NGVT vs ASIX vs TROX vs HWKN

For growth investors, Hawkins, Inc.

(HWKN) is the stronger pick with 11. 2% revenue growth year-over-year, versus -17. 0% for Ingevity Corporation (NGVT). AdvanSix Inc. (ASIX) offers the better valuation at 12. 7x trailing P/E (15. 9x forward), making it the more compelling value choice. Analysts rate Ingevity Corporation (NGVT) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, AdvanSix Inc.

(ASIX) is the cheapest at 12. 7x versus Hawkins, Inc. at 40. 5x. On forward P/E, Ingevity Corporation is actually cheaper at 14. 6x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Hawkins, Inc. wins at 2. 65x versus AdvanSix Inc. 's 8. 46x.

Over the past 5 years, Hawkins, Inc.

(HWKN) delivered a total return of +397. 2%, compared to -55. 3% for Tronox Holdings plc (TROX). Over 10 years, the gap is even starker: HWKN returned +649. 5% versus ASIX's +54. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), AdvanSix Inc.

(ASIX) is the lower-risk stock at 0. 59β versus Tronox Holdings plc's 2. 33β — meaning TROX is approximately 297% more volatile than ASIX relative to the S&P 500. On balance sheet safety, AdvanSix Inc. (ASIX) carries a lower debt/equity ratio of 47% versus 42% for Ingevity Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Hawkins, Inc.

(HWKN) is pulling ahead at 11. 2% versus -17. 0% for Ingevity Corporation (NGVT). On earnings-per-share growth, the picture is similar: Ingevity Corporation grew EPS 61. 1% year-over-year, compared to -890. 0% for Tronox Holdings plc. Over a 3-year CAGR, HWKN leads at 5. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Hawkins, Inc.

(HWKN) is the more profitable company, earning 7. 5% net margin versus -16. 2% for Tronox Holdings plc — meaning it keeps 7. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NGVT leads at 22. 4% versus -0. 7% for TROX. At the gross margin level — before operating expenses — NGVT leads at 39. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Hawkins, Inc. (HWKN) is the more undervalued stock at a PEG of 2. 65x versus AdvanSix Inc. 's 8. 46x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Ingevity Corporation (NGVT) trades at 14. 6x forward P/E versus 40. 2x for Hawkins, Inc. — 25. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NGVT: 6. 5% to $76. 67.

In this comparison, TROX (3.

8% yield), ASIX (2. 8% yield), HWKN (0. 5% yield) pay a dividend. NGVT does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, AdvanSix Inc.

(ASIX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 59), 2. 8% yield). Tronox Holdings plc (TROX) carries a higher beta of 2. 33 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ASIX: +54. 4%, TROX: +134. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: NGVT is a small-cap quality compounder stock; ASIX is a small-cap deep-value stock; TROX is a small-cap income-oriented stock; HWKN is a small-cap quality compounder stock. ASIX, TROX pay a dividend while NGVT, HWKN do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.