Celanese Corporation (CE)vsTronox Holdings PLC (TROX)
CE
Celanese Corporation
$51.03
-5.45%
BASIC MATERIALS · Cap: $5.86B
TROX
Tronox Holdings PLC
$7.34
-6.02%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Celanese Corporation generates 225% more annual revenue ($9.49B vs $2.92B). CE leads profitability with a -11.6% profit margin vs -15.8%. TROX earns a higher WallStSmart Score of 48/100 (D+).
CE
Hold47
out of 100
Grade: D+
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.1%
Fair Value
$85.47
Current Price
$51.03
$34.44 discount
Margin of Safety
+75.3%
Fair Value
$34.11
Current Price
$7.34
$26.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 28.2% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 48.2% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of -26.9% — below average capital efficiency
Revenue declined 2.2%
3.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -30.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CE
The strongest argument for CE centers on Price/Book, EPS Growth.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Debt/Equity, EPS Growth.
Bear Case : CE
The primary concerns for CE are Piotroski F-Score, PEG Ratio, Return on Equity. Debt-to-equity of 3.09 is elevated, increasing financial risk.
Bear Case : TROX
The primary concerns for TROX are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
TROX carries more volatility with a beta of 0.74 — expect wider price swings.
TROX is growing revenue faster at 3.0% — sustainability is the question.
CE generates stronger free cash flow (10M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TROX scores higher overall (48/100 vs 47/100). CE offers better value entry with a 29.1% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Celanese Corporation
BASIC MATERIALS · CHEMICALS · USA
Celanese Corporation is a Fortune 500 global technology and specialty materials company headquartered in Irving, Texas, United States.
Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
Compare with Other CHEMICALS Stocks
Want to dig deeper into these stocks?