Martin Marietta Materials Inc (MLM)vsTitan America SA (TTAM)
MLM
Martin Marietta Materials Inc
$589.42
+2.30%
BASIC MATERIALS · Cap: $34.75B
TTAM
Titan America SA
$15.48
+3.20%
BASIC MATERIALS · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Martin Marietta Materials Inc generates 270% more annual revenue ($6.15B vs $1.66B). MLM leads profitability with a 18.5% profit margin vs 11.1%. TTAM trades at a lower P/E of 14.8x. TTAM earns a higher WallStSmart Score of 53/100 (C-).
MLM
Buy53
out of 100
Grade: C-
TTAM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-495.1%
Fair Value
$111.18
Current Price
$589.42
$478.24 premium
Margin of Safety
+34.2%
Fair Value
$28.36
Current Price
$15.48
$12.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.1%
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.1%
4.1% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : MLM
The strongest argument for MLM centers on Operating Margin. Profitability is solid with margins at 18.5% and operating margin at 23.1%.
Bull Case : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : MLM
The primary concerns for MLM are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : TTAM
The primary concerns for TTAM are Revenue Growth.
Key Dynamics to Monitor
MLM profiles as a mature stock while TTAM is a value play — different risk/reward profiles.
MLM is growing revenue faster at 8.6% — sustainability is the question.
MLM generates stronger free cash flow (424M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MLM scores higher overall (53/100 vs 53/100), backed by strong 18.5% margins. TTAM offers better value entry with a 34.2% margin of safety. 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.
Martin Marietta Materials Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Martin Marietta Materials, Inc. is an American-based company. The company is a supplier of aggregates and heavy building materials, with operations spanning 26 states, Canada and the Caribbean. In particular, Martin Marietta supplies the resources for roads, sidewalks and foundations.
Visit Website →Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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