Added to YB: 2025-03-17
Pitch date: 2025-03-14
VMC [bullish]
Vulcan Materials Company
+31.44%
current return
Author Info
No bio for this author
Company Info
Vulcan Materials Company produces and supplies construction aggregates in the United States. It operates through three segments: Aggregates, Asphalt, and Concrete.
Market Cap
$43.3B
Pitch Price
$230.42
Price Target
338.00 (+12%)
Dividend
N/A
EV/EBITDA
19.50
P/E
40.20
EV/Sales
6.05
Sector
Construction Materials
Category
turnaround
VMC’s 2025 Growth Outlook Suggests Significant Valuation Upside
VMC: 20% drawdown. Guiding 3-5% volume + 5-7% pricing growth '25. Q4 aggregates gross profit/ton +16% to $11.50. '25 Adj. EBITDA +19% to $2.45bn. 90% rev from #1/#2 southern US markets. 14x EV/EBITDA. 14% EBITDA growth '26 = $2.8bn, 12.3x. 35% upside at 15.5x, >50% at 17.5x. Dominant local monopoly.
Read full article (1 min)