Added to YB: 2025-02-17
Pitch date: 2024-12-30
MCEM [bullish]
The Monarch Cement Company
+24.55%
current return
Author Info
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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
$208.75
Price Target
400.00 (+54%)
Dividend
1.39%
EV/EBITDA
9.66
P/E
15.61
EV/Sales
3.40
Sector
Construction Materials
Category
value
Show full summary:
The Monarch Cement Company - $MCEM
MCEM: Cement plant trades at 50-60% of private market value. $400+ PT by 2027 (25%+ IRR). 5% annual pricing power, 50+ years reserves. Trophy asset at 6x 2025E EV/EBITDA, $475/ton capacity. Risks: pricing power assumptions, black swan events. Catalysts: profit growth, capital returns.
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