100 (C).

LYB

Hold

40

out of 100

Grade: D

Growth: 2.0Profit: 2.5Value: 6.3Quality: 5.0

TGLS

Buy

60

out of 100

Grade: C

Growth: 4.7Profit: 8.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LYBUndervalued (+33.7%)

Margin of Safety

+33.7%

Fair Value

$89.68

Current Price

$73.29

$16.39 discount

UndervaluedFair: $89.68Overvalued
TGLSFair Value (-1.6%)

Margin of Safety

-1.6%

Fair Value

$51.68

Current Price

$42.47

$9.21 premium

UndervaluedFair: $51.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LYB1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

TGLS4 strengths · Avg: 8.3/10
Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

PEG RatioValuation
0.718/10

Growing faster than its price suggests

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

LYB4 concerns · Avg: 2.5/10
PEG RatioValuation
1.534/10

Expensive relative to growth rate

Return on EquityProfitability
-7.0%2/10

ROE of -7.0% — below average capital efficiency

Revenue GrowthGrowth
-9.2%2/10

Revenue declined 9.2%

EPS GrowthGrowth
-87.7%2/10

Earnings declined 87.7%

TGLS3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Market CapQuality
$1.98B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-43.1%2/10

Earnings declined 43.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : LYB

The strongest argument for LYB centers on Price/Book.

Bull Case : TGLS

The strongest argument for TGLS centers on Return on Equity, PEG Ratio, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 17.7%. PEG of 0.71 suggests the stock is reasonably priced for its growth.

Bear Case : LYB

The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.

Bear Case : TGLS

The primary concerns for TGLS are Revenue Growth, Market Cap, EPS Growth.

Key Dynamics to Monitor

LYB profiles as a turnaround stock while TGLS is a value play — different risk/reward profiles.

TGLS carries more volatility with a beta of 1.55 — expect wider price swings.

TGLS is growing revenue faster at 2.4% — sustainability is the question.

LYB generates stronger free cash flow (79M), providing more financial flexibility.

Bottom Line

TGLS scores higher overall (60/100 vs 40/100), backed by strong 16.2% margins. LYB offers better value entry with a 33.7% margin of safety. Both earn "Buy" 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.

Tecnoglass Inc

BASIC MATERIALS · BUILDING MATERIALS · USA

Tecnoglass Inc. (TGLS) is a leading manufacturer of architectural glass and window solutions, catering to both commercial and residential markets in the U.S. and Latin America. The company is recognized for its dedication to sustainability and energy efficiency, employing cutting-edge technologies and automation to produce superior quality products that align with the growing demand for environmentally friendly construction. Tecnoglass has a diverse product portfolio, including innovative glass and aluminum solutions, positioning it strategically to capitalize on urban development trends. With solid financial performance and a strong commitment to innovation, Tecnoglass presents an attractive investment opportunity for institutional investors in the construction and materials sector.

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