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Company Analysis

LSB Industries, Inc. LXU

A comprehensive view of key metrics, scores, and financial health for LSB Industries, Inc.

Overview of LSB Industries, Inc.

LXU NYQ
Basic Materials Chemicals Small Cap
LSB Industries, Inc. (LXU), is a Small Cap company, in the Chemicals industry, last closed at $14.92, about 9.2% overvalued vs fair value, +106.9% 1Y return, ranked 94/263 in sector.
$14.92
-3.37%
As of March 13, 2026
Previous close • Vol 90d: 60.2%
52-Week Range
Market Cap
$917.29M
Enterprise Value
$1.42B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.lsbindustries.com
HQ Oklahoma City, OK
Employees 583
Fiscal year Dec 31

Next Events

Earnings Apr 28 Estimated

Fair Value Snapshot

Bear Base Bull
$12
$14
$15
Current: $14.92 -9% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$615.2M
17.8%%
Gross Profit
$104.3M
118.2%%
Operating Income
$62.8M
1240.7%%
Net Income
$24.6M
227.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-23.2%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
2/4
Improving
0
High Impact
3
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating LSB Industries, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
55
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
45
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing LXU's balance between Growth (29.8%), Profitability (41.4%), and Safety (28.9%). Growth 30% Safety 29% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

51th percentile vs peers
52
Key Signals
Rev Growth YoY 17.8% 88p TSR -12.4% 75p Revenue CAGR 3Y -12.0% 20p EPS Growth YoY -1.73 23p
Strengths
  • Rev Growth Yoy in top 20% of peers (17.8%, 88th percentile)
  • Operating Margin in top 20% of peers (10.2%, 88th percentile)
  • Fcf Margin in top 20% of peers (15.5%, 88th percentile)
  • Consistently strong margins across 7 metrics
Risks

No significant risks identified for this axis.

Profitability

71th percentile vs peers
72
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for LSB Industries, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$13.54
- - -
-9.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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