Martin Marietta Materials (MLM) 주식 개요
천연 자원 기반 건축 자재 회사인 마틴 마리에타 머티리얼즈는 미국 및 전 세계 건설 업계에 골재와 중후장대 건축 자재를 공급하는 기업입니다. 자세히 보기
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Analyst Price Targets
Martin Marietta Materials, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$575.14 |
| 52주 최고가 | US$710.97 |
| 52주 최저가 | US$525.38 |
| 베타 | 1.14 |
| 1개월 변동 | -6.34% |
| 3개월 변동 | -14.99% |
| 1년 변동 | 4.86% |
| 3년 변동 | 42.22% |
| 5년 변동 | 59.96% |
| IPO 이후 변동 | 2,235.59% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
새로운 내러티브 • 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.주주 수익률
| MLM | US Basic Materials | US 시장 | |
|---|---|---|---|
| 7D | 6.9% | 5.2% | 1.3% |
| 1Y | 4.9% | 8.5% | 27.7% |
수익률 대 산업: MLM은 지난 1년 동안 8.5%의 수익을 기록한 US Basic Materials 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: MLM은 지난 1년 동안 27.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| MLM volatility | |
|---|---|
| MLM Average Weekly Movement | 4.1% |
| Basic Materials Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: MLM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: MLM의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1939 | 9,600 | Ward Nye | www.martinmarietta.com |
천연 자원 기반 건축 자재 회사인 마틴 마리에타 머티리얼즈는 미국 및 전 세계 건설 업계에 골재와 중후장대 건축 자재를 공급합니다. 이 회사는 이스트 그룹과 웨스트 그룹으로 나뉘어 운영되고 있습니다. 이 회사는 쇄석, 모래 및 자갈 제품, 레미콘 및 아스팔트, 인프라 프로젝트, 비주거 및 주거용 건설 프로젝트, 철도, 농업, 유틸리티 및 환경 산업에 사용되는 포장 제품 및 서비스를 제공합니다.
Martin Marietta Materials, Inc. 기초 지표 요약
| MLM 기초 통계 | |
|---|---|
| 시가총액 | US$34.49b |
| 순이익 (TTM) | US$965.00m |
| 매출 (TTM) | US$6.35b |
35.8x
주가수익비율(P/E)5.4x
주가매출비율(P/S)MLM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MLM 손익계산서 (TTM) | |
|---|---|
| 매출 | US$6.35b |
| 매출원가 | US$4.46b |
| 총이익 | US$1.89b |
| 기타 비용 | US$924.00m |
| 순이익 | US$965.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 16.07 |
| 총이익률 | 29.75% |
| 순이익률 | 15.20% |
| 부채/자본 비율 | 46.9% |
MLM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Martin Marietta Materials 배당 일정 | |
|---|---|
| 배당락일 | Jun 01 2026 |
| 배당 지급일 | Jun 30 2026 |
| 배당락일까지 남은 일수 | 3 days |
| 배당 지급일까지 남은 일수 | 32 days |
MLM는 안정적으로 배당을 지급합니까?
MLM 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/28 21:21 |
| 종가 | 2026/05/28 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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Martin Marietta Materials, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Seiden | Barclays |
| Daniel Wang | Berenberg |
| Paul Roger | BNP Paribas |