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原材料股票 — 盈利质量与护城河分析
11 家公司 · 同业对比
材料行业盈利反映商品周期地位与成本曲线位置。盈利质量问题与包装消费品不同：跨周期资本支出纪律、跨周期资产负债表杠杆、采掘业储量寿命。护城河在低成本矿体（采矿）、许可保护采石场经济（骨料）与综合原料优势（化工）。
| 公司 | 评分 | 毛利率 | ROE | CF/NI | FCF | 商誉/资产 |
|---|---|---|---|---|---|---|
| LINLinde2025 | B84 | — | 18.0% | 1.50x | $5.1B | 32.2% |
| VMCVULCAN MATERIALS COMPANY2025 | C76 | 27.4% | 12.6% | 1.68x | $1.1B | 22.6% |
| SHWTHE SHERWIN-WILLIAMS COMPANY2025 | D69 | 48.8% | 55.9% | 1.34x | $2.7B | 31.0% |
| MLMMARTIN MARIETTA MATERIALS, INC2025 | D68 | 30.7% | 11.3% | 1.57x | $978M | 19.3% |
| ECLECOLAB INC.2025 | D65 | 44.5% | 21.2% | 1.42x | $1.9B | 37.4% |
| NEMNEWMONT CORPORATION2025 | D60 | — | 20.9% | 1.46x | $7.3B | 4.7% |
| PPGPPG INDUSTRIES, INC.2025 | D60 | 41.3% | 19.8% | 1.23x | $1.2B | 27.8% |
| FCXFreeport-McMoRan Inc.2025 | F59 | 28.2% | 11.7% | 2.55x | $1.1B | — |
| DDDuPont de Nemours, Inc.2025 | F46 | 34.5% | -5.6% | — | $-333M | 36.7% |
| APDAIR PRODUCTS AND CHEMICALS, INC.2025 | F43 | 31.4% | -2.6% | — | $-7.0B | 2.3% |
| DOWDow Inc.2025 | F40 | 6.3% | -16.4% | -0.39x | $-1.4B | 13.6% |
优秀 中等 较弱GM = 毛利率 · ROE = 净资产收益率 · CF/NI = 经营现金流/净利润 · FCF = 自由现金流 · GW/A = 商誉/总资产