Materials
26 companies under coverage across 10 industries.
Browse by industry
Materials companies
Newmont Corporation (NEM)
The bull case — 'Fiat Crisis + Synergy' (10% weight) — targets $180, +93% vs spot. It needs the multiple to hold or expand.
Steel Dynamics Inc (STLD)
The bull case — 'Spike — Trade / Supply Dislocation' (8% weight) — targets $554, +141% vs spot. It needs the multiple to hold or expand.
Dow Inc (DOW)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $67, +145% vs spot. It needs Gross Margin to surprise to the upside.
Nucor Corp (NUE)
The bull case — 'Spike — Trade / Supply Dislocation' (8% weight) — targets $535, +140% vs spot. It needs the multiple to hold or expand.
CF Industries Holdings Inc (CF)
The bull case — 'Spike — Supply Shock (gas / geopolitics)' (8% weight) — targets $244, +126% vs spot. It needs the multiple to hold or expand.
Albemarle Corp (ALB)
The bull case — 'Spike — Supply Deficit' (8% weight) — targets $355, +163% vs spot. It needs the multiple to hold or expand.
Smurfit WestRock plc (SW)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $74, +61% vs spot. It needs Gross Margin to surprise to the upside.
Dupont De Nemours Inc (DD)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $240, +77% vs spot. It needs the multiple to hold or expand.
Amcor PLC (AMCR)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $67, +54% vs spot. It needs Gross Margin to surprise to the upside.
Linde plc Ordinary Shares (LIN)
The bull case — 'Bull — Multiple Re-Rate' (8% weight) — targets $831, +60% vs spot. It needs the multiple to hold or expand.
Freeport-McMoran Copper & Gold Inc (FCX)
The bull case — 'Spike — Supply-Constrained Super-Cycle' (8% weight) — targets $140, +123% vs spot. It needs the multiple to hold or expand.
Corteva Inc (CTVA)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $139, +64% vs spot. It needs the multiple to hold or expand.
Martin Marietta Materials Inc (MLM)
The bull case — 'Bull — Sustained Pricing Power' (8% weight) — targets $1,097, +90% vs spot. It needs the multiple to hold or expand.
CRH PLC ADR (CRH)
The bull case — 'Bull — Sustained Pricing Power' (8% weight) — targets $198, +85% vs spot. It needs Gross Margin to surprise to the upside.
Avery Dennison Corp (AVY)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $264, +62% vs spot. It needs Gross Margin to surprise to the upside.
International Paper (IP)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $58, +51% vs spot. It needs Gross Margin to surprise to the upside.
International Flavors & Fragrances Inc (IFF)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $136, +71% vs spot. It needs Gross Margin to surprise to the upside.
Vulcan Materials Company (VMC)
The bull case — 'Bull — Sustained Pricing Power' (8% weight) — targets $547, +85% vs spot. It needs the multiple to hold or expand.
PPG Industries Inc (PPG)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $211, +74% vs spot. It needs Gross Margin to surprise to the upside.
Air Products and Chemicals Inc (APD)
The bull case — 'Bull — Multiple Re-Rate' (8% weight) — targets $450, +53% vs spot. It needs the multiple to hold or expand.
Packaging Corp of America (PKG)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $399, +67% vs spot. It needs Gross Margin to surprise to the upside.
Ecolab Inc (ECL)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $505, +81% vs spot. It needs the multiple to hold or expand.
Sherwin-Williams Co (SHW)
The bull case — 'Bull — Cycle + Re-Rate' (8% weight) — targets $605, +76% vs spot. It needs Gross Margin to surprise to the upside.
LyondellBasell Industries NV (LYB)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $127, +142% vs spot. It needs Gross Margin to surprise to the upside.
Ball Corporation (BALL)
The bull case — 'Bull — Pricing + Re-Rate' (8% weight) — targets $97, +56% vs spot. It needs Gross Margin to surprise to the upside.
The Mosaic Company (MOS)
The bull case — 'Spike — Supply Shock (gas / geopolitics)' (8% weight) — targets $40, +91% vs spot. It needs Gross Margin to surprise to the upside.