Loma Negra Compania Industrial Argentina S.A. Sponsored ADR (LOMA) vs Titan America SA (TTAM)

Loma Negra Compania Industrial Argentina S.A. Sponsored ADR and Titan America SA are both Building Materials companies. Titan America SA is the larger, with a market value of $2.5B against $1.1B — 2.3× the size. Titan America SA trades at the lower P/E: 14.4× against 32.2×. Titan America SA grew revenue faster over the last twelve months: 4.07% against −11.6%. Titan America SA has the higher net margin (10.4% vs 4.77%) and the higher return on invested capital (10.2% vs 4.21%). Across the 20 metrics below, Titan America SA leads on 16 and Loma Negra Compania Industrial Argentina S.A. Sponsored ADR on 4.

Valuation

Metric LOMA TTAM Building Materials median
P/E 32.24 14.43 17.22
P/S 1.57 1.49 1.54
P/B 1.20 2.47 2.26
Price to free cash flow 18.54 16.40 30.28
EV/EBITDA 8.65 8.11 9.38
EV/Sales 1.85 1.78 1.85
Earnings yield 3.10% 6.93% 4.53%
Free cash flow yield 5.39% 6.10% 3.08%

Profitability

Metric LOMA TTAM Building Materials median
Gross margin 21.46% 25.47% 27.27%
Operating margin 10.68% 15.14% 13.85%
Net margin 4.77% 10.35% 9.59%
Free cash flow margin 8.48% 9.10% 8.06%
Return on equity 3.79% 0.00% 9.62%
Return on assets 2.19% 8.96% 5.86%
Return on invested capital 4.21% 10.22% 6.03%

Growth

Metric LOMA TTAM Building Materials median
Revenue growth (TTM) (11.60%) 4.07% 6.93%
EPS growth (last fiscal year) (88.28%) 6.32% —
Revenue growth, 5-year CAGR 2.80% — 7.63%
Net income growth, 5-year CAGR (34.89%) — 7.04%

Health

Metric LOMA TTAM Building Materials median
Debt to equity 0.23 0.52 0.51
Current ratio 2.25 2.08 1.58
Net debt to EBITDA 1.48 0.64 1.48

Dividend

Metric LOMA TTAM Building Materials median
Dividend yield 18.46% — 0.74%
Payout ratio 0.51 — 0.08

Size

Metric LOMA TTAM Building Materials median
Market cap 1.09b 2.49b 2.76b

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