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PPGLyondellBasell

PPG vs LyondellBasell

PPG and LyondellBasell are presented side by side to compare their business models, financial performance, and market context in a neutral, accessible way. This page examines strategy, operations, and...

Why It's Moving

PPG

PPG Industries rides wave of fresh innovations and sustainability wins, fueling investor optimism.

  • CEO Tim Knavish emphasized innovations solving customer challenges in thermal stability for EV batteries and lighter-weight coatings, positioning PPG for organic growth and margin gains.
  • New Thailand plant ramps up waterborne automotive coatings production, tapping into Asia's booming EV and manufacturing demand.
  • Fortune recognition underscores PPG's leadership in sustainability, aligning with ESG trends and supportive macro tailwinds like easing inflation.
Sentiment:
🐃Bullish

Investment Analysis

PPG

PPG

PPG

Pros

  • PPG Industries is currently trading below its fair value with a PE ratio materially lower than its fair ratio, indicating potential undervaluation.
  • The company reported a 1% increase in net sales in the third quarter of 2025 with a 2% organic sales growth, showing recent revenue resilience.
  • PPG maintains a solid return on equity of approximately 23.85%, reflecting effective management and profitability relative to shareholder equity.

Considerations

  • PPG shares have declined about 15% year-to-date in 2025, underperforming relative to its peers amid sector challenges like raw material cost volatility.
  • Recent quarterly revenue showed a slight decline of 0.9% compared to the previous year, raising concerns about near-term growth momentum.
  • The dividend payout ratio is relatively high at 64.40%, which might limit reinvestment opportunities for future growth.
LyondellBasell

Pros

  • LyondellBasell is the world's largest polypropylene producer, with diversified operations across the Americas, Europe, and Asia.
  • The company exhibits strong profitability metrics, including a normalized return on equity of 14% and return on invested capital over 8%.
  • LyondellBasell’s portfolio includes advanced polymers and refinery businesses, offering multiple growth drivers and operational integration benefits.

Considerations

  • LyondellBasell's quick ratio below 1 (0.91) suggests some liquidity constraints in the short term compared to peers.
  • The company faces exposure to volatile raw material and energy prices due to its refining and petrochemical feedstock reliance.
  • Interest coverage ratio around 3.0 indicates moderate debt-servicing ability, which may pose risks if earnings weaken or interest rates rise.

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Read Insight

PPG (PPG) Next Earnings Date

PPG Industries' next earnings date is January 27, 2026, after market close, covering the fiscal Q4 2025 period ending December 2025. This date is confirmed across multiple analyst consensus estimates and aligns with the company's historical quarterly reporting pattern following the prior Q3 release on October 28, 2025. A conference call is scheduled for the following morning to discuss results.

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