---
title: LyondellBasell (LYB) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/lyb
ticker: LYB
as_of: 2026-10-17
sector: Basic Materials
industry: Chemicals - Specialty
---
# LyondellBasell (LYB)

LyondellBasell (LYB) closed at $64.01 on Oct 16, 2026, overvalued by 77% vs its model value of $36.19 (from its peers' median EV/Revenue).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $64.01 (Oct 16, 2026) |
| Model value (from its peers' median EV/Revenue) | $36.19 |
| Price vs model | overvalued by 77% vs model |
| Range of that model | $17.15 – $55.24 |
| Market value | $20.7B |
| P/E (fiscal 2025) | — |
| Net margin (fiscal 2025) | -2.5% |
| Free cash flow (fiscal 2025) | $384.0M |
| Dividend yield (trailing twelve months) | 5.37% |
| Beta | 0.35 |
| Cost of capital (WACC) | 6.11% |
| Business classification | Loss-Making (Revenue declining (~-14% recent), Currently unprofitable, Strong dividend yield, Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Highest dividend yield | #21 | 5.37% | https://sweetvaluelab.com/lists/highest-dividend-yield |
| Best performing this year | #49 | +47.8% | https://sweetvaluelab.com/lists/best-performing-this-year |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 5.37% |
| Dividends per share, last 12 months | $3.44 |
| Dividends / free cash flow (fiscal 2025) | 459.4% |
| Raised | 14+ years in a row |
| Growth over 5 years | -4.6% a year |
| Latest payment | $0.69, ex-date Aug 24, 2026, paid Aug 31, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Aug 27, 2021 | $4.36 |
| To Aug 26, 2022 | $9.84 |
| To Aug 25, 2023 | $4.88 |
| To Aug 26, 2024 | $5.18 |
| To Aug 25, 2025 | $5.42 |
| Trailing twelve months (to Aug 24, 2026) | $3.44 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $0.00 | $0.00 | $0.00 |
| DCF · Perpetuity growth · 10y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 5y | cross check | $0.00 | $0.00 | $0.00 |
| DCF · EBITDA exit · 10y | cross check | $0.00 | $0.00 | $0.00 |
| EV/EBITDA · peers | cross check | $0.00 | $0.00 | $0.00 |
| EV/Revenue · peers | cross check | $36.19 | $17.15 | $55.24 |
| Earnings power value | cross check | $0.00 | $0.00 | $0.00 |
| Dividend discount | cross check | $0.00 | $0.00 | $0.00 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 15, 2026 | Hayes Matthew D | SVP & CAO | Tax withholding | 152 | $9,525.8 |
| Sep 30, 2026 | Karlin Bridget E | Director | Tax withholding | 194 | $11,149.2 |
| Sep 30, 2026 | Karlin Bridget E | Director | Grant / award | 781 | $0 |
| Sep 30, 2026 | KAMSKY VIRGINIA A | Director | Tax withholding | 139 | $7,988.3 |
| Sep 30, 2026 | KAMSKY VIRGINIA A | Director | Grant / award | 720 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Jul 31, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1489393/000148939326000061/lyb-20260630.htm |
| Jul 31, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1489393/000148939326000057/lyb-20260731.htm |
| May 29, 2026 | 8-K | 1.01 Entry into a Material Agreement; 2.03 Creation of a Direct Financial Obligation; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1489393/000148939326000050/lyb-20260529.htm |
| May 26, 2026 | S-8 | Employee stock plan registration | https://www.sec.gov/Archives/edgar/data/1489393/000148939326000042/forms-8_may2026.htm |
| May 22, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 5.07 Submission of Matters to a Shareholder Vote; 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1489393/000148939326000034/lyb-20260522.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Christopher Davis | 2026-06-30 | 8,698,852 | $458.0M |
| Bridgewater | 2026-06-30 | 152,648 | $8.0M |
| Bill Miller | 2026-06-30 | 38,000 | $2.0M |

3 tracked managers in all.

## About

LyondellBasell Industries N.V., established in 2009 and based in Houston, Texas, operates as a prominent global chemical manufacturer with a significant international footprint, including the United States, Germany, Mexico, Italy, Poland, France, Japan, China, and the Netherlands. The company's diverse operations are organized into six distinct segments. Its core business involves the production and marketing of olefins and various polyolefins, such as high, low, and linear low-density polyethylene, along with polypropylene homopolymers and copolymers, for markets spanning the Americas, Europe, and Asia. LyondellBasell also focuses on intermediate chemicals and derivatives, offering products like propylene oxide, oxyfuels, styrene monomers, acetyls, and ethylene-based compounds. Furthermore, the company develops and sells advanced polymer solutions, including polypropylene compounds, eng…

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Source: https://sweetvaluelab.com/stocks/lyb (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.