NYSE:CX

Cemex SA (CX)

12.32
+0.19 (1.53%)
as of Jul 2, 2026, 6:40:18 pm Market Open.
16 watching
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Investor Insights
star iconJul 2, 2026, 12:00 am

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

Cemex SA (CX-N) is showing strong performance in Latin American markets, where it holds the top position. The percentage of its stocks in upward trends has been consistently increasing, which sets it apart from trends observed in the US market. Its relative performance has been notably superior, outperforming 93% of companies within the S&P over the past year, and it's currently at a new high. The company is dominant in Mexico, suggesting a strong position as North American manufacturing may be favored in tariff situations, potentially benefiting Cemex SA going forward. Given these dynamics and its performance metrics, experts encourage a purchase at the current levels.

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Consensus
Buy
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Valuation
Undervalued
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Cemex, CX
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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