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 $84.3B against $19.9B — 4.2× the size. LyondellBasell Industries N.V. trades at the lower P/E: 15.6× against 31.8×. The Sherwin-Williams Company grew revenue faster over the last twelve months: 7.03% against 3.54%. The Sherwin-Williams Company has the higher net margin (10.7% vs 4.05%) and the higher return on invested capital (16.3% vs 8.48%). Both pay a dividend; LyondellBasell Industries N.V. yields more (5.57% vs 0.91%). Across the 23 metrics below, The Sherwin-Williams Company leads on 12 and LyondellBasell Industries N.V. on 11.

Valuation

Metric LYB SHW Specialty Chemicals median
P/E 15.60 31.84 24.46
P/S 0.62 3.38 1.64
P/B 1.77 21.18 1.88
Price to free cash flow 7.84 27.22 19.15
EV/EBITDA 6.89 19.54 12.87
EV/Sales 0.91 3.84 1.88
Earnings yield 6.41% 3.14% 2.42%
Free cash flow yield 12.75% 3.67% 2.25%

Profitability

Metric LYB SHW Specialty Chemicals median
Gross margin 14.30% 48.60% 27.84%
Operating margin 8.64% 16.20% 5.64%
Net margin 4.05% 10.74% 4.19%
Free cash flow margin 7.96% 12.42% 3.49%
Return on equity 11.84% 63.70% 2.34%
Return on assets 3.78% 10.07% 0.45%
Return on invested capital 8.48% 16.26% 3.21%

Growth

Metric LYB SHW Specialty Chemicals median
Revenue growth (TTM) 3.54% 7.03% 6.39%
EPS growth (last fiscal year) (156.39%) (2.75%) (9.77%)
Revenue growth, 5-year CAGR 1.67% 5.12% 6.33%
Net income growth, 5-year CAGR 0.00% 4.81% 0.00%

Health

Metric LYB SHW Specialty Chemicals median
Debt to equity 1.10 2.97 0.59
Current ratio 1.78 0.71 2.28
Net debt to EBITDA 9.67 2.31 2.03

Dividend

Metric LYB SHW Specialty Chemicals median
Dividend yield 5.57% 0.91% 1.80%
Payout ratio 0.87 0.29 0.40

Size

Metric LYB SHW Specialty Chemicals median
Market cap 19.92b 84.32b 2.08b

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