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 market positioning without making recommendations. Educational content, not financial advice.
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 Stock Warning: Why Analysts See -10% Downside Risk
- Earnings miss hit hard: Adjusted EPS of $1.51 trailed estimates by $0.06 and dropped from $1.61 last year, underscoring pressures from sluggish industrial production.
- Revenue bright spot offset by outlook: $3.91B topped forecasts with 5% year-over-year growth, driven by architectural coatings up 8% and industrial volumes, yet 2026 EPS guide of $7.70-$8.10 flags mixed regional demand.
- Analyst consensus leans hold: Mixed target adjustments reflect concerns over weak volumes and economic headwinds, with shares down 1.7% in the past week versus broader market gains.
PPG Stock Warning: Why Analysts See -10% Downside Risk
- Earnings miss hit hard: Adjusted EPS of $1.51 trailed estimates by $0.06 and dropped from $1.61 last year, underscoring pressures from sluggish industrial production.
- Revenue bright spot offset by outlook: $3.91B topped forecasts with 5% year-over-year growth, driven by architectural coatings up 8% and industrial volumes, yet 2026 EPS guide of $7.70-$8.10 flags mixed regional demand.
- Analyst consensus leans hold: Mixed target adjustments reflect concerns over weak volumes and economic headwinds, with shares down 1.7% in the past week versus broader market gains.
Investment Analysis
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.
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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PPG (PPG) Next Earnings Date
PPG Industries' next earnings date is scheduled for April 28, 2026, covering the Q1 2026 results. This follows the most recent Q4 2025 report released on January 28, 2026. Analysts project EPS of approximately $1.71 for the upcoming quarter, aligning with PPG's typical late-April reporting pattern for Q1.
PPG (PPG) Next Earnings Date
PPG Industries' next earnings date is scheduled for April 28, 2026, covering the Q1 2026 results. This follows the most recent Q4 2025 report released on January 28, 2026. Analysts project EPS of approximately $1.71 for the upcoming quarter, aligning with PPG's typical late-April reporting pattern for Q1.
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
Explore BasketWhich 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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