REX American Resources Corporation (REX)vsTronox Holdings PLC (TROX)
REX
REX American Resources Corporation
$41.62
-1.21%
BASIC MATERIALS · Cap: $1.40B
TROX
Tronox Holdings PLC
$4.32
-2.38%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Tronox Holdings PLC generates 347% more annual revenue ($3.06B vs $684.53M). REX leads profitability with a 17.6% profit margin vs -19.2%. REX earns a higher WallStSmart Score of 71/100 (B).
REX
Strong Buy71
out of 100
Grade: B
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.4%
Fair Value
$48.51
Current Price
$41.62
$6.89 discount
Margin of Safety
+75.8%
Fair Value
$34.73
Current Price
$4.32
$30.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 390.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 20.2%
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
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 : REX
The strongest argument for REX centers on P/E Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 17.6% and operating margin at 20.2%. Revenue growth of 17.9% 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 : REX
The primary concerns for REX are PEG Ratio, Market Cap.
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.
TROX is growing revenue faster at 18.7% — sustainability is the question.
TROX generates stronger free cash flow (60M), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
REX scores higher overall (71/100 vs 52/100), backed by strong 17.6% margins and 17.9% revenue growth. TROX offers better value entry with a 75.8% margin of safety. Both earn "Strong 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.
REX American Resources Corporation
BASIC MATERIALS · CHEMICALS · USA
REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.
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.
Compare with Other CHEMICALS Stocks
Want to dig deeper into these stocks?