Tronox Holdings PLC (TROX)vsUSA Rare Earth, Inc. (USAR)
TROX
Tronox Holdings PLC
$3.73
+1.22%
BASIC MATERIALS · Cap: $552.56M
USAR
USA Rare Earth, Inc.
$10.48
+0.77%
BASIC MATERIALS · Cap: $4.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Tronox Holdings PLC generates 23126% more annual revenue ($3.06B vs $13.16M). USAR leads profitability with a 0.0% profit margin vs -19.2%. TROX earns a higher WallStSmart Score of 52/100 (C-).
TROX
Buy52
out of 100
Grade: C-
USAR
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.5%
Fair Value
$34.32
Current Price
$3.73
$30.59 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bull Case : USAR
The strongest argument for USAR centers on Price/Book, Debt/Equity.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.90 is elevated, increasing financial risk.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
TROX profiles as a growth stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 2.68 — expect wider price swings.
TROX is growing revenue faster at 18.7% — sustainability is the question.
TROX generates stronger free cash flow (60M), providing more financial flexibility.
Bottom Line
TROX scores higher overall (52/100 vs 26/100) and 18.7% revenue growth. 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.
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.
USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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