Ternium vs Eagle Materials
This page compares Ternium S.A. and Eagle Materials Inc., examining their business models, financial performance, and market context. The goal is to present neutral, accessible information to help readers understand how the two companies operate within their industries. Educational content, not financial advice.
This page compares Ternium S.A. and Eagle Materials Inc., examining their business models, financial performance, and market context. The goal is to present neutral, accessible information to help rea...
Which Baskets Do They Appear In?
Mexico Tariffs: What's Next for Local Industry?
Mexico is raising tariffs on Chinese imports to protect its local industries from foreign competition. This shift creates an advantage for Mexican domestic manufacturers, who are now better positioned to capture a larger share of their home market.
Published: September 12, 2025
Explore BasketChina's Manufacturing Rebound
Early signs of recovery in China's manufacturing sector are creating investment opportunities. This collection features carefully selected companies positioned to benefit as the world's largest manufacturing economy starts to stabilize and grow again.
Published: June 30, 2025
Explore BasketJapan's Tariff-Driven Supply Chain Shift
As US tariffs threaten Japanese exports, manufacturers are looking to relocate production to tariff-friendly countries like Mexico and Canada. This carefully selected group of stocks represents companies positioned to benefit from this major supply chain realignment.
Published: June 30, 2025
Explore BasketWhich Baskets Do They Appear In?
Mexico Tariffs: What's Next for Local Industry?
Mexico is raising tariffs on Chinese imports to protect its local industries from foreign competition. This shift creates an advantage for Mexican domestic manufacturers, who are now better positioned to capture a larger share of their home market.
Published: September 12, 2025
Explore BasketChina's Manufacturing Rebound
Early signs of recovery in China's manufacturing sector are creating investment opportunities. This collection features carefully selected companies positioned to benefit as the world's largest manufacturing economy starts to stabilize and grow again.
Published: June 30, 2025
Explore BasketJapan's Tariff-Driven Supply Chain Shift
As US tariffs threaten Japanese exports, manufacturers are looking to relocate production to tariff-friendly countries like Mexico and Canada. This carefully selected group of stocks represents companies positioned to benefit from this major supply chain realignment.
Published: June 30, 2025
Explore BasketMexico's Economic Turnaround
A carefully curated selection of companies poised to benefit from Mexico's improving economic stability. Professional investors have identified these stocks based on their potential to capitalize on a stronger peso, increased foreign investment, and rising domestic demand.
Published: June 30, 2025
Explore BasketMexico's Export Boom
Mexico's surprising trade surplus signals a major economic shift, creating exciting investment opportunities. This collection features carefully selected companies positioned to benefit from the growing trend of nearshoring and Mexico's expanding role as North America's manufacturing powerhouse.
Published: June 30, 2025
Explore BasketMexico's Stable Rise
Mexico's economy is showing impressive signs of stability with a narrowing current account deficit. This collection features companies set to thrive from a potentially stronger peso, increased consumer spending, and renewed investor confidence in Mexico's economic future.
Published: June 30, 2025
Explore BasketInvestment Analysis
Ternium
TX
Pros
- Ternium maintains a strong industry position with diversified operations across Mexico, Southern Region, Brazil, and internationally.
- The company has a solid profitability profile with a trailing twelve months net income of $594.93 million and an EPS of 3.03, supported by a relatively low PE ratio of 11.65.
- Ternium offers a high dividend yield of around 7.65%, reflecting a commitment to shareholder returns.
Considerations
- The stock price has shown recent volatility and carries medium risk with technical indicators issuing some short-term sell signals.
- Ternium faces exposure to US steel import tariffs, which could impact cost structure and competitiveness despite limited direct US market exposure.
- Analyst consensus indicates a slight downside potential with an average price target suggesting a possible decrease of about 3-4% from current levels.
Pros
- Eagle Materials has a high return on equity (ROE) of 30.83%, significantly above its historical average, indicating strong profitability and efficient capital use.
- The company operates a diversified portfolio across cement, concrete, aggregates, gypsum wallboard, and recycled paperboard segments in the US construction materials market.
- Eagle Materials benefits from steady demand in commercial, residential, and public infrastructure construction sectors, supported by ownership of modern production facilities and extensive distribution networks.
Considerations
- Eagle Materials’ stock price has experienced a notable decline of nearly 20% over the past 12 months, indicating recent market challenges or negative sentiment.
- Its businesses are heavily exposed to cyclical trends and macroeconomic shifts in the US construction industry, which can affect revenue and profitability.
- Analysts project further downside risk in the near term, with price forecasts suggesting a potential drop below current trading levels within the next year.
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