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Texas Industries, Inc.

Texas Industries, Inc. “TXI’s future, like its past, will be built by the dedicated men and women of TXI …” Robert D. Rogers, former president of TXI. Cement. Concrete. Aggregate. Current Price 52 Week High Low Per Share Earnings ( ttm ) Sales ( ttm ) Book Value ( mrq )

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Texas Industries, Inc.

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  1. Texas Industries, Inc.

  2. “TXI’s future, like its past, will be built by the dedicated men and women of TXI …” Robert D. Rogers, former president of TXI Cement Concrete Aggregate

  3. Current Price 52 Week High Low Per Share Earnings (ttm) Sales (ttm) Book Value (mrq) Cash Flow (ttm) Cash (mrq) Volume Avg. Daily (in millions) Stock Overview $50.63 $74.75 $42.00 $.95 $67.24 $40.81 $8.55 $11.48 9.125

  4. Stock Performance NPV - $10,000 invested in 2000, worth $26,869 TXI has outperformed both construction manufacturing and the S&P 1500 in 4 of the last 5 years. The Sub-Industry (Steel & Iron) which TXI is a member of has outperformed the S&P 1500 and its Sector (Basic Materials) for each of the last five years

  5. Company Revenue / Growth TXI, as the largest cement producer in the state of Texas is slated to be a major player in the rebuilding of the Gulf Coast Orange Line: Linear Trend based upon past ten years revenue has been extrapolated two periods beyond current data - TXI has experienced 101% revenue growth in ten years

  6. Direct Competition

  7. Texas Industries vs. Vulcan Materials and S&P 500 Comparison

  8. CAC Industry

  9. Locations

  10. Pros/Cons (TXI:NYSE) • United States cement industry is favorably structured • Texas and California are attractive cement markets • TXI is the largest cement supplier in Texas, and a low cost producer • TXI’s management team has decades of industry experience • Most of the reconstructing performed by TXI in the Gulf Coast region • Beta of 1.25 which is flirting with our portfolio’s standard • Inconsistent growth over the past five years • Fair value cost at $39.90, so the stock is way overvalued

  11. HOLD Questions? Recommendation

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