CRH: Undervalued North American Building Materials Leader скачать в хорошем качестве

CRH: Undervalued North American Building Materials Leader

This source is an in-depth investment analysis report recommending a "Buy" rating for CRH plc, a global leader in building materials, following its strategic shift to a primary New York Stock Exchange listing. The central investment thesis highlights that CRH is undervalued compared to its U.S. peers, a gap expected to close as the market recognizes its predominantly North American profit base, which accounts for approximately 75% of its earnings. The report details CRH's strong competitive advantages, including unmatched scale, vertical integration from essential materials to solutions, and a proven M&A platform that drives consistent margin expansion despite macroeconomic challenges like cost inflation. Furthermore, the company is uniquely positioned to benefit from the multi-year U.S. infrastructure spending boom and is actively investing in sustainable solutions through major acquisitions like Eco Material Technologies. The analysis concludes that the risk/reward profile is highly attractive, backed by ambitious future targets and a clear capital allocation strategy emphasizing growth and shareholder returns.