Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TROX
Strong SellSinkerTronox Holdings plc · Basic Materials · United States · $862M · Avg Vol: $13M/d
COMPANY DESCRIPTION
Tronox Holdings plc is one of the world's leading producers of high-quality titanium dioxide (TiO2) pigment, which is used to provide whiteness and brightness to paints, plastics, and paper. The company's primary competitive moat is its highly vertically integrated business model, which combines titanium ore mining with chemical processing to ensure a secure, low-cost supply of feedstock. This integration insulates Tronox from raw material price volatility and positions it as a highly cost-competitive global leader in the specialty chemicals sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.5B | 2.9B | 3.1B | 2.9B | -5.7% | 3.1B | 3.3B | 3.4B | 8.9% |
| EPS | 3.21 | -2.02 | -0.31 | -2.97 | — | -3.41 | — | — | — |
| Shares | 154.5M | 156.8M | 157.9M | 158.6M | +2.6% | 159.7M | — | — | — |
| Debt | 2.7B | 3.0B | 3.0B | 3.4B | 8.3% | 3.5B | — | — | — |
| Equity | 2.4B | 1.9B | 1.8B | 1.4B | -15.6% | — | — | — | — |
| Op CF | 598.0M | 184.0M | 300.0M | 60.0M | -53.5% | 127.0M | — | — | — |
| Inv CF | -415.0M | -255.0M | -343.0M | -328.0M | — | — | — | — | — |
| Fin CF | -250.0M | 176.0M | -71.0M | 321.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of TROX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TROX | Tronox Holdings plc(you) | $862M | 11 | Strong Sell |
| ISO.JO | ASP Isotopes Inc. | $626M | 17 | Strong Sell |
| RYAM | Rayonier Advanced Materials Inc. | $582M | 27 | Sell |
| HUN | Huntsman Corporation | $1.7B | 33 | Sell |
| ASIX | AdvanSix Inc. | $445M | 34 | Sell |
| LXU | LSB Industries, Inc. | $748M | 47 | Hold |
| OLN | Olin Corporation | $2.0B | 38 | Hold |
| CE | Celanese Corporation | $4.9B | 32 | Sell |
| ACNT | Ascent Industries Co. | $139M | 38 | Hold |
| GPRE | Green Plains Inc. | $1.0B | 83 | Strong Buy |
Peer medians: ROE 2.6% · P/E 23.0x · Gross margin 24.4%