Cemex vs LyondellBasell

This page compares Cemex and LyondellBasell, examining business models, financial performance, and market context in a neutral, accessible way. It highlights how each company operates within its sector and what factors shape its position. Educational content, not financial advice.

This page compares Cemex and LyondellBasell, examining business models, financial performance, and market context in a neutral, accessible way. It highlights how each company operates within its secto...

About The Companies

Cemex (CX)

CEMEX, S.A.B. de C.V. (ticker: CX) is a Mexico‑headquartered global building materials group specialising in cement, ready‑mix concrete and aggregates. The company supplies projects from housing and commercial building to large public infrastructure across the Americas, Europe, Africa and Asia. With a market capitalisation of about $13.8bn, CEMEX’s performance is closely tied to construction cycles, pricing power in local markets, energy and raw‑material costs, and currency movements. Investors commonly monitor volumes, pricing, margins, free cash flow and leverage to assess resilience and growth capacity. Management has prioritised cost efficiency and lower‑carbon products, which may support long‑term demand but can require near‑term investment. Key risks include cyclical construction downturns, commodity and energy price swings, interest rates and regulatory or environmental changes. This is general educational information, not personalised investment advice; investors should consider their objectives, risk tolerance and seek professional guidance if unsure.

LyondellBasell (LYB)

LyondellBasell Industries N.V. (LYB) is a major global producer of chemicals, polymers and refining products, supplying materials used in packaging, automotive, construction and other industrial markets. The company operates integrated facilities across the Americas, Europe and Asia, giving scale advantages and feedstock access. With a market capitalisation of around $14.5bn, LYB combines commodity polyethylene and polypropylene production with refining and specialty additives. Key investor considerations include cyclical earnings linked to petrochemical prices and global demand, sensitivity to oil and gas feedstock costs, and capital allocation between dividends, debt management and occasional buybacks. Management has emphasised efficiency and investments in recycling and circular plastics initiatives, but environmental regulation and commodity volatility remain significant factors. This summary is educational and not personalised investment advice; stock values can rise and fall and past performance is not a reliable guide to future returns.

Comparison Snapshot

Key Financial Metrics

CX

Metric

LYB

$16.87B

Market Cap

$14.29B

0.16%

Potential Profit

18.02%

Buy

Analyst Rating

Hold

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Which Baskets Do They Appear In?

Lagos Property: Infrastructure Risks & Opportunities

Lagos is experiencing a major real estate boom, driven by rapid urbanization and a growing population, creating significant economic opportunities. This basket offers potential exposure to this trend through global companies involved in property development, short-term rentals, and infrastructure.

Published: September 19, 2025

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Mexico is raising tariffs on Chinese imports to protect its local industries from foreign competition. This shift creates an advantage for Mexican domestic manufacturers, who are now better positioned to capture a larger share of their home market.

Published: September 12, 2025

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Lowe's is acquiring Foundation Building Materials for $8.8 billion, a strategic move to dominate the professional contractor market. This acquisition highlights a broader industry consolidation, creating investment opportunities among other specialized building material suppliers and distributors.

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Investment Analysis

Cemex

CX

Pros

Recent earnings have exceeded analyst expectations, leading to upward revisions in 2025 EPS forecasts.
Analyst consensus forecasts a 3.8% revenue improvement in 2025, reflecting steady business growth.
The company is positioned in the top 20% of Zacks-covered stocks for earnings estimate revisions, indicating strong investor sentiment.

Considerations

The stock's dividend yield is relatively low, limiting appeal for income-focused investors.
Valuation multiples are rising, with the forward P/E expected to increase from 8.87x to 11.1x by 2026.
The business remains exposed to cyclical construction demand and commodity price volatility.

LyondellBasell

LYB

Pros

LyondellBasell is one of the world's largest chemical producers, benefiting from global scale and diversified operations.
The company offers a high dividend yield, forecast at 11.4% for 2025, attractive for income investors.
Forward P/E is expected to decline to 13x by 2026, suggesting potential valuation improvement.

Considerations

The stock has underperformed year-to-date, with a negative total return in 2025 so far.
Chemical sector exposure brings sensitivity to global economic cycles and raw material price swings.
Analysts maintain a neutral recommendation, reflecting limited upside expectations in the near term.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Lagos Property: Infrastructure Risks & Opportunities

Mexico Tariffs: What's Next for Local Industry?

Building Materials M&A Wave: 18 Stocks to Watch 2025

Which Baskets Do They Appear In?

Lagos Property: Infrastructure Risks & Opportunities

Mexico Tariffs: What's Next for Local Industry?