Dow Inc (DOW)vsTronox Holdings PLC (TROX)
DOW
Dow Inc
$29.03
-2.06%
BASIC MATERIALS · Cap: $21.36B
TROX
Tronox Holdings PLC
$4.42
-3.49%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Dow Inc generates 1252% more annual revenue ($41.32B vs $3.06B). DOW leads profitability with a -3.1% profit margin vs -19.2%. TROX earns a higher WallStSmart Score of 52/100 (C-).
DOW
Hold49
out of 100
Grade: D+
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.6%
Fair Value
$28.91
Current Price
$29.03
$0.12 premium
Margin of Safety
+75.8%
Fair Value
$34.73
Current Price
$4.42
$30.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
19.7% revenue growth
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of -4.9% — below average capital efficiency
Earnings declined 73.3%
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DOW
The strongest argument for DOW centers on Price/Book, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bear Case : DOW
The primary concerns for DOW are Piotroski F-Score, PEG Ratio, Return on 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.
Key Dynamics to Monitor
TROX carries more volatility with a beta of 0.77 — expect wider price swings.
DOW is growing revenue faster at 19.7% — sustainability is the question.
DOW generates stronger free cash flow (699M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TROX scores higher overall (52/100 vs 49/100) and 18.7% revenue growth. Both earn "Buy" 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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