We are transferring coverage of BASF, Dow, and LyondellBasell, which are some of the largest global commodity chemical producers. These firms primarily create value by converting oil and natural gas liquids into higher-value plastics, polymers, foams, and additives for a wide range of end markets.
LyondellBasell benefits from its cost-advantaged North American operations that use low-cost natural gas-based feedstock.
Chinese and Middle Eastern capacity additions will keep global polyolefin prices suppressed, structurally lowering the margins of Lyondell’s core business.
|
Metric
|
LYB
|
DOW
|
BASFY
|
|---|---|---|---|
Price/Earnings (Normalized) | 8.09 | 35.83 | 25.71 |
Price/Book Value | 1.75 | 1.26 | 1.16 |
Price/Sales | 0.60 | 0.48 | 0.69 |
Price/Cash Flow | 6.20 | 5.35 | 7.83 |
|
Metric
|
LYB
|
DOW
|
BASFY
|
|---|---|---|---|
Quick Ratio | 0.93 | 1.02 | 1.19 |
Current Ratio | 1.64 | 1.75 | 1.85 |
Interest Coverage | 0.71 | −0.34 | 3.59 |
|
Metric
|
LYB
|
DOW
|
BASFY
|
|---|---|---|---|
Return on Assets (Normalized) | 6.75% | 0.96% | 0.97% |
Return on Equity (Normalized) | 21.72% | 3.52% | 2.27% |
Return on Invested Capital (Normalized) | 10.69% | 3.45% | 1.92% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Linde PLC
LIN
| LOCK|?&R>!YsD | LOCK|y$ | $221B | |||
| Sherwin-Williams Co
SHW
| LOCK|^%&n>^H | LOCK|Yxy | $78B | |||
| Ecolab Inc
ECL
| LOCK|<wYjQ^J | LOCK|%Cr | $77B | |||
| Air Products and Chemicals Inc
APD
| LOCK|>#MY&H | LOCK|s&? | $62B | |||
| PPG Industries Inc
PPG
| LOCK|jB#@N<Q | LOCK|&Q>DY | $23B | |||
| International Flavors & Fragrances Inc
IFF
| LOCK|kS&D$R | LOCK|<&H? | $21B | |||
| Sociedad Quimica Y Minera De Chile SA ADR
SQM
| LOCK|ZP#cB& | LOCK|%yGyV | $18B | |||
| DuPont de Nemours Inc
DD
| LOCK|g!G#Q?R | LOCK|?!y< | $18B | |||
| Albemarle Corp
ALB
| LOCK|c^??<KS | LOCK|vfLQ# | $12B |
United States