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LYB vs RGLD

LYB
LyondellBasell Industries N.V.
BEARISH
Price
$73.29
Market Cap
$23.66B
Sector
Basic Materials
AI Confidence
85%
RGLD
Royal Gold, Inc.
NEUTRAL
Price
$268.12
Market Cap
$22.75B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
LYB
--
RGLD
40.02
Forward P/E
LYB
12.85
RGLD
20.11
P/B Ratio
LYB
2.34
RGLD
3.17
P/S Ratio
LYB
0.78
RGLD
22.26
EV/EBITDA
LYB
16.07
RGLD
27.9

Profitability

Gross Margin
LYB
8.96%
RGLD
87.19%
Operating Margin
LYB
-0.92%
RGLD
60.19%
Profit Margin
LYB
-2.47%
RGLD
45.63%
ROE
LYB
-6.95%
RGLD
9.12%
ROA
LYB
1.69%
RGLD
6.43%

Growth

Revenue Growth
LYB
-9.2%
RGLD
86.1%
Earnings Growth
LYB
--
RGLD
-28.9%

Financial Health

Debt/Equity
LYB
1.44
RGLD
0.13
Current Ratio
LYB
1.77
RGLD
3.12
Quick Ratio
LYB
1.02
RGLD
2.87

Dividends

Dividend Yield
LYB
6.55%
RGLD
0.71%
Payout Ratio
LYB
1146.81%
RGLD
27.28%

AI Verdict

LYB BEARISH

LYB exhibits severe fundamental deterioration, highlighted by a weak Piotroski F-Score of 2/9 and a critical dividend payout ratio of 1146.81%. While the stock has seen a recent price rally, the underlying financials show negative profit margins, negative ROE, and contracting revenue growth (-25.33% Q/Q). The combination of bearish insider sentiment and a 0/100 technical trend suggests the current price is unsupported by operational reality. The company is currently operating as a dividend trap, paying out far more than it earns.

Strengths
Reasonable Forward P/E of 12.85
Low Price-to-Sales ratio (0.78)
Healthy Current Ratio (1.77) providing short-term liquidity
Risks
Unsustainable dividend payout ratio (1146.81%)
Severe fundamental weakness (Piotroski F-Score 2/9)
Negative profitability (Profit Margin -2.47%, ROE -6.95%)
RGLD NEUTRAL

RGLD presents a dichotomy between a rock-solid balance sheet and an extreme valuation premium. The Piotroski F-Score of 4/9 indicates stable financial health, supported by a very low Debt/Equity ratio (0.13) and strong liquidity. However, the current price of $268.12 trades at a massive premium to both the Graham Number ($113.0) and the Intrinsic Value ($46.9). While revenue growth is explosive (86.1%), the negative earnings growth (-28.9%) and recent string of earnings misses suggest the current valuation is speculative and disconnected from fundamental growth.

Strengths
Exceptional profit margins (45.63%) and operating margins (60.19%)
Very low leverage with a Debt/Equity ratio of 0.13
Strong liquidity position with a Current Ratio of 3.12
Risks
Severe valuation gap compared to Graham and Intrinsic value models
Negative earnings growth (-28.9% YoY) despite revenue gains
Bearish insider sentiment with 7 sell transactions and 0 buys

Compare Another Pair

LYB vs RGLD: Head-to-Head Comparison

This page compares LyondellBasell Industries N.V. (LYB) and Royal Gold, Inc. (RGLD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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