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Added to YB: 2025-10-07

Pitch date: 2025-10-03

CRH [neutral]

CRH plc

+5.44%

current return

Author Info

No bio for this author

Company Info

CRH plc, together with its subsidiaries, provides building materials solutions in Ireland, the United States, the United Kingdom, rest of Europe, and internationally.

Market Cap

$83.9B

Pitch Price

$119.88

Price Target

N/A

Dividend

1.18%

EV/EBITDA

13.08

P/E

25.00

EV/Sales

2.75

Sector

Construction Materials

Category

growth

Show full summary:
Theodosian Capital | CRH – Investor Day thoughts

CRH (update): Set 2026-30 targets: 7-9% revenue CAGR, 22-24% EBITDA margin by 2030 (vs 19.5% in 2024), >100% FCF conversion. Plans $40bn deployment (70% growth/30% distributions). Fragmented US markets offer M&A opportunities. 16% TSR since 1970 vs S&P's 9%. Trading 19.4x 2026 earnings.

Read full article (2 min)