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    LyondellBasell Industries (LYB) Could Be 3% Undervalued As Portfolio Reshaping Continues

    Simply Wall St·10/24/2026 08:38:32
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    Recent share performance and business snapshot

    LyondellBasell Industries (LYB) has drawn fresh attention after a recent move in its share price, with the stock last closing at US$66.45 and posting a roughly 11% gain over the past month.

    The chemicals producer carries a market value of about US$21.1b, with reported annual revenue of US$31.2b and net income that resulted in a loss of US$265 million. This context helps investors assess the recent price action.

    The recent 10.8% 1 month share price return builds on year to date momentum of 49.7%, even though the 3 year total shareholder return is slightly negative and the 5 year total shareholder return is close to flat. This kind of rebound often reflects investors reassessing LyondellBasell Industries in light of its earnings profile and perceived risk, with short term price gains indicating improving sentiment after a tougher multi year stretch.

    Scan beyond LyondellBasell Industries and see how other materials names with strong price action and fundamentals stack up using our curated 27 high quality undervalued stocks.

    LyondellBasell Industries has already delivered a strong rebound, yet the shares still trade below some estimates of intrinsic value. Is most of the rerating already in the price, or is there meaningful upside left?

    Most Popular Narrative: 3% Undervalued

    LyondellBasell Industries is trading at $66.45 against a most-followed narrative fair value of $68.59, which frames the recent rally as only partially closing the gap that narrative followers see.

    LyondellBasell Industries is continuing to pivot its portfolio toward cost advantaged assets, with recent exits from refining, multiple European olefins and polyolefins sites, Australian polyolefins and a planned Brindisi closure. This concentrates capital in operations tied to lower cost feedstocks and can support stronger EBITDA margins over time.

    See why 88 investors see LyondellBasell Industries as 3% undervalued.

    Result: Fair Value of $68.59 (UNDERVALUED)

    Still, the narrative around LyondellBasell Industries can unravel if petrochemical tightness eases quickly or if further operational issues and dividend strain unsettle investor confidence.

    Find out about the key risks to this LyondellBasell Industries narrative.

    Next Steps

    Mixed messages on valuation and risk can be noisy, so look directly at the underlying data, act promptly, and build your own stance using our breakdown of 3 key rewards and 2 important warning signs.

    Looking for more investment ideas beyond LyondellBasell Industries?

    If you only stop at LyondellBasell Industries, you risk missing other opportunities that may better match your goals, risk tolerance, and time horizon.