CRH PLC CRH

August 07, 2024 - 11:27pm EST by

member

						2024	2025
Price:		76.00		EPS		0	0
Shares Out. (in M):		692		P/E		0	0
Market Cap (in $M):		52,675		P/FCF		14	13
Net Debt (in $M):		9,364		EBIT		5,100	5,500
TEV (in $M):		62,886		TEV/EBIT		12.3	11.4

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
10	member 10/02/24 5:46PM Re: Re: Re: Re: Re: Author Exit Recommendation 9
I noticed that it ran up a bit heading into the last rebalance 1-2 days before, so there was some % chance they could have gotten selected. Palantir was speculated to get added for several... login to read the rest view available tags
9	member 10/02/24 7:45AM Re: Re: Re: Re: Author Exit Recommendation 8
Thanks. They qualified for the last rebalancing, but obviously they were not selected. They are ranked #2 for market cap of companies right now that qualify. view available tags
8	member 10/02/24 7:33AM Re: Re: Re: Author Exit Recommendation 7
I spoke to the company some time back but they wont know the date or be able to say anything on timeline. I came out with the sense that they are in the inclusion queue... login to read the rest view available tags
7	member 9/29/24 12:56PM Re: Re: Author Exit Recommendation 6
Congratulations on the successful investment. Why do you think S&P500 inclusion will likely take another 6+ months? Thanks. view available tags
6	member 9/27/24 11:00PM Re: Author Exit Recommendation 5
This has played out well there is some remaining upside with the SPY index inclusion but time line for that will likely take another 6mths +. The relative value discount has closed and it seems much view available tags
4	member 8/26/24 10:04PM Re: S&P 500 Inclusion — could be a big deal? 3
I think it is two quarters out and probably should net to ~10% idio move. It's moved up quite a bit in the past few weeks so starting to look more fairly valued. Therefore I... login to read the rest view available tags
3	member 8/23/24 2:10PM S&P 500 Inclusion — could be a big deal?
Hi Fuego, Griffin and all others, How are you thinking about the (practically inevitable) SPX inclusion on the share price? CRH has a $60bn market cap and should qualify for the index with little uncertainty. According... login to read the rest 1 view available tags
2	member 8/08/24 7:05AM Re: profit margins 1
Directly comparing profit margins between companies in this sector can be challenging due to varying business mixes. Generally, higher profit margins correlate with higher valuation multiples. However, for integrated businesses, it's essential to adjust for... login to read the rest view available tags
1	member 8/08/24 5:49AM profit margins
What is your perspective on profit margins given the context of historically lower margins and the factors driving potential future increases? view available tags

load more messages