Titan America SA (TTAM) intrinsic value & 10-year financials
Titan America SA (TTAM) has a Graham intrinsic value of $33.55 per share. At $13.51 on Oct 27, 2026, the stock trades 60% below that value. Over the last 5 fiscal years revenue grew 6.8% a year to $1.7B, with an average return on invested capital of 16.2%.
- Graham intrinsic value
- $33.55
- Share price (Oct 27, 2026)
- $13.51
- Price vs Graham value
- 60% below
- Market cap
- $2.5B
- Revenue (FY2025)
- $1.7B
- Revenue growth (5-yr CAGR)
- 6.8%
- ROIC (10-yr avg)
- 16.2%
- Free cash flow (FY2025)
- $134.9M
TTAM 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.7B | $185.4M | $1.01 | $134.9M | 16.1% | 17.3% |
| FY2024 | $1.6B | $166.1M | $0.95 | $112.6M | 15.4% | 17.2% |
| FY2023 | $1.6B | $155.2M | $0.89 | $110.0M | 14.2% | 16.6% |
| FY2022 | $1.4B | $62.7M | $0.36 | $53.0M | 7.1% | 13.6% |
| FY2021 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Titan America SA revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Titan America SA has earned high returns on invested capital, averaging 17.0% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
Titan America SA capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Titan America SA is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $33.55 per share.