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Tronox Holdings plcNYSE:TROX Stock Report

Market Cap US$542.2m
Share Price
US$3.61
My Fair Value
n/a
1Y-70.3%
7D3.3%
Portfolio Value
​
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Tronox Holdings plc

NYSE:TROX Stock Report

Market Cap: US$542.2m

Tronox Holdings (TROX) Stock Overview

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. More details

TROX fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance0/6
Financial Health2/6
Dividends2/6

Rewards

Trading at 76% below our estimate of its fair value

Trading at good value compared to peers and industry

Risk Analysis

Dividend of 5.54% is not well covered by earnings or free cash flows

Interest payments are not well covered by earnings

Volatile share price over the past 3 months compared to the US market


TROX Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Tronox Holdings

Rising Compliance Costs And Fierce Chinese Competition Will Hamper Margins

Key Takeaways Increasing regulatory and environmental pressures, along with sustained demand shifts, threaten long-term profitability and revenue stability for Tronox. High debt levels and exposure to industry overcapacity amplify financial risks, constraining future growth and flexibility.
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US$1.11
FV
224.8% overvalued intrinsic discount
0.034%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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Tronox Holdings

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

Key Takeaways Strong positioning in emerging and sustainable markets, driven by supply advantages and specialty product innovations, is expected to fuel future revenue growth. Cost improvements, operational efficiencies, and new high-margin initiatives should enhance profitability and diversify earnings as industry dynamics become more favorable.
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US$4.63
FV
22.0% undervalued intrinsic discount
4.36%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
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Tronox Holdings

Global Urbanization And Sustainability Trends Will Boost Titanium Dioxide Markets

Key Takeaways Accelerated cost-saving efforts and operational optimizations are set to boost margins and earnings ahead of initial expectations as market conditions recover. Expansion into rare earth minerals and strengthened mining capacity position Tronox for long-term growth and increased pricing power beyond traditional markets.
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US$7
FV
48.4% undervalued intrinsic discount
3.89%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Tronox Holdings plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Tronox Holdings
Historical stock prices
Current Share PriceUS$3.42
52 Week HighUS$12.72
52 Week LowUS$2.86
Beta1.19
1 Month Change3.32%
3 Month Change-0.58%
1 Year Change-70.29%
3 Year Change-76.38%
5 Year Change-70.77%
Change since IPO-78.76%

Recent News & Updates

Recent updates

Tronox: TiO2 Market Inflection Elusive, Wait Out The Demand Weakness

Sep 18

There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues Despite A 26% Share Price Rise

Aug 31
There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues Despite A 26% Share Price Rise

Is Tronox Holdings (NYSE:TROX) A Risky Investment?

Aug 23
Is Tronox Holdings (NYSE:TROX) A Risky Investment?

Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

Aug 01
Tronox Holdings' (NYSE:TROX) Returns On Capital Tell Us There Is Reason To Feel Uneasy

There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues

Jul 14
There's No Escaping Tronox Holdings plc's (NYSE:TROX) Muted Revenues

Market Cool On Tronox Holdings plc's (NYSE:TROX) Revenues Pushing Shares 32% Lower

Mar 04
Market Cool On Tronox Holdings plc's (NYSE:TROX) Revenues Pushing Shares 32% Lower

Earnings Release: Here's Why Analysts Cut Their Tronox Holdings plc (NYSE:TROX) Price Target To US$12.33

Feb 22
Earnings Release: Here's Why Analysts Cut Their Tronox Holdings plc (NYSE:TROX) Price Target To US$12.33

Is Tronox Holdings plc (NYSE:TROX) Potentially Undervalued?

Feb 08
Is Tronox Holdings plc (NYSE:TROX) Potentially Undervalued?

Tronox Holdings plc's (NYSE:TROX) Shares Not Telling The Full Story

Jan 08
Tronox Holdings plc's (NYSE:TROX) Shares Not Telling The Full Story

Tronox Holdings (NYSE:TROX) Seems To Be Using A Lot Of Debt

Nov 21
Tronox Holdings (NYSE:TROX) Seems To Be Using A Lot Of Debt

Sentiment Still Eluding Tronox Holdings plc (NYSE:TROX)

Sep 25
Sentiment Still Eluding Tronox Holdings plc (NYSE:TROX)
User avatar

Rising TiO2 Demand And Strategic Sustainability Focus Propel Profit Growth

Strategic focus on sustainability and reducing carbon emissions could draw ESG-focused investors, enhancing long-term valuation.

We Think You Should Be Aware Of Some Concerning Factors In Tronox Holdings' (NYSE:TROX) Earnings

Aug 14
We Think You Should Be Aware Of Some Concerning Factors In Tronox Holdings' (NYSE:TROX) Earnings

Tronox Holdings (NYSE:TROX) Has No Shortage Of Debt

Jul 28
Tronox Holdings (NYSE:TROX) Has No Shortage Of Debt

Investors Aren't Entirely Convinced By Tronox Holdings plc's (NYSE:TROX) Revenues

Jun 13
Investors Aren't Entirely Convinced By Tronox Holdings plc's (NYSE:TROX) Revenues

Here's Why Tronox Holdings (NYSE:TROX) Is Weighed Down By Its Debt Load

Apr 18
Here's Why Tronox Holdings (NYSE:TROX) Is Weighed Down By Its Debt Load

Tronox Holdings plc (NYSE:TROX) Analysts Are Pretty Bullish On The Stock After Recent Results

Feb 24
Tronox Holdings plc (NYSE:TROX) Analysts Are Pretty Bullish On The Stock After Recent Results

Why We're Not Concerned About Tronox Holdings plc's (NYSE:TROX) Share Price

Feb 09
Why We're Not Concerned About Tronox Holdings plc's (NYSE:TROX) Share Price

Tronox Holdings: Starting Multiples, Sluggish Returns Offset Potential Outsized Earnings Growth

Jan 31

Tronox Holdings (NYSE:TROX) Use Of Debt Could Be Considered Risky

Jan 13
Tronox Holdings (NYSE:TROX) Use Of Debt Could Be Considered Risky

When Should You Buy Tronox Holdings plc (NYSE:TROX)?

Nov 28
When Should You Buy Tronox Holdings plc (NYSE:TROX)?

Tronox Holdings (NYSE:TROX) Has Announced A Dividend Of $0.125

Nov 07
Tronox Holdings (NYSE:TROX) Has Announced A Dividend Of $0.125

Is There An Opportunity With Tronox Holdings plc's (NYSE:TROX) 46% Undervaluation?

Oct 23
Is There An Opportunity With Tronox Holdings plc's (NYSE:TROX) 46% Undervaluation?

Tronox Holdings: Growth May Be There, But A Fair Price Isn't

Oct 10

Tronox Holdings (NYSE:TROX) Is Paying Out A Dividend Of $0.125

Aug 05
Tronox Holdings (NYSE:TROX) Is Paying Out A Dividend Of $0.125

Does Tronox Holdings (NYSE:TROX) Have A Healthy Balance Sheet?

Jul 18
Does Tronox Holdings (NYSE:TROX) Have A Healthy Balance Sheet?

Tronox Holdings: Still Trading At A Double-Digit Free Cash Flow Yield

Jul 06

At US$12.15, Is Tronox Holdings plc (NYSE:TROX) Worth Looking At Closely?

May 24
At US$12.15, Is Tronox Holdings plc (NYSE:TROX) Worth Looking At Closely?

Tronox Holdings (NYSE:TROX) Will Pay A Dividend Of $0.125

May 06
Tronox Holdings (NYSE:TROX) Will Pay A Dividend Of $0.125

Shareholder Returns

TROXUS ChemicalsUS Market
7D3.3%-2.5%-2.0%
1Y-70.3%-17.4%12.1%

Return vs Industry: TROX underperformed the US Chemicals industry which returned -17.4% over the past year.

Return vs Market: TROX underperformed the US Market which returned 12.1% over the past year.

Price Volatility

Is TROX's price volatile compared to industry and market?
TROX volatility
TROX Average Weekly Movement11.3%
Chemicals Industry Average Movement6.3%
Market Average Movement6.4%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.0%

Stable Share Price: TROX's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: TROX's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20186,500John Romanowww.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.

Tronox Holdings plc Fundamentals Summary

How do Tronox Holdings's earnings and revenue compare to its market cap?
TROX fundamental statistics
Market capUS$542.25m
Earnings (TTM)-US$325.00m
Revenue (TTM)US$2.84b
0.2x
P/S Ratio
-1.7x
P/E Ratio

Is TROX overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TROX income statement (TTM)
RevenueUS$2.84b
Cost of RevenueUS$2.49b
Gross ProfitUS$355.00m
Other ExpensesUS$680.00m
Earnings-US$325.00m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-2.05
Gross Margin12.48%
Net Profit Margin-11.43%
Debt/Equity Ratio200.4%

How did TROX perform over the long term?

See historical performance and comparison

Dividends

5.8%
Current Dividend Yield
-21%
Payout Ratio

Does TROX pay a reliable dividends?

See TROX dividend history and benchmarks
When do you need to buy TROX by to receive an upcoming dividend?
Tronox Holdings dividend dates
Ex Dividend DateNov 10 2025
Dividend Pay DateJan 06 2026
Days until Ex dividend1 day
Days until Dividend pay date56 days

Does TROX pay a reliable dividends?

See TROX dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/10 19:29
End of Day Share Price 2025/11/07 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tronox Holdings plc is covered by 18 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael LeitheadBarclays
John McNultyBMO Capital Markets Equity Research
Matthew DeYoeBofA Global Research