WallStSmart

Cementos Pacasmayo SAA ADR (CPAC)vsMartin Marietta Materials Inc (MLM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Martin Marietta Materials Inc generates 182% more annual revenue ($6.35B vs $2.25B). MLM leads profitability with a 39.9% 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-).

CPAC

Strong Buy

68

out of 100

Grade: B-

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

MLM

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 3.7Quality: 6.5
Piotroski: 4/9Altman Z: 1.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CPACUndervalued (+16.2%)

Margin of Safety

+16.2%

Fair Value

$12.99

Current Price

$12.10

$0.89 discount

UndervaluedFair: $12.99Overvalued

Intrinsic value data unavailable for MLM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

MLM4 strengths · Avg: 9.3/10
Profit MarginProfitability
39.9%10/10

Keeps 40 of every $100 in revenue as profit

EPS GrowthGrowth
1221.0%10/10

Earnings expanding 1221.0% YoY

Return on EquityProfitability
22.4%9/10

Every $100 of equity generates 22 in profit

Revenue GrowthGrowth
17.2%8/10

17.2% revenue growth

Areas to Watch

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

MLM3 concerns · Avg: 3.3/10
P/E RatioValuation
35.2x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

PEG RatioValuation
2.742/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : MLM

The strongest argument for MLM centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 39.9% and operating margin at 12.7%. Revenue growth of 17.2% demonstrates continued momentum.

Bear Case : CPAC

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

Bear Case : MLM

The primary concerns for MLM are P/E Ratio, Altman Z-Score, PEG Ratio.

Key Dynamics to Monitor

MLM carries more volatility with a beta of 1.10 — expect wider price swings.

MLM is growing revenue faster at 17.2% — 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 64/100) and 15.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Martin Marietta Materials Inc

BASIC MATERIALS · BUILDING MATERIALS · USA

Martin Marietta Materials, Inc. is an American-based company. The company is a supplier of aggregates and heavy building materials, with operations spanning 26 states, Canada and the Caribbean. In particular, Martin Marietta supplies the resources for roads, sidewalks and foundations.

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