TTAMTitan America SA
Is the price fair?
Growth expectations in line with delivery. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for ~9% a year FCF growth. Roughly in line with its three-year revenue growth of 7% a year.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What TTAM's price assumes
Titan America SA trades at 13.0× earnings against 15.5× for the median Building Materials name, cheaper than its own group.
Trailing P/E · Building Materials median 15.5 · cheaper than the typical name in its group
- Free cash flow yield
- 3.8%
Free cash flow yield · Building Materials median 2.6%
- Growth the price implies
- +9.3%
Growth the price implies · The price pays for +9.3% free cash flow growth a year for a decade; the business has delivered +37% a year over the last three.
Details›
- Basic Materials median P/E203 names
- 20.7
- Building Materials median P/E12 names
- 15.5
- Free cash flow, trailing twelve months
- $135M
- Market capitalisation
- $3.56B
- 3-year revenue growth
- +6.9%
- 3-year free cash flow growth
- +37%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.