Added to YB: 2026-09-07
Pitch date: 2026-09-03
AMRZ [bullish]
Amrize AG
Author Info
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Company Info
Amrize AG engages in the provision of various building solutions for infrastructure, commercial, and residential construction markets in North America and Canada.
Market Cap
CHF 23.6B
Pitch Price
N/A
Price Target
N/A
Dividend
1.02%
EV/EBITDA
9.57
P/E
19.34
EV/Sales
2.46
Sector
Construction Materials
Category
value
AMRIZE LTD (NYSE: $AMRZ): Building Materials, With Building Envelope Still to Prove.
AMRZ: Amrize was initiated as a small position at $42.97, where the Base case implies a 13.8% annual return through 2029; around $40 would justify a significant increase. The main support is Building Materials’ long-life, difficult-to-replace assets and manageable balance sheet, but the case requires margins to recover near 2024 levels. Building Envelope’s capacity ramp, margins, warranties and unresolved financial controls remain the key uncertainties.
Read full article (18 min)