LSB Industries Inc (LXU) is undervalued and Olin Corp (OLN) is undervalued.
Against our estimates of intrinsic value, OLN trades at the wider discount: a margin of safety of +48%, against +45% for LXU.
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 7.5% (average of 2 methods) values the shares at $32.05; the price of $16.82 is 48% below that value, and 81% of that value comes from beyond year five.
Leak Score 53/100 on 8 of 12 signals
| Metric | LXU | OLN |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $10.51 | $16.82 |
| Intrinsic value | $19.19 | $32.05 |
| Margin of safety | +45% | +48% |
| Leak Score | 56/100 (10/12) | 53/100 (8/12) |
| Market cap | $757M | $1.9B |
| Revenue growth, 5 years | 11.9% | 3.3% |
| Operating margin | 9.5% | 0.6% |
| Net margin | 5.6% | -2.1% |
| Return on equity | 7.1% | -7.6% |
| Debt to equity | 0.91 | 1.99 |
| P/E | 20.7x | — |
| Forward P/E | 14.3x | 28.2x |
| P/B | 1.4x | 1.1x |
| Dividend yield | — | 4.8% |