Added to YB: 2025-06-13
Pitch date: 2025-06-11
NL [bullish]
NL Industries, Inc.
-3.93%
current return
Author Info
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Company Info
NL Industries, Inc., through its subsidiaries, operates in the component products industry in Europe, North America, the Asia Pacific, and internationally.
Market Cap
$329.2M
Pitch Price
$7.38
Price Target
N/A
Dividend
5.34%
Sector
Commercial Services and Supplies
Category
value
Developments in the titanium dioxide market bring the Contran Corporation back into focus - NL Industries, Inc.
NL: Trades at 39% discount to sum of parts: $232M KRO (low-levered TiO2 producer at 6x 2025 EBITDA vs TROX 7.4x), $259M CIX (niche lock/boating parts), $50M+ net cash. KRO benefits from German exposure, NA's lowest-cost plant. Dividends + upside from TiO2 recovery. Risk: lead lawsuit liabilities.
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