LyondellBasell Industries NV (LYB)vsUnited States Lime & Minerals Inc (USLM)
LYB
LyondellBasell Industries NV
$73.29
+2.53%
BASIC MATERIALS · Cap: $23.66B
USLM
United States Lime & Minerals Inc
$128.24
-1.13%
BASIC MATERIALS · Cap: $3.68B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 7990% more annual revenue ($30.15B vs $372.73M). USLM leads profitability with a 36.0% profit margin vs -2.5%. USLM earns a higher WallStSmart Score of 54/100 (C-).
LYB
Hold40
out of 100
Grade: D
USLM
Buy54
out of 100
Grade: C-
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
+10.4%
Fair Value
$120.30
Current Price
$128.24
$7.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.9%
Every $100 of equity generates 24 in profit
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 9.2%
Earnings declined 87.7%
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 40.9%.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while USLM is a mature play — different risk/reward profiles.
USLM carries more volatility with a beta of 0.92 — expect wider price swings.
USLM is growing revenue faster at 9.8% — sustainability is the question.
LYB generates stronger free cash flow (79M), providing more financial flexibility.
Bottom Line
USLM scores higher overall (54/100 vs 40/100), backed by strong 36.0% 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.
United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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