Loma Negra shares drop 41% after InvestingPro’s overvaluation warning

Published 13/10/2025, 12:02
Loma Negra shares drop 41% after InvestingPro’s overvaluation warning

InvestingPro’s Fair Value models successfully identified significant overvaluation in Loma Negra Compañía Industrial Argentina (NYSE:LOMA) shares in December 2024, preceding a dramatic 41% decline in the stock’s value. This analytical success demonstrates the power of comprehensive valuation analysis in identifying market inefficiencies. Investors seeking similar opportunities can explore current overvalued stocks on the Most overvalued list.

Loma Negra, Argentina’s leading cement manufacturer, showed concerning signs of overvaluation when InvestingPro’s models flagged the stock at $13.12 on December 16, 2024. Despite Wall Street’s bullish outlook at the time, including notable upgrades from Morgan Stanley and Bank of America, InvestingPro’s analysis suggested a fair value significantly below the trading price.

The company’s fundamental metrics have since validated this bearish thesis. Revenue declined from $855.94 million to $553.79 million, while EBITDA dropped from $201.15 million to $125.41 million. Earnings per share similarly fell from $0.95 to $0.37, reflecting deteriorating business conditions that the market had failed to price in properly.

InvestingPro’s Fair Value analysis proved particularly prescient, as the stock steadily declined through 2025, reaching $7.70 by October. This movement aligned closely with the model’s projected downside of approximately 39%. The accuracy of this prediction was especially noteworthy given the contrary positions taken by major Wall Street firms during the same period.

Recent developments have further supported the original thesis. The company’s Q2 2025 earnings missed expectations, contributing to the continued share price decline. This outcome demonstrates how InvestingPro’s comprehensive valuation methodology, which combines multiple analytical approaches including discounted cash flow analysis, peer comparisons, and historical valuation metrics, can identify potential market corrections before they occur.

The success of this Fair Value analysis showcases the importance of utilizing sophisticated valuation tools for investment decision-making. InvestingPro’s methodology goes beyond traditional metrics, incorporating various valuation methods and fundamental indicators to provide a more complete picture of a stock’s intrinsic value.

Investors seeking to access similar analytical insights and potentially identify market mispricings can explore InvestingPro’s comprehensive suite of tools and analysis. Learn more about InvestingPro to access Fair Value analyses, real-time alerts, and detailed financial metrics that can help inform better investment decisions.

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