CEMEX: Improvement Is Evident, But More Is Needed To Expand The Multiple [Seeking Alpha]
Cemex, S.A.B. de C.V. Sponsored ADR (CX)
US:NYSE Investor Relations:
cemex.com/investors/overview
Company Research
Source: Seeking Alpha
Operational improvements have come despite a challenging market backdrop in both the U.S. and Mexico; demand recoveries could drive more margin leverage in 2026-2028. CX's management is targeting $400M in cost savings by 2027 through increased operational efficiency and is also looking at additional asset disposals and more efficient capex spending. M&A further into the aggregates space makes sense given higher margins and lower capex requirements; improving FCF conversion is a key potential value driver. A 7x EBITDA multiple supports a mid-$12 fair value today, but further rerating is possible if CX achieves further margin and FCF improvements. Bjoern Wylezich/iStock Editorial via Getty Images It has taken a lot of time, but CEMEX, S.A.B. de C.V. ( CX ) management has meaningfully improved this business. Margins have improved over the past decade, lower-quality businesses have been jettisoned, the debt is now This article was written by Analyst's Disclosure: I/we have
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High impacting Cemex, S.A.B. de C.V. Sponsored ADR news events
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CX
News
- Cemex (CX) had its "overweight" rating reaffirmed by Barclays PLC.MarketBeat
- Cemex to Divest a Part of Its Operations in ColombiaBusiness Wire
- Cemex (CX) was upgraded by Scotiabank from "sector perform" to "sector outperform". They now have a $13.90 price target on the stock.MarketBeat
- Cemex to Acquire Omega Products International, a Leading Stucco Manufacturer in the Western U.S.Business Wire
- Cemex (NYSE:CX) was downgraded by analysts at Zacks Research from a "strong-buy" rating to a "hold" rating.MarketBeat
CX
Sec Filings
- 3/13/26 - Form 3
- 3/13/26 - Form 3
- 3/13/26 - Form 3
- CX's page on the SEC website