Added to YB: 2026-08-28
Pitch date: 2026-08-26
BZU.MI [neutral]
Buzzi S.p.A.
-2.05%
current return
Author Info
Colubeat Investment Desk writes and shares analysis on exceptional companies with sustainable moats. Sometimes undervalued, always high quality. Sign up for the newsletter.
Company Info
Buzzi S.p.A., together with its subsidiaries, manufactures, distributes, and sells cement, ready-mix concrete, and natural aggregates.
Market Cap
EUR 7.4B
Pitch Price
EUR 41.85
Price Target
N/A
Dividend
1.67%
EV/EBITDA
5.11
P/E
8.78
EV/Sales
1.49
Sector
Construction Materials
Category
N/A
Buzzi, Quikrete and the Mississippi - $BZU.MI
BZU.MI (hold): Continue holding: Buzzi has good assets, strong local positions and shares that still look cheap, but the former “Mississippi moat” thesis was too broad. Festus retains a logistical advantage into St. Louis, while Davenport’s in-market production weakens Buzzi’s Quad Cities position and Quikrete’s self-supply threatens some Texas volume. Key watchpoints are Festus kiln utilization and competitive pressure from Amrize and Continental in St. Louis.
Read full article (8 min)