PPG Industries Inc (PPG)vsTronox Holdings PLC (TROX)
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
TROX
Tronox Holdings PLC
$7.34
-6.02%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 452% more annual revenue ($16.12B vs $2.92B). PPG leads profitability with a 9.8% profit margin vs -15.8%. PPG earns a higher WallStSmart Score of 58/100 (C).
PPG
Buy58
out of 100
Grade: C
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
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 : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Debt/Equity, EPS Growth.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : TROX
The primary concerns for TROX are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
PPG profiles as a value stock while TROX is a turnaround play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
TROX generates stronger free cash flow (-137M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (58/100 vs 48/100). TROX offers better value entry with a 75.3% margin of safety. 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.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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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