Professional
Added to YB: 2026-06-17
Pitch date: 2026-03-31
VMC [bullish]
Vulcan Materials Company
+10.17%
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
$38.0B
Pitch Price
$273.06
Price Target
N/A
Dividend
0.73%
EV/EBITDA
17.27
P/E
34.66
EV/Sales
5.34
Sector
Construction Materials
Category
growth
Baron Asset Fund Added On Portfolio Holding: Vulcan Materials Company
VMC (added to position): Largest US construction aggregates producer, ~90% gross profit from crushed stone/sand/gravel. High barriers (5-10yr permits), pricing power (+4%/yr 30yr avg, expected to accelerate). Growth from infra (40% of shipments), data centers, reshoring, future housing recovery. M&A optionality. Expects low-to-mid teens annual EPS growth.
Read full article (2 min)