VMC
Vulcan Materials Company
Materials · Construction Materials · US
$268.08
Close 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$34.8B
Trailing P/E
31.73
Forward P/E
24.72
Rev Growth
+7.4%
Profit Margin
13.8%
ROE
13.5%
Analyst Target
$328.81
Recommendation
BUY
About Vulcan Materials Company

Vulcan Materials Company produces and supplies construction aggregates in the United States. It operates through three segments: Aggregates, Asphalt, and Concrete. The company provides crushed stone, sand and gravel, sand, and other aggregates for use in construction and maintenance of highways, streets, and other public works, as well as in the construction of housing and commercial, industrial, and other nonresidential facilities; aggregates that are used as ballast for construction and maintenance of railroad tracks; riprap and jetty stones for use in erosion control along roads and waterways; asphalt mix; asphalt construction paving services; and ready-mixed concrete products. The company was formerly known as Virginia Holdco, Inc. and changed its name to Vulcan Materials Company. Vulcan Materials Company was founded in 1909 and is headquartered in Birmingham, Alabama.

Opportunity Summary
Trading at $268, 106% above fair value of $130. Moderate competitive position. Passes all ethical screens. Ranks better than 57% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.29%)PASS
Cash Ratio (0.00%)PASS
Receivables Ratio (0.06%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 86.8
Score Valuation: 44.5
Score Quality: 60.2
Score Combined: 54.0
Fair Value Est: $130.13 · Margin of Safety: -106.0% · Tier: OVERVALUED

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation72.7
Quality64.4
Cash Flow7.5
Moat50.0
Balance Sheet82.1
Debt Purity11.4
Liquid Purity99.4
Rev Purity96.6
Compliance62.3
Tier: WATCH · Score: 37.5 · Rank: #4521
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-302.62Pending--
2026-04-291.101.35+22.4%
2026-02-172.111.70-19.5%
2025-10-302.722.84+4.5%
2025-07-312.522.45-2.8%
2025-04-300.761.00+31.6%
2025-02-181.752.17+23.7%
2024-10-302.312.22-4.1%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.8B$165.5M$437.1M$422.7M$265.7M1.27
2025-12-31$1.9B$252.0M$553.2M$486.9M$335.7M1.92
2025-09-30$2.3B$374.9M$735.3M$697.2M$542.6M2.84
2025-06-30$2.1B$320.9M$658.8M$625.2M$469.8M2.43
2025-03-31$1.6B$128.9M$410.2M$365.3M$219.0M0.97
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-02-20ANDERSON MELISSA HANFTDirector1,137$345.3K
2026-02-20PERKINS JERRY F. JR.Officer9,560--
2026-02-20PIGG RANDY L.Officer420--
2026-02-20CARLISLE MARY ANDREWSChief Financial Officer1,780--
2026-02-20SHAH MITESH BANSILALOfficer300--
2026-02-20BAKER THOMPSON S IIPresident2,570--
2026-02-20HILL JAMES THOMASDirector8,940--
2026-02-20BASS STANLEY G.Officer1,980--
2026-02-20CLEMENT DAVID POfficer9,341--
2026-02-20PRUITT RONNIE AChief Executive Officer9,660--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.10.0M$2.6B0.1%
State Farm Mutual Automobile Insurance Co9.5M$2.5B0.1%
Vanguard Capital Management LLC8.5M$2.2B0.1%
Vanguard Portfolio Management LLC7.0M$1.8B0.1%
Principal Financial Group, Inc.6.6M$1.7B0.1%
State Street Corporation5.8M$1.5B0.0%
JPMORGAN CHASE & CO5.8M$1.5B0.0%
FMR, LLC3.7M$956.9M0.0%
Geode Capital Management, LLC3.5M$903.5M0.0%
ClearBridge Investments, LLC2.3M$606.3M0.0%
Analyst Recommendations
3 Months Ago
2
14
5
22 analysts
2 Months Ago
2
14
6
23 analysts
Last Month
3
14
5
23 analysts
Current
2
13
5
21 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$38.9B
Price/Book
3.99
Beta
1.091
Analysts
21
Total Revenue (TTM)
$8.1B
Total Debt
$5.2B
Earnings Growth
+29.7%
Dividend Yield
0.8%
Rec. Mean
1.71
Short Ratio
3.92
Short % Float
0.0%
Employees
11,548

Elite Intelligence

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Trade Consideration
The Opportunity
Score 54.0 (P83 — top 17.2% of scored tickers). Moderate Moat. Ethical PASS. 21 analysts at Buy.
Price: $268.08 | Target: $328.81 (+23%) | Fair Value: $130.13 (+-51%)
Score
54
Moat
MODERATE
Conviction
Standard
Upside
+23%
The Fundamentals
Revenue Growth+7.4%
Profit Margin13.8%
ROE13.5%
Forward P/E24.7
Market Cap$34.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-30$2.62Pending
2026-04-29$1.10$1.35+22.4%
2026-02-17$2.11$1.70-19.5%
2025-10-30$2.72$2.84+4.5%
2025-07-31$2.52$2.45-2.8%
2025-04-30$0.76$1.00+31.6%
Position Sizing Scenarios
Stop: $227.87 (-15%) | Entry: $268.08
SharesCostProfit to TargetR:R
To Consensus ($328.81, 21 analysts)
10$2,680.80+$607.30 (23%)1.5R
50$13,404.00+$3,036.50 (23%)1.5R
100$26,808.00+$6,073.00 (23%)1.5R
To Fair Value ($130.13)
10$2,680.80+$-1,379.50 (-51%)-3.4R
50$13,404.00+$-6,897.50 (-51%)-3.4R
100$26,808.00+$-13,795.00 (-51%)-3.4R
Risk Factors
  • Elevated short interest (3.92 days to cover)
The Verdict
Vulcan Materials Company passes all ethical screens and holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
35.8
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.20
above 1.0 is good
Max Drawdown
-24.4%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
1.5x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
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EXP0.712
CRH0.687
XLI0.597
XLB0.593
Inverse Correlated
TickerCorrelation
SUKOON.AE-0.272
BAES.L-0.202
SUNC-0.148
BNO-0.141
0823EA.KL-0.140
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Thursday
Worst Day
Tuesday
Best Month
Apr
Worst Month
Mar
Fri-Mon Effect
0.06140468930978006
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-3.0%
Beat Drift Positive %
66.7%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-7.7%
3M Return
-15.1%
6M Return
-5.6%
12M Return
-0.1%
Momentum Rank
#3668
Momentum Signal
DOWN

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