We are transferring coverage of US building materials companies Vulcan Materials, Martin Marietta, and Amrize. The companies produce aggregates, cement, ready-mix concrete, and other building materials used across infrastructure, nonresidential, and residential construction.
Acquisitions help strengthen pricing power and local presence in a region and improve margins subsequently.
A smaller or delayed successor to current federal infrastructure funding, or weaker funding in Martin Marietta’s key states, could weigh on aggregate demand.
|
Metric
|
MLM
|
CRH
|
VMC
|
|---|---|---|---|
Price/Earnings (Normalized) | 28.41 | 14.15 | 28.84 |
Price/Book Value | 2.49 | 2.26 | 3.74 |
Price/Sales | 4.32 | 1.42 | 3.97 |
Price/Cash Flow | 18.59 | 8.65 | 17.09 |
|
Metric
|
MLM
|
CRH
|
VMC
|
|---|---|---|---|
Quick Ratio | 0.65 | 1.01 | 1.05 |
Current Ratio | 1.41 | 1.58 | 1.76 |
Interest Coverage | 6.03 | 6.88 | 7.17 |
|
Metric
|
MLM
|
CRH
|
VMC
|
|---|---|---|---|
Return on Assets (Normalized) | −3.09% | 6.08% | 6.79% |
Return on Equity (Normalized) | −5.78% | 14.98% | 13.35% |
Return on Invested Capital (Normalized) | −2.55% | 9.13% | 9.62% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| CRH PLC
CRH
| LOCK|w<@t&N> | LOCK|b<#F# | $54B | |||
| Holcim Ltd ADR
HCMLY
| — | LOCK|kwVl# | $42B | |||
| Holcim Ltd
HCMLF
| LOCK|X$>!HT@ | LOCK|G<vs@ | $42B | |||
| Vulcan Materials Co
VMC
| LOCK|D>zw>@#q | LOCK|tR | $32B | |||
| Heidelberg Materials AG ADR
HDLMY
| LOCK|pJv&lsS | LOCK|kyzHP | $28B | |||
| Heidelberg Materials AG
HLBZF
| LOCK|$$#L^^ | LOCK|^GtX | $28B | |||
| Grasim Industries Ltd DR
GRSXY
| — | LOCK|bXKx | $20B | |||
| Amrize Ltd Registered Share
AMRZ
| LOCK|rJ>b!% | LOCK|KJBR# | $20B | |||
| James Hardie Industries PLC
JHX
| LOCK|@h<Mdb# | LOCK|rt | $15B |
United States