Added to YB: 2026-02-26
Pitch date: 2025-12-18
VMC [neutral]
Vulcan Materials Company
+5.68%
current return
Author Info
No bio for this author
Company Info
Vulcan Materials Company produces and supplies construction aggregates in the United States. It operates through three segments: Aggregates, Asphalt, and Concrete.
Market Cap
$40.6B
Pitch Price
$289.12
Price Target
N/A
Dividend
0.67%
EV/EBITDA
18.46
P/E
38.13
EV/Sales
5.71
Sector
Construction Materials
Category
growth
Vulcan Materials Company - $VMC
VMC : Building 10k MT/yr US NdFeB magnet plant (defense, EVs, datacenters). $500M+ equity + govt loan/incentives for ~$1B capex, targeting 2027 launch. Model: mid-single-digit $B rev, 30%+ EBITDA margins. Risks: execution, commodity economics, feedstock (Dy/Tb), high Series B valuation, policy dependency vs China pricing.
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