Sisecam Resources Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Sisecam Resources Lp (SIRE) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Sisecam Resources Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 764M vs 7,632M combined for tracked competitors (9.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.5% annualized vs trailing 12 months), vs decelerating (-5.9%) for its tracked peer group.
- Growth: Sisecam Resources Lp generated 26.7% revenue growth year over year in Q1 2023, vs -22.9% for its tracked competitors combined.
- Profitability: Its 19.5% net margin compares with 7.2% for the peer group.
- Peer revenue share: Sisecam Resources Lp accounted for 10.3% of combined revenue among its tracked peer group, up from 6.6% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SIRE Sales vs. its Competitors, Q1 2023
Sisecam Resources Lp reported revenue growth of 26.74 % year on year in Q1 2023, above its competitors' combined revenue change of -22.85 %.
With a net margin of 19.46 %, Sisecam Resources Lp achieved higher profitability than its competitors (7.22 %).
Sisecam Resources Lp generated 10.34 % of the combined sales of its peer group, up from 6.56 % a year earlier.
Sisecam Resources Lp vs. its Competitors, Q1 2023
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Sisecam Resources Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Sisecam Resources Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Sisecam Resources Lp's competitor groups requires a Commercial License.
For context: the Construction Raw Materials industry grew revenue 11.9% year over year, combined, vs 26.7% for Sisecam Resources Lp. Sisecam Resources Lp's share of combined industry revenue moved from 0.22% to 0.25%, a gain of 0.03 percentage points.
Sisecam Resources Lp's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Sisecam Resources Lp | Yes | Yes | Yes | No |
| Competitors combined (5) | ||||
| High-Confidence Competitors (1) | - | - | - | |
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
SIRE Stock Performance relative to its Competitors
SIRE Stock Performance relative to High-Confidence Competitors
SIRE Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Nn Inc | 282.9% | Outperformed |
| 2 | Kronos Worldwide inc | 282.9% | Outperformed |
| 3 | Valhi inc | 282.9% | Outperformed |
| 4 | Tronox Holdings Plc | 282.9% | Outperformed |
| 5 | Nl Industries inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Sisecam Resources Lp's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Sisecam Resources Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Sisecam Resources Lp | 501.53 | 763.80 |
| Kronos Worldwide inc | 935.76 | 1,943.10 |
| Tronox Holdings Plc | 634.57 | 2,907.00 |
| Valhi inc | 442.03 | 2,164.20 |
| Nl Industries inc | 342.17 | 161.83 |
| Nn Inc | 186.95 | 455.79 |
| SUBTOTAL | 3,043.02 | 8,395.72 |
Sources: Sisecam Resources Lp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Sisecam Resources Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Sisecam Resources Lp's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Natural Resource Partners Lp | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Sisecam Resources Lp's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Sisecam Resources Lp's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Kronos Worldwide inc | Single reportable segment 100.00 % |
| Valhi inc | Chemicals 91.02 % |
| Nl Industries inc | Security Products 73.69 % |
| Nn Inc | Mobile Solutions 53.28 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sisecam Resources Lp's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Sisecam Resources Lp | 502 | - | - |
| Kronos Worldwide inc | 936 | 858,639 | -84,136 |
| Tronox Holdings Plc | 635 | 510,000 | -97,193 |
| Valhi inc | 442 | 956,341 | -18,515 |
| Nl Industries inc | 342 | 57,550 | -20,655 |
| Nn Inc | 187 | 178,742 | -3,686 |
| PEERS TOTAL | 2,541 | 489,602 | -54,772 |
Sisecam Resources Lp's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Sisecam Resources Lp | Non-US 53.16 % |
| Tronox Holdings Plc | Europe, Middle-East and Africa 42.88 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sisecam Resources Lp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Raw Materials industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (45 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 21.56 % | 29.19 % (avg) | -7.6 pp |
| Operating Margin | 18.70 % | industry median | +5.4 pp |
| EBITDA Margin | 22.23 % | 8.38 % (avg) | +13.8 pp |
| Capital Intensity (Capex / Revenue) | - | 12.01 % (avg) | - |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Sisecam Resources Lp's Valuation vs Competitive Position
Valuation multiples vs the Construction Raw Materials industry average (45 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 7.5x | 26.6x | -19.1x |
| EV / EBITDA | 3.7x | 14.0x | -10.4x |
| P/B | 1.3x | 2.6x | -1.3x |
| Return on Equity | 35.51 % | industry aggregate | 22.71 % |
| Return on Invested Capital | 12.17 % | 0.69 % (avg) | 11.48 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Sisecam Resources Lp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 4.60 % | -2.30 % | 4.65 % | 44.78 % | -27.39 % | -24.98 % | 37.71 % | 33.33 % |
| Operating Margin | 22.64 % | 18.92 % | 18.00 % | 14.76 % | 20.49 % | 8.26 % | 10.46 % | 18.59 % |
| Return on Invested Capital | 12.76 % | 10.52 % | 11.74 % | 12.00 % | 10.75 % | 3.13 % | 5.02 % | 11.34 % |
| P/E | - | - | - | - | - | - | - | 7.0x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Sisecam Resources Lp's Strategic Group Map
Every company in Sisecam Resources Lp's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Sisecam Resources Lp is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Sisecam Resources Lp's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Sisecam Resources Lp falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Sisecam Resources Lp's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 5.4 points above the industry median.
- Return on equity 22.7 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+8.5% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (7.5x vs 26.6x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-5.9% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Sisecam Resources Lp's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Sisecam Resources Lp | 0.15 | 3.09 | 0.36 |
| Kronos Worldwide inc | 0.10 | 3.21 | 0.77 |
| Tronox Holdings Plc | 0.21 | 2.54 | 2.90 |
| Valhi inc | 0.55 | 3.24 | 0.55 |
| Nl Industries inc | 5.11 | 7.39 | - |
| Nn Inc | 0.13 | 1.84 | 4.98 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Sisecam Resources Lp's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Sisecam Resources Lp | Q1 2023 | +26.7 % | +26.7 % |
| Kronos Worldwide inc | Q2 2026 | +12.9 % | - |
| Tronox Holdings Plc | Q2 2026 | +26.3 % | - |
| Valhi inc | Q2 2026 | +12.2 % | +373.3 % |
| Nl Industries inc | Q2 2026 | +8.0 % | +838.4 % |
| Nn Inc | Q2 2026 | +19.3 % | - |
| PEERS TOTAL | +18.6 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Sisecam Resources Lp's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Sisecam Resources Lp | Q1 2023 | +27.8 % | -36.6 % |
| Kronos Worldwide inc | Q2 2026 | +5.5 % | - |
| Tronox Holdings Plc | Q2 2026 | +33.7 % | -45.8 % |
| Valhi inc | Q2 2026 | +5.1 % | +36.5 % |
| Nl Industries inc | Q2 2026 | +2.2 % | -16.8 % |
| Nn Inc | Q2 2026 | +19.1 % | +40.4 % |
Sisecam Resources Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Sisecam Resources Lp | 21.81% | 17.30% | 35.51% |
| Kronos Worldwide inc | - | - | - |
| Tronox Holdings Plc | - | - | - |
| Valhi inc | - | - | - |
| Nl Industries inc | - | - | - |
| Nn Inc | - | - | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Sisecam Resources Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Sisecam Resources Lp | 7.54 | 0.66 |
| Kronos Worldwide inc | - | 0.48 |
| Tronox Holdings Plc | - | 0.22 |
| Valhi inc | - | 0.20 |
| Nl Industries inc | - | 2.11 |
| Nn Inc | 4.71 | 0.41 |
| PEERS AVERAGE | - | 0.36 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.