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Vulcan Materials Community
NYSE:VMC Community
3
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Vulcan Materials
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Undervalued
Overvalued
Vulcan Materials
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
IIJA Funding And Sunbelt Projects Will Drive Long-Term Demand
Key Takeaways Expanding infrastructure investment and a dominant presence in high-growth metros are fueling sustained revenue growth and strong pricing power for Vulcan Materials. Operational efficiencies, successful acquisitions, and rising demand from infrastructure and renewable projects are supporting margin expansion and long-term profitability.
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US$300.00
FV
2.8% undervalued
intrinsic discount
8.12%
Revenue growth p.a.
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3 days ago
author updated this narrative
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
21.6% overvalued
intrinsic discount
8.00%
Revenue growth p.a.
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0
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17 days ago
author updated this narrative
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$340.00
FV
14.2% undervalued
intrinsic discount
12.31%
Revenue growth p.a.
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17 days ago
author updated this narrative
Your Valuation for
VMC
VMC
Vulcan Materials
Your Fair Value
US$
Current Price
US$291.62
1.7% overvalued
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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