LyondellBasell Industries NV vs ArcelorMittal SA — how do they compare? LyondellBasell Industries NV trades at $64.6 (market cap $20.24B), while ArcelorMittal SA trades at $73.73 (market cap $55.96B). The key difference: ArcelorMittal SA is far larger — about 2.8× LyondellBasell Industries NV's market cap, and LyondellBasell Industries NV pays the higher dividend (6.58%). Which is the better fit depends on your goals.
| LYB | MT | |
|---|---|---|
Market Cap | $20.24B | $55.96B |
Sector | Basic Materials | Basic Materials |
52-Week High | $82.38 | $75.35 |
52-Week Low | $42.28 | $32.44 |
Enterprise Value | $31.83B | $65.53B |
Dividend Yield | 6.58% | 0.81% |
Signals from Pluang's Aura AI — not financial advice
LyondellBasell Industries (LYB) trades at $59.595, down 2.97% on the day, with a bearish technical signal. The company reported a strong Q2 2026 earnings beat ($4.30 EPS vs. $3.44 expected) but faces declining revenue and negative net income margins. Recent news highlights supply disruptions supporting margins, while analyst consensus is a Buy with a $70.56 price target, implying 18% upside.
Outlook is mixed: earnings momentum and undervaluation (P/S 0.62) offer opportunity, but weak profitability and high debt pose risks. The stock's direction hinges on margin sustainability and broader economic conditions affecting chemical demand.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
Trailing returns across standard periods
LyondellBasell Industries NV is a petrochemical producer with operations in the U.S. and Europe. It operates in six segments: Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), Refining and Technology. The company is a major producer of polyethylene, the world's largest producer of polypropylene, and the second- largest producer of propylene oxide. Its chemicals are used in various consumer and industrial end products. Substantially, all of the company's revenue is derived from product sales.
Read more on LYB →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →