LyondellBasell Industries NV (LYB)vsTrane Technologies plc (TT)
LYB
LyondellBasell Industries NV
$73.48
-5.50%
BASIC MATERIALS · Cap: $24.20B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 37% more annual revenue ($29.67B vs $21.60B). TT leads profitability with a 13.4% profit margin vs -2.7%. LYB appears more attractively valued with a PEG of 1.53. TT earns a higher WallStSmart Score of 52/100 (C-).
LYB
Hold41
out of 100
Grade: D
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$88.35
Current Price
$73.48
$14.87 discount
Intrinsic value data unavailable for TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.5%
ROE of -6.0% — below average capital efficiency
Revenue declined 6.3%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while TT is a value play — different risk/reward profiles.
TT carries more volatility with a beta of 1.21 — expect wider price swings.
TT is growing revenue faster at 6.0% — sustainability is the question.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
TT scores higher overall (52/100 vs 41/100). LYB offers better value entry with a 32.7% 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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