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Valhi

VHI · NYSE

$14.37+$0.13 (+0.91%)TodayMarket closed ·
Prev close $14.24

VHI analyst rating

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The case for and against

Updated Feb 9, 2026

Bull case

Valhi Inc. is projected to experience significant growth, as evidenced by an anticipated EBITDA increase at a 37% compound annual growth rate (CAGR), rising from $25 million in fiscal year 2025 to $47 million by fiscal year 2027, with an improving margin from 24.2% to 30.1%. Additionally, the company's earnings per share (EPS) are expected to rise by 23% over the next 12 months, outpacing peers in the Canadian software consolidator sector, which are forecasted to grow at rates of 12% and 13%. Valhi's strong financial performance, driven by its robust Chemicals segment, positions the company favorably for future growth and profitability.

Bear case

Valhi Inc. could face challenges due to a significant decline in revenue from its Attend Anywhere segment, which has decreased by 57% over the past two years, dropping to £5.0 million in FY25, primarily due to pricing pressures from the National Health Service's (NHS) shift to usage-based pricing and increased competition from Microsoft Teams. Furthermore, overall NHS productivity remains significantly below pre-pandemic levels, estimated at 11% deficit for 2023/2024 compared to 2019/2020, which may adversely impact demand for Valhi’s services in this sector. Additionally, a projected decline in EBITDA margin from 26.4% to 21.5% in Q3/FY25 indicates potential profitability concerns for the company, despite a forecasted recovery within the next four quarters.

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