COMPARE · Reviewed July 29, 2026
CRH vs VMC
Verdict: Side-by-side breakdown using the Bull Rankings model. CRH scored 52.5, VMC scored 49.7 — CRH leads.
Compare another set
CRH
CRH PLC
52.5
$95.43 · $66.0B
Score gap
2.8
CRH leads
VMC
Vulcan Materials Company
49.7
$272.74 · $35.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
CRH
stronger →← stronger
VMC
67
Qualityreturns · margins · balance sheet
67
57
Growthrevenue & earnings expansion
50
38
Valuevaluation vs sector peers
37
CRH is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRH
VMC
$3.0bB
FCF
$1.1bC+
+6.3%C+
Rev
+7.4%B
0.74B
D/E
0.61C+
18.0xB+
P/E
32.1xC
2.84C
PEG
2.50C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CRH
VMC
75% above
Price vs fair valuelower is cheaper
61% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
-45%
1-yr DCF upside
-49%
-43%
5-yr DCF upside
-38%
-39%
10-yr DCF upside
-18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRH
Why this score
- Raising its dividend
VMC
Why this score
- Raising its dividend
- Cyclical growth
The companies
CRHCRH PLC
Why now
Construction · market cap $66.0b. Down 27% from 52-week high of $131.55 — deep drawdown territory.
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $66.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
VMCVulcan Materials Company
Why now
Building Materials · market cap $35.4b. 18% off the 52-week high of $331.09. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $325.25 (implying +19% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.