Professional
Added to YB: 2025-01-15
Pitch date: 2025-01-14
MCEM [bullish]
The Monarch Cement Company
+32.88%
current return
Author Info
Merion Road Capital is a fund in Miami focused on value-oriented investing through rigorous fundamental analysis of a company's operations. Follow on Twitter/X.
Company Info
The Monarch Cement Company engages in the manufacture and sale of portland cement in the United States.
Market Cap
$1.0B
Pitch Price
$209.74
Price Target
N/A
Dividend
1.20%
EV/EBITDA
9.85
P/E
14.15
EV/Sales
3.76
Sector
Construction Materials
Category
value
Merion Road Capital Portfolio Holding: The Monarch Cement Company
MCEM: Cement co. w/ single KS facility & distribution assets. Illiquid w/ dual share structure. Undervalued like past Ash Grove holding (100%+ premium). Heavy capex incl. $35M solar project. Post-solar: lower capex, higher margins expected. Initiated mid-2023.
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