Cementos Argos 향후 성장

Future 기준 점검 2/6

Cementos Argos (는) 각각 연간 15.7% 및 7.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.9% 로 예상됩니다.

핵심 정보

15.7%

이익 성장률

13.38%

EPS 성장률

Basic Materials 이익 성장	21.7%
매출 성장률	7.4%
향후 자기자본이익률	6.88%
애널리스트 커버리지	Good
마지막 업데이트	18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Apr 30

CEMARGOS: Revised Growth And Margin Outlook Will Likely Sustain Elevated Future P/E Risk

Analysts have nudged their price target for Cementos Argos up from COP 12,500 to around COP 12,821, reflecting updated assumptions on revenue growth, profit margins, discount rate and future P/E levels. Valuation Changes Fair Value: updated from COP 12,500 to COP 12,820.56, a small upward adjustment in the modelled estimate.

내러티브 업데이트 • Feb 25

CEMARGOS: Updated Assumptions Will Likely Sustain Elevated Future P/E Risk

Analysts have nudged their price target on Cementos Argos up from COP 11,675 to COP 12,500, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Adjusted from COP 11,675 to COP 12,500, indicating a higher central estimate for the share price.

새로운 내러티브 • Feb 22

U.S. Aggregates Expansion And Latin American Strength Will Transform Long Term Earnings Potential

Catalysts About Cementos Argos Cementos Argos is a cement and ready mix producer with operations across Colombia, Central America, the Caribbean and a growing aggregates platform linked to the U.S. market. What are the underlying business or industry changes driving this perspective?

내러티브 업데이트 • Feb 10

CEMARGOS: Stable Assumptions Will Likely Sustain Excessive P/E Risk

Analysts have maintained their fair value estimate for Cementos Argos at COP 11,675 per share, making only small adjustments to inputs such as the discount rate and assumed future P/E multiple. This reflects a largely stable view of the company’s risk and earnings profile.

내러티브 업데이트 • Jan 24

CEMARGOS: Higher Required Returns Will Likely Pressure Elevated P/E Expectations

Analysts have lifted their price target for Cementos Argos from COP$11,306.25 to COP$11,675.00. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations.

새로운 내러티브 • Mar 09

The 'From The Mine To The Market' Initiative Will Optimize Operations And Reduce Costs

Cementos Argos' mine to market initiative and Central America expansions boost EBITDA growth via operational optimization and increased production capabilities.

이익 및 매출 성장 예측

BVC:CEMARGOS - 애널리스트 향후 추정치 및 과거 재무 데이터 (COP Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	6,483,483	790,682	692,167	N/A	3
12/31/2027	5,931,078	725,633	791,189	1,258,062	6
12/31/2026	5,378,760	494,439	795,333	1,165,642	1
3/31/2026	5,146,336	489,190	246,513	568,552	N/A
12/31/2025	5,155,682	520,914	307,206	615,561	N/A
9/30/2025	3,857,360	458,944	464,878	719,007	N/A
6/30/2025	3,826,541	246,604	656,785	941,439	N/A
3/31/2025	3,887,326	43,082	657,145	971,571	N/A
12/31/2024	5,299,281	30,509	554,965	907,372	N/A
9/30/2024	3,829,280	-193,976	1,089,367	1,221,598	N/A
6/30/2024	3,810,197	-228,581	1,151,247	1,376,134	N/A
3/31/2024	3,825,831	-268,196	1,590,014	1,803,027	N/A
12/31/2023	3,916,013	-341,857	1,721,843	1,958,742	N/A
9/30/2023	7,215,634	-63,262	1,468,570	2,127,724	N/A
6/30/2023	9,016,780	7,801	1,088,395	1,736,540	N/A
3/31/2023	10,508,289	102,756	648,403	1,345,810	N/A
12/31/2022	11,684,055	142,287	703,629	1,424,563	N/A
9/30/2022	11,083,727	197,357	622,718	1,199,193	N/A
6/30/2022	10,454,888	238,879	679,671	1,160,140	N/A
3/31/2022	10,076,855	397,634	780,049	1,204,896	N/A
12/31/2021	9,817,689	431,132	904,438	1,356,904	N/A
9/30/2021	9,601,997	326,043	1,051,893	1,407,098	N/A
6/30/2021	9,476,750	282,000	1,469,687	1,792,487	N/A
3/31/2021	9,138,211	129,340	1,282,706	1,610,124	N/A
12/31/2020	9,000,548	78,188	1,115,872	1,436,246	N/A
9/30/2020	9,026,493	105,276	1,095,540	1,522,302	N/A
6/30/2020	9,165,561	66,866	809,396	1,294,114	N/A
3/31/2020	9,380,503	110,641	803,300	1,351,472	N/A
12/31/2019	9,375,076	121,882	N/A	1,291,449	N/A
9/30/2019	9,135,023	139,509	N/A	1,130,604	N/A
6/30/2019	8,850,339	196,317	N/A	1,184,352	N/A
3/31/2019	8,685,130	139,114	N/A	1,268,441	N/A
12/31/2018	8,417,604	178,563	N/A	1,319,720	N/A
9/30/2018	8,417,305	47,917	N/A	1,425,307	N/A
6/30/2018	8,393,696	39,440	N/A	1,302,027	N/A
3/31/2018	8,363,464	89,037	N/A	1,238,315	N/A
12/31/2017	8,532,913	-11,365	N/A	1,189,403	N/A
9/30/2017	8,429,900	94,376	N/A	754,667	N/A
6/30/2017	8,346,759	141,530	N/A	1,042,006	N/A
3/31/2017	8,381,459	274,086	N/A	1,071,025	N/A
12/31/2016	8,517,382	419,970	N/A	1,029,406	N/A
9/30/2016	8,664,855	553,235	N/A	1,598,774	N/A
6/30/2016	8,837,785	595,402	N/A	860,014	N/A
3/31/2016	8,472,112	538,128	N/A	1,277,976	N/A
12/31/2015	7,912,003	504,672	N/A	1,288,232	N/A
9/30/2015	7,319,649	361,449	N/A	900,112	N/A
6/30/2015	6,535,482	317,762	N/A	N/A	N/A

애널리스트 향후 성장 전망

수입 대 저축률: CEMARGOS 의 연간 예상 수익 증가율(15.7%)이 saving rate(10.8%)보다 높습니다.

수익 vs 시장: CEMARGOS 의 연간 수익(15.7%)이 CO 시장(10.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: CEMARGOS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: CEMARGOS 의 수익(연간 7.4%)이 CO 시장(연간 7.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CEMARGOS 의 수익(연간 7.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CEMARGOS의 자본 수익률은 3년 후 6.9%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/20 02:04
종가	2026/05/20 00:00
수익	2026/03/31
연간 수익	2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Cementos Argos S.A.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Benjamin Theurer	Barclays
Eric Neguelouart	BofA Global Research
Gordon Lee	BTG Pactual

Cementos Argos 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Consensus EPS estimates fall by 42%, revenue upgraded

Consensus EPS estimates increase by 395%, revenue downgraded

Consensus EPS estimates increase by 28%

Consensus EPS estimates fall by 46%

Price target increased by 9.5% to Col$9,353

Consensus EPS estimates increase by 822%, revenue downgraded

Recent updates

First quarter 2026 earnings: EPS and revenues miss analyst expectations

Dividend of Col$108 announced

CEMARGOS: Higher Modeled Revenue And P/E Will Support Future Upside

Upcoming dividend of Col$258 per share

CEMARGOS: Stable Margins And Earnings Quality Will Likely Sustain Re Rated P/E

CEMARGOS: Higher Margin Outlook Will Likely Support Re Rated Future P/E

CEMARGOS: Revised Growth And Margin Outlook Will Likely Sustain Elevated Future P/E Risk

New minor risk - Share price stability

CEMARGOS: Updated Assumptions Will Likely Sustain Elevated Future P/E Risk

Full year 2025 earnings released: EPS: Col$405 (vs Col$20.75 loss in FY 2024)

Cementos Argos S.A., Annual General Meeting, Mar 20, 2026

U.S. Aggregates Expansion And Latin American Strength Will Transform Long Term Earnings Potential

Third quarter dividend of Col$258 announced

Cementos Argos S.A. announces Quarterly dividend, payable on April 30, 2026

CEMARGOS: Stable Assumptions Will Likely Sustain Excessive P/E Risk

CEMARGOS: Higher Required Returns Will Likely Pressure Elevated P/E Expectations

New major risk - Revenue and earnings growth

Consensus EPS estimates fall by 42%, revenue upgraded

Upcoming dividend of Col$96.25 per share

New major risk - Revenue and earnings growth

New minor risk - Share price stability

Upcoming dividend of Col$289 per share

Consensus EPS estimates increase by 395%, revenue downgraded

New major risk - Revenue and earnings growth

Second quarter 2025 earnings released: EPS: Col$118 (vs Col$63.38 in 2Q 2024)

Dividend of Col$289 announced

Upcoming dividend of Col$96.25 per share

First quarter 2025 earnings released: EPS: Col$96.70 (vs Col$13.79 loss in 1Q 2024)

Cementos Argos S.A. announces Quarterly dividend, payable on April 30, 2025

Upcoming dividend of Col$193 per share

Fourth quarter dividend of Col$193 announced

Cementos Argos S.A., Annual General Meeting, Mar 25, 2025

The 'From The Mine To The Market' Initiative Will Optimize Operations And Reduce Costs

New minor risk - Profit margin trend

New minor risk - Dividend sustainability

Upcoming dividend of Col$156 per share

Consensus EPS estimates increase by 28%

New major risk - Revenue and earnings growth

Consensus EPS estimates fall by 46%

Upcoming dividend of Col$83.80 per share

Price target increased by 9.5% to Col$9,353

Consensus EPS estimates increase by 822%, revenue downgraded

New major risk - Revenue and earnings growth

Second quarter 2024 earnings released: EPS: Col$68.73 (vs Col$86.06 in 2Q 2023)

Price target increased by 10% to Col$8,545

Dividend of Col$83.80 announced

Upcoming dividend of Col$83.80 per share

First quarter dividend of Col$83.80 announced

Consensus revenue estimates decrease by 25%

New major risk - Revenue and earnings growth

Consensus revenue estimates fall by 19%

Upcoming dividend of Col$118 per share

Price target increased by 7.3% to Col$6,495

Investor sentiment improves as stock rises 16%

Price target increased by 8.6% to Col$6,161

Full year 2023 earnings released: EPS: Col$273 (vs Col$122 in FY 2022)

Now 20% undervalued

Price target increased by 12% to Col$5,925

Summit Materials, Inc. (NYSE:SUM) completed the acquisition of Argos USA Corporation from Cementos Argos S.A. (BVC:CEMARGOS), Argos SEM LLC and Valle Cement Investments, Inc.

Upcoming dividend of Col$76.59 per share at 1.8% yield

Third quarter 2023 earnings released: EPS: Col$178 (vs Col$49.54 in 3Q 2022)

Price target increased by 11% to Col$5,720

Price target increased by 9.9% to Col$5,353

Upcoming dividend of Col$76.59 per share at 1.9% yield

Investor sentiment improves as stock rises 16%

Summit Materials, Inc. (NYSE:SUM) entered into an agreement to acquire Argos USA Corporation from Cementos Argos S.A. (BVC:CEMARGOS), Argos SEM LLC and Valle Cement Investments, Inc. in a transaction valued at $3.2 billion.

Investor sentiment improves as stock rises 35%

Upcoming dividend of Col$76.59 per share at 2.7% yield

Upcoming dividend of Col$92.77 per share at 9.2% yield