LSB Industries Inc (LXU) is undervalued and Methanex Corp (MEOH) is undervalued.
Against our estimates of intrinsic value, LXU trades at the wider discount: a margin of safety of +45%, against +25% for MEOH.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $77.08; the price of $57.81 is 25% below that value, and 81% of that value comes from beyond year five.
Leak Score 41/100 on 3 of 12 signals
| Metric | LXU | MEOH |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $10.51 | $57.81 |
| Intrinsic value | $19.19 | $77.08 |
| Margin of safety | +45% | +25% |
| Leak Score | 56/100 (10/12) | 41/100 (3/12) |
| Market cap | $757M | $4.5B |
| Revenue growth, 5 years | 11.9% | 6.3% |
| Operating margin | 9.5% | 17.4% |
| Net margin | 5.6% | 2.1% |
| Return on equity | 7.1% | 3.4% |
| Debt to equity | 0.91 | 1.22 |
| P/E | 20.7x | 50.9x |
| Forward P/E | 14.3x | 10.5x |
| P/B | 1.4x | 1.7x |
| Dividend yield | — | 1.3% |