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TWI

Titan International Inc. (DE) Common Stock (TWI) fair value

Industrials · Farm & Heavy Construction Machinery · NYSE · United States
$6.76-1.46%
Market cap $443MNext earnings 2026-10-29Updated Oct 18, 2026
Add earnings to calendarGoogle
Our verdict
Trades 72% below our fair value
Price
$6.76
Model fair valueConfidence: low
about $24.53
Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionTitan International Inc. (DE) Common Stock (TWI)
Fair value (2 models)
Not available
ACCE price target
$6.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $6.76 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
29
out of 100
Analysts
100% buy
3 covering
P/E
0.0x
forward 23.0x
1-year return
-11.7%
Dividend yield
0.00%

Titan International Inc. (DE) Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Titan International makes wheels, tyres and undercarriage components for agricultural, earthmoving and mining equipment, sold largely to OEMs and aftermarket distributors. Its moat is thin: gross margin is 13.4% and operating margin 3.0%, so the business earns little on each unit and depends on volume and cost discipline rather than pricing power. Revenue growth of 5.2% is positive, but a negative ROE of -13.9% shows the balance sheet and earnings are not yet covering the capital employed. The forward P/E of 23.0 against a trailing P/E that is not meaningful (earnings are negative) means the market is pricing a recovery in profitability that the reported numbers do not yet show. With a 29/100 score and no index membership, the case rests on whether margins can expand from current levels, which the data here does not confirm, so the name merits a deeper look only if the reader has a specific view on cyclical farm and construction demand and on the timing of margin recovery.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
  • high
    Earnings collapse
    Earnings are down 93.8% year over year while the stock trades at a forward P/E of 22.9 and an EV/EBITDA of 12.8, leaving little margin for error.
  • high
    Negative free cash flow
    Free cash flow is -$24.6M against a debt-to-equity ratio of 1.38, so the balance sheet is funding operations rather than being repaid from them.
  • moderate
    Negative return on equity
    ROE of -13.9% and a net margin of -4.1% show the business is currently losing money on shareholder capital.

AI research notes

AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Revenue grew 5.2% year over year, and the five-year average growth rate is 7.7% per year.
  • Titan beat the latest earnings estimate, reporting EPS of 0.10 against an expected loss of 0.04, a surprise of 350.0%.
Why it could disappoint
  • Net margin is -4.1%, and return on equity is -13.9%, so the business is still losing money on what it sells and on shareholder capital.
  • Free cash flow over the last twelve months was -$25M, and the free cash flow yield at the current price is -5.7%.
  • Debt to equity stands at 1.38, and the share count rose by a diluted 7.2% last fiscal year, adding pressure on existing holders.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where TWI's valuation models land
Price
$6.76
Model fair valueConfidence: low
about $24.53
Model
Fair value
Upside
Analyst consensus
Sales comps
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Quality

INVESTOR
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  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish100% buy · 3 covering analysts
● Strong buy 3● Buy 0● Hold 0● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

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Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
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Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
+1.8%
1 month
-6.6%
3 months
-15.7%
6 months
-17.8%
YTD
-13.7%
1 year
-11.7%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
15 Oct 2026, 00:00 CESTACCE price target$6.50first publication$6.98
9 Oct 2026, 00:00 CESTFair value$12.28$12.58$6.85
26 Sept 2026, 00:00 CESTFair value$12.58$13.26$7.07
23 Sept 2026, 00:00 CESTFair value$13.26$12.53$7.36
18 Sept 2026, 00:00 CESTFair value$12.53$12.75$7.09
15 Sept 2026, 00:00 CESTFair value$12.75$12.89$7.19
13 Sept 2026, 00:00 CESTFair value$12.89$12.64$7.19
10 Sept 2026, 00:00 CESTFair value$12.64$13.46$7.88
7 Sept 2026, 00:00 CESTFair value$13.46$13.20$8.33
5 Sept 2026, 00:00 CESTFair value$13.20$13.41$7.64

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth28Value41Quality22Momentum25Total29
Valuation
Trailing P/E
0.0x
Forward P/E
23.0x
PEG
11.70
P/B
0.93x
EV / Revenue
0.5x
Book value/sh
$7.77
Enterprise value
$1.0B
Profitability
ROE
-13.9%
FCF yield
-5.57%
ROIC
-4.2%
Health and risk
Debt / equity
1.38
Dividend yield
0.00%
Beta
1.44

Price

-15.2% · 1Y

Ask anything about TWI

Answered from Titan International Inc. (DE) Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 0.0x0.0xhigh 41.0x
ROEbetter than 50% of peers
low -28%-14%high 9%
Div yieldbetter than 17% of peers
low 0.0%0.0%high 4.9%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
TWI Titan International Inc. (DE) Common Stock$6.76----13.9%2229
CMCO Columbus McKinnon Corporation Common Stock$13.76----27.8%3454
HY Hyster-Yale Inc. Class A common stock$29.20----23.6%2226
WNC Wabash National Corporation Common Stock$13.10$1933% below--22.9%2257
MTW Manitowoc Company Inc. (The) Common Stock$22.15$1545% above41.0x2.9%3462
MTU.PA Manitou BF SA€19.52€3748% below10.8x9.0%4868
AEBI Aebi Schmidt Holding AG Common Stock $11.19--36.1x3.6%3448

Sector report card

Where TWI ranks against its sector peers on each metric.

Computing percentiles…
  • PR Newswire•Oct 8, 2026
    Titan International, Inc. to Announce Third Quarter 2026 Financial Results on October 29, 2026
  • PR Newswire•Sep 21, 2026
    Titan International Signs Definitive Agreement to Sell ITM Business to USCO S.p.A.
  • PR Newswire•Jul 30, 2026
    Titan International, Inc. Reports Second Quarter Financial Results
2 more press releases · full archive on Investor+.INVESTOR
33 filings of 40
October 2026
Oct 16
8-KCurrent reportPeriod 2026-10-13
View on SEC →
Oct 16
Form 4Insider transactionPeriod 2026-10-13
View on SEC →
September 2026
Sep 25
8-KCurrent reportPeriod 2026-09-21
View on SEC →
30 more filings + AI summaries on Investor+.INVESTOR