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 Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
CRH surges on S&P 500 inclusion and aggressive share buyback momentum.
- S&P 500 addition announced in quarterly review, with shares up 7.1% in pre-market and 6.3% in London trading, drawing index fund buying pressure.
- Repurchased 2.4 million NYSE-listed shares worth $0.3 billion from August to November, pushing total returns to shareholders to $9.4 billion since 2018.
- New $0.3 billion buyback via Santander starts November 6 and runs through February 2026, plus December 10 transaction, underscoring robust balance sheet.
Southern Copper Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
CRH surges on S&P 500 inclusion and aggressive share buyback momentum.
- S&P 500 addition announced in quarterly review, with shares up 7.1% in pre-market and 6.3% in London trading, drawing index fund buying pressure.
- Repurchased 2.4 million NYSE-listed shares worth $0.3 billion from August to November, pushing total returns to shareholders to $9.4 billion since 2018.
- New $0.3 billion buyback via Santander starts November 6 and runs through February 2026, plus December 10 transaction, underscoring robust balance sheet.
Which 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 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 BasketInvestment 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.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Southern Copper vs Ecolab
Southern Copper vs Ecolab: A closer look
Southern Copper vs Sherwin-Williams
Southern Copper Corp. vs Sherwin-Williams Company, The
Southern Copper vs Vale
Southern Copper vs Vale: a comparison of companies