Added to YB: 2025-08-20
Pitch date: 2025-08-16
AMRZ [bullish]
Amrize AG
+0.85%
current return
Author Info
No bio for this author
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Company Info
Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland.
Market Cap
CHF 28.6B
Pitch Price
CHF 41.39
Price Target
99.80 (+140%)
Dividend
N/A
Sector
Construction Materials
Category
special_situation
Show full summary:
Amrize Ltd (AMRZ): High-Margin Building Materials Leader Trading Below Peers
$AMRZ: Cement/building materials spin-off trading at 11.8x LTM EBITDA vs peers at 12-13x. Projecting 5.6% rev & 9.2% EBITDA CAGR 2025-29. Strong barriers to entry, proven mgmt (Jensich led Sika/Holcim to 25.5%/6.8% IRRs). 25.6% margins beat 21.8% peer median. Target $99.8, 14.2% IRR.
Read full article (2 min)