Added to YB: 2025-07-21
Pitch date: 2025-06-30
EXP [neutral]
Eagle Materials Inc.
+12.95%
current return
Author Info
No bio for this author
Company Info
Eagle Materials Inc., through its subsidiaries, manufactures and sells heavy construction products and light building materials in the United States.
Market Cap
$6.8B
Pitch Price
$200.74
Price Target
N/A
Dividend
0.47%
EV/EBITDA
10.39
P/E
15.70
EV/Sales
3.52
Sector
Construction Materials
Category
turnaround
L1 Capital International (Unhedged) Active ETF Portfolio Holding: Eagle Materials Inc.
EXP (holding update): Share price down 30% on US residential construction slowdown, though current pullback modest vs 2005-06. Still housing shortage; affordability low but stable. Company benefits from infrastructure exposure, strategic raw materials reserves, low-cost facilities, and experienced management. Sold partial position at record high, now trades below fair value despite cyclical headwinds.
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