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.
High capital requirements and difficult permitting for new cement plants and aggregates quarries limit new supply, supporting pricing power across Amrize’s core building materials businesses.
If a successor to the current infrastructure act provides less funding than expected, or directs less spending toward Amrize’s key markets, demand could fall short of our expectations.
|
Metric
|
AMRZ
|
VMC
|
MLM
|
|---|---|---|---|
Price/Earnings (Normalized) | 16.03 | 28.77 | 28.46 |
Price/Book Value | 1.59 | 3.73 | 2.49 |
Price/Sales | 1.69 | 3.96 | 4.33 |
Price/Cash Flow | 8.31 | 17.05 | 18.62 |
|
Metric
|
AMRZ
|
VMC
|
MLM
|
|---|---|---|---|
Quick Ratio | 0.67 | 1.05 | 0.65 |
Current Ratio | 1.10 | 1.76 | 1.41 |
Interest Coverage | 5.56 | 7.17 | 6.03 |
|
Metric
|
AMRZ
|
VMC
|
MLM
|
|---|---|---|---|
Return on Assets (Normalized) | 5.09% | 6.79% | −3.09% |
Return on Equity (Normalized) | 9.54% | 13.35% | −5.78% |
Return on Invested Capital (Normalized) | 7.53% | 9.62% | −2.55% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| CRH PLC
CRH
| LOCK|?s?FflWZ | LOCK|M?^q | $54B | |||
| Holcim Ltd ADR
HCMLY
| — | LOCK|NdlQ | $43B | |||
| Holcim Ltd
HCMLF
| LOCK|^GX%<W | LOCK|J@FH@ | $43B | |||
| Martin Marietta Materials Inc
MLM
| LOCK|HTn^C$W | LOCK|sdq | $34B | |||
| Vulcan Materials Co
VMC
| LOCK|F?@bjV$ | LOCK|z$ | $32B | |||
| Heidelberg Materials AG ADR
HDLMY
| LOCK|&$Fg&gy | LOCK|Gs@G | $29B | |||
| Heidelberg Materials AG
HLBZF
| LOCK|s@^Sct | LOCK|&Fh#N | $29B | |||
| James Hardie Industries PLC ADR
JHIUF
| LOCK|Bjc^R> | LOCK|>#! | $15B | |||
| James Hardie Industries PLC
JHX
| LOCK|m%J&X> | LOCK|Yf | $15B |
United States