LyondellBasell (LYB)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
$61.63-2.11%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-05
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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.
Primary pillar under pressure — Revenue growth above 7% annually: Comparison needs review.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on earnings delivery, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 36% in its worst 12-month stretch.
View RiskLyondellBasell's portfolio transformation must keep compounding to justify the price. Recent financial performance is holding in the top half of its industry. The company trades at 9 times earnings versus a 17 times peer median. The price reflects less growth than we forecast. The primary pillar of revenue growth is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price about 10% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-05. LYB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering LYB (as of Nov 2026).
Based on 8 Wall Street analysts offering 12-month price targets for LYB in the last 4 months.
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-05. 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.
Compare the value case
Put LYB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Portfolio transformation via divestiture of select European assets
Refinery sale supports portfolio transformation and cash goals.
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 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Current $61.63
The last 12 months of price, then the range of analyst 12-month targets from today’s $61.63.
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.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Portfolio transformation via divestiture of select European assets
Refinery-site sale targets support European portfolio transformation and are expected to lift annual cash flow.
Q3 results missed estimates amid weaker demand, signaling near-term pressure on earnings and operating conditions.
Potential acquisition aligns with portfolio transformation objective.
Potential acquisition aligns with portfolio transformation objective.
Interest in Shell's assets supports growth strategy.
Advances: Cash Improvement Plan targeting $1.3B by end of 2026
Upgrade indicates confidence in cash improvement plan.
Advances: Cash Improvement Plan targeting $1.3B by end of 2026
Upgrade reflects confidence in cash improvement plan.
