Lsb Industries Inc. (LXU) vs Tronox Holdings PLC (TROX)

Lsb Industries Inc. and Tronox Holdings PLC are both Chemicals companies. Lsb Industries Inc. is the larger, with a market value of $726.5M against $643.6M — 1.1× the size. Tronox Holdings PLC has negative trailing earnings, so its P/E is not meaningful; Lsb Industries Inc. trades at 19.8×. Lsb Industries Inc. grew revenue faster over the last twelve months: 22.1% against 3.66%. Lsb Industries Inc. has the higher net margin (5.58% vs −18.0%) and the higher return on invested capital (5.12% vs −3.25%). Across the 19 metrics below, Lsb Industries Inc. leads on 15 and Tronox Holdings PLC on 4.

Valuation

Metric LXU TROX Chemicals median
P/E 19.78 n/m —
P/S 1.09 0.21 0.44
P/B 1.33 0.54 1.13
Price to free cash flow 7.36 n/m 7.30
EV/EBITDA 6.34 36.68 9.48
EV/Sales 1.43 1.20 0.86
Earnings yield 5.06% (85.86%) (10.53%)
Free cash flow yield 13.58% (22.67%) 4.86%

Profitability

Metric LXU TROX Chemicals median
Gross margin 17.32% 6.22% 16.03%
Operating margin 9.53% (7.16%) (0.82%)
Net margin 5.58% (17.96%) (3.05%)
Free cash flow margin 14.79% (4.78%) 1.50%
Return on equity 7.10% (38.26%) (5.24%)
Return on assets 3.12% (9.05%) (2.51%)
Return on invested capital 5.12% (3.25%) (0.75%)

Growth

Metric LXU TROX Chemicals median
Revenue growth (TTM) 22.12% 3.66% 2.53%
EPS growth (last fiscal year) 225.93% (858.06%) —
Revenue growth, 5-year CAGR 11.86% 1.00% 2.20%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LXU TROX Chemicals median
Debt to equity 0.83 2.71 0.71
Current ratio 2.43 2.55 1.99
Net debt to EBITDA 2.15 51.03 3.49

Dividend

Metric LXU TROX Chemicals median
Dividend yield — 2.98% 2.33%
Payout ratio 0.00 0.13 0.00

Size

Metric LXU TROX Chemicals median
Market cap 726.45m 643.59m 643.59m

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