Construction sector
CONSTRUCTION · SECTOR · MARKET VIEW
Market view · as of Jul 16, 2026
CAT
$429.89B
+22.2% rev YoY
VMC
$37.87B
+7.4% rev YoY
MLM
$34.45B
+17.2% rev YoY
MAS
$15.71B
+6.5% rev YoY
Caterpillar dominates the construction sector with a market capitalization of $429.89 billion, significantly outpacing peers Vulcan Materials ($37.87 billion), Martin Marietta ($34.45 billion), and Masco ($15.71 billion). Revenue growth across these constituents ranges from 6.5% at Masco to 22.2% at Caterpillar, while profit margins vary between 12.7% at Martin Marietta and 18.2% at Caterpillar. Valuation multiples reflect this spread, with Masco trading at a P/E of 18.85 compared to Caterpillar’s 46.3.
Constituents
| Company | Market cap | P/E | Rev growth (YoY) | Op margin |
|---|---|---|---|---|
| CAT | $429.89B | 46.3 | 22.2% | 18.2% |
| VMC | $37.87B | 34.63 | 7.4% | 15.5% |
| MLM | $34.45B | 35.7 | 17.2% | 12.7% |
| MAS | $15.71B | 18.85 | 6.5% | 16.5% |
Sources this view read
- fundamentals Construction constituent fundamentals (Alpha Vantage)