WallStSmart

Cementos Pacasmayo SAA ADR (CPAC)vsVulcan Materials Company (VMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vulcan Materials Company generates 259% more annual revenue ($8.06B vs $2.25B). VMC leads profitability with a 13.8% 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

VMC

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 3.3Quality: 7.5
Piotroski: 7/9Altman Z: 2.05
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
VMCSignificantly Overvalued (-87.5%)

Margin of Safety

-87.5%

Fair Value

$170.51

Current Price

$283.92

$113.41 premium

UndervaluedFair: $170.51Overvalued

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

VMC1 strengths · Avg: 8.0/10
EPS GrowthGrowth
29.7%8/10

Earnings expanding 29.7% YoY

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

VMC2 concerns · Avg: 4.0/10
PEG RatioValuation
2.504/10

Expensive relative to growth rate

P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

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 : VMC

The strongest argument for VMC centers on EPS Growth.

Bear Case : CPAC

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

Bear Case : VMC

The primary concerns for VMC are PEG Ratio, P/E Ratio.

Key Dynamics to Monitor

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

VMC carries more volatility with a beta of 1.05 — expect wider price swings.

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

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

Bottom Line

CPAC scores higher overall (68/100 vs 57/100) 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.

Vulcan Materials Company

BASIC MATERIALS · BUILDING MATERIALS · USA

Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.

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