Open contest
11 companies value 71 bn revenue 46 bn margin 7.9% free cash flow 3.3 bn avg. score 5.2
AMRZ holds 29.1% of the group's value, 1.4x the runner-up · CX leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMRZ | Amrize United States · score 6.0 | 29% | 21 bn | 12 bn | 10.1% | 1.3 bn | 6.3% | — | Cement, concrete and building solutions in North America · Holcim's North American cement and materials business, listed in 2025 | |
| 2 | CX | Cemex Mexico · score 6.0 | 21% | 15 bn | 16 bn | 6.0% | 1.0 bn | 6.9% | 0.8% | Cement, concrete and aggregates, from Mexico · One of the world's largest cement makers, leader in Mexico and strong in the US | |
| 3 | JHX | James Hardie Industries plc Ireland · score 4.3 | 21% | 15 bn | 5.4 bn | 2.7% | 0.4 bn | 2.4% | — | Exterior cladding and home solutions · Ireland — revenue of $5.4bn | |
| 4 | ACA | Arcosa United States · score 5.1 | 10% | 7.2 bn | 2.9 bn | 16.8% | 0.1 bn | 1.8% | 0.1% | Construction materials and infrastructure products · Aggregates, wind towers and infrastructure products | |
| 5 | EXP | Eagle Materials United States · score 5.4 | 7% | 5.2 bn | 2.3 bn | 17.3% | 0.2 bn | 3.3% | 0.6% | Cement, gypsum wallboard and aggregates for construction · Cement and wallboard; one of the most profitable in the US sector | |
| 6 | KNF | Knife River United States · score 4.3 | 4% | 2.8 bn | 3.3 bn | 4.2% | 0.0 bn | 1.5% | — | Aggregates, asphalt and concrete for construction · Aggregates and concrete in the western US; spun off from MDU in 2023 | |
| 7 | TTAM | Titan America SA Belgium · score 6.0 | 4% | 2.5 bn | 1.7 bn | 11.1% | 0.1 bn | 5.4% | — | Cement and building materials in ten countries · Belgium — revenue of $1.7bn | |
| 8 | LOMA | Loma Negra Compania Industrial Argentina Sociedad Anonima Argentina · score 4.6 | 2% | 1.2 bn | 0.6 bn | 2.7% | 0.0 bn | 0.1% | — | Argentina's largest cement maker · Argentina — revenue of $556m | |
| 9 | CPAC | CEMENTOS PACASMAYO SAA Peru · score 6.8 | 2% | 1.1 bn | 0.6 bn | 7.3% | 0.1 bn | 7.0% | 4.8% | Cement and building materials in northern Peru · Peru — revenue of $613m | |
| 10 | RMIX | Suncrete, Inc. United States · score 3.3 | 1% | 0.7 bn | 0.4 bn | -4.7% | — | — | — | — | Ready-mix concrete and aggregates · Oklahoma — revenue of $429m |
| 11 | SMID | SMITH MIDLAND CORP United States · score 5.5 | 0% | 0.1 bn | 0.1 bn | 8.6% | 0.0 bn | 3.6% | — | Precast concrete products and systems · Virginia — revenue of $89m |
Other industries in the same sector
- Sector overview
- Gold 64 companies
- Diversified mining 9 companies
- Copper and electrification metals 17 companies
- Industrial gases and chemicals 2 companies
- Steel 21 companies
- Specialty chemicals 36 companies
- Construction materials (aggregates) 5 companies
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Semiconductor materials 7 companies
- Fertilizers 8 companies
and 13 industries more
- Silver 13 companies
- Specialty and aerospace alloys 6 companies
- Lithium 11 companies
- Industrial plastic products 9 companies
- Aluminum 5 companies
- Adhesives and specialty coatings 3 companies
- Rare earths and critical minerals 16 companies
- Timber and wood products 4 companies
- Pulp and paper 7 companies
- Seeds and crop protection 7 companies
- Glass and metal packaging 3 companies
- Aerospace composites 2 companies
- Platinum and palladium 3 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.