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LXU$13.03+3.91%
Fair $13.03+0.0%

LXU

LSB Industries, Inc.

Basic Materials / ChemicalsNYSE

$13.03

+0.49 (+3.91%)

Fairly Valued+0.0%Fair Value $13.03Fund rank 28/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $18.1M · quality 46.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.7%, below the 5% threshold
Thesis & Journal · LXULocal privado en este navegador · LSB Industries, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$937M

P/E

20.7x

↑

EV/EBITDA

9.7x

↓

ROE

4.7%

↑

Gross Margin

17.0%

↓

Debt/Equity

0.94

↑
52-Week Range$13
$7$17

TradingView lightweight chart

LXU price, volumen y niveles de valoración

Último $13.03Periodo +1029.3%
Fair value: $13.03

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+0.9%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $615.2M · net income $24.6M · FCF $18.1M

2009-FY → 2025-FY

Gross margin

17.0%-8.9% pts

Operating margin

9.3%+1.7% pts

Net margin

4.0%-0.1% pts

FCF margin

2.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$615.2M$615.2M$522.4M$593.7M$901.7M$556.2M$351.3M$365.1M$378.2M$427.5M$374.6M$437.7M$495.9M$701.2M$759.0M$805.3M$609.9M$531.8M
Net Income$24.6M$24.6M$-19.4M$27.9M$230.3M$43.5M$-61.9M$-63.4M$-72.2M$-29.2M$112.2M$-34.8M$19.6M$55.0M$58.6M$83.8M$29.6M$21.6M
EBITDA$145.1M$145.1M$82.9M$144.0M$383.3M$169.7M$54.0M$29.2M$47.2M$32.9M$-30.9M———$116.3M$155.2M$73.3M—
EPS0.340.34-0.270.372.68-4.40-2.71——-1.681.95-1.280.651.791.922.751.020.74
Gross Margin17.0%17.0%9.1%14.5%38.6%25.0%4.9%1.4%4.2%1.3%-13.2%4.6%13.2%19.7%24.2%27.7%22.7%25.8%
Operating Margin9.3%9.3%-1.1%8.7%34.2%18.2%-4.4%-10.7%-6.1%-8.0%-24.1%-16.3%6.2%15.0%12.6%16.9%9.2%7.7%
Net Margin4.0%4.0%-3.7%4.7%25.5%7.8%-17.6%-17.4%-19.1%-6.8%29.9%-7.9%4.0%7.8%7.7%10.4%4.8%4.1%
Balance Sheet
Debt/Equity0.940.941.061.181.441.133.121.821.210.910.83————0.250.52—
Current Ratio3.073.07————————————————
Cash Flow
Free Cash Flow$18.1M$18.1M$-5.7M$69.9M$299.8M$52.5M$-33.0M$-34.0M$-19.4M—————————
Returns
ROE4.7%4.7%-3.9%5.4%44.7%9.5%-41.4%-25.6%-21.1%-6.7%22.8%-8.2%4.5%13.3%16.5%28.6%16.5%14.3%
Valuation
P/E20.6820.68—24.114.69—————————————
EV/EBITDA9.749.7412.668.224.59—————————————
P/B1.811.811.121.292.10—————————————
Growth & Yield
Revenue Growth17.8%17.8%-12.0%-34.2%—58.3%-3.8%-3.5%-11.5%14.1%-14.4%-11.7%-29.3%-7.6%-5.7%32.0%14.7%—
EPS Growth225.9%225.9%-173.0%-86.2%—-62.4%———-185.8%252.1%-296.5%-63.5%-6.4%-30.4%171.2%37.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

50.4%

muy exigente

EPS terminal req.

$1.16

Spread vs growth

175.5%

5Y implied EPS CAGR

32.7%

muy exigente

EPS terminal req.

$1.40

Spread vs growth

193.2%

10Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$2.25

Spread vs growth

205.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +72.1%

Total return

+72.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.27 → 0.34

Residual

+72.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+72.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.