Cemex SAB de CV ADR (CX)vsKnife River Corporation (KNF)
CX
Cemex SAB de CV ADR
$11.33
+4.42%
BASIC MATERIALS · Cap: $15.74B
KNF
Knife River Corporation
$87.90
+2.48%
BASIC MATERIALS · Cap: $4.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 413% more annual revenue ($16.13B vs $3.15B). CX leads profitability with a 5.9% profit margin vs 5.0%. CX appears more attractively valued with a PEG of 0.11. KNF earns a higher WallStSmart Score of 61/100 (C+).
CX
Buy61
out of 100
Grade: C+
KNF
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-603.3%
Fair Value
$1.84
Current Price
$11.33
$9.49 premium
Margin of Safety
+37.6%
Fair Value
$129.17
Current Price
$87.90
$41.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 36.1% YoY
Areas to Watch
Trading at 14.5x book value
ROE of 3.1% — below average capital efficiency
5.9% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CX
The strongest argument for CX centers on PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.11 suggests the stock is reasonably priced for its growth.
Bull Case : KNF
The strongest argument for KNF centers on EPS Growth. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : CX
The primary concerns for CX are Price/Book, Return on Equity, Profit Margin. A P/E of 40.2x leaves little room for execution misses.
Bear Case : KNF
The primary concerns for KNF are PEG Ratio, P/E Ratio, Profit Margin. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CX carries more volatility with a beta of 1.01 — expect wider price swings.
KNF is growing revenue faster at 14.9% — sustainability is the question.
CX generates stronger free cash flow (708M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CX scores higher overall (61/100 vs 61/100) and 10.6% revenue growth. KNF offers better value entry with a 37.6% margin of safety. Both earn "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.
Cemex SAB de CV ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
CEMEX, SAB de CV, produces, markets, distributes and sells cement, ready-mix concrete, aggregates, clinker and other construction materials worldwide. The company is headquartered in San Pedro Garza Garca, Mexico.
Knife River Corporation
BASIC MATERIALS · BUILDING MATERIALS · USA
Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. The company is headquartered in Bismarck, North Dakota.
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