Cementos Pacasmayo S.A.A. (CPAC) vs Loma Negra Compania Industrial Argentina S.A. Sponsored ADR (LOMA)

Cementos Pacasmayo S.A.A. and Loma Negra Compania Industrial Argentina S.A. Sponsored ADR are both Building Materials companies. Cementos Pacasmayo S.A.A. and Loma Negra Compania Industrial Argentina S.A. Sponsored ADR are of similar size ($1.1B and $1.0B). Cementos Pacasmayo S.A.A. trades at the lower P/E: 17.0× against 32.2×. Cementos Pacasmayo S.A.A. grew revenue faster over the last twelve months: 19.8% against −11.6%. Cementos Pacasmayo S.A.A. has the higher net margin (9.59% vs 4.77%) and the higher return on invested capital (10.9% vs 4.21%). Both pay a dividend; Loma Negra Compania Industrial Argentina S.A. Sponsored ADR yields more (18.5% vs 12.7%). Across the 23 metrics below, Cementos Pacasmayo S.A.A. leads on 16 and Loma Negra Compania Industrial Argentina S.A. Sponsored ADR on 7.

Valuation

Metric CPAC LOMA Building Materials median
P/E 16.99 32.24 17.22
P/S 1.60 1.57 1.54
P/B 2.66 1.20 2.26
Price to free cash flow 9.59 18.54 30.28
EV/EBITDA 8.01 8.65 9.38
EV/Sales 2.12 1.85 1.85
Earnings yield 5.89% 3.10% 4.53%
Free cash flow yield 10.43% 5.39% 3.08%

Profitability

Metric CPAC LOMA Building Materials median
Gross margin 39.99% 21.46% 27.27%
Operating margin 19.54% 10.68% 13.85%
Net margin 9.59% 4.77% 9.59%
Free cash flow margin 16.71% 8.48% 8.06%
Return on equity 16.65% 3.79% 9.62%
Return on assets 6.90% 2.19% 5.86%
Return on invested capital 10.86% 4.21% 6.03%

Growth

Metric CPAC LOMA Building Materials median
Revenue growth (TTM) 19.83% (11.60%) 6.93%
EPS growth (last fiscal year) (16.39%) (88.28%) —
Revenue growth, 5-year CAGR 9.88% 2.80% 7.63%
Net income growth, 5-year CAGR 21.17% (34.89%) 7.04%

Health

Metric CPAC LOMA Building Materials median
Debt to equity 1.02 0.23 0.51
Current ratio 1.22 2.25 1.58
Net debt to EBITDA 2.68 1.48 1.48

Dividend

Metric CPAC LOMA Building Materials median
Dividend yield 12.73% 18.46% 0.74%
Payout ratio 1.09 0.51 0.08

Size

Metric CPAC LOMA Building Materials median
Market cap 1.03b 1.09b 2.76b

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