Celanese Corp (CE) is overvalued and LSB Industries Inc (LXU) is undervalued.
Against our estimates of intrinsic value, LXU trades at the wider discount: a margin of safety of +45%, against -31% for CE.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 6.4% (average of 2 methods) values the shares at $36.30; the price of $47.44 is 31% above that value, and 86% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $19.19; the price of $10.51 is 45% below that value, and 83% of that value comes from beyond year five.
Leak Score 56/100 on 10 of 12 signals
| Metric | CE | LXU |
|---|---|---|
| Verdict | Overvalued | Undervalued |
| Price | $47.44 | $10.51 |
| Intrinsic value | $36.30 | $19.19 |
| Margin of safety | -31% | +45% |
| Leak Score | 0/100 (2/12) | 56/100 (10/12) |
| Market cap | $5.2B | $757M |
| Revenue growth, 5 years | 11.0% | 11.9% |
| Operating margin | 8.7% | 9.5% |
| Net margin | -12.0% | 5.6% |
| Return on equity | -24.6% | 7.1% |
| Debt to equity | 2.98 | 0.91 |
| P/E | — | 20.7x |
| Forward P/E | 7.5x | 14.3x |
| P/B | 1.3x | 1.4x |
| Dividend yield | 0.3% | — |