Cemex SAB de CV ADR (CX)vsTitan America SA (TTAM)
CX
Cemex SAB de CV ADR
$11.33
+4.42%
BASIC MATERIALS · Cap: $15.74B
TTAM
Titan America SA
$15.48
+3.20%
BASIC MATERIALS · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 869% more annual revenue ($16.13B vs $1.66B). TTAM leads profitability with a 11.1% profit margin vs 5.9%. TTAM trades at a lower P/E of 14.8x. CX earns a higher WallStSmart Score of 61/100 (C+).
CX
Buy61
out of 100
Grade: C+
TTAM
Buy53
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
+34.2%
Fair Value
$28.36
Current Price
$15.48
$12.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
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
4.1% revenue growth
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 : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
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 : TTAM
The primary concerns for TTAM are Revenue Growth.
Key Dynamics to Monitor
CX is growing revenue faster at 10.6% — 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 53/100) and 10.6% revenue growth. TTAM offers better value entry with a 34.2% 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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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