DuPont de Nemours, Inc. (DD) vs LyondellBasell Industries N.V. (LYB)

DuPont de Nemours, Inc. and LyondellBasell Industries N.V. are both Specialty Chemicals companies. LyondellBasell Industries N.V. is the larger, with a market value of $19.6B against $17.6B — 1.1× the size. LyondellBasell Industries N.V. has negative trailing earnings, so its P/E is not meaningful; DuPont de Nemours, Inc. trades at 293×. DuPont de Nemours, Inc. grew revenue faster over the last twelve months: 75.7% against −1.75%. DuPont de Nemours, Inc. has the higher net margin (0.79% vs −1.13%) and the lower return on invested capital (2.84% vs 2.87%). Both pay a dividend; LyondellBasell Industries N.V. yields more (5.35% vs 2.25%). Across the 21 metrics below, DuPont de Nemours, Inc. leads on 12 and LyondellBasell Industries N.V. on 9.

Valuation

Metric DD LYB Specialty Chemicals median
P/E 292.75 n/m 24.83
P/S 2.56 0.60 1.46
P/B 1.29 1.76 1.76
Price to free cash flow 25.50 10.99 19.84
EV/EBITDA 14.59 12.11 13.18
EV/Sales 2.76 0.93 1.84
Earnings yield 0.34% (1.94%) 2.11%
Free cash flow yield 3.92% 9.10% 2.29%

Profitability

Metric DD LYB Specialty Chemicals median
Gross margin 35.13% 12.76% 29.23%
Operating margin 9.90% 3.09% 3.63%
Net margin 0.79% (1.13%) 2.89%
Free cash flow margin 10.05% 5.48% 3.78%
Return on equity 0.29% (3.12%) 3.62%
Return on assets 0.19% (1.01%) 0.35%
Return on invested capital 2.84% 2.87% 2.75%

Growth

Metric DD LYB Specialty Chemicals median
Revenue growth (TTM) 75.67% (1.75%) 4.51%
EPS growth (last fiscal year) (211.38%) (156.39%) —
Revenue growth, 5-year CAGR (9.25%) 1.67% 6.30%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DD LYB Specialty Chemicals median
Debt to equity 0.23 1.21 0.54
Current ratio 2.43 1.64 1.94
Net debt to EBITDA 2.09 9.67 2.03

Dividend

Metric DD LYB Specialty Chemicals median
Dividend yield 2.25% 5.35% 1.69%
Payout ratio 0.68 0.75 0.25

Size

Metric DD LYB Specialty Chemicals median
Market cap 17.58b 19.60b 2.43b

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