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3 U.S. Value Stocks With Pricing Power As Inflation Stays Stubborn

Simply Wall St · 3d ago

Investors are watching the Fed tiptoe away from easy money while inflation and triple digit Brent crude keep turning up the heat, and that mix can quietly reshuffle which stocks hold their ground. Rate hikes and sticky prices punish stretched balance sheets but can reward businesses with resilient cash flows and pricing power. This article walks through three U.S. value stocks exposed to this backdrop, showing how the same macro shock can create very different risks and opportunities.

The stocks covered below are just a starting sample, as the full screen surfaced 10 more U.S. companies with similar inflation-resilience traits and equally compelling valuation and dividend stories that are not included here.

To size up that wider group and quickly identify which ones best match your own risk, income and value checklist, head straight into the Inflation-Resistant Value Stocks in the U.S. screener.

Ternium (TX)

Overview: Ternium is a steel and iron ore producer that supplies flat and long steel products to industrial, construction and automotive customers worldwide.

Operations: Ternium generates about US$15.4b from its Steel segment and US$1.2b from Mining, with meaningful sales across Mexico, Brazil and the broader Southern Region.

Market Cap: US$11.1b

Ternium fits the inflation resistant value theme because it sells essential steel products, owns heavy industrial assets and pays investors through a dividend stream tied to real world demand cycles.

"Substantial ongoing investment in the Pesqueria Industrial Center in Mexico is set to increase capacity by 1.5 million tons annually, with new cold rolling and galvanized lines starting ramp-up from late 2025 onward. This is intended to position Ternium to benefit from potential long-term demand related to nearshoring and infrastructure projects."

What really matters next for Ternium is how one unseen pressure shapes the balance between stronger pricing and the cost of carrying debt.

If that trade off is what you care about, read the full narrative for Ternium to see how Ternium’s capex, pricing power and balance sheet pressures are really interacting.

NYSE:TX Revenue & Expenses Breakdown as at Oct 2026
NYSE:TX Revenue & Expenses Breakdown as at Oct 2026

PPG Industries (PPG)

Overview: PPG Industries supplies paints, coatings and specialty materials for homes, infrastructure, vehicles, aircraft and industrial customers across global end markets.

Operations: PPG Industries generates about US$6.7b from Industrial Coatings, US$5.7b from Performance Coatings and US$4.0b from Global Architectural Coatings.

Market Cap: US$23.4b

For an inflation resistant value screen, PPG Industries matters because everyday coatings still need to go on walls, planes and cars even as interest rates climb. That essential demand gives the business room to adjust pricing when raw material and energy costs rise.

"PPG Industries is building out its aerospace and protective and marine coatings capacity, supported by a roughly US$300 million aerospace backlog and more than US$0.5 billion of related investments. These measures can support net margin and earnings resilience."

What really moves the story from here is whether one quiet shift in the coatings mix keeps earnings quality trending in the right direction.

If that mix shift is what you care about, read the full narrative for PPG Industries to see how pricing, backlog quality and capital spending are really interacting.

NYSE:PPG Revenue & Expenses Breakdown as at Oct 2026
NYSE:PPG Revenue & Expenses Breakdown as at Oct 2026

RPM International (RPM)

Overview: RPM International supplies specialty coatings, sealants and building materials that can help keep construction and industrial projects moving, even when costs rise.

Operations: RPM International generates about US$3.1b from Construction Products Group, US$2.7b from Consumer Segment and US$2.1b from Performance Coatings Group, with most sales in the United States.

Market Cap: US$12.7b

RPM International fits this inflation resistant value screen because much of its construction and repair chemistry is integrated into critical jobs, which can support pricing power and cash generation when contractors and asset owners still need projects finished.

"Expansion of RPM International system selling for high performance buildings, including roofing, concrete admixtures, fireproofing and data center solutions, is aligning with customer demand for turnkey maintenance and restoration packages and can support higher revenue per project and more resilient segment revenue growth."

What could influence RPM International’s earnings profile is how one cost discipline program interacts with that higher value project mix.

That cost discipline question is where RPM International gets interesting, so head into the full narrative for RPM International and see how margin control could be quietly accelerating value creation.

NYSE:RPM Revenue & Expenses Breakdown as at Oct 2026
NYSE:RPM Revenue & Expenses Breakdown as at Oct 2026

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.