CRH CRH plc
fair · 68
Owner-earnings value$61.35
Price$82.32
Margin of safety
-25.5%
Quality gate · 68/100
Median ROIC10.6%
Gross margin36.2%
Net debt / EBITDA1.9x
FCF conversion76%
Share count / yr-3.5%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 2.77B |
| Owner-earnings yield | 5.1% |
| Free-cash-flow yield | 5.1% |
| Growth used (normalized) | 4.6% |
| Market-implied growth (reverse DCF) | 11.9% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 10.4% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 2.89B | 4.6% | 2.62B |
| 2 | 3.02B | 4.4% | 2.48B |
| 3 | 3.15B | 4.2% | 2.34B |
| 4 | 3.28B | 4.1% | 2.20B |
| 5 | 3.40B | 3.9% | 2.07B |
| 6 | 3.53B | 3.7% | 1.95B |
| 7 | 3.66B | 3.5% | 1.82B |
| 8 | 3.78B | 3.4% | 1.71B |
| 9 | 3.90B | 3.2% | 1.59B |
| 10 | 4.02B | 3.0% | 1.49B |
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~12%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.