Added to YB: 2025-10-01
Pitch date: 2025-08-12
EXP [bullish]
Eagle Materials Inc.
-3.45%
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
$234.84
Price Target
N/A
Dividend
0.47%
EV/EBITDA
10.39
P/E
15.70
EV/Sales
3.52
Sector
Construction Materials
Category
value
Eagle Materials Inc. - $EXP
EXP: Dallas-based cement & gypsum wallboard producer w/ 'rock pit' franchise attributes. 50% cement (infrastructure/residential), 50% wallboard. >35% ROE, 19% EPS growth vs 10% revenue growth shows discipline. EPA caps new cement supply, synthetic gypsum declining favors EXP's natural mines. Infrastructure bill tailwind. Mid-teen returns expected 5-10yr. Risk: severe recession.
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