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CRH plc

CRH Basic Materials Unknown Updated July 31, 2026
$95.00
52W $93.58 – $131.55
55/100
$63.49B
14.8
1.31
AI Committee Verdict
Watch
Conviction: Moderate · 67% agreement · 6 analysts
+5.7%
-5.0%
1.14:1
Moderate

Is CRH Bullish or Bearish?

Mixed. Innellis AI committee rates CRH plc (CRH) Watch with a composite score of 55/100 , based on 6 analysts with 67% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.12 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.88 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Some positive signals exist — roe of 15.8% shows genuine earnings power backing the valuation — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.

Bull & Bear Case

Bull Case
  • ROE of 15.8% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.34 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Price structure (HH_HL) contradicts the downtrend -- mixed signals — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
55/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 44%
of 54 Basic Materials peers
Value Analyst bullish
63 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ ROE of 15.8% shows genuine earnings power backing the valuation
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
41 / 100 · High confidence
Mixed or range-bound price action
− Price structure making lower highs and lower lows
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 52.0 to 54.9.

Analyst-level changes:
  • Growth Analyst: stance bearish->bullish; score 38->62 (+25); +1 bullish signal(s).
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
28.6
Oversold
MACD Histogram
-0.523
Bearish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$90.29
Resistance
$100.37
Bollinger %B
-0.02
Below Lower Band
Price vs Moving Averages
EMA 9
$99.27 Below
EMA 21
$101.74 Below
EMA 50
$104.73 Below
EMA 200
$109.18 Below

Fundamental Analysis

Valuation
77
Growth
79
Profitability
0
Financial Health
75
Cash Flow
36
Valuation
P/E Ratio 14.8×
P/B Ratio 2.64×
PEG Ratio 2.01
Dividend Yield 0.02%
52W High $131.55
52W Low $93.58
Quality & Growth
ROE 15.5%
ROA 6.4%
Gross Margin 35.8%
Operating Margin 13.5%
Revenue Growth YoY
Debt / Equity 0.80
AI Fundamental Assessment
P/E ratio of 14.8 (inexpensive relative to a 15-40x range); Price-to-book of 2.6x; PEG ratio of 2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 1.58 (healthy short-term liquidity); Debt-to-equity of 0.80; Free cash flow margin of 0.5% (thin cash generation); Free cash flow per share is positive (4.15); Most recent quarter beat estimates by 8.7%; 2 consecutive earnings beats; EPS growth accelerating (-113.2% -> +1205.0% QoQ); Average YoY EPS growth of 12.8%; Analyst estimates rising over recent quarters
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Explore CRH Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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