WEBULL

Is S&P 500 Inclusion and Capital Base Shift Altering The Investment Case For CRH (CRH)?

Simply Wall St · 2d ago
  • CRH has been selected to join the S&P 500 index on December 22, 2025, following its 2023 move to a primary New York Stock Exchange listing and ongoing share buybacks and treasury share issuances that are reshaping its capital base.
  • This inclusion signals CRH’s growing relevance for index-tracking and institutional investors, potentially amplifying the impact of its infrastructure and sustainable materials focus on its long-term investor base.
  • We’ll now examine how CRH’s upcoming S&P 500 inclusion could influence its investment narrative around scale, liquidity and growth.

Find companies with promising cash flow potential yet trading below their fair value.

CRH Investment Narrative Recap

To own CRH, you need to believe in sustained demand for North American infrastructure and higher value sustainable materials, supported by its scale and integrated portfolio. The upcoming S&P 500 inclusion should be a short term liquidity and visibility catalyst, but it does not remove key risks around execution on acquisitions, exposure to public funding cycles, or CRH’s high fixed cost base in a downturn.

Among recent announcements, the ongoing US$300 million share buyback program is most relevant here, because it interacts directly with the S&P 500 catalyst by tightening free float at the same time as index inclusion is expected to increase demand for the shares from passive and institutional investors.

Yet investors should be aware that CRH’s dependence on US infrastructure funding and related political decisions could...

Read the full narrative on CRH (it's free!)

CRH's narrative projects $43.1 billion revenue and $4.9 billion earnings by 2028. This requires 5.9% yearly revenue growth and about a $1.6 billion earnings increase from $3.3 billion today.

Uncover how CRH's forecasts yield a $134.79 fair value, a 9% upside to its current price.

Exploring Other Perspectives

CRH 1-Year Stock Price Chart
CRH 1-Year Stock Price Chart

Seven Simply Wall St Community fair value estimates for CRH span from US$54.67 to US$250.38, showing how far apart individual views can be. You can weigh those against CRH’s reliance on ongoing US federal infrastructure spending, which ties a key growth driver to future political and budget decisions.

Explore 7 other fair value estimates on CRH - why the stock might be worth over 2x more than the current price!

Build Your Own CRH Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your CRH research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
  • Our free CRH research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate CRH's overall financial health at a glance.

Curious About Other Options?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.