PPG Industries Inc (PPG)vsTronox Holdings PLC (TROX)
PPG
PPG Industries Inc
$105.50
+0.43%
BASIC MATERIALS · Cap: $24.39B
TROX
Tronox Holdings PLC
$4.42
-3.49%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 437% more annual revenue ($16.42B vs $3.06B). PPG leads profitability with a 9.6% profit margin vs -19.2%. PPG earns a higher WallStSmart Score of 57/100 (C).
PPG
Buy57
out of 100
Grade: C
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1.4%
Fair Value
$129.29
Current Price
$105.50
$23.79 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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Earnings declined 1.5%
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 : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book.
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 : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth.
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
PPG profiles as a value stock while TROX is a growth play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
TROX is growing revenue faster at 18.7% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (57/100 vs 52/100). TROX offers better value entry with a 75.8% margin of safety. Both earn "Buy" and "Buy" 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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