Added to YB: 2025-09-03
Pitch date: 2025-07-13
AMRZ [bullish]
Amrize AG
+22.89%
current return
Author Info
No bio for this author
Company Info
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America.
Market Cap
CHF 32.3B
Pitch Price
CHF 39.99
Price Target
90.00 (+83%)
Dividend
N/A
EV/EBITDA
12.40
P/E
27.50
EV/Sales
3.24
Sector
Construction Materials
Category
value
Amrize Ltd - $AMRZ
AMRZ: Recent Holcim spinoff, N.America's largest cement producer. CEO Jenisch (prev valued at $90/share) leads standalone co. $11.7B rev, $3.2B EBITDA, 5-8% rev CAGR, 8-11% EBITDA CAGR target. 15x 2026 EBITDA = $90+ price target vs current discount to peers. Risks: cyclical markets, execution as new entity, commodity volatility.
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