LXU

LSB Industries, Inc.

Basic Materials · $701M market cap

Share price

$9.86

close of Oct 3, 2026

Fair value

$4.77

Sticker Price

Payback Price

$1.91

buy price

Overpriced

LXU is Overpriced: at $9.86 it trades 107% above its fair value of $4.77. Its buy price (Payback Price) is $1.91, 81% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow. Sales grew -12% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth3.3% a year✗

Equity per share growth3.5% a year✗

Sales growth-1.3% a year✗

Free cash flow growth9.9% a year✗

Return on invested capital2.5%✗

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Superinvestors

2 of the investors we track hold LXU. In Q2 2026, 1 added. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$15.3M

1,418,900 shares

Third Avenue Management

Third Avenue Management · as of Q2 2026

$4.1M

381,096 shares

Moves in Q2 2026

Added: First Eagle Investment Management

Insider activity

Since Aug 12, 2026: 2 open-market purchases worth $21K. Why purchases matter

Purchases

Ackerman Jonathan Z.

director · 2026-09-15

Bought

$11K

Ackerman Jonathan Z.

director · 2026-08-12

Bought

$10K

About LSB Industries, Inc.

LSB Industries, Inc. specializes in the production, distribution, and sale of a diverse array of chemical compounds. The company is a key supplier of nitrogen-based agricultural inputs, including ammonia, fertilizer-grade ammonium nitrate (HDAN), urea ammonia nitrate, and NPK blends, which are essential for enhancing the growth of corn and various other crops. Beyond agriculture, LSB provides a broad spectrum of…

Chemicals