Added to YB: 2025-04-22
Pitch date: 2025-03-03
CX [bullish]
CEMEX, S.A.B. de C.V.
+79.99%
current return
Author Info
No bio for this author
Company Info
CEMEX, S.A.B. de C.V., together with its subsidiaries, engages in the production, marketing, distribution, and sale of cement, ready-mix concrete, aggregates, urbanization solutions, and other construction materials and services worldwide.
Market Cap
MXN 18.4B
Pitch Price
MXN 12.15
Price Target
16.50 (-25%)
Dividend
0.71%
EV/EBITDA
7.45
P/E
46.50
EV/Sales
1.46
Sector
Construction Materials
Category
growth
CEMEX, S.A.B. de C.V. - $CX
CX: Now investment-grade with ~75% EBITDA from US/Mexico. Targeting high-single-digit EBITDA CAGR through 2027, with US growing at low-teens CAGR. Cheap at 5x EBITDA (vs historical 7x) and 13% maint. FCF yield. Growth drivers: nearshoring, infrastructure, housing. $16.50 PT vs $6 today (~7.5x exit).
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