LSB Industries vs Mativ

LSB Industries (LSB Industries, Inc.) and Mativ (Mativ Inc) are presented on this page to compare their business models, financial performance, and market context. The focus is neutral and accessible, outlining how each company operates, generates value, and positions itself within the sector. Educational content, not financial advice.

LSB Industries (LSB Industries, Inc.) and Mativ (Mativ Inc) are presented on this page to compare their business models, financial performance, and market context. The focus is neutral and accessible,...

Comparison Snapshot

Key Financial Metrics

LXU

Metric

MATV

$668.36M

Market Cap

$665.47M

-2.94%

Potential Profit

45.07%

Buy

Analyst Rating

Strong Buy

Investment Analysis

LSB Industries

LXU

Pros

LSB Industries is positioned as a clean ammonia pioneer, focusing on sustainable nitrogen products which aligns with growing environmental trends.
The company is expected to see growth catalysts in 2026 from improved production efficiency and full carbon capture and storage (CCS) operations.
Analyst consensus is predominantly positive with several rating the stock as a Buy and price targets suggesting upside potential around 20% to over 30% in the short term.

Considerations

LSB Industries reported a net loss with negative earnings per share, indicating current unprofitability and financial challenges.
The company operates in a highly cyclical nitrogen market, making its financial performance vulnerable to commodity price volatility and fluctuating demand.
LSB’s price to earnings ratio is negative, reflecting ongoing losses and potential valuation uncertainty, which could deter some investors.

Mativ

MATV

Pros

Mativ Inc has a diversified product portfolio serving various industrial and consumer markets, offering resilience against sector-specific downturns.
Recent strategic acquisitions have expanded Mativ’s capabilities and market reach, providing new growth opportunities and synergies.
The company has demonstrated strong operational performance with improving margins and cash flow generation in recent quarters.

Considerations

Mativ faces input cost pressures due to inflationary environments, which could negatively impact profitability if not managed effectively.
Exposure to supply chain disruptions remains a concern given global trade uncertainties and raw material availability.
The company’s growth trajectory depends heavily on successful integration of acquisitions, posing execution risks and potential for increased leverage.

About The Companies

LSB Industries (LXU)

LSB Industries, Inc. (LXU) is a US-based manufacturer of nitrogen-based chemicals and fertilisers serving agricultural and industrial markets. The company’s revenue and margins are driven by product prices, production volumes, and input costs such as natural gas and energy. With a market capitalisation of about $607.86M, LXU is relatively small and can be more volatile than larger peers. Investors should note the business is commodity-exposed and cyclical — demand and pricing depend on crop input cycles, global fertiliser markets and industrial demand. Operational performance can be influenced by energy costs, regulation and plant maintenance or downtime. Management’s capital allocation, debt levels and cash flow generation are important to monitor. This summary is educational only: it does not constitute investment advice. Shares may fall as well as rise, and prospective investors should consider their objectives, time horizon and risk tolerance before researching the stock further.

Mativ (MATV)

Mativ Holdings, Inc. is a speciality materials company that creates essential components used in a wide range of products. The company operates through two main divisions: Filtration & Advanced Materials (FAM) and Sustainable & Adhesive Solutions (SAS). The FAM segment manufactures highly engineered polymer, resin, and fibre-based materials used in demanding applications. Meanwhile, the SAS division leverages advanced techniques like precision coating to produce speciality items such as tapes, labels, liners, and packaging solutions. By combining polymers, fibres, and resins through innovative technologies, Mativ aims to optimise the performance of its customers' products. This business-to-business focus means its materials are often hidden but vital components in everyday goods. As with any investment, a company's past performance doesn't predict its future results, and values can fall as well as rise.

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Which Baskets Do They Appear In?

Chemical Sector: Berkshire's $10B Acquisition Impact

Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.

Published: October 1, 2025

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Comparison Snapshot