CEMEX, S.A.B. de C.V. (NYSE:CX) is one of the best Mexican stocks to invest in. On November 18, Goldman Sachs’ Jorel Guilloty reaffirmed his Buy rating on CEMEX, S.A.B. de C.V. (NYSE:CX) with an $11.50 price target. Barclays Reaffirms Buy Rating on CEMEX (CX), Sets $12 Target The analyst action followed CEMEX’s Q3 2025 results, which came out the same day. During the quarter, CEMEX managed $4.25 billion in consolidated net sales, a 2% rise from Q3 2024. Also, this marked the first quarterly net sales gro ...

With a market cap of around $36 billion, Martin Marietta Materials, Inc. (MLM) is a leading natural resource–based building materials company supplying aggregates, cement, concrete, asphalt, and paving services to construction markets across the U.S. and internationally. It also produces magnesia-based chemical products and dolomitic lime used in industries such as steel manufacturing, agriculture, and environmental applications. Shares of the Raleigh, North Carolina-based company have underperformed the ...

Vulcan Materials Company (VMC), headquartered in Birmingham, Alabama, produces and supplies construction aggregates. Valued at $37 billion by market cap, the company’s principal product lines are aggregates, asphalt mix, concrete, and cement. Shares of the largest producer of construction aggregates have underperformed the broader market over the past year. VMC has gained 1.1% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 12.3%. In 2025, VMC stock is up 9.6%, falling behi ...

Industry Overview - The Zacks Building Products - Concrete & Aggregates industry is poised for steady multi-year growth, driven by strong federal and state infrastructure spending and a rebound in private nonresidential construction [1] - The industry consists of manufacturers, distributors, and sellers of construction materials like aggregates and concrete, serving public infrastructure, residential, and non-residential markets [3] Current Trends - Infrastructure revitalization is a key focus, supported by significant investments from the Infrastructure Investment and Jobs Act and other legislation aimed at enhancing American competitiveness [4] - The industry is experiencing solid pricing power due to limited quarry supply, high barriers to entry, and tight local markets, despite challenges like cost inflation and labor constraints [2][5] Financial Performance - The industry has a Zacks Industry Rank of 87, placing it in the top 36% of over 250 Zacks industries, indicating solid near-term prospects [7][8] - The industry's earnings estimates for 2025 have increased from $2.20 to $2.30 per share, reflecting growing analyst confidence in earnings growth potential [9] Market Performance - Over the past year, the industry has gained 6.8%, outperforming the broader Zacks Construction sector, which declined by 6.9%, but lagging behind the S&P 500's 17.5% gain [11] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings ratio of 24.06X, compared to the S&P 500's 23.74X and the sector's 19.87X [14] Company Highlights - **Vulcan Materials Company**: This company benefits from resilient end-market demand and disciplined execution, with a projected EPS growth of 11.8% and 16.5% for 2025 and 2026, respectively [18][19] - **Martin Marietta**: The company is experiencing growth driven by strong infrastructure funding and improving residential trends, with a three-to-five-year expected EPS growth rate of 5.8% [22][24]

Core Insights - Baron Real Estate Fund delivered a strong performance in Q3 2025, appreciating 10.25% compared to the MSCI US REIT Index's 4.49% and the MSCI USA IMI Extended Real Estate Index's 5.65% [1] Company Overview - CRH plc is a leading building materials solutions provider headquartered in Dublin, Ireland, with a market capitalization of $75.457 billion as of November 11, 2025 [2] - The stock of CRH plc experienced a one-month return of -5.00% but gained 13.58% over the last 52 weeks, closing at $112.65 per share [2] Performance Analysis - CRH plc's shares performed well in the recent quarter due to strong quarterly results and a successful Investor Day [3] - The company is the largest supplier of building materials such as aggregates, cement, asphalt, and concrete in North America and Europe, serving housing, infrastructure, and commercial projects [3] Business Model - CRH plc employs a vertically integrated approach, selling both upstream materials (aggregates and cement) and downstream materials (asphalt and concrete) [3] - This strategy aims to maximize returns on raw material reserves by profiting from both upstream sales and related product offerings that utilize these materials [3]

Core Insights - Eagle Materials Inc. reported earnings per share (EPS) of $8.72, significantly exceeding the estimated EPS of $4.35 [1][5] - The company's revenue for the quarter ending in September 2025 was approximately $638.9 million, surpassing the estimated $635.5 million, and representing a 2.5% year-over-year increase [2][5] Financial Metrics - The price-to-earnings (P/E) ratio of Eagle Materials Inc. is approximately 11.93, indicating the market's valuation of its earnings [3][5] - The price-to-sales ratio stands at about 3.08, reflecting the market's valuation of its revenue [3] - The enterprise value to sales ratio is around 3.39, suggesting how the market values the company's total value in relation to its sales [3] Debt and Liquidity - The company's debt-to-equity ratio is approximately 0.50, indicating a moderate level of debt relative to its equity [4] - The current ratio is about 2.72, demonstrating the company's ability to cover its short-term liabilities with its short-term assets [4]

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Core Insights - Eagle Materials reported quarterly earnings of $4.23 per share, missing the Zacks Consensus Estimate of $4.35 per share, and showing a slight increase from $4.31 per share a year ago, resulting in an earnings surprise of -2.76% [1] - The company posted revenues of $638.91 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.96% and increasing from $623.62 million year-over-year [2] - Eagle Materials has underperformed the market with a 5.5% decline in share price since the beginning of the year, compared to a 17.2% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $3.66 on revenues of $571.12 million, and for the current fiscal year, it is $13.99 on revenues of $2.32 billion [7] - The estimate revisions trend for Eagle Materials was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Building Products - Concrete and Aggregates industry, to which Eagle Materials belongs, is currently ranked in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Martin Marietta, is expected to report quarterly earnings of $6.65 per share, reflecting a year-over-year increase of 12.5%, with revenues projected at $2.05 billion, up 8.5% from the previous year [9][10]

Group 1 - Cemex S.A.B. de C.V. (NYSE:CX) is considered one of the best affordable stocks to buy under $20, despite being downgraded to Sector Perform from Outperform by Scotiabank on October 20, while the price target was raised to $11.10 from $10.90 [1] - Scotiabank indicated that Cemex's shares are expected to experience a "pause" after a year-to-date rally, with no short-term catalysts identified to sustain the recent momentum [2][3] - The company operates in various geographical segments, including Mexico, the United States, Europe, Middle East, Africa and Asia (EMEAA), and South, Central America and the Caribbean (SCA&C), providing products such as ready-mix concrete, cement, aggregates, and urbanization solutions [4]

Company Overview - Eagle Materials Inc. (EXP) is a Dallas-based producer of cement and gypsum wallboard, with operations also in concrete, aggregates, and recycled paperboard [2] - The company's operations are evenly split between heavy materials (cement-centric) and light materials (wallboard-centric), with strategically located plants in import-insulated U.S. markets [2] Market Demand and Supply Dynamics - Cement demand is driven by aging infrastructure and a structural housing shortage, primarily used in public infrastructure, residential, and commercial construction [2] - Wallboard benefits from long-term supply advantages through natural gypsum mines and a 60-year supply agreement with Santee Cooper, protecting EXP from declines in U.S. synthetic gypsum output [3] - Both segments exhibit "rock pit" characteristics, which means local supply constraints and high transportation costs enhance EXP's pricing power and profitability [3] Competitive Advantages - The company operates in a defensible industry with limited domestic supply growth due to regulatory constraints on new cement plants, creating a natural moat for existing producers [4] - EXP is the lowest-cost producer in the industry, which supports high and stable margins, while disciplined capital allocation has led to strong returns on equity and long-term earnings growth [5] - Historical performance indicates mid-single-digit volume growth, double-digit pricing gains, and EPS compounding above revenue growth, reflecting operational efficiency and shareholder-aligned management [5] Growth Catalysts and Long-term Outlook - Key catalysts for growth include ongoing infrastructure spending, constrained domestic supply, and continued secular growth in U.S. housing [6] - Despite appearing cyclical, EXP's local monopolistic advantages, stable cost structure, and long-term growth prospects position it as a compelling compounder capable of mid-teen returns over the next 5–10 years [6] Historical Context - Previous bullish theses on EXP highlighted its localized concrete business, vertical integration, low-cost production, and disciplined capital allocation, with the stock depreciating approximately 2.4% since the last coverage [7] - The current thesis emphasizes long-term gypsum supply and structural demand drivers, aligning with previous positive assessments of the company's regional monopolies and robust margins [7]