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 ~5% 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 13.4× earnings against 16.5× for the median Building Materials name, cheaper than its own group.
Trailing P/E · Building Materials median 16.5 · cheaper than the typical name in its group
- Free cash flow yield
- 5.4%
Free cash flow yield · Building Materials median 2.9%
- Growth the price implies
- +4.7%
Growth the price implies · The price pays for +4.7% 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/E202 names
- 20.6
- Building Materials median P/E12 names
- 16.5
- Free cash flow, trailing twelve months
- $135M
- Market capitalisation184.4 million shares, counted Dec 31, 2025
- $2.50B
- 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.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.