Cementos Argos is a Colombian producer of cement, ready-mix concrete and aggregates, selling into a construction market that has been cyclical and capital-intensive for decades. Its edge is local: integrated quarries, cement plants and mixing operations give it cost control and logistics reach in Colombia and the wider Andean and Caribbean markets, where new entrants face heavy permitting and transport costs. Revenue growth is only 2.4%, so the case rests on volume recovery in public infrastructure and housing and on margin repair, not on top-line momentum. The reported 12.7% operating margin and 26.5% gross margin look sound for the sector, but a 4.6% ROE and a trailing P/E near 30 mean the market is paying for a recovery that the current earnings base does not yet show. The stock is not in any major index, which keeps coverage thin and may leave the valuation gap open for a longer period, so this warrants a deeper look at the cycle and the capital allocation record before it earns a position.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 02:20 CEST | ACCE price target | COP 12200 | first publication | COP 11200 |
Answered from Cementos Argos fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CEMARGOS.CL Cementos Argos | COP 11200.00 | - | - | 30.7x | 4.6% | 54 | 48 |
| JKCEMENT.NS J.K. Cement Limited | ₹4854.00 | - | - | 39.7x | - | 69 | 45 |
| EXP Eagle Materials Inc Common Stock | $174.71 | $167 | 4% above | 14.1x | 27.0% | 76 | 47 |
| USLM United States Lime & Minerals Inc. Common Stock | $111.71 | $76 | 48% above | 22.8x | 21.3% | 91 | 58 |
| DALBHARAT.NS Dalmia Bharat Limited | ₹1591.30 | - | - | 31.9x | - | 76 | 43 |
| GCC.MX Grupo Cementos de Chihuahua | MXN 177.66 | MXN 229 | 22% below | 10.5x | 13.9% | 78 | 62 |
| KNF Knife Riv Holding Co. Common Stock | $53.12 | $48 | 12% above | 21.3x | 9.1% | 52 | 43 |
Where CEMARGOS.CL ranks against its sector peers on each metric.