Trinseo PLC (TSEOF) Fair Value & Analysis

Basic Materials · US · Market cap $475K

Below-average quality, currently priced close to our fair value.

What matters now

• The price is below even our cautious bear case ($0.0133). The market is more pessimistic than our downside scenario.
• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• The models converge in a tight band ($0.0133 to $0.0136), unusually little disagreement for a valuation.
• Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 29, 2026.

How to read this chart

60‑month range $0.0050 – $63.68 · fair‑value band $0.0133 – $0.0136 · the $0.0130 price screens below the $0.0134 fair value. Dashed = 300-day average. As of Jul 29, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Trinseo PLC (TSEOF) currently trades at $0.0130, while our model-based Fair Value estimate is $0.0134, implying the stock looks roughly 3.1% fairly valued today. The Quality Score stands at 33/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Over the trailing twelve months, Trinseo PLC generated revenue of $2.9B at a net margin of -20.0%. Revenue declined 7.7% year over year. Net debt stands at $2.4B. Fundamentals as of Jul 29, 2026

Our scenario range runs from $0.0133 (bear case) to $0.0136 (bull case); at $0.0130, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at 3%, TSEOF screens cheaper than that median.

Key figures & financial health

Quality Score breakdown

About the company

Trinseo PLC provides specialty material solutions in the United States, Europe, the Asia-Pacific, and internationally. The company operates through four segments: Engineered Materials, Latex Binders, Polymer Solutions, and Americas Styrenics.

Full company description

Trinseo PLC provides specialty material solutions in the United States, Europe, the Asia-Pacific, and internationally. The company operates through four segments: Engineered Materials, Latex Binders, Polymer Solutions, and Americas Styrenics. The Engineered Materials segment offers rigid thermoplastic compounds and blends, soft thermoplastic elastomers, activated methyl methacrylates, and polymethyl methacrylates resins for consumer electronics, medical, footwear, automotive, wellness, and building and construction applications under the EMERGE, CALIBRE, PLEXIGLAS, ALTUGLAS, PULSE, ACRYSPA, AVONITE, STUDIO, MEGOL, APILON, APIGO, and APINAT trade names. The Latex Binders segment provides various latex binder products, including styrene-butadiene latex, styrene-acrylate latex, vinylidene chloride latex, all-acrylic latex, and butadiene-methacrylate latex for coatings, adhesives, sealants, and elastomers applications. The Polymer Solutions Segment offers a range of polymers, such as copolymers, polycarbonate, styrene-acrylonitrile, and acrylonitrile-butadiene-styrene under the MAGNUM, CALIBRE, and STYRON brand used in automotive, appliances, consumer goods, and construction sheet applications. The Americas Styrenics segment provides styrene monomer, polystyrene, general purpose polystyrenes, high heat and impact resins, and STYRON A-TECH polystyrene products for appliances, food packaging, food service disposables, consumer electronics, and building and construction materials applications. Trinseo PLC was incorporated in 2015 and is based in Wayne, Pennsylvania. On May 26, 2026, Trinseo PLC, along with its affiliates, filed a voluntary petition for reorganization under Chapter 11 in the U.S. Bankruptcy Court for the Southern District of Texas.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Trinseo PLC reported revenue of $3.0B in FY2025 versus $5.0B in FY2022, a compound −15.7%/yr. Reported net income was −$546M in FY2025.

Watch TSEOF: get an alert when its fair value changes →

Peer Group

Specialty Chemicals · 673 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Specialty Chemicals median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Specialty Chemicals stocks, each showing price versus our Fair Value estimate (as of Jul 29, 2026).

Explore undervalued stocks

More undervalued Basic Materials stocks →

Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.