Added to YB: 2025-07-29
Pitch date: 2025-07-25
LYB [bullish]
LyondellBasell Industries N.V.
+16.94%
current return
Author Info
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Company Info
LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally.
Market Cap
$14.9B
Pitch Price
$59.93
Price Target
274.00 (+291%)
Dividend
11.81%
EV/EBITDA
9.80
P/E
-11.48
EV/Sales
0.70
Sector
Chemicals
Category
turnaround
LyondellBasell | The Plastics Giant Built to Print Cash, Now Trading at Fire-Sale Prices
LYB: Global polyethylene leader trading cheap at ~$61. Core thesis: polyethylene cycle bottoming with July price upticks, improving utilization rates, China stimulus. Low-cost US position+20% ROIC. Closed refinery, pivoting to high-return projects like Flex-2. Risks: recession, oversupply. 9% dividend yield. PT $274 (349% upside) on FCF normalization to 12% margin, 11x multiple.
Read full article (7 min)