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Tronox Holdings plc Stock Price

NYSE:TROX Community·US$1.2b 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$7.81
2.99 (62.03%)
US$7.88
Fair Value
US$7.81
2.99 (62.03%)
0.8% undervalued intrinsic discount
US$7.88
Fair Value
Price US$7.81
AnalystConsensusTarget US$7.88
AnalystLowTarget US$4.37
AnalystHighTarget US$10.00

TROX Community Narratives

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Fair Value US$7.88 0.8% undervalued intrinsic discount

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

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Fair Value US$4.37 78.9% overvalued intrinsic discount

Rising Compliance Costs And Fierce Chinese Competition Will Hamper Margins

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Fair Value US$10 21.9% undervalued intrinsic discount

Global Urbanization And Sustainability Trends Will Boost Titanium Dioxide Markets

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1users have followed this narrative
US$4.37
78.9% overvalued intrinsic discount
Profit Margin
9.66%
Future PE
3.09x
Price in 2029
US$6.03

Trending Discussion

Updated Narratives

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TROX: Slower Earnings Recovery Will Limit Upside Despite Higher Street Expectations

Fair Value: US$7.88 0.8% undervalued intrinsic discount
8 users have set this as their fair value
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TROX: Plant Closure And Refining Assumptions Will Shape Balanced Risk Reward Outlook

Fair Value: US$10 21.9% undervalued intrinsic discount
1 users have set this as their fair value
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TROX: Higher Forecasts And China Closure Will Keep Execution Risk Elevated

Fair Value: US$4.37 78.9% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with slight risk.

4 Risks
2 Rewards

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
n/a
-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 vertically integrated 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

Seeking Alpha May 23

Tronox: Signs Of A Bottom Are Emerging, But The Balance Sheet Keeps Me Cautious

Summary Tronox is rated Hold as recovery drivers are real but valuation is stretched at 10x–11x forward EV/EBITDA with 5x leverage. Antidumping duties are rebalancing TiO2 trade flows, aiding volume recovery, while chloride process advantages insulate TROX from sulfur-driven cost shocks. Q1'26 showed sequential improvement in TiO2 and zircon volumes, but pricing remains below normalized levels and net losses persist amid high debt. The rare earths initiative offers long-term optionality, but near-term earnings and free cash flow are constrained by commodity cycles and capital needs. Read the full article on Seeking Alpha

Recent updates

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