Martin Marietta Materials Inc vs Vulcan Materials Co

Martin Marietta Materials Inc (MLM) is slightly overvalued and Vulcan Materials Co (VMC) is overvalued.

Both trade above our estimate of their intrinsic value. MLM is the closer of the two: -13%, against -60% for VMC.

Values as of the 22 Sept 2026 close.

Martin Marietta Materials Inc (MLM)

Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $440.19; the price of $499.34 is 13% above that value, and 74% of that value comes from beyond year five.

Leak Score 57/100 on 10 of 12 signals

Vulcan Materials Co (VMC)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $155.27; the price of $247.87 is 60% above that value, and 74% of that value comes from beyond year five.

Leak Score 57/100 on 10 of 12 signals

MetricMLMVMC
VerdictSlightly overvaluedOvervalued
Price$499.34$247.87
Intrinsic value$440.19$155.27
Margin of safety-13%-60%
Leak Score57/100 (10/12)57/100 (10/12)
Market cap$35.5B$32.1B
Revenue growth, 5 years5.4%10.3%
Operating margin21.3%20.7%
Net margin36.7%13.8%
Return on equity8.9%13.2%
Debt to equity0.550.58
P/E12.3x29.3x
Forward P/E23.3x23.4x
P/B2.6x3.8x
Dividend yield0.7%0.9%

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