Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
AMRZ [bullish]
Amrize AG
-0.41%
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 30.2B
Pitch Price
CHF 44.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.71
P/E
25.67
EV/Sales
3.06
Sector
Construction Materials
Category
value
Oakmark Fund New Portfolio Holding: Amrize Ltd
AMRZ (new position): Leading North American building materials producer (largest cement, #2 commercial roofing, top-5 aggregates) spun from Holcim in June. Strong pricing power from scale & regional footprint. Building Envelope margin expansion opportunity vs roofing peers. Undervalued post-spinoff, flying under radar with proven mgmt focused on shareholder value.
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