Added to YB: 2025-09-03
Pitch date: 2025-07-13
AMRZ [bullish]
Amrize AG
+11.39%
current return
Author Info
No bio for this author
Company Info
Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland.
Market Cap
CHF 27.0B
Pitch Price
CHF 39.99
Price Target
90.00 (+103%)
Dividend
N/A
EV/EBITDA
10.68
P/E
22.95
EV/Sales
2.79
Sector
Construction Materials
Category
value
Amrize Ltd - $AMRZ
AMRZ: Recent Holcim spinoff, N.America's largest cement producer. CEO Jenisch (prev valued at $90/share) leads standalone co. $11.7B rev, $3.2B EBITDA, 5-8% rev CAGR, 8-11% EBITDA CAGR target. 15x 2026 EBITDA = $90+ price target vs current discount to peers. Risks: cyclical markets, execution as new entity, commodity volatility.
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