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
|
VMC
|
HOLN
|
|---|---|---|---|
Price/Earnings (Normalized) | 28.46 | 28.77 | 19.69 |
Price/Book Value | 2.49 | 3.73 | 2.26 |
Price/Sales | 4.33 | 3.96 | 2.27 |
Price/Cash Flow | 18.62 | 17.05 | 11.55 |
|
Metric
|
MLM
|
VMC
|
HOLN
|
|---|---|---|---|
Quick Ratio | 0.65 | 1.05 | 0.74 |
Current Ratio | 1.41 | 1.76 | 1.09 |
Interest Coverage | 6.03 | 7.17 | 3.39 |
|
Metric
|
MLM
|
VMC
|
HOLN
|
|---|---|---|---|
Return on Assets (Normalized) | −3.09% | 6.79% | 5.67% |
Return on Equity (Normalized) | −5.78% | 13.35% | 12.73% |
Return on Invested Capital (Normalized) | −2.55% | 9.62% | 8.33% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| CRH PLC
CRH
| LOCK|P%xfq#Pq | LOCK|jfY?y | $54B | |||
| Holcim Ltd ADR
HCMLY
| — | LOCK|JvztT | $43B | |||
| Holcim Ltd
HCMLF
| LOCK|hN>s^$? | LOCK|MZS$Q | $43B | |||
| Vulcan Materials Co
VMC
| LOCK|>F<Sz@H | LOCK|g?m | $32B | |||
| Heidelberg Materials AG ADR
HDLMY
| LOCK|&$$^?<X | LOCK|%jhp | $29B | |||
| Heidelberg Materials AG
HLBZF
| LOCK|C&qnHF | LOCK|%#><T | $29B | |||
| Amrize Ltd Registered Share
AMRZ
| LOCK|#z^t>z | LOCK|gy!K$ | $20B | |||
| James Hardie Industries PLC ADR
JHIUF
| LOCK|^Hk&@! | LOCK|m?# | $15B | |||
| James Hardie Industries PLC
JHX
| LOCK|R%@>$%! | LOCK|%#s | $15B |
United States