Live Report · Updated January 26, 2026

Vulcan Materials vs Kinross Gold

Vulcan Materials vs Kinross Gold: this page compares the two companies to illuminate how their business models, financial performance, and market contexts differ. It provides a neutral overview of activities, growth drivers, and strategic positioning to help readers understand each firm within its sector. Educational content, not financial advice.

Vulcan Materials vs Kinross Gold: this page compares the two companies to illuminate how their business models, financial performance, and market contexts differ. It provides a neutral overview of act...

Comparison Snapshot

Key Financial Metrics

VMC

Metric

KGC

$39.69B

Market Cap

$45.75B

8.97%

Potential Profit

-25.72%

Buy

Analyst Rating

Buy

Why It's Moving

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

Kinross Gold gears up for Q4 2025 results and 2026 outlook reveal on February 18.

Q4/full-year 2025 financials and operating results set for release February 18, followed by a conference call on February 19 at 8:00 a.m. ET.
2026 full-year guidance, mineral reserve and resource statement as of December 31, 2025, plus an exploration and project update to highlight growth pipeline.
January project decisions like Phase X, Curlew, and Redbird 2 sparked modest price action, building anticipation for how results tie into balance sheet strength and dividends.

Sentiment:

⚖️Neutral

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

Kinross Gold gears up for Q4 2025 results and 2026 outlook reveal on February 18.

Q4/full-year 2025 financials and operating results set for release February 18, followed by a conference call on February 19 at 8:00 a.m. ET.
2026 full-year guidance, mineral reserve and resource statement as of December 31, 2025, plus an exploration and project update to highlight growth pipeline.
January project decisions like Phase X, Curlew, and Redbird 2 sparked modest price action, building anticipation for how results tie into balance sheet strength and dividends.

Sentiment:

⚖️Neutral

Investment Analysis

Vulcan Materials

VMC

Pros

Vulcan Materials benefits from ongoing US infrastructure investment, supporting resilient demand for construction aggregates.
The company recently reported earnings and revenue above expectations, with a notable 27% year-over-year increase in adjusted EBITDA.
Vulcan has paid dividends for 55 consecutive years, reflecting long-term financial discipline and stability.

Considerations

Vulcan’s high price-to-earnings ratio suggests the stock trades at a premium, potentially limiting near-term upside.
Moderate debt levels could become a headwind if interest rates rise further or construction activity softens.
The stock’s performance remains sensitive to cyclical swings in residential and non-residential construction markets.

Kinross Gold

KGC

Pros

Kinross Gold’s global portfolio diversifies exposure across stable mining jurisdictions, helping mitigate country-specific risks.
Recent divestments, such as the sale of its stake in White Gold, demonstrate active portfolio management and capital discipline.
Kinross maintains a competitive cost structure relative to industry peers, supporting margins during periods of gold price volatility.

Considerations

Kinross is directly exposed to fluctuations in the gold price, which can lead to significant earnings volatility.
Ongoing geopolitical and operational risks in some host countries could disrupt production or increase costs.
The company’s growth pipeline relies on exploration success and project development, which entail execution and permitting risks.

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