LXU vs MEOH

LSB Industries, Inc. vs Methanex Corporation — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — LXU scores higher on quality with 8.9/10 vs MEOH's 8.2/10. LXU trades at $13.06 while MEOH trades at $62.00. Both analyzed daily using SEC EDGAR data across 13 institutional models.

LXU

Chemicals
LSB Industries, Inc.
Quality
8.9
out of 10
Value Trap
18
SAFE
Price
$13.06
Last close
Models
11/13
Active
VS

MEOH

Chemicals
Methanex Corporation
Quality
8.2
out of 10
Value Trap
18
SAFE
Price
$62.00
Last close
Models
12/13
Active
LXU
Quality Score 8.9/10 — top tier
Limited to 2/13 visible models
MEOH
Bayesian DCF sees +80.0% upside
Limited to 2/13 visible models

LXU vs MEOH — Fair Value Comparison

LXU
$0$5$10$15 Price$13.06 Bayesian …$10.22 (-21.8%) Earnings …$0.98 (-92.5%)
MEOH
$0$44$88$132 Price$62.00 Bayesian …$111.57 (+80.0%) Earnings …$69.68 (+12.4%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType LXU Fair ValueLXU Upside MEOH Fair ValueMEOH Upside
Bayesian DCF Intrinsic $10.22 -21.8% $111.57 +80.0%
Earnings Power Value Intrinsic $0.98 -92.5% $69.68 +12.4%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

LXU vs MEOH — Which Stock Is More Undervalued in 2026?

LXU scores higher with a 8.9/10 quality rating vs MEOH's 8.2/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do LXU and MEOH Valuations Compare?

At $13.06, LXU trades +21.8% above its Bayesian DCF fair value of $10.22, while MEOH at $62.00 trades +80.0% below its estimate of $111.57. MEOH shows a wider gap between price and intrinsic value.

Quality of Company: LXU vs MEOH

LXU earns a Quality of Company score of 8.9/10 compared to MEOH's 8.2/10. The scores are closely matched, indicating similar fundamental quality profiles. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: LXU vs MEOH

LXU carries a SAFE value trap risk (18/100) while MEOH shows SAFE risk (18/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Chemicals

Both LXU and MEOH operate in Chemicals, which has 18 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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