LyondellBasell (LYB)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-08
$54.60+3.09%
Close 2026-07-07 · 1-day change
Reading LYB? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track LYB free→NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-08
Reading LYB? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track LYB free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
LyondellBasell Industries (LYB) aims to leverage cost-advantaged production to improve cash generation. The company recently beat earnings expectations with a surprise of 206% in Q1 FY2026. It trades at 0.7× price-to-sales, below the peer median of 1.5×. This suggests that the price reflects less growth than expected. A specific risk is the 38% chance of missing earnings guidance in the next quarter. Peer multiples imply a price about 26% above where it trades. This read is provisional.
Trailing returns as of 2026-07-07. LYB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering LYB (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for LYB in the last 4 months.
A consensus fair price across 3 valuation methods, at three horizons. Current price $54.60. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Advances: Leverage Cost-Advantaged Production
Higher polyethylene prices support cash generation.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $54.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $54.60.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Sell rating may impact investor sentiment.
Advances: Portfolio Transformation
Partnership enhances portfolio transformation efforts.
Advances: Portfolio Transformation
Innovation supports portfolio transformation strategy.
Advances: Portfolio Transformation
Recognition supports portfolio transformation objective.
Advances: Portfolio Transformation
Recognition supports portfolio transformation objective.