NYSE:CX

Cemex SA (CX)

12.04
+0.24 (1.99%)
as of Jun 11, 2026, 2:25:02 pm Market Open.
16 watching
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Cemex SA (CX-N) has exhibited impressive performance in the Latin American markets, outshining many of its peers in the S&P 500 over the past year. The company's stock is currently in a strong uptrend, with a rising percentage of stocks also showing positive momentum, a contrast to trends seen in the US market. Cemex's relative performance indices are performing well, benefiting from the broader positive movement in the ILF ETF for Latin America, which is trading favorably above its moving averages. As a dominant player in Mexico, Cemex stands to gain from tariff situations that favor manufacturing expansion in Mexico and Canada. Experts suggest that investors should consider buying at this juncture, given its current bullish trajectory and status as a top performer in its sector.

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Consensus
Buy
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Valuation
Fair Value
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BUY
The #2 leader globally in cement and aggregate production. Have almost all of Mexico and 40% of the US. While the home owners/builders pull back, commercial building is starting to thrive.
TOP PICK
Infrastructure of roads, bridges, airports and rails will be moving forward for the next 5/10 years. This is the 3rd largest cement maker in the world.
STRONG BUY
Trading at about 4 X price to cash flow. Below 5 X is a signal to buy. 2.5% yield. Very strong cash flows. Continually reducing their debt. They have the biggest exposure of all the cement companies to the emerging markets. Likes the infrastructure sector.
BUY
Good price. They are using all their free cash flow right now to continue to pay down debt. Yield is about 2.5%. The demand for cement is continuing unabated. 70% of the revenues are from the US and Europe.
TOP PICK
Mexican market sold off quite a bit and this came with it. Market thought it was a Mexican stock, but 40% of revenues are US with another 25/30% outside of Mexico. Demand for cement continues to rise. Good price at 7 X earnings. 2.5% dividend. About to split 2 for 1 so don't buy this week.
HOLD
A great company. Basic materials probably do have another rally in them. Wait to see if this rally will hold.
BUY
Usually, when interest rates rise, people don't want to own emerging markets because risks go up a little. This one should be thought of as a global company. It could go down further so just buy small portions now and add gradually over time.
BUY
The European acquisition has paid for itself a year ahead of time so they have been paying off debt in a very large way which has helped boost their operating margins. Wouldn't buy your entire position today, but would buy gradually.
BUY
A very well run company. In an enviable position being a near monopoly in Mexico. Have been able to gain very high returns on that monopoly. Also have investments internationally. On his radar screen, but hard to get an entry point.
BUY
Concrete is still in demand. The tariffs in the US have been lowered which will help them. Money earned will help pay down more of their debt. Good value.
SELL
Past top pick. The US has cut it's duties on imports of cement, which is good for this company. Says to rebalance, which means take some profits off, but still hold your position.
BUY
The outlook for this company and cement is very positive. Stock has done phenomenally well and there is probably more upside. A cyclical company.
TOP PICK
There's a huge demand for cement and the growth continues to rise. Because of the hurricanes, more infrastructure is going to have to be built. 40% of the US market share and 100% of Mexico. Well run and very efficient. Good margins.
BUY
A global player in the cement business. In a developing country, there's nothing more basic than cement.
BUY
Emerging markets are building infrastructures like there's no tomorow. There is a shortage of cement right now which has been spurring the earnings on the stock price. 2.5% dividend.
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