LSB Industries, Inc. engages in the manufacture, marketing, and sale of chemical products in the United States. The company offers ammonia, fertilizer grade ammonium nitrate, and urea ammonia nitrate for agricultural applications. It also provides high purity and commercial grade ammonia, high purity ammonium nitrate, sulfuric acids, concentrated, blended and regular nitric acid, mixed nitrating acids, carbon dioxide, industrial grade …
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Competitive advantage assessment
Key strengths
Strong Interest Coverage & Conservative LeverageDebt serviceability is strong (score 0.72), with robust interest coverage.
Consistent Cash GenerationCash generation is strong and consistent (score 0.71).
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.20), suggesting weak customer stickiness.
Volatile Margins Suggest CyclicalityMargin volatility is high (stability score 0.24), suggesting cyclical exposure or competitive pressure.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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LSB Industries, Inc. ranks #5 of 18
scored companies in Chemicals by moat score — the top 28%.
The widest moat in the group is Westlake Chemical Partners LP (WLKP)
at 88/100.
Moat scores for companies ranked near LXU in Chemicals
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 71
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 43
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 56
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 70
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 60
· 15% of the moat score
Scale matters only when it converts into economics.
LSB Industries, Inc. (LXU) scores 57 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #5 of 18 scored companies in Chemicals, the top 28%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 17 companies in Chemicals. Its strongest defense is Cost Advantage (71/100) and its weakest is Customer Stickiness (43/100).
How does LSB Industries, Inc. compare with other Chemicals companies?
LSB Industries, Inc. ranks #5 of 18 scored companies in Chemicals by moat score. The widest moat in Chemicals is Westlake Chemical Partners LP (WLKP) at 88/100. The companies ranked closest are AdvanSix Inc. (ASIX) at 64 just above it and Rayonier Advanced Materials Inc (RYAM) at 56 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 17 companies in Chemicals. The defenses are then weighted to produce the overall score out of 100.
Why is LSB Industries, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for LSB Industries, Inc.?
The Corporate Default template measures 6 defenses, and LXU scores: Pricing Power (51), Cost Advantage (71), Customer Stickiness (43), Capital Efficiency (56), Resilience (70), Scale & Market Position (60). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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