LSB Industries Inc (LXU)

NYSE · Basic Materials · Chemicals · USA

LSB Industries Inc is a small cap company (market value between $300 million and $2 billion) in the Chemicals industry.

LSB Industries manufactures and sells ammonia and ammonia-derived products from facilities in Arkansas, Alabama, and Oklahoma, and operates a facility in Texas for another company. The company serves two principal markets: industrial customers in polyurethane, paper, and other sectors, and agricultural customers including farmers, ranchers, and fertilizer dealers across the United States and parts of Canada.

From its FY2025 annual report (Form 10-K)

Intrinsic value, DCF valuation, financial health and value investing analysis for the LSB Industries Inc stock.

Our verdict on LXU

Undervalued: intrinsic value $20.31 per share, market price $11.52, margin of safety 43.3% (as of 2026-10-30).

Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $20.31; the price of $11.52 is 43% below that value, and 84% of that value comes from beyond year five.

Leak Score: 55/100 on 12 of 12 signals (Weak Signal).

ETFs with the most weight in LXU

17 more funds hold it; the full list is part of the paid plan.

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Is LXU undervalued or overvalued?

LXU is undervalued (as of the 2026-10-30 close). Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $20.31; the price of $11.52 is 43% below that value, and 84% of that value comes from beyond year five.

What is the intrinsic value of LXU?

$20.31 per share (as of the 2026-10-30 close), against a market price of $11.52. That is a margin of safety of 43.3%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.

What is LSB Industries Inc's Leak Score?

55 out of 100, which we rate "Weak Signal", on 12 of 12 value investing signals.