Added to YB: 2025-08-13
Pitch date: 2025-08-11
LYB [bullish]
LyondellBasell Industries N.V.
+20.07%
current return
Author Info
Lasse writes about energy/offshore & shipping + LatAm value. Sign up for the newsletter.
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
$18.5B
Pitch Price
$46.08
Price Target
117.00 (+111%)
Dividend
9.51%
EV/EBITDA
10.67
P/E
-14.25
EV/Sales
0.80
Sector
Chemicals
Category
dividend
LyondellBasell - $LYB
LYB: Global polyethylene/polypropylene producer at 4.5x EBITDA, 0.4x sales. Low-cost US ethane advantage with 11% dividend. Bull case ($117): spread rebound, 95% utilization, EU asset sale buybacks (+150%). Base ($84): mean reversion (+83%). Bear ($39): continued weakness (-10%). Buy pain now, trim $70-80.
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