Tronox Holdings PLC (TROX)vsUSA Rare Earth, Inc. (USAR)
TROX
Tronox Holdings PLC
$9.99
+3.36%
BASIC MATERIALS · Cap: $1.56B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Tronox Holdings PLC generates 176285% more annual revenue ($2.90B vs $1.64M). USAR leads profitability with a 0.0% profit margin vs -16.2%. TROX earns a higher WallStSmart Score of 48/100 (D+).
TROX
Hold48
out of 100
Grade: D+
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.7%
Fair Value
$41.50
Current Price
$9.98
$31.52 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 48.2% YoY
No standout strengths identified
Areas to Watch
Smaller company, higher risk/reward
ROE of -29.2% — below average capital efficiency
Currently unprofitable
Operating margin of -5.1%
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, EPS Growth.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Return on Equity, Profit Margin.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
TROX profiles as a turnaround stock while USAR is a value play — different risk/reward profiles.
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
TROX is growing revenue faster at 8.0% — sustainability is the question.
TROX generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
TROX scores higher overall (48/100 vs 21/100). Both earn "Hold" 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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