Cemex SAB de CV ADR (CX)vsTitan America SA (TTAM)
CX
Cemex SAB de CV ADR
$10.52
+2.95%
BASIC MATERIALS · Cap: $15.18B
TTAM
Titan America SA
$14.03
+3.93%
BASIC MATERIALS · Cap: $2.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 916% more annual revenue ($17.38B vs $1.71B). TTAM leads profitability with a 10.3% profit margin vs 3.6%. TTAM trades at a lower P/E of 14.1x. CX earns a higher WallStSmart Score of 67/100 (B-).
CX
Strong Buy67
out of 100
Grade: B-
TTAM
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.3%
Fair Value
$13.59
Current Price
$10.52
$3.07 discount
Intrinsic value data unavailable for TTAM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 57.7% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 3.9% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Earnings declined 17.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CX
The strongest argument for CX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : TTAM
The strongest argument for TTAM centers on P/E Ratio, Price/Book.
Bear Case : CX
The primary concerns for CX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 65.8x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : TTAM
The primary concerns for TTAM are EPS Growth.
Key Dynamics to Monitor
TTAM is growing revenue faster at 9.6% — 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 (67/100 vs 47/100). Both earn "Strong Buy" and "Hold" 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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading entity in the U.S. cement and construction materials sector, distinguished for its commitment to sustainability and innovation. The company operates strategically located facilities that optimize distribution, catering to the increasing demand driven by robust infrastructure investments across the country. By focusing on advanced technologies to enhance production efficiency, Titan America maintains a strong competitive advantage. As the construction industry adapts to evolving needs, TTAM is positioned for significant growth and sustained success in a dynamic marketplace.
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