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Martin Marietta Materials, Inc.Informe acción NYSE:MLM

Capitalización bursátil US$37.0b
Precio de las acciones
US$590.38
US$700.04
15.7% infravalorado descuento intrínseco
1Y10.9%
7D-3.0%
Valor de la cartera
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Martin Marietta Materials, Inc.

Informe acción NYSE:MLM

Capitalización de mercado: US$37.0b

Martin Marietta Materials (MLM) Resumen de Acciones

Martin Marietta Materials, Inc. es una empresa de materiales de construcción basada en recursos naturales que suministra áridos y materiales de construcción pesados al sector de la construcción en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de MLM
Puntuación del snowflake
Valoración0/6
Crecimiento futuro1/6
Rendimiento pasado3/6
Salud financiera3/6
Dividendos0/6

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Materials opportunity

Competidores de Martin Marietta Materials, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Martin Marietta Materials
Precios históricos de las acciones
Precio actual de la acciónUS$600.49
Máximo en las últimas 52 semanasUS$710.97
Mínimo de 52 semanasUS$532.81
Beta1.14
Cambio en 1 mes1.02%
Variación en 3 meses-12.97%
Cambio de 1 año10.88%
Variación en 3 años49.91%
Variación en 5 años60.36%
Variación desde la OPV2,338.54%

Noticias y actualizaciones recientes

Actualización del análisis May 05

MLM: Asset Reshaping And 2026 Guidance Will Support Long-Term Upside

Analysts have trimmed the blended fair value estimate for Martin Marietta Materials to $800 from $804. This reflects a mix of recent price target cuts and increases as they update models for adjusted revenue growth, slightly lower profit margins, and revised sector expectations.
Actualización del análisis Apr 20

MLM: Quikrete Asset Exchange And M&A Pipeline Will Support Long-Term Upside

Analysts now see Martin Marietta Materials' fair value holding at $804, with recent price target tweaks reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research around Martin Marietta Materials shows a mix of target trims and upgrades, with several bullish analysts emphasizing execution on portfolio moves and refreshed modeling rather than broad shifts in stance.

Recent updates

Actualización del análisis May 05

MLM: Asset Reshaping And 2026 Guidance Will Support Long-Term Upside

Analysts have trimmed the blended fair value estimate for Martin Marietta Materials to $800 from $804. This reflects a mix of recent price target cuts and increases as they update models for adjusted revenue growth, slightly lower profit margins, and revised sector expectations.
Actualización del análisis Apr 20

MLM: Quikrete Asset Exchange And M&A Pipeline Will Support Long-Term Upside

Analysts now see Martin Marietta Materials' fair value holding at $804, with recent price target tweaks reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent Street research around Martin Marietta Materials shows a mix of target trims and upgrades, with several bullish analysts emphasizing execution on portfolio moves and refreshed modeling rather than broad shifts in stance.
Actualización del análisis Apr 06

MLM: Infrastructure Spending And Portfolio Simplification Will Support A Constructive Long Term Outlook

Analysts have nudged their blended price target for Martin Marietta Materials higher to about $700, with the change tied to refreshed models that reflect updated revenue growth and margin assumptions following recent target moves both up and down across the Street. Analyst Commentary Recent research on Martin Marietta Materials reflects an active debate around valuation, execution on recent transactions, and the durability of growth expectations.
Actualización del análisis Mar 23

MLM: Quikrete Asset Exchange Will Support Constructive Long Term Expectations

Analysts have nudged the fair value estimate for Martin Marietta Materials up from $780 to $804, reflecting updated price targets that factor in recent model revisions, the completed Quikrete asset exchange, and ongoing sector level adjustments across the machinery and construction group. Analyst Commentary Recent Street research on Martin Marietta Materials has centered on refreshed price targets and updated models following the completed Quikrete asset exchange and the company's latest guidance.
Seeking Alpha Mar 21

Martin Marietta: A Bet On Non-Residential Building Demand, As Operating Margins Improve

Summary Martin Marietta is upgraded to a buy, driven by strong operating margins, positive FY26 EBITDA guidance, and robust dividend growth. Despite macro headwinds in residential construction and bearish sector outlooks, MLM's scale positions it to capitalize on non-residential demand, including infrastructure and data centers. MLM boasts investment-grade credit ratings, a low and declining debt-to-equity ratio, and a 10-year dividend CAGR of 7.4% with a conservative 17.3% payout ratio. My forecast expects ~19% price upside by Dec. 2027, complemented by Wall Street’s even more bullish consensus, despite technical chart trends pointing to a neutral stance in the near term. Read the full article on Seeking Alpha
Actualización del análisis Mar 09

MLM: Fair Outlook Balances SOAR 2030 Ambitions With Post Transaction Execution Risks

Our analyst price target for Martin Marietta Materials has been raised to $561.92 from $546.02, as analysts factor in updated post Quikrete transaction modeling, revised guidance, and refreshed assumptions for revenue growth, profit margins, discount rate, and future P/E following a series of recent Street price target changes. Analyst Commentary Recent Street research on Martin Marietta Materials has centered on the completed asset swap with Quikrete, refreshed guidance, and updated modeling around the company’s long term SOAR 2030 framework.
Actualización del análisis Feb 23

MLM: Higher Revenue And Margin Assumptions Will Support Constructive Future Expectations

Analysts have nudged their fair value estimate for Martin Marietta Materials up to $780 from $758, reflecting refreshed models after recent price target moves across the Street and updated views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Street research on Martin Marietta Materials has been active, with a mix of higher and lower price targets that feed into the refreshed fair value estimate.
Actualización del análisis Feb 08

MLM: Broad Volume Recovery And Infrastructure Demand Will Support Mixed Future Expectations

Analysts nudged their fair value estimate for Martin Marietta Materials up by $4 to $758, citing updated assumptions that include a slightly lower discount rate, adjusted revenue growth and margin expectations, and a higher future P/E multiple, in line with recent mixed but generally supportive price target actions on the stock. Analyst Commentary Recent Street research on Martin Marietta Materials has been mixed, but there is a clear group of bullish analysts highlighting upside drivers tied to execution, pricing power, and capital deployment.
Actualización del análisis Jan 25

MLM: Normalized Weather And Infrastructure Spending Will Guide A Balanced Outlook

Analysts have nudged their price target for Martin Marietta Materials slightly higher to about US$681. This reflects modestly higher fair value estimates, a small adjustment to discount and growth assumptions, and recent mixed but generally constructive updates on pricing and volume trends from several research firms.
Actualización del análisis Jan 11

MLM: Weather Normalization And Infrastructure Spending Will Shape Fairly Valued Outlook

Analysts have raised their price targets on Martin Marietta Materials into the mid to high US$600s, citing updated EBITDA estimates and indications of a broad volume recovery supported by more normal weather conditions and steady infrastructure spending. Analyst Commentary Bullish and cautious voices are both weighing in on Martin Marietta Materials, and their latest price target moves give you a sense of how they see the risk and reward trade off after the recent Q3 update.
Actualización del análisis Dec 27

MLM Limited Upside Expected As Construction Demand And Pricing Power Face Headwinds

Analysts have lifted their price target on Martin Marietta Materials by about $40, to the mid $600s per share, citing higher EBITDA expectations from broad volume recovery, weather normalization in key regions, and sustained infrastructure strength, even as they temper long term growth and valuation assumptions. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Martin Marietta, with upward revisions to price targets balanced by more tempered views on the pace and durability of growth.
Actualización del análisis Dec 12

MLM Broad Volume Recovery And Infrastructure Demand Will Support Stronger Future Performance

Analysts have raised their fair value estimate for Martin Marietta Materials to $754 from $700, citing higher EBITDA expectations driven by signs of a broad volume recovery, improved weather driven activity in key regions, and still robust infrastructure spending despite a somewhat more conservative long term growth outlook. Analyst Commentary Recent research commentary on Martin Marietta Materials has turned increasingly constructive, as bullish analysts lift price targets and emphasize the company’s leverage to an improving demand backdrop.
Actualización del análisis Nov 28

MLM: Sector Recovery And Infrastructure Trends Will Influence Performance Through 2026

Analysts have modestly increased their price targets for Martin Marietta Materials. The average target has risen from $670 to $700, citing a robust recovery in construction volumes and improving sector fundamentals as key factors behind the revision.
Actualización del análisis Nov 14

MLM: Future Volume Trends And Infrastructure Spending Will Shape Share Performance

The consensus analyst price target for Martin Marietta Materials has been increased by $2.64 to $666.29, as analysts cite an improving outlook for volumes and continued infrastructure spending. Analyst Commentary Analysts have recently updated their assessments of Martin Marietta Materials, reflecting a mix of optimism and caution as the company navigates changes in industry dynamics and macroeconomic factors.
Actualización del análisis Oct 31

MLM: Improving Inventory And Sector Demand Trends Will Balance Near-Term Uncertainty

Analysts have modestly increased their price target for Martin Marietta Materials to approximately $664 from $658. They cite improved inventory trends, constructive sector outlooks, and recent strategic initiatives as supportive factors for the company's valuation.
Actualización del análisis Oct 16

US Infrastructure And Sunbelt Trends Will Sustain Aggregate Demand

Analysts have raised their fair value estimate for Martin Marietta Materials to $658 from $648, citing improving industry demand, recent strategic transactions, and better-than-expected earnings results. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets for Martin Marietta, reflecting expectations for improved demand trends and a positive earnings outlook, especially following a strong Q2 performance.
Artículo de análisis Sep 12

Should You Investigate Martin Marietta Materials, Inc. (NYSE:MLM) At US$631?

Let's talk about the popular Martin Marietta Materials, Inc. ( NYSE:MLM ). The company's shares saw a double-digit...
Actualización del análisis Sep 05

US Infrastructure And Sunbelt Trends Will Sustain Aggregate Demand

Analysts have raised their price target for Martin Marietta Materials on improving demand outlook, strong Q2 execution, and strategic benefits from the Quikrete deal, resulting in a modest target increase from $646.18 to $647.32. Analyst Commentary Improving demand trends anticipated for construction materials industry in H2 2025 and 2026, with Q2 likely marking the trough of softer demand.
Artículo de análisis Jul 09

Martin Marietta Materials, Inc.'s (NYSE:MLM) Price In Tune With Earnings

Martin Marietta Materials, Inc.'s ( NYSE:MLM ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a...
Seeking Alpha Apr 26

Martin Marietta Materials: Shares Haven't Dropped Enough

Summary I maintain a 'hold' rating on Martin Marietta Materials due to high share prices and mixed financial performance. Recent financials show revenue growth in aggregates but declines in cement and ready mixed concrete due to asset sales and market softness. Management's optimistic 2025 outlook is tempered by economic uncertainties and a higher valuation compared to similar firms. Significant exposure to vulnerable industries like public infrastructure, non-residential, and residential markets justifies the continued 'hold' rating. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

Martin Marietta Materials: Impressive Fundamentals, But Overvalued

Summary Martin Marietta Materials has impressive fundamentals but is currently overvalued, with declining sales and earnings, and weather-related impacts affecting performance. Despite solid cash flow and market dominance in key areas, MLM's valuation is inflated, trading at a P/E of almost 29x, well above historical averages. Risks include declining sales volumes, insider selling trends, and insufficient upside to justify the high valuation, leading to a "Hold" rating. I recommend MLM as a "Hold" with a price target of $360-$400/share, based on qualitative strengths but insufficient valuation indicators. Read the full article on Seeking Alpha
Seeking Alpha Oct 31

Martin Marietta Materials: A Spike In Shares After Q3 Results Is A Great Time For A Downgrade

Summary Martin Marietta Materials saw its shares rise nicely, even after reporting disappointing revenue and earnings for the third quarter of the company's 2024 fiscal year. Although MLM has had a great run, shares are getting rather pricey, but recent guidance for 2024 is encouraging. Shares look pricey, and investors should consider seeing the firm in a more neutral light than a bullish one. Read the full article on Seeking Alpha
Seeking Alpha Aug 20

Martin Marietta: Headwinds, High Valuation Ratios, And Lack Of Insider Buying Activity

Summary Martin Marietta Materials reported challenging Q2 2024 results with lower-than-expected revenue and EPS due to inventory adjustments, weather disruptions, and high-interest rates. The acquisition of Blue Water Industries led to a $20 million gross profit decline due to markup in their inventories, artificially increasing costs and reducing profit margins. The company appears overvalued compared to its sector, and the lack of insider buying activity, coupled with significant insider selling, raises some concerns. Therefore, my rating for this stock is a Hold until some of the headwinds ease, the share price recovers from the pullback, and (ideally) insiders begin buying shares in their company. Read the full article on Seeking Alpha
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Nuevo análisis Aug 19

Decisive Acquisitions And Solid Market Fundamentals Set The Stage For Robust Growth

Acquisition of operations from Blue Water Industries and the synergy from integrating recent acquisitions significantly enhance Martin Marietta Materials' market share and operational efficiency.

Rentabilidad de los accionistas

MLMUS Basic MaterialsMercado US
7D-3.0%-2.6%2.1%
1Y10.9%11.8%30.6%

Rentabilidad vs. Industria: Los resultados de MLM fueron inferiores a los de la industria US Basic Materials, que obtuvo un rendimiento del 11.8% el año pasado.

Rentabilidad vs. Mercado: MLM obtuvo unos resultados inferiores a los del mercado US, que fueron del 30.6% el año pasado.

Volatilidad de los precios

Is MLM's price volatile compared to industry and market?
MLM volatility
MLM Average Weekly Movement4.3%
Basic Materials Industry Average Movement5.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: MLM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MLM (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19399,600Ward Nyewww.martinmarietta.com

Martin Marietta Materials, Inc. es una empresa de materiales de construcción basada en recursos naturales que suministra áridos y materiales de construcción pesados al sector de la construcción en Estados Unidos y a escala internacional. Opera a través de los segmentos East Group y West Group. La empresa ofrece productos de piedra triturada, arena y grava; hormigón premezclado y asfalto; y productos y servicios de pavimentación para su uso en proyectos de infraestructuras y proyectos de construcción no residenciales y residenciales, así como en las industrias ferroviaria, agrícola, de servicios públicos y medioambiental.

Resumen de fundamentos de Martin Marietta Materials, Inc.

¿Cómo se comparan los beneficios e ingresos de Martin Marietta Materials con su capitalización de mercado?
Estadísticas fundamentales de MLM
Capitalización bursátilUS$36.96b
Beneficios(TTM)US$965.00m
Ingresos (TTM)US$6.35b
37.4x
Ratio precio-beneficio (PE)
5.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MLM
IngresosUS$6.35b
Coste de los ingresosUS$4.46b
Beneficio brutoUS$1.89b
Otros gastosUS$924.00m
BeneficiosUS$965.00m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)16.07
Margen bruto29.75%
Margen de beneficio neto15.20%
Ratio deuda/patrimonio46.9%

¿Cómo se ha desempeñado MLM a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.6%
Rentabilidad actual por dividendo
21%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 22:59
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Martin Marietta Materials, Inc. está cubierta por 37 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adam SeidenBarclays
Daniel WangBerenberg
Paul RogerBNP Paribas