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Construction Partners, Inc. (ROAD)

NEUTRAL
IndustrialsEngineering & ConstructionUnited States

Fundamental

70

Preço

$107.93

Capitalização de Mercado

$6.26B

Parte 1 · Quanto vale a empresa

Visão Geral

Construction Partners, Inc., a civil infrastructure company, constructs and maintains roadways in Alabama, Florida, Georgia, North Carolina, Oklahoma, South Carolina, Tennessee, and Texas. The company provides various products and services to public and private infrastructure projects, such as highways, roads, bridges, airports, and commercial and residential developments. It also engages in manufacturing and distributing hot mix asphalt (HMA) for internal use and sales to third parties in connection with construction projects; and paving activities, including the construction of roadway base layers and application of asphalt pavement. In addition, the company is involved in site development, including the installation of utility and drainage systems; mining aggregates, such as sand, gravel, and construction stones that are used as raw materials in the production of HMA; and distributing liquid asphalt cement for internal use and sales to third parties in connection with HMA production. The company was formerly known as SunTx CPI Growth Company, Inc. and changed its name to Construction Partners, Inc. in September 2017. Construction Partners, Inc. was incorporated in 2007 and is headquartered in Dothan, Alabama.

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Balanço & Liquidez

Receita

$3.48B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$143M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$153M

Capital Próprio Total

$912M

Passivo Total

$2.33B

Rácio de Liquidez

1.57

Cobertura de Juros

2.74

Dívida/EBITDA

5.13

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Subvalorizada

Valor Justo

$160.07

Preço Atual

$107.93

Margem de Segurança

+32.6%

Intervalo de Valor Justo

$104.05 - $216.10

Métodos de Estimativa

Analyst Target:$142.57
DCF:$240.60
PE-based:$71.37
Graham Growth:$102.86
EPV:$43.40
Consenso dos Analistas:Compra Forte (10B / 3H / 0S)
Última Surpresa de Resultados:+1.16%

Métricas de Avaliação

Rácio P/E

42.38

ROE

11.2%

Rácio P/B

2.30

P/FCF

13.66

Margem Bruta

15.8%

ROIC

7.8%

Radar de Rentabilidade

Value Creation (Economic Moat)

ROIC

7.8%

WACC

8.4%

ROIC − WACC

-0.5 pp

ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.

Critérios de Análise Fundamental

Aprovado (20)

  • EPS shows upward trend
  • EPS CAGR 14.34%
  • Price CAGR 37.40%
  • ROIC 7.9%
  • P/FCF 13.66
  • P/B Ratio 2.30
  • Debt/Equity ratio
  • Operating Margin 8.6%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 14.6%
  • Revenue Growth 5Y 29.1%
  • Analyst Consensus 77% Buy
  • Earnings Surprise avg 194.7%
  • Earnings Quality (OCF/NI) 2.48
  • Net Margin Trend 4.1% vs 3.0%
  • Piotroski F-Score 5/9

Reprovado (7)

  • Gross Margin 15.8%
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • PEG Ratio 2.54
  • Share Dilution 5.1%

Indisponível (1)

  • Dividend Payout NaN%

Piotroski F-Score

5/9

Sinais mistos: algumas áreas requerem atenção

score
criteria

Qualidade dos Resultados

2.48

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

5.1%

A emitir novas ações, diluindo a participação

Governação

Equipa Executiva

NomeCargoIdade
Mr. Ned N. Fleming IIIExecutive Chairman of the Board65
Mr. Fred J. Smith IIIPresident, CEO & Director55
Mr. Gregory A. HoffmanSenior VP & CFO59
Mr. Robert G. BaugnonSenior Vice President of Personnel & Administration58
Mr. Judson Ryan Brooks J.D.Senior VP & General Counsel36
Mr. N. Nelson Fleming IVSenior Vice President of Strategy and Business Development36

Risco de Auditoria

8

Risco do Conselho

10

Risco de Remuneração

5

Risco dos Direitos dos Acionistas

10

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for ROAD, sourced from Markets Gazette.

No recent news for ROAD.