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Tronox Holdings plc Stock Price

NYSE:TROX Community·US$1.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

TROX Share Price Performance

US$6.38
0.76 (13.52%)
US$7.03
Fair Value
US$6.38
0.76 (13.52%)
9.3% undervalued intrinsic discount
US$7.03
Fair Value
Price US$6.38
AnalystConsensusTarget US$7.03
AnalystHighTarget US$11.00
AnalystLowTarget US$4.00

TROX Community Narratives

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Fair Value US$7.03 9.3% undervalued intrinsic discount

Rising Titanium Dioxide Demand And India's Growth Will Expand Markets

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·
Fair Value US$11 42.0% undervalued intrinsic discount

Global Urbanization And Sustainability Trends Will Boost Titanium Dioxide Markets

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·
Fair Value US$4 59.5% overvalued intrinsic discount

Rising Compliance Costs And Fierce Chinese Competition Will Hamper Margins

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US$4
59.5% overvalued intrinsic discount
Profit Margin
9.1%
Future PE
3.07x
Price in 2029
US$5.59

Trending Discussion

No trending discussion available.

Updated Narratives

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TROX: TiO2 Demand And Margin Uncertainty Will Keep Fair Value Constrained

Fair Value: US$7.03 9.3% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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TROX: Pricing And Cost Discipline Will Shape Future Margin Recovery Potential

Fair Value: US$11 42.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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TROX: Demand And Margin Pressures Will Keep Earnings Recovery Subdued

Fair Value: US$4 59.5% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Fair value with very low risk.

2 Risks
1 Reward

Tronox Holdings plc Key Details

US$2.9b

Revenue

US$2.7b

Cost of Revenue

US$214.0m

Gross Profit

US$676.0m

Other Expenses

-US$462.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
-2.90
7.33%
-15.82%
250.4%
View Full Analysis

About TROX

Founded
2018
Employees
5700
CEO
John Romano
WebsiteView website
www.tronox.com

Tronox Holdings plc operates as a manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates titanium-bearing mineral sand mines; and engages in beneficiation and smelting operations. It offers TiO2 pigment; ultrafine specialty TiO2; zircon; high purity pig iron; monazite; feedstock; and titanium tetrachloride products. The company’s products are used for the manufacture of paints, coatings, plastics, and paper, as well as various other applications. Tronox Holdings plc was incorporated in 2018 and is based in Stamford, Connecticut.

Recent TROX News & Updates

Narrative Update Jul 22

TROX: TiO2 Demand And Margin Uncertainty Will Keep Fair Value Constrained

Tronox Holdings' updated fair value estimate moves lower to $7.03 from $7.88 as analysts factor in reduced price targets, including cuts to $6.50 and $10, along with ongoing concerns about TiO2 demand, margin pressure, and higher perceived risk reflected in a higher discount rate. Analyst Commentary Recent research on Tronox Holdings shows a split view, with some analysts seeing scope for operational improvement while others focus on TiO2 demand risks, margin pressure, and downside potential for the stock.

Recent updates

No updates