| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
HOLN Overview
Holcim Ltd operates as a building materials and solutions company in the Asia Pacific, Europe, Latin America, the Middle East, Africa, North America, and internationally.
Holcim Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF46.91 |
| 52 Week High | CHF38.00 |
| 52 Week Low | CHF58.46 |
| Beta | 1.22 |
| 1 Month Change | -8.63% |
| 3 Month Change | -15.84% |
| 1 Year Change | 7.57% |
| 3 Year Change | 2.78% |
| 5 Year Change | -11.24% |
| Change since IPO | 200.69% |
Recent News & Updates
What Is Holcim Ltd's (VTX:HOLN) Share Price Doing?
Holcim Ltd ( VTX:HOLN ) received a lot of attention from a substantial price movement on the SWX over the last few...
Analysts Are Updating Their Holcim Ltd (VTX:HOLN) Estimates After Its Half-Year Results
As you might know, Holcim Ltd ( VTX:HOLN ) recently reported its half-yearly numbers. Results were roughly in line with...
Holcim (VTX:HOLN) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Is Holcim (VTX:HOLN) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Shareholder Returns
| HOLN | CH Basic Materials | CH Market | |
|---|---|---|---|
| 7D | -1.8% | -1.9% | -0.7% |
| 1Y | 7.6% | 23.3% | 16.2% |
Return vs Industry: HOLN underperformed the Swiss Basic Materials industry which returned 23.3% over the past year.
Return vs Market: HOLN underperformed the Swiss Market which returned 16.2% over the past year.
Price Volatility
| HOLN volatility | |
|---|---|
| HOLN Beta | 1.22 |
| Industry Beta | 1.17 |
| Market Beta | 1 |
Stable Share Price: HOLN is not significantly more volatile than the rest of Swiss stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: HOLN's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1833 | 67,409 | Jan Jenisch | https://www.holcim.com |
Holcim Ltd operates as a building materials and solutions company in the Asia Pacific, Europe, Latin America, the Middle East, Africa, North America, and internationally. It operates through four segments: Cement, Aggregates, Ready-mix Concrete, and Solutions & Products. The company offers cement, hydraulic binders, clinker, and other cementitious materials; aggregates, such as crushed stone, gravel, and sand; and ready-mix concrete, precast concrete products, asphalts, and mortars.
Valuation
Is Holcim undervalued compared to its fair value and its price relative to the market?
>50%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: HOLN (CHF46.91) is trading below our estimate of fair value (CHF209.01)
Significantly Below Fair Value: HOLN is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: HOLN is good value based on its PE Ratio (13.2x) compared to the European Basic Materials industry average (14.8x).
PE vs Market: HOLN is good value based on its PE Ratio (13.2x) compared to the Swiss market (21.6x).
Price to Earnings Growth Ratio
PEG Ratio: HOLN is poor value based on its PEG Ratio (1.2x)
Price to Book Ratio
PB vs Industry: HOLN is good value based on its PB Ratio (1.1x) compared to the XE Basic Materials industry average (1.3x).
Future Growth
How is Holcim forecast to perform in the next 1 to 3 years based on estimates from 20 analysts?
11.2%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: HOLN's forecast earnings growth (11.2% per year) is above the savings rate (-0.3%).
Earnings vs Market: HOLN's earnings (11.2% per year) are forecast to grow faster than the Swiss market (9.8% per year).
High Growth Earnings: HOLN's earnings are forecast to grow, but not significantly.
Revenue vs Market: HOLN's revenue (5% per year) is forecast to grow slower than the Swiss market (5.2% per year).
High Growth Revenue: HOLN's revenue (5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: HOLN's Return on Equity is forecast to be low in 3 years time (10.9%).
Past Performance
How has Holcim performed over the past 5 years?
27.6%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: HOLN has high quality earnings.
Growing Profit Margin: HOLN's current net profit margins (8.7%) are higher than last year (6.4%).
Past Earnings Growth Analysis
Earnings Trend: HOLN has become profitable over the past 5 years, growing earnings by 27.6% per year.
Accelerating Growth: HOLN's earnings growth over the past year (38.7%) exceeds its 5-year average (27.6% per year).
Earnings vs Industry: HOLN earnings growth over the past year (38.7%) exceeded the Basic Materials industry 36.1%.
Return on Equity
High ROE: HOLN's Return on Equity (8.9%) is considered low.
Financial Health
How is Holcim's financial position?
Financial Position Analysis
Short Term Liabilities: HOLN's short term assets (CHF11.1B) exceed its short term liabilities (CHF9.6B).
Long Term Liabilities: HOLN's short term assets (CHF11.1B) do not cover its long term liabilities (CHF18.7B).
Debt to Equity History and Analysis
Debt Level: HOLN's debt to equity ratio (49.3%) is considered high.
Reducing Debt: HOLN's debt to equity ratio has reduced from 65.6% to 49.3% over the past 5 years.
Debt Coverage: HOLN's debt is well covered by operating cash flow (32.5%).
Interest Coverage: HOLN's interest payments on its debt are well covered by EBIT (11x coverage).
Balance Sheet
Dividend
What is Holcim current dividend yield, its reliability and sustainability?
4.26%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: HOLN's dividend (4.26%) is higher than the bottom 25% of dividend payers in the Swiss market (1.37%).
High Dividend: HOLN's dividend (4.26%) is in the top 25% of dividend payers in the Swiss market (3.6%)
Stability and Growth of Payments
Stable Dividend: HOLN's dividend payments have been volatile in the past 10 years.
Growing Dividend: HOLN's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (56.3%), HOLN's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: HOLN's dividends in 3 years are forecast to be well covered by earnings (40.9% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.7yrs
Average management tenure
CEO
Jan Jenisch (55 yo)
4yrs
Tenure
CHF7,942,553
Compensation
Mr. Jan Philipp Jenisch, Iic. Rer. Pol, has been the Chief Executive Officer of LafargeHolcim Ltd since September 1, 2017 and serves as its Director since May 4, 2021. Mr. Jenisch served as the Chief Execu...
CEO Compensation Analysis
Compensation vs Market: Jan's total compensation ($USD8.53M) is above average for companies of similar size in the Swiss market ($USD5.38M).
Compensation vs Earnings: Jan's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: HOLN's management team is considered experienced (3.7 years average tenure).
Board Members
Experienced Board: HOLN's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Holcim Ltd's employee growth, exchange listings and data sources
Key Information
- Name: Holcim Ltd
- Ticker: HOLN
- Exchange: SWX
- Founded: 1833
- Industry: Construction Materials
- Sector: Materials
- Market Cap: CHF28.695b
- Shares outstanding: 611.71m
- Website: https://www.holcim.com
Number of Employees
Location
- Holcim Ltd
- Grafenauweg 10
- Zug
- Zug
- 6300
- Switzerland
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/09/19 17:02 |
| End of Day Share Price | 2021/09/17 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.