LyondellBasell Industries N.V (L1YB34) Fair Value & Analysis
Basic Materials · BR · Market cap R$111B
Fair value as of: Jun 24, 2026
From 13 valuation models · updated 11 days ago
Share price −18.5% over the past month.
Price vs Fair Value (12 months)
12‑month range R$115.60 – R$229.16 · fair‑value band R$35.14 – R$58.56 · the R$149.60 price screens above the R$46.85 fair value. As of Jun 24, 2026.
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LyondellBasell Industries N.V (L1YB34) currently trades at R$149.60, while our model-based Fair Value estimate is R$46.85 — implying the stock looks roughly 68.7% overvalued today. We read business quality at 46/100 (below-average quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: medium).
Over the trailing twelve months, LyondellBasell Industries N.V generated revenue of R$29.7B at a net margin of -2.7%. Revenue declined 6.3% year over year. It earns a return on equity of -6.0%. Net debt stands at R$9.5B. Fundamentals as of Jun 24, 2026
Our scenario range runs from R$35.14 (bear case) to R$58.56 (bull case); at R$149.60, the current price sits above that range. The share trades about 31% below its 52-week high and 41% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -51% fair-value upside — at -69%, L1YB34 screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, China, Mexico, Italy, Japan, France, Poland, the Netherlands, and internationally. It operates in five segments: Olefins and Polyolefins"Americas; Olefins and Polyolefins"Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; and Technology. The company produces and markets olefins and co-products, such as ethylene, aromatics, propylene and butadiene; polyolefins; polyethylene; polypropylene homopolymers and copolymers; propylene oxide and derivatives; oxyfuels and related products; and intermediate chemicals, such as styrene monomer and acetyls. It also produces and markets compounding and solutions, including polypropylene compounds, engineered plastics, masterbatches, and engineered composites and colors. In addition, it develops and licenses chemical and polyolefin process technologies; and manufactures and sells polyolefin catalysts and serves food …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
LyondellBasell Industries N.V reported revenue of R$30.2B in FY2025 versus R$46.2B in FY2021, a compound −10.1%/yr. Reported net income was −R$738M in FY2025.
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Recent news
- LyondellBasell (LYB) Faces Index Fund Spotlight After Russell Defensive Index Removal
- LyondellBasell (LYB) Upgraded to Strong Buy: What Does It Mean for the Stock?
- LYB or AIQUY: Which Is the Better Value Stock Right Now?
- Best Momentum Stocks to Buy for June 26th
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).
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|---|---|---|---|
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| Nan Ya Plastics Corporation 1303 | 154.50 TWD | 7.80 TWD | -95% |
| PPG Industries, Inc PPG | 1,988 MXN | 1,187 MXN | -40% |
| Solar Industries India Limited SOLARINDS | ₹18,441 | ₹4,083 | -78% |
| PT Chandra Asri Pacific Tbk TPIA | 1,810 IDR | 2,664 IDR | +47% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.