Industrial Inorganic Chemicals stocks: intrinsic value, ROIC & growth
10 U.S. industrial inorganic chemicals companies with at least three years of SEC filings, ranked by size. 5 of the 8 with a current price trade below their Graham intrinsic value. The median company earned a 8.2% average return on invested capital and grew revenue 4.2% a year.
Updated October 18, 2026
10companies
5below Graham value
8.2%median 10-yr ROIC
4.2%median revenue CAGR
Highest-ROIC industrial inorganic chemicals stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| KRO | KRONOS WORLDWIDE INC | 12.4% | $7.43 | $10.03 | 26% below | $854.4M | 12.4% | 3.5% |
| LIN | Linde plc | 12.4% | $498.43 | $413.18 | 21% above | $235.4B | 12.4% | 13.9% |
| APD | Air Products | 10.9% | $299.59 | $285.77 | 5% above | $66.7B | 10.9% | 5.4% |
| MTX | MINERALS TECHNOLOGIES INC | 8.2% | $62.99 | $61.55 | 2% above | $2.0B | 8.2% | 2.6% |
| LXFR | LUXFER HOLDINGS PLC | 7.3% | $17.23 | — | — | $469.4M | 7.3% | -0.8% |
| TROX | Tronox Holdings plc | 3.7% | $3.47 | $66.79 | 95% below | $549.9M | 3.7% | 9.2% |
| LXU | LSB INDUSTRIES, INC. | 2.5% | $10.63 | — | — | $769.2M | 2.5% | 5.7% |
| NL | NL INDUSTRIES INC | 0.4% | $6.63 | $20.22 | 67% below | $323.9M | 0.4% | 4.2% |
All industrial inorganic chemicals stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| LIN | Linde plc | $498.43 | $413.18 | 21% above | $235.4B | 12.4% | 13.9% |
| APD | Air Products | $299.59 | $285.77 | 5% above | $66.7B | 10.9% | 5.4% |
| MTX | MINERALS TECHNOLOGIES INC | $62.99 | $61.55 | 2% above | $2.0B | 8.2% | 2.6% |
| KRO | KRONOS WORLDWIDE INC | $7.43 | $10.03 | 26% below | $854.4M | 12.4% | 3.5% |
| LXU | LSB INDUSTRIES, INC. | $10.63 | — | — | $769.2M | 2.5% | 5.7% |
| TROX | Tronox Holdings plc | $3.47 | $66.79 | 95% below | $549.9M | 3.7% | 9.2% |
| LXFR | LUXFER HOLDINGS PLC | $17.23 | — | — | $469.4M | 7.3% | -0.8% |
| NL | NL INDUSTRIES INC | $6.63 | $20.22 | 67% below | $323.9M | 0.4% | 4.2% |
| LTBR | LIGHTBRIDGE Corp | $5.21 | $100.15 | 95% below | $127.7M | -64.2% | -76.9% |
| VHI | VALHI INC /DE/ | $14.68 | $50.88 | 71% below | $418 | 17.1% | 3.5% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue