LYB Share Price Performance
US$56.66
-20.65 (-26.71%)
11.0% overvalued intrinsic discount
US$51.06
Fair Value
Price US$56.66
AnalystConsensusTarget US$51.06
AnalystLowTarget US$36.00
AnalystHighTarget US$93.21
Fair ValueUS$51.06
Share Pricen/a
LyondellBasell Industries N.V. Stock Price
- 3 Narratives written by author
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- 142 Fair Values set on narratives written by author
LYB Community Narratives
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Fair Value US$51.06 11.0% overvalued intrinsic discount
Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges
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Fair Value US$36 57.4% overvalued intrinsic discount
Stricter Sustainability Standards Will Cripple Legacy Petrochemical Margins
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Fair Value US$86.92 34.8% undervalued intrinsic discount
Urbanization And Advanced Recycling Will Drive Material Demand
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Stricter Sustainability Standards Will Cripple Legacy Petrochemical Margins
Key Takeaways Shifting regulations, consumer preferences, and alternative materials threaten long-term demand and pricing power for traditional chemical and plastic products. High legacy costs and oversupply challenges limit flexibility and margin expansion, raising the risk of persistent earnings instability.Read more
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US$36
57.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
-10.34% p.a.
Profit Margin
5.25%
Future PE
10.49x
Price in 2029
US$46.4
Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges
Key Takeaways Strategic focus on recycling, sustainable plastics, and portfolio shifts toward low-cost regions positions the company for improved margins, resilient earnings, and revenue growth. Leadership in proprietary recycling technology and industry partnerships strengthens product differentiation, pricing power, and long-term returns amid rising sustainability demands.Read more
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US$51.06
11.0% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
-7.28% p.a.
Profit Margin
5.93%
Future PE
11.75x
Price in 2029
US$66.12
Urbanization And Advanced Recycling Will Drive Material Demand
Key Takeaways Aggressive cost cuts, portfolio streamlining, and advanced recycling initiatives position the company for rapid margin expansion and accelerated free cash flow growth. Secular demand trends and structural feedstock advantages drive sustained volume gains, premium pricing, and above-trend revenue growth across global and emerging markets.Read more
52
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US$86.92
34.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
-5.07% p.a.
Profit Margin
10.51%
Future PE
10.06x
Price in 2028
US$111.92
Trending Discussion
Recently Updated Narratives
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LYB: Ongoing Oversupply And Weak Margins Will Constrain Future Returns
Fair Value: US$36 57.4% overvalued intrinsic discount
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LYB: Future Returns Will Reflect Balanced Margin Execution And Commodity Oversupply Risks
Fair Value: US$51.06 11.0% overvalued intrinsic discount
79 followersusers have followed this narrative
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Urbanization And Advanced Recycling Will Drive Material Demand
Fair Value: US$86.92 34.8% undervalued intrinsic discount
2 followersusers have followed this narrative
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Snowflake Analysis
LyondellBasell Industries N.V. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -2.48
- 8.55%
- -2.65%
- 125.3%
About LYB
- Founded
- 2009
- Employees
- 18970
- CEO
- WebsiteView website
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 packaging, home furnishings, automotive components, and paints and coatings applications. LyondellBasell Industries N.V. was incorporated in 2009 and is headquartered in London, the United Kingdom.
