Lsb Industries Inc. (LXU) vs REX American Resources Corporation (REX)

Lsb Industries Inc. and REX American Resources Corporation are both Chemicals companies. REX American Resources Corporation is the larger, with a market value of $1.4B against $726.5M — 2.0× the size. REX American Resources Corporation trades at the lower P/E: 11.7× against 19.8×. Lsb Industries Inc. grew revenue faster over the last twelve months: 22.1% against 5.31%. REX American Resources Corporation has the higher net margin (17.6% vs 5.58%) and the higher return on invested capital (16.1% vs 5.12%). Across the 22 metrics below, REX American Resources Corporation leads on 12 and Lsb Industries Inc. on 10.

Valuation

Metric LXU REX Chemicals median
P/E 19.78 11.74 —
P/S 1.09 2.07 0.44
P/B 1.33 1.84 1.13
Price to free cash flow 7.36 20.59 7.30
EV/EBITDA 6.34 8.32 9.48
EV/Sales 1.43 1.55 0.86
Earnings yield 5.06% 8.52% (10.53%)
Free cash flow yield 13.58% 4.86% 4.86%

Profitability

Metric LXU REX Chemicals median
Gross margin 17.32% 21.54% 16.03%
Operating margin 9.53% 14.84% (0.82%)
Net margin 5.58% 17.61% (3.05%)
Free cash flow margin 14.79% 10.06% 1.50%
Return on equity 7.10% 17.19% (5.24%)
Return on assets 3.12% 15.49% (2.51%)
Return on invested capital 5.12% 16.09% (0.75%)

Growth

Metric LXU REX Chemicals median
Revenue growth (TTM) 22.12% 5.31% 2.53%
EPS growth (last fiscal year) 225.93% 51.52% —
Revenue growth, 5-year CAGR 11.86% 11.79% 2.20%
Net income growth, 5-year CAGR 0.00% 94.23% 0.00%

Health

Metric LXU REX Chemicals median
Debt to equity 0.83 0.00 0.71
Current ratio 2.43 6.88 1.99
Net debt to EBITDA 2.15 (4.43) 3.49

Dividend

Metric LXU REX Chemicals median
Dividend yield — — 2.33%
Payout ratio 0.00 0.00 0.00

Size

Metric LXU REX Chemicals median
Market cap 726.45m 1.44b 643.59m

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