Professional
Added to YB: 2026-02-05
Pitch date: 2026-01-30
AMRZ [bullish]
Amrize AG
+21.48%
current return
Author Info
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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 40.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.40
P/E
27.50
EV/Sales
3.24
Sector
Construction Materials
Category
value
Show full summary:
Unison Asset Management Porfolio Holding: Amrize Ltd
AMRZ (added to position): Trimmed Holcim to increase stake. Strong insider alignment w/ CEO Jan Jenisch + insiders buying 1.25M shares ($67M) post-spinoff. When proven operators bet heavily on their own 'boring' business, we take notice. Conviction high on next chapter.
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