WallStSmart

Amrize Ltd (AMRZ)vsCementos Pacasmayo SAA ADR (CPAC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Amrize Ltd generates 430% more annual revenue ($11.91B vs $2.25B). AMRZ leads profitability with a 9.7% profit margin vs 9.5%. CPAC appears more attractively valued with a PEG of 1.13. CPAC earns a higher WallStSmart Score of 68/100 (B-).

AMRZ

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 5.0Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.61

CPAC

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 7.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AMRZ.

CPACUndervalued (+16.2%)

Margin of Safety

+16.2%

Fair Value

$12.99

Current Price

$12.10

$0.89 discount

UndervaluedFair: $12.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMRZ1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

CPAC5 strengths · Avg: 8.4/10
EPS GrowthGrowth
61.1%10/10

Earnings expanding 61.1% YoY

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
24.4%8/10

Strong operational efficiency at 24.4%

Revenue GrowthGrowth
15.4%8/10

15.4% revenue growth

Areas to Watch

AMRZ4 concerns · Avg: 3.8/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

CPAC3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

Market CapQuality
$1.02B3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.033/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AMRZ

The strongest argument for AMRZ centers on Price/Book. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bull Case : CPAC

The strongest argument for CPAC centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 15.4% demonstrates continued momentum. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bear Case : AMRZ

The primary concerns for AMRZ are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : CPAC

The primary concerns for CPAC are Altman Z-Score, Market Cap, Debt/Equity.

Key Dynamics to Monitor

AMRZ profiles as a value stock while CPAC is a growth play — different risk/reward profiles.

CPAC is growing revenue faster at 15.4% — sustainability is the question.

CPAC generates stronger free cash flow (176M), providing more financial flexibility.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CPAC scores higher overall (68/100 vs 49/100) and 15.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Amrize Ltd

BASIC MATERIALS · BUILDING MATERIALS · USA

Amrize Ltd (AMRZ) is an innovative technology firm at the forefront of the digital health and wellness industry, dedicated to transforming healthcare delivery with cutting-edge technologies and data-driven solutions. The company prioritizes enhancing patient outcomes and access to care, significantly investing in research and development to address the rising demand for scalable health innovations. With a diverse portfolio of products and strategic initiatives, Amrize is well-positioned to become a critical player in the ongoing evolution of healthcare, presenting a compelling investment opportunity for institutional investors navigating a dynamic market.

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Cementos Pacasmayo SAA ADR

BASIC MATERIALS · BUILDING MATERIALS · USA

Cementos Pacasmayo SAA, a cement company, produces, distributes and sells cement and cement-related materials in Peru. The company is headquartered in Lima, Peru.

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