Comfortable leader
5 companies value 128 bn revenue 55 bn margin 13.7% free cash flow 4.7 bn avg. score 5.7
CRH holds 43.1% of the group's value, 1.6x the runner-up · VMC 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 | CRH | CRH plc Ireland · score 5.8 | 43% | 55 bn | 39 bn | 9.9% | 2.7 bn | 4.9% | 0.1% | Cement, aggregates and asphalt in North America and Europe · North America's largest building materials supplier | |
| 2 | MLM | Martin Marietta United States · score 5.6 | 28% | 36 bn | 6.7 bn | 36.7% | 0.8 bn | 2.3% | 0.6% | Aggregates, cement and concrete for infrastructure · 2nd largest in aggregates, with strong regional pricing power | |
| 3 | VMC | Vulcan Materials United States · score 5.8 | 26% | 33 bn | 8.1 bn | 13.7% | 1.0 bn | 3.1% | 0.8% | Largest producer of construction aggregates in the United States · Largest US aggregates producer; its quarries are practically irreplaceable assets | |
| 4 | USLM | UNITED STATES LIME & MINERALS INC United States · score 6.5 | 2% | 3.1 bn | 0.4 bn | 35.7% | 0.1 bn | 3.0% | 0.2% | Lime and limestone, since 1950 · Texas — revenue of $377m | |
| 5 | CMP | COMPASS MINERALS INTERNATIONAL INC United States · score 4.8 | 1% | 0.9 bn | 1.3 bn | 1.4% | 0.1 bn | 8.5% | — | Deicing salt, food-grade salt and plant nutrients · Kansas — revenue of $1.3bn |
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
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Semiconductor materials 7 companies
- Cement 11 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.