Lamdong Minerals and Building Materials JSC (VN:LBM)

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Price: 27 750 VND 1.83%

Market Cap: 1.1T VND

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Section:

Relative Value

The Relative Value of one LBM stock under the Base Case scenario is 34 493.33 VND. Compared to the current market price of 27 750 VND, Lamdong Minerals and Building Materials JSC is Undervalued by 20%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

What is Relative Valuation?

How is Relative Value calculated?

LBM Relative Value

Base Case

Worst Case

Base Case

Best Case

Valuation Multiples

1.4

P/S

vs History	47
vs Industry	48

Median 5Y

1.4

Industry

0.8

More Details

13.8

P/E

vs History	47
vs Industry	64

Median 5Y

13.8

Industry

15.3

More Details

10.3

P/OCF

vs History	47
vs Industry	51

Median 5Y

10.3

Industry

8.9

More Details

31.1

P/FCFE

vs History	38
vs Industry	14

Median 5Y

-1 914.3

Industry

13.1

More Details

1.8

P/B

vs History	61
vs Industry	46

Median 5Y

34.3

Industry

1.2

More Details

1.4

EV/S

vs History	47
vs Industry	51

Median 5Y

1.4

Industry

More Details

5.4

EV/GP

vs History	47
vs Industry	64

Median 5Y

5.4

Industry

5.2

More Details

6.3

EV/EBITDA

vs History	47
vs Industry	66

Median 5Y

6.3

Industry

9.7

More Details

10.5

EV/EBIT

vs History	47
vs Industry	62

Median 5Y

10.6

Industry

12.4

More Details

10.5

EV/OCF

vs History	47
vs Industry	52

Median 5Y

10.6

Industry

10.1

More Details

238.4

EV/FCFF

vs History	23
vs Industry

Median 5Y

-3 808.4

Industry

12.6

More Details

1.7

EV/IC

vs History	61
vs Industry	35

Median 5Y

30.5

Industry

0.8

More Details

Multiples Across Competitors

All Multiples

P/S

P/E

EV/EBITDA

EV/EBIT

Forward Multiples

			Market Cap	P/S	P/E	EV/EBITDA	EV/EBIT
VN	L	Lamdong Minerals and Building Materials JSC VN:LBM	1.1T VND	1.4	13.8	6.3	10.5
IE	C	CRH PLC NYSE:CRH	64.4B USD	1	10.8	7.1	8.9
CH		Holcim AG SIX:HOLN	49.1B CHF	1.8	16.3	8.5	12.7
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	3.3T INR	4.6	50.1	26.4	36.2
US		Vulcan Materials Co NYSE:VMC	34.9B USD	4.7	41.3	19.1	27.8
US		Martin Marietta Materials Inc NYSE:MLM	32.6B USD	5	16.4	18.2	25.2
DE		HeidelbergCement AG XETRA:HEI	21.8B EUR	0.8	2.9	2.6	3.1
IN		Grasim Industries Ltd NSE:GRASIM	1.7T INR	1.2	38	9.8	12
CN		Anhui Conch Cement Co Ltd SSE:600585	128.8B CNY	1.2	18.5	10.6	10.6
IN		Ambuja Cements Ltd NSE:AMBUJACEM	1.3T INR	4.1	45	21.1	31.3
DE	H	Heidelberg Materials AG XMUN:HEI	13.9B EUR	0.5	1.8	1.8	2.1

				Revenue Growth	P/S to Growth
VN	L	Lamdong Minerals and Building Materials JSC VN:LBM	Average P/S: 2.4 1.4	N/A	N/A
IE	C	CRH PLC NYSE:CRH	1	18%	0.1
CH		Holcim AG SIX:HOLN	1.8	11%	0.2
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	4.6	37%	0.1
US		Vulcan Materials Co NYSE:VMC	4.7	13%	0.4
US		Martin Marietta Materials Inc NYSE:MLM	5	17%	0.3
DE		HeidelbergCement AG XETRA:HEI	0.8	9%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	1.2	40%	0
CN		Anhui Conch Cement Co Ltd SSE:600585	1.2	-2%	N/A
IN		Ambuja Cements Ltd NSE:AMBUJACEM	4.1	52%	0.1
DE	H	Heidelberg Materials AG XMUN:HEI	0.5	9%	0.1

				Earnings Growth	P/E to Growth
VN	L	Lamdong Minerals and Building Materials JSC VN:LBM	Average P/E: 23.2 13.8	N/A	N/A
IE	C	CRH PLC NYSE:CRH	10.8	55%	0.2
CH		Holcim AG SIX:HOLN	16.3	34%	0.5
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	50.1	67%	0.7
US		Vulcan Materials Co NYSE:VMC	41.3	51%	0.8
US		Martin Marietta Materials Inc NYSE:MLM	16.4	26%	0.6
DE		HeidelbergCement AG XETRA:HEI	2.9	26%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	38	77%	0.5
CN		Anhui Conch Cement Co Ltd SSE:600585	18.5	3%	6.8
IN		Ambuja Cements Ltd NSE:AMBUJACEM	45	64%	0.7
DE	H	Heidelberg Materials AG XMUN:HEI	1.8	26%	0.1

				EBITDA Growth	EV/EBITDA to Growth
VN	L	Lamdong Minerals and Building Materials JSC VN:LBM	Average EV/EBITDA: 12 6.3	N/A	N/A
IE	C	CRH PLC NYSE:CRH	7.1	35%	0.2
CH		Holcim AG SIX:HOLN	8.5	22%	0.4
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	26.4	62%	0.4
US		Vulcan Materials Co NYSE:VMC	19.1	30%	0.6
US		Martin Marietta Materials Inc NYSE:MLM	18.2	23%	0.8
DE		HeidelbergCement AG XETRA:HEI	2.6	29%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	9.8	44%	0.2
CN		Anhui Conch Cement Co Ltd SSE:600585	10.6	77%	0.1
IN		Ambuja Cements Ltd NSE:AMBUJACEM	21.1	80%	0.3
DE	H	Heidelberg Materials AG XMUN:HEI	1.8	29%	0.1

				EBIT Growth	EV/EBIT to Growth
VN	L	Lamdong Minerals and Building Materials JSC VN:LBM	Average EV/EBIT: 16.4 10.5	N/A	N/A
IE	C	CRH PLC NYSE:CRH	8.9	42%	0.2
CH		Holcim AG SIX:HOLN	12.7	35%	0.4
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	36.2	67%	0.5
US		Vulcan Materials Co NYSE:VMC	27.8	40%	0.7
US		Martin Marietta Materials Inc NYSE:MLM	25.2	22%	1.1
DE		HeidelbergCement AG XETRA:HEI	3.1	40%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	12	83%	0.1
CN		Anhui Conch Cement Co Ltd SSE:600585	10.6	6%	1.6
IN		Ambuja Cements Ltd NSE:AMBUJACEM	31.3	79%	0.4
DE	H	Heidelberg Materials AG XMUN:HEI	2.1	40%	0.1

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Lamdong Minerals and Building Materials JSC
VN:LBM

Relative Value

Valuation Multiples

Multiples Across Competitors

LBM Competitors Multiples
Lamdong Minerals and Building Materials JSC Competitors

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Company

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52 Week Range	25 650 999 999.9999
Price Target

Lamdong Minerals and Building Materials JSC VN:LBM

Relative Value

Valuation Multiples

Multiples Across Competitors

LBM Competitors Multiples Lamdong Minerals and Building Materials JSC Competitors

See Also

Company

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Lamdong Minerals and Building Materials JSC
VN:LBM

LBM Competitors Multiples
Lamdong Minerals and Building Materials JSC Competitors