TROX

Tronox Holdings PLC

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Advanced Chart

5.700

-0.12(-2.062%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

5.850

Open

5.790

VWAP

Vol

1.22M

Mkt Cap

922.25M

Low

5.605

Amount

EV/EBITDA(TTM)

6.60

Total Shares

157.84M

3.79B

EV/OCF(TTM)

12.76

P/S(TTM)

0.30

Tronox Holdings plc is a producer of titanium products, including titanium dioxide (TiO2) pigment, specialty-grade titanium dioxide products and high-purity titanium chemicals, and zircon. The Company is a vertically integrated manufacturer of TiO2 pigment. It mines titanium-bearing mineral sands and operates upgrading facilities that produce high-grade titanium feedstock materials, pig iron and other minerals, including the rare earth-bearing mineral, monazite. It operates titanium-bearing mineral sand mines and beneficiation and smelting operations in Australia and South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in certain specialty applications. The Company supplies and markets TiO2 under the brand names TIONA and CristalActiv. It has nine pigment facilities located in the United States, Australia, Brazil, and the United Kingdom, among others.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2025Q3

FY2025Q2

715.16M

+5.79%

0.067

+122.23%

786.49M

-2.18%

0.097

-174.69%

784.52M

-4.33%

-0.120

-271.9%

Estimates Revision

The market is revising Downward the revenue expectations for Tronox Holdings plc (TROX) for FY2025, with the revenue forecasts being adjusted by -4.97% over the past three months. During the same period, the stock price has changed by 1.97%.

Revenue Estimates for FY2025

Revise Downward

-4.97%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-105.7%

In Past 3 Month

Stock Price

Go Up

+1.97%

In Past 3 Month

9 Analyst Rating

39.30% Upside

Wall Street analysts forecast TROX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TROX is 7.94 USD with a low forecast of 3.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

6 Buy

2 Hold

1 Sell

Moderate Buy

39.30% Upside

Current: 5.700

Low

3.00

Averages

7.94

High

17.00

39.30% Upside

Current: 5.700

Low

3.00

Averages

7.94

High

17.00

Mizuho

John Roberts

Neutral

downgrade

$6 -> $5

2025-07-15

Reason

Mizuho

John Roberts

Price Target

$6 -> $5

2025-07-15

downgrade

Neutral

Reason

Mizuho analyst John Roberts lowered the firm's price target on Tronox to $5 from $6 and keeps a Neutral rating on the shares. The firm updated price targets in chemicals and packaging ahead of the Q2 reports. It says the new targets reflect the recent market multiple recovery. Mizuho's top picks are all specialty and defensive names: Corteva (CTVA), Crown (CCK) and Linde (LIN). A pause in tariffs likely pulled forward some demand, which could create a year-end slowdown, the analyst tells investors in a research note.

UBS

Joshua Spector

Buy

downgrade

2025-07-09

Reason

UBS

Joshua Spector

Price Target

2025-07-09

downgrade

Buy

Reason

UBS analyst Joshua Spector lowered the firm's price target on Tronox to $8 from $8.50 and keeps a Buy rating on the shares. Better than feared tariff impacts could support downstream firms in the quarter, while commodities are likely to remain under pressure with weaker demand trends, the analyst tells investors in a research note.

BMO Capital

John McNulty

Market Perform -> Underperform

downgrade

$7 -> $3

2025-06-30

Reason

BMO Capital

John McNulty

Price Target

$7 -> $3

2025-06-30

downgrade

Market Perform -> Underperform

Reason

BMO Capital analyst John McNulty downgraded Tronox to Underperform from Market Perform with a price target of $3, down from $7. Due to weak U.S. housing, soft China construction markets, and listless demand in Europe, the demand environment remains challenged and pricing remains difficult even in tariff-protected areas owing to the soft demand and fierce competition, the analyst tells investors. High costs are moving more slowly through the company's P&L, adds the analyst, who sees significant risk to earnings and cash flows in 2025 and 2026.

UBS

Joshua Spector

Buy

downgrade

$10

2025-06-04

Reason

UBS

Joshua Spector

Price Target

$10

2025-06-04

downgrade

Buy

Reason

UBS analyst Joshua Spector lowered the firm's price target on Tronox to $8.50 from $10 and keeps a Buy rating on the shares.

JPMorgan

Neutral -> Overweight

upgrade

$5 -> $7

2025-05-30

Reason

JPMorgan

Price Target

$5 -> $7

2025-05-30

upgrade

Neutral -> Overweight

Reason

JPMorgan upgraded Tronox to Overweight from Neutral with a price target of $7, up from $5. The firm believes TiO2 prices are likely to move higher either in Q2 or Q3 after a two-year period of decline. There are volume opportunities for Tronox as roughly 400,000 tons annually have been shipped by China into the Indian and Brazilian markets where tariffs in excess of $500/t have been partly or fully implemented, the analyst tells investors in a research note. JPMorgan thinks titanium dioxide fundamentals for Tronox and Chemours are improving.

Barclays

Overweight

downgrade

$13 -> $8

2025-05-28

Reason

Barclays

Price Target

$13 -> $8

2025-05-28

downgrade

Overweight

Reason

Barclays lowered the firm's price target on Tronox to $8 from $13 and keeps an Overweight rating on the shares. The firm updated estimates and price targets for SMID-cap chemical companies post the Q1 reports.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Tronox Holdings PLC (TROX.N) is 39.67, compared to its 5-year average forward P/E of 16.96. For a more detailed relative valuation and DCF analysis to assess Tronox Holdings PLC 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Overvalued

5Y Average PE

16.96

Current PE

39.67

Overvalued PE

33.14

Undervalued PE

0.77

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

6.82

Current EV/EBITDA

7.62

Overvalued EV/EBITDA

8.08

Undervalued EV/EBITDA

5.55

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Strongly Undervalued

5Y Average PS

0.69

Current PS

0.29

Overvalued PS

0.89

Undervalued PS

0.50