Dow Inc (DOW)vsTronox Holdings PLC (TROX)
DOW
Dow Inc
$33.97
-2.36%
BASIC MATERIALS · Cap: $24.40B
TROX
Tronox Holdings PLC
$7.34
-6.02%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Dow Inc generates 1247% more annual revenue ($39.33B vs $2.92B). DOW leads profitability with a -7.2% profit margin vs -15.8%. TROX earns a higher WallStSmart Score of 48/100 (D+).
DOW
Hold40
out of 100
Grade: F
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-21.5%
Fair Value
$27.98
Current Price
$33.97
$5.99 premium
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 48.2% YoY
Areas to Watch
Operating margin of 0.0%
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : DOW
The strongest argument for DOW centers on Price/Book.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Debt/Equity, EPS Growth.
Bear Case : DOW
The primary concerns for DOW are Operating Margin, Debt/Equity, Piotroski F-Score.
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.
DOW generates stronger free cash flow (621M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TROX scores higher overall (48/100 vs 40/100). 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.
Dow Inc
BASIC MATERIALS · CHEMICALS · USA
Dow Inc. is an American commodity chemical company. The company is headquartered in Midland, Michigan.
Visit Website →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.
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