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Vulcan Materials Community
NYSE:VMC Community
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Vulcan Materials
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Vulcan Materials
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Aggregate Pricing And IIJA Demand Will Deliver Operational Resilience
Key Takeaways Strategic acquisitions and operational efficiencies are enhancing earnings, margins, and shareholder value, supporting sustained growth in return on invested capital and EPS. Strong pricing in aggregates and public construction demand help drive revenue growth, offsetting challenges in the private sector.
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US$298.52
FV
5.6% undervalued
intrinsic discount
8.60%
Revenue growth p.a.
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5 days ago
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Vulcan Materials
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Shifting Urbanization And Sustainability Will Erode Traditional Aggregates
Key Takeaways Shifting sustainability trends, stricter regulations, and alternative building methods threaten core demand and profitability by pressuring volumes, margins, and operational flexibility. Slowing urbanization and declining aggregate reserves could weaken long-term growth, forcing strategic pivots or investments that may strain future returns.
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US$239.78
FV
17.5% overvalued
intrinsic discount
8.00%
Revenue growth p.a.
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5 days ago
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Vulcan Materials
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
IIJA Spending And Sun Belt Urbanization Will Boost Aggregate Demand
Key Takeaways Public infrastructure investment, population shifts, and data center growth in Vulcan’s core regions are setting the stage for sustained demand and long-term revenue expansion. Technology upgrades and strategic acquisitions are driving cost efficiencies, expanded reserves, and enhanced profitability, positioning Vulcan to benefit from industry consolidation.
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US$340.00
FV
17.1% undervalued
intrinsic discount
12.31%
Revenue growth p.a.
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5 days ago
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Your Valuation for
VMC
VMC
Vulcan Materials
Your Fair Value
US$
Current Price
US$281.85
0.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
11b
2015
2018
2021
2024
2025
2027
2030
Revenue US$10.8b
Earnings US$1.4b
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