業種
Building Materials Distribution
Building Materials Distribution のすべてのレポート — 全 2 件。
43/100
56Buffett
Vulcan Materials Company: In-Depth Value Investing Analysis
The largest U.S. construction-aggregates supplier (425 active facilities / 16.6 billion tons of reserves), with ROIC held at 13.5%-16.3% for years. But at 32.8x PE and 17.4x EV/EBITDA, the market has already priced in the quality premium, leaving an ideal buy of $180-210 against the current price of $275.65. Rating Watch: a high-quality aggregates leader worth owning as a business, not at today's price.
43/100
58Buffett
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner
A leading North American and international building-materials company whose connected portfolio spans aggregates, cement, roads, water, and landscaping. At the current US$100.37 the stock sits close to its conservative intrinsic value, with an ideal buy range of 85-100; the margin of safety is thin and rests on continued execution rather than on a low price. Rating: Cautious Buy.