LyondellBasell Industries N.V. (LYB) vs The Sherwin-Williams Company (SHW)

LyondellBasell Industries N.V. and The Sherwin-Williams Company are both Specialty Chemicals companies. The Sherwin-Williams Company is the larger, with a market value of $78.1B against $19.6B — 4.0× the size. LyondellBasell Industries N.V. has negative trailing earnings, so its P/E is not meaningful; The Sherwin-Williams Company trades at 30.0×. The Sherwin-Williams Company grew revenue faster over the last twelve months: 5.76% against −1.75%. The Sherwin-Williams Company has the higher net margin (11.0% vs −1.13%) and the higher return on invested capital (16.0% vs 2.87%). Both pay a dividend; LyondellBasell Industries N.V. yields more (5.35% vs 0.90%). Across the 22 metrics below, The Sherwin-Williams Company leads on 13 and LyondellBasell Industries N.V. on 9.

Valuation

Metric LYB SHW Specialty Chemicals median
P/E n/m 30.03 24.83
P/S 0.60 3.29 1.46
P/B 1.76 20.82 1.76
Price to free cash flow 10.99 24.85 19.84
EV/EBITDA 12.11 18.98 13.18
EV/Sales 0.93 3.77 1.84
Earnings yield (1.94%) 3.33% 2.11%
Free cash flow yield 9.10% 4.02% 2.29%

Profitability

Metric LYB SHW Specialty Chemicals median
Gross margin 12.76% 48.98% 29.23%
Operating margin 3.09% 16.43% 3.63%
Net margin (1.13%) 11.01% 2.89%
Free cash flow margin 5.48% 13.23% 3.78%
Return on equity (3.12%) 65.12% 3.62%
Return on assets (1.01%) 10.28% 0.35%
Return on invested capital 2.87% 16.03% 2.75%

Growth

Metric LYB SHW Specialty Chemicals median
Revenue growth (TTM) (1.75%) 5.76% 4.51%
EPS growth (last fiscal year) (156.39%) (2.75%) —
Revenue growth, 5-year CAGR 1.67% 5.12% 6.30%
Net income growth, 5-year CAGR 0.00% 4.81% 0.00%

Health

Metric LYB SHW Specialty Chemicals median
Debt to equity 1.21 3.13 0.54
Current ratio 1.64 0.73 1.94
Net debt to EBITDA 9.67 2.31 2.03

Dividend

Metric LYB SHW Specialty Chemicals median
Dividend yield 5.35% 0.90% 1.69%
Payout ratio 0.75 0.27 0.25

Size

Metric LYB SHW Specialty Chemicals median
Market cap 19.60b 78.05b 2.43b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack