Added to YB: 2025-02-03
Pitch date: 2024-12-17
HEI.DE [bullish]
Heidelberg Materials AG
+19.22%
current return
Author Info
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Company Info
Heidelberg Materials AG, together with its subsidiaries, produces and distributes cement, aggregates, ready-mixed concrete, and asphalt worldwide.
Market Cap
EUR 25.0B
Pitch Price
EUR 118.65
Price Target
N/A
Dividend
2.53%
EV/EBITDA
7.52
P/E
12.36
EV/Sales
1.56
Sector
Construction Materials
Category
value
Heidelberg Materials AG - $HEI.DE
HEI.DE: High-quality cement/aggregates co. at 9.9x 2025E P/E. US segment (16mm tons cement, 12bn tons aggregates) worth >EV. Industry pricing power, demand tailwinds. Non-US assets free at current price. Low debt, good mgmt. Risks: recession, carbon taxes. Potential US spinoff catalyst.
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