EAGLE MATERIALS INC. vs Owens Corning, two Building Materials stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EXP and OC diverge most: on implied growth (priced in), EXP reads -2.0% and OC reads +21.1%; on revenue growth, EXP reads +2.1% and OC reads -5.0%. The rest of the comparable metrics sit closer together. On valuation, today's EXP price has a different growth bar priced in than OC (-2.0% implied for EXP vs +21.1% for OC); the higher figure is the steeper assumption to clear, not a better or worse stock. What EXP's price implies is a bet that sits within the historical range (whole-company basis). What OC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EXP | OC |
|---|---|---|
| Price | $209.56 | $143.34 |
| Market cap | $6.7B | $11.6B |
| Sector | Building Materials | Building Materials |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.0% | +21.1% |
| P/E | 15.9 | — |
| P/B | 4.55 | 3.16 |
| P/S | 2.91 | 1.18 |
| EV/EBITDA | 201.9 | 68.3 |
| Revenue growth | +2.1% | -5.0% |
| Gross margin | 22.2% | 22.5% |
| Operating margin | — | 5.3% |
| Net margin | 18.4% | -5.4% |
| Return on equity | 28.7% | -14.5% |
| Return on assets | 11.0% | -4.1% |
| Return on invested capital | — | 0.6% |
| FCF yield | 2.9% | 7.1% |
| Dividend yield | 0.5% | 2.0% |
| Debt / equity | 1.22 | 1.50 |
| Current ratio | 3.66 | 1.24 |
| Altman Z (solvency) | 3.06 | 2.05 |
| Piotroski F (quality) | 4 / 9 | 3 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.