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Added to YB: 2026-01-27

Pitch date: 2026-01-24

MCEM [neutral]

The Monarch Cement Company

+9.16%

current return

Author Info

No bio for this author

Company Info

The Monarch Cement Company engages in the manufacture and sale of portland cement in the United States.

Market Cap

$894.1M

Pitch Price

$238.19

Price Target

N/A

Dividend

1.39%

EV/EBITDA

9.66

P/E

15.61

EV/Sales

3.40

Sector

Construction Materials

Category

value

Show full summary:
The Illiquid Edge | Portfolio Positions Heading in to 2026 - The Goodheart - The Monarch Cement Company

MCEM (holding update): Kansas cement producer w/ local monopoly protection (cement can't transport long distances). 18% EPS CAGR over 10yrs, investment portfolio book value +16% CAGR. Defensible moat, strong cash generation, reinvests at 16% returns. Trades at 8% normalized earnings yield.

Read full article (1 min)