Rankings Construction & materials CRH
CRH
78
15070100
A view of the same findings, not a new score. How it works
In the 70+ zone: a score above 70 with more than 20% upside to the median analyst target.
Biggest deductions
- Multiples vs own history and peers−5
- Debt−4
- Public road funding−4
Strengths
- Diversified base+2
- Pricing power+1
- Buybacks+1
How the score is built
From 100 to 78, step by step: points off for the business, the price and the cracks, back for documented strengths, then three data adjustments.
Start
Score
Hover or select a step to see what drove it. Steps with findings open them below.
Key numbers
As of 2 Nov 2026. Analyst targets tend to be optimistic; read upside as a hint, not a forecast.
- Price
- 96.59 USD
- Median analyst target
- 116.00 USD
- Upside to median
- +20.1%
- Analysts
- 24
- Target range
- 95.00 – 160.00 USD
- 52-week change
- −19%
- P/E (trailing)
- 18.2
- Forward P/E
- 17.1
- PEG
- 1.80
Findings
Every deduction and every plus, with its source. Open a step to read them.
Business
Is the company getting stronger, not just bigger? · 3 findings−6 of −30
- −3Capital allocationArcosa is being bought for $8.5bn in cash at 11.5x 2026 EBITDA, while CRH itself trades at 9.4x, funded with a $5.75bn bridge (now $3.25bn plus a 3-year $2.5bn loan). On top come 17 acquisitions for $1.4bn in 2026; acquisitions of $4.3bn TTM vs FCF of $2.8bn.
- −2ROICROIC has fallen from 12.2% (2023) to 11.9% (2024), 11.1% (2025) and 9.8% TTM, vs a WACC of 8.8%. The company is getting bigger through acquisitions, but returns are falling.
- −1Quality of growthQ2 revenue rose 6% to $10.8bn, driven by price, underlying demand and acquisitions; net income (+13%) was lifted by gains on divestments.
Price
Today's multiples against the company's own history and its peers. · 1 finding−5 of −35
- −5Multiples vs own history and peersForward P/E 14.0 vs 14.5–21.2 in 2023–25; EV/EBITDA 9.4 vs 6.3–13.5 in 2021–25 (average about 10); P/E 14.8. Below its own history and far below aggregates peers such as Vulcan and Martin Marietta, but EV/FCF 26 and P/TBV 6.3.
Cracks
Cash flow, customers, debt, insiders, guidance and what sits behind the headline numbers. · 4 findings−12 of −35
- −4DebtNet debt rose from $14.2bn (31/12/2025) to 15.4bn (30/6/2026); the previously cited '14.15 → 15.83bn in one quarter' does not match the accounts. With Arcosa, 2.4x net debt/EBITDA is expected; debt/FCF 7.2 and interest cover 6.4x.
- −4Public road fundingAbout 40% of EBITDA comes from publicly funded infrastructure, and federal IIJA funding expires on 30/9/2026 with no multi-year successor passed; the risk is a short extension. State DOT budgets are +6% in 2026.
- −3Customers are shiftingWeak US housebuilding with no prospect of improvement in 2026 hits Building Solutions and parts of materials sales.
- −1Insider tradingInsiders have sold about $0.2m over the last three months and not bought, despite the fall to a 52-week low.
Plus
Only documented strengths. · 3 findings+4 of +15
- +2Diversified baseThousands of local markets in North America and Europe; no single customer of significance.
- +1Pricing powerPositive pricing in Q2; adjusted EBITDA margin 24.4% (+0.3 points) and operating margin up from 11.3% (2021) to 14.1% TTM.
- +1BuybacksBuybacks ($1.1bn) plus dividends ($1.0bn) TTM are below FCF ($2.8bn); share count −1.7% in a year.
Caveats
What the score does not capture, or where the data is weak.
The share is −26% over 52 weeks and near the bottom despite better-than-expected reports; the fall is attributed to outlook and capital allocation (Arcosa), not weak numbers. Arcosa ($8.5bn cash, 11.5x EBITDA) is expected to close in Q1 2027 and lifts net debt to about 2.4x EBITDA. Federal highway funding (IIJA) expires 30/9/2026, and a new multi-year bill has not been passed. The credit rating has not been checked.
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