Ecolab vs LyondellBasell
LyondellBasell is the larger business, with $30.15bn of revenue in fiscal 2025 against $16.08bn for Ecolab (1.9 times as much). Ecolab grew faster (2.2% against -9.7%). Ecolab kept more of each dollar of sales as profit: a net margin of 12.9% against -2.4%. Ecolab carries less debt relative to equity (84.3% against 128.3%).
| Latest fiscal year | EcolabECL, 2025 | LyondellBasellLYB, 2025 |
|---|---|---|
| Revenue | $16.08bn | $30.15bn |
| Revenue growth | 2.2% | -9.7% |
| Net income | $2.08bn | −$738m |
| Operating margin | 17.0% | -1.4% |
| Net margin | 12.9% | -2.4% |
| Return on equity | 22.4% | -6.5% |
| Free cash flow | $1.90bn | $384m |
| Cash | $646m | $3.44bn |
| Total debt | $8.24bn | $12.94bn |
| Debt to equity | 84.3% | 128.3% |
| Dividend per share | $2.68 | — |
| Dividend yield | 0.9% | 5.2% |
| Share buybacks | $784m | $201m |
| Employees | 48,000 | 18,970 |
| Market value | $85.47bn | $21.38bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 73 (Strong) | 46 (Moderate) |
| Insider trades, 12 months | 7 buys, 15 sales | 1 buys, 7 sales |