CRH plc (CRH)

Negative net income growth while Basic Materials median is 10.65%. Seth Klarman would suspect a firm-specific problem if peers maintain profit growth.

D&A shrinks yoy while Basic Materials median is -0.75%. Seth Klarman would see a short-term earnings benefit if capacity is sufficient.

Deferred tax growth of 120.48% while Basic Materials median is zero at 0.00%. Walter Schloss would see a difference that might matter for future cash flow if significant.

SBC growth of 4.92% while Basic Materials median is zero at 0.00%. Walter Schloss would question expansions or staff additions causing more equity grants.

Working capital is shrinking yoy while Basic Materials median is -100.00%. Seth Klarman would see an advantage if sales remain robust.

AR shrinks yoy while Basic Materials median is -0.68%. Seth Klarman would see an advantage in working capital if sales do not drop.

Inventory growth of 22.35% while Basic Materials median is zero at 0.00%. Walter Schloss would question if expansions or new product lines require extra stock.

Other WC usage shrinks yoy while Basic Materials median is -50.93%. Seth Klarman would see an advantage if top-line is stable or growing.

Other non-cash items dropping yoy while Basic Materials median is -18.84%. Seth Klarman would see a short-term advantage if real fundamentals remain intact.

Negative CFO growth while Basic Materials median is -32.04%. Seth Klarman would suspect a firm-specific operational weakness if peers maintain growth.

CapEx growth under 50% of Basic Materials median of 10.52% or substantially above. Jim Chanos would see potential overspending or misallocation if top-line is not keeping pace.

Acquisition spending declines yoy while Basic Materials median is 0.00%. Seth Klarman would note reduced M&A risk if growth continues organically.

Purchases growth of 100.00% while Basic Materials median is zero at 0.00%. Walter Schloss would question expansions or new strategic positions driving the difference.

No Data available this quarter, please select a different quarter.

Growth of 123.39% while Basic Materials median is zero at 0.00%. Walter Schloss questions intangible or special projects explaining that difference.

Under 50% of Basic Materials median of 7.96% if negative or well above if positive. Jim Chanos sees potential overspending or major liquidity drain overshadowing typical sector levels.

We reduce issuance yoy while Basic Materials median is 0.00%. Seth Klarman might see an advantage in preserving per-share value unless expansions are neglected.

We reduce yoy buybacks while Basic Materials median is 0.00%. Seth Klarman sees a potential missed chance unless expansions promise higher returns.