Vulcan Materials: A Great Company At Just An Okay Price

2026-03-02 13:41:07 ET

Several months ago, in July 2025, I decided to take a fresh look at Vulcan Materials Company ( VMC ). I consider this to be an interesting business because it plays to many of the themes that I'm drawn to. Specifically, I like more boring enterprises. And little can be more boring than things like aggregates, concrete, and the like. But unfortunately, back then, I could not be bullish about the company. Even though management had achieved steady revenue and profit growth leading up to that point, I believed that shares were priced at levels that were unreasonable. So at the end of the day, I ended up reaffirming it as a "Hold" candidate....

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