TTAM Share Price Performance
US$0
-13.78 (-100.00%)
Price US$0
Fair ValueUS$15.00
Share Pricen/a
New Narrative • Jul 08
Titan America SA Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 7 Fair Values set on narratives written by author
TTAM Community Narratives
AN
Fair Value
·Fair Value US$15 14.2% overvalued intrinsic discount
Infrastructure And Data Center Dependence Will Pressure Future Resilience For This Construction Supplier
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value
·Fair Value US$16.43 4.3% overvalued intrinsic discount
Infrastructure And Data Center Demand Will Support Long Term Construction Materials Upside
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value
·Fair Value US$22 22.1% undervalued intrinsic discount
Infrastructure And Data Center Demand Will Reward This Cement Producer’s Long Term Catalyst Strategy
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Infrastructure And Data Center Demand Will Reward This Cement Producer’s Long Term Catalyst Strategy
Titan America looks set to benefit as big building projects like infrastructure upgrades and data centers keep demand steady for cement and concrete. The upside hinges on whether a recent acquisition and new “smarter” materials can boost efficiency and product quality before higher energy costs or a housing slowdown bite.Read more
AN
US$22
22.1% undervalued intrinsic discount
Fair Value
Revenue
8.88% p.a.
Profit Margin
13.56%
Future PE
17.79x
Price in 2029
US$28.22
Infrastructure And Data Center Dependence Will Pressure Future Resilience For This Construction Supplier
Titan America leans heavily on big public works and large private building projects like data centers, and that reliance could turn into a weak spot if those pipelines cool. Delays in a new plant and rising compliance and build costs could also squeeze the upside just as the company spends more to expand capacity.Read more
AN
US$15
14.2% overvalued intrinsic discount
Fair Value
Revenue
6.18% p.a.
Profit Margin
13.98%
Future PE
12.67x
Price in 2029
US$19.21
Infrastructure And Data Center Demand Will Support Long Term Construction Materials Upside
Catalysts About Titan America Titan America is a vertically integrated producer of cement, aggregates, ready mixed concrete and related building materials serving high growth markets along the Eastern Seaboard. What are the underlying business or industry changes driving this perspective?Read more
AN
US$16.43
4.3% overvalued intrinsic discount
Fair Value
Revenue
6.63% p.a.
Profit Margin
13.8%
Future PE
14.09x
Price in 2028
US$21.08
Trending Discussion
Recently Updated Narratives
AN
Infrastructure And Data Center Demand Will Reward This Cement Producer’s Long Term Catalyst Strategy
Fair Value: US$22 22.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TTAM: I Expect 3D Concrete Ambitions Will Not Justify Current Pricing
Fair Value: US$15 14.2% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Infrastructure And Data Center Demand Will Support Long Term Construction Materials Upside
Fair Value: US$16.43 4.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Titan America SA Key Details
About TTAM
- Founded
- 1989
- Employees
- 2554
- CEO
- WebsiteView website
Titan America SA, through its subsidiaries, manufactures and supplies heavy building materials and services in the United States. The company offers cement and cementitious materials, ready-mix concrete, aggregates, concrete blocks, fly ash, and other ancillary products. It also engages in trading, real estate holdings, insurance brokerage, and transportation brokerage activities. The company was founded in 1989 and is based in Brussels, Belgium. Titan America SA operates as a subsidiary of Titan Cement International S.A.
Recent TTAM News & Updates
Narrative Update • Jun 26
