Added to YB: 2026-09-15
Pitch date: 2026-09-11
CRH [bullish]
CRH plc
+1.94%
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
$58.9B
Pitch Price
$87.29
Price Target
N/A
Dividend
1.76%
EV/EBITDA
9.11
P/E
15.61
EV/Sales
2.00
Sector
Construction Materials
Category
value
Theodosian Capital | Stocks Update 11/9/2026 - CRH plc
CRH (added to position): Increased the CRH holding by one-third after a 30% retreat from its 2026 year-to-date high left shares at 12.4x 2028 earnings. The company delivers mid-teens ROE and is positively exposed to urbanisation, data centres, reindustrialisation and infrastructure investment. Near-term headwinds include high energy costs and suspended buybacks pending the $8.5bn all-cash Arcosa acquisition, CRH’s largest deal to date.
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