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 revenue growth, EXP reads +1.6% and OC reads -7.5%; on net margin, EXP reads 17.3% and OC reads -6.8%. The rest of the comparable metrics sit closer together. What EXP'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 | $164.76 | $114.16 |
| Market cap | $5.1B | $9.2B |
| Sector | Building Materials | Building Materials |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -2.7% |
| P/E | 13.0 | — |
| P/B | 3.44 | 2.41 |
| P/S | 2.20 | 0.93 |
| EV/EBITDA | 40.2 | 16.2 |
| Revenue growth | +1.6% | -7.5% |
| Gross margin | 24.8% | 28.8% |
| Operating margin | — | 17.5% |
| Net margin | 17.3% | -6.8% |
| Return on equity | 27.1% | -17.6% |
| Return on assets | 10.3% | -5.3% |
| Return on invested capital | 3.0% | 0.4% |
| FCF yield | 3.3% | 9.8% |
| Dividend yield | 0.6% | 2.5% |
| Debt / equity | 1.18 | 1.34 |
| Current ratio | 3.23 | 1.16 |
| Altman Z (solvency) | 2.60 | 2.05 |
| Piotroski F (quality) | 8 / 9 | 6 / 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.