LSB Industries vs Rayonier Advanced Materials
Rayonier Advanced Materials is the larger business, with $1.47bn of revenue in fiscal 2025 against $615m for LSB Industries (2.4 times as much). LSB Industries grew faster (17.8% against -10.1%). LSB Industries kept more of each dollar of sales as profit: a net margin of 4.0% against -28.7%. LSB Industries carries less debt relative to equity (86.9% against 246.1%).
| Latest fiscal year | LSB IndustriesLXU, 2025 | Rayonier Advanced MaterialsRYAM, 2025 |
|---|---|---|
| Revenue | $615m | $1.47bn |
| Revenue growth | 17.8% | -10.1% |
| Net income | $24.6m | −$421m |
| Operating margin | 9.3% | 0.3% |
| Net margin | 4.0% | -28.7% |
| Return on equity | 4.9% | -81.6% |
| Free cash flow | $18.1m | $23.9m |
| Cash | $19.5m | $75.4m |
| Total debt | $452m | $779m |
| Debt to equity | 86.9% | 246.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | — | — |
| Market value | $817m | $468m |
| Price vs our value range | Within our value range | — |
| Moat score | 15 (Weak) | 37 (Weak) |
| Insider trades, 12 months | 3 buys, 36 sales | 0 buys, 1 sales |