Kronos Worldwide Inc (KRO)vsMP Materials Corp (MP)
KRO
Kronos Worldwide Inc
$7.46
+4.78%
BASIC MATERIALS · Cap: $890.86M
MP
MP Materials Corp
$35.41
+4.95%
BASIC MATERIALS · Cap: $7.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Kronos Worldwide Inc generates 367% more annual revenue ($1.94B vs $416.25M). KRO leads profitability with a -5.6% profit margin vs -14.6%. KRO earns a higher WallStSmart Score of 55/100 (C).
KRO
Buy55
out of 100
Grade: C
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.3%
Fair Value
$17.43
Current Price
$7.46
$9.97 discount
Margin of Safety
+18.9%
Fair Value
$43.68
Current Price
$35.41
$8.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 124.8% YoY
Revenue surging 119.7% year-over-year
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -14.6% — below average capital efficiency
Currently unprofitable
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : KRO
The strongest argument for KRO centers on Price/Book, EPS Growth. Revenue growth of 12.9% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bull Case : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : KRO
The primary concerns for KRO are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
KRO profiles as a turnaround stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.99 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
KRO generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
KRO scores higher overall (55/100 vs 30/100) and 12.9% revenue growth. MP offers better value entry with a 18.9% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Kronos Worldwide Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Kronos Worldwide, Inc. produces and markets titanium dioxide (TiO2) pigments in Europe, North America, Asia Pacific, and internationally. The company is headquartered in Dallas, Texas.
Visit Website →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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