LSB Industries, Inc. (LXU) has a MoatMap StockRank of 81/100 based on Quality (58/100), Value (48/100), and Momentum (59/100) factor scores. The current signal is STRONG BUY. LSB Industries is a nitrogen fertilizer producer. While it benefits from low-cost US natural gas feedstock, it is a highly cyclical commodity business that violates our Terry Smith lens of avoiding pure commodity plays with no pricing power.
LSB Industries, Inc. is a leading North American manufacturer and distributor of nitrogen-based chemical products used in agricultural, industrial, and mining markets. The company's competitive moat is anchored by its strategically located production facilities in the U.S. Midwest and South, which provide significant freight cost advantages over imported chemicals. LSB is actively leveraging this geographic footprint to transition into blue and green ammonia production, positioning itself as a pioneer in the low-carbon energy and fertilizer markets.
| Price | $12.33 |
| Market Cap | $932M |
| P/E (TTM) | 20.46 |
| P/E (Forward) | 12.25 |
| Price/Book | 1.71 |
| Return on Equity | 8.9% |
| Return on Invested Capital | 5.9% |
| Debt/Equity | 90.59 |
| Gross Margin | 19.6% |
| Operating Margin | 13.0% |
| Revenue Growth | 18.2% |
| Free Cash Flow | $42M |
LSB Industries, Inc. operates in the Chemicals industry, part of the Basic Materials sector (United States).