Southern Copper vs CRH
Southern Copper and CRH plc are the focus of this page, which compares business models, financial performance, and market context. It outlines how each company structures operations, manages risk, and pursues opportunities within its sector, with a neutral, accessible tone. Educational content, not financial advice.
Southern Copper and CRH plc are the focus of this page, which compares business models, financial performance, and market context. It outlines how each company structures operations, manages risk, and...
Why It's Moving
Southern Copper Surges on Analyst Upgrades and Copper Supply Squeeze Hype
- Wells Fargo boosted its price target to $182, citing improved copper pricing from supply scarcity and surging demand.
- Stock rallied 4.93% for the Jan 19-23 week, breaking out of consolidation around $185 with bullish technical signals.
- Dividend announcement on Jan 22 underscores financial strength, bolstering appeal amid optimistic sector comeback narrative.
CRH reaffirms strong 2026 outlook and unveils ambitious 2030 growth targets amid ongoing buybacks.
- Continued $300 million NYSE share buyback program, demonstrating commitment to shareholder returns amid solid cash generation.
- CEO Jim Mintern highlighted unmatched scale and connected portfolio positioning CRH for unrivaled growth in building materials.
- Shares surged 6.7% following the reaffirmation, reflecting investor enthusiasm for long-term margin expansion and free cash flow conversion over 100%.
Southern Copper Surges on Analyst Upgrades and Copper Supply Squeeze Hype
- Wells Fargo boosted its price target to $182, citing improved copper pricing from supply scarcity and surging demand.
- Stock rallied 4.93% for the Jan 19-23 week, breaking out of consolidation around $185 with bullish technical signals.
- Dividend announcement on Jan 22 underscores financial strength, bolstering appeal amid optimistic sector comeback narrative.
CRH reaffirms strong 2026 outlook and unveils ambitious 2030 growth targets amid ongoing buybacks.
- Continued $300 million NYSE share buyback program, demonstrating commitment to shareholder returns amid solid cash generation.
- CEO Jim Mintern highlighted unmatched scale and connected portfolio positioning CRH for unrivaled growth in building materials.
- Shares surged 6.7% following the reaffirmation, reflecting investor enthusiasm for long-term margin expansion and free cash flow conversion over 100%.
Investment Analysis
Southern Copper
SCCO
Pros
- Southern Copper has a strong market position with significant mining operations in multiple countries including Peru and Mexico.
- The company reported robust Q3 2025 revenue growth, surpassing estimates by over 15% year-over-year.
- SCCO offers a dividend yield above 2%, supported by a payout ratio indicating sustainable dividend payments.
Considerations
- Analyst consensus leans towards a reduce rating with an average 12-month price target suggesting downside potential of around 14%.
- Recent regulatory concerns have led to downgrades and lowered price targets by major investment banks.
- The stock is subject to commodity price volatility and supply chain risks typical of the copper mining industry.
CRH
CRH
Pros
- CRH operates globally across building materials, providing a diversified revenue base with exposure to infrastructure growth.
- The company has demonstrated consistent cash flow generation, enabling investments in growth and shareholder returns.
- CRH benefits from operational scale and efficiency, supporting competitive positioning in the materials sector.
Considerations
- CRH faces exposure to cyclical demand fluctuations in global construction markets, impacting earnings visibility.
- Rising input costs and inflationary pressures may weigh on margin sustainability in the near term.
- Regulatory and environmental compliance costs are increasing, presenting ongoing operational challenges.
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Southern Copper (SCCO) Next Earnings Date
Southern Copper Corp (SCCO) is estimated to report its next earnings on February 11, 2026, covering the fourth quarter of 2025. This date is projected based on the company's historical reporting patterns, as no official confirmation has been announced yet. Investors should monitor for updates, as estimates can shift closer to the release.
CRH (CRH) Next Earnings Date
CRH plc's next earnings date is scheduled for February 18, 2026, after U.S. market close, as confirmed by the company's official financial calendar. This release will cover the Q4 2025 results, with a conference call to follow on February 19. Some analyst estimates project alternative dates around late February, but the company's announcement takes precedence.
Southern Copper (SCCO) Next Earnings Date
Southern Copper Corp (SCCO) is estimated to report its next earnings on February 11, 2026, covering the fourth quarter of 2025. This date is projected based on the company's historical reporting patterns, as no official confirmation has been announced yet. Investors should monitor for updates, as estimates can shift closer to the release.
CRH (CRH) Next Earnings Date
CRH plc's next earnings date is scheduled for February 18, 2026, after U.S. market close, as confirmed by the company's official financial calendar. This release will cover the Q4 2025 results, with a conference call to follow on February 19. Some analyst estimates project alternative dates around late February, but the company's announcement takes precedence.
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America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
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Explore BasketWhich Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
Explore BasketElectrification Essentials
Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketBuy SCCO or CRH in Nemo
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