Cemex SAB de CV ADR (CX)vsKnife River Corporation (KNF)
CX
Cemex SAB de CV ADR
$10.52
+2.99%
BASIC MATERIALS · Cap: $14.52B
KNF
Knife River Corporation
$57.56
+6.09%
BASIC MATERIALS · Cap: $2.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 415% more annual revenue ($17.04B vs $3.31B). KNF leads profitability with a 4.2% profit margin vs 2.8%. CX appears more attractively valued with a PEG of 0.11. CX earns a higher WallStSmart Score of 59/100 (C).
CX
Buy59
out of 100
Grade: C
KNF
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.8%
Fair Value
$13.32
Current Price
$10.52
$2.80 discount
Margin of Safety
-88.1%
Fair Value
$42.85
Current Price
$57.55
$14.70 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
ROE of 3.9% — below average capital efficiency
2.8% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
4.2% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CX
The strongest argument for CX centers on PEG Ratio, Price/Book. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.11 suggests the stock is reasonably priced for its growth.
Bull Case : KNF
The strongest argument for KNF centers on Price/Book. Revenue growth of 12.6% demonstrates continued momentum.
Bear Case : CX
The primary concerns for CX are EPS Growth, Return on Equity, Profit Margin. A P/E of 83.8x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : KNF
The primary concerns for KNF are PEG Ratio, Profit Margin, Debt/Equity. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
CX carries more volatility with a beta of 0.81 — expect wider price swings.
KNF is growing revenue faster at 12.6% — sustainability is the question.
CX generates stronger free cash flow (582M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CX scores higher overall (59/100 vs 54/100) and 12.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cemex SAB de CV ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
CEMEX, SAB de CV, produces, markets, distributes and sells cement, ready-mix concrete, aggregates, clinker and other construction materials worldwide. The company is headquartered in San Pedro Garza Garca, Mexico.
Knife River Corporation
BASIC MATERIALS · BUILDING MATERIALS · USA
Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. The company is headquartered in Bismarck, North Dakota.
Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?