Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Treated as a cyclical company. None of the usual models had enough data, so this uses Analyst consensus instead.
ACCE opinionLoma Negra Compania Industrial Argentina Sociedad Anonima ADS (LOMA)
Fair value (2 models)
Not available
ACCE price target
$10.50
Rating
Not rated
Horizon
12 months
ACCE price target published on 12 Oct 2026, 00:00 CEST.
Price used: $9.78 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
52
out of 100
Analysts
100% buy
5 covering
P/E
31.5x
forward 12.7x
1-year return
+21.3%
Dividend yield
0.00%
Loma Negra Compania Industrial Argentina Sociedad Anonima ADS in four questions
Plain answers, details below
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Overview
ACCE thesis
Loma Negra makes cement, ready-mix concrete, lime and aggregates, with most of its volume sold into Argentina and a smaller Brazilian cement business. Its moat is physical: cement is heavy and expensive to ship, so a plant near a city has pricing power that imported material can't easily erode, and the company sits on limestone reserves that would take years to replicate. The near-term story is operating leverage on a recovering Argentine construction market, though 2.1% revenue growth and a 6.8% operating margin show that recovery has not yet reached the top line in any meaningful way. The valuation is the interesting part: trailing P/E of 32.4 compresses to a forward P/E of 9.9, which implies the market expects earnings to roughly triple, a bet that depends heavily on peso stability and on margins expanding from a 21.3% gross level. With ROE at 3.8% and a composite score of 57/100, the business is not yet earning its keep, so this name merits a deeper look at the earnings bridge rather than a conclusion either way.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Free cash flow deeply negative
Free cash flow is reported at $-40,662,664,000, a figure that is implausible against a $1.1B market cap and a 5.1% net margin. Verify the data before sizing any position.
moderate
Revenue growth stalling
Revenue grew only 2.1% year on year and fell 2.9% quarter on quarter, well below the 51.9% five-year revenue CAGR.
moderate
Thin returns on equity
ROE of 3.8% and operating margin of 6.8% leave little cushion, and the 1307.4% earnings jump off a low base flatters the trailing P/E of 31.1.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts rate the stock Buy or Strong Buy across all five covering firms, a sign of broad conviction in the business.
The stock trades at 9.9 times forward earnings, well below its 31.1 times trailing multiple, suggesting profits are expected to recover.
Analysts' average price target of $14.30 sits 48.2% above the current share price, implying substantial upside in their view.
Why it could disappoint
Free cash flow over the last twelve months was negative at -ARS 40.7B, so reported profits are not turning into cash.
Returns are thin: return on equity of 3.8% and return on invested capital of 1.6% barely cover the cost of capital.
Revenue grew just 2.1% over the latest year, and the latest earnings per share missed expectations by 66.7%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where LOMA's valuation models land
Price
$9.78
Model fair valueConfidence: low
about $14.30
Model
Fair value
Upside
Analyst consensus
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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+Conviction breakdown and growth / value / quality / momentum scores