Professional
Added to YB: 2026-08-07
Pitch date: 2026-07-31
CRH [neutral]
CRH plc
+1.25%
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
$66.5B
Pitch Price
$96.45
Price Target
N/A
Dividend
1.56%
EV/EBITDA
10.01
P/E
17.63
EV/Sales
2.20
Sector
Construction Materials
Category
growth
Third Point Portfolio Holding: CRH plc
CRH (holding update): Transformed from cyclical EU cement co to leading N.American infra materials provider, 75% US rev, largest aggregates producer & road paver. 13yrs consecutive margin expansion (~100bps/yr). $8.5B Arcosa deal adds 35Mt aggregates, $175M synergies. IIJA tailwind, reindustrialization, $500M→$2B water platform. Mispriced as cyclical vs infra compounder.
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