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BHP vs EXP

BHP
BHP Group Limited
NEUTRAL
Price
$67.52
Market Cap
$173.45B
Sector
Basic Materials
AI Confidence
72%
EXP
Eagle Materials Inc.
NEUTRAL
Price
$208.76
Market Cap
$6.56B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
BHP
19.07
EXP
15.77
Forward P/E
BHP
15.45
EXP
16.38
P/B Ratio
BHP
7.19
EXP
4.41
P/S Ratio
BHP
3.38
EXP
2.85
EV/EBITDA
BHP
15.39
EXP
10.86

Profitability

Gross Margin
BHP
82.21%
EXP
28.3%
Operating Margin
BHP
37.7%
EXP
24.62%
Profit Margin
BHP
17.59%
EXP
18.7%
ROE
BHP
21.99%
EXP
28.77%
ROA
BHP
11.02%
EXP
10.26%

Growth

Revenue Growth
BHP
-8.2%
EXP
-0.4%
Earnings Growth
BHP
-34.0%
EXP
-9.6%

Financial Health

Debt/Equity
BHP
0.49
EXP
1.21
Current Ratio
BHP
1.46
EXP
4.27
Quick Ratio
BHP
1.06
EXP
2.63

Dividends

Dividend Yield
BHP
3.26%
EXP
0.48%
Payout Ratio
BHP
69.9%
EXP
7.56%

AI Verdict

BHP NEUTRAL

BHP's Piotroski F-Score of 6/9 indicates stable financial health, but the absence of an Altman Z-Score limits distress risk assessment. The stock trades significantly above its Graham Number of $27.35 and intrinsic value of $24.78, reflecting a substantial premium. Despite strong profitability metrics like 37.7% operating margin and 21.99% ROE, earnings and revenue growth are sharply negative year-over-year. Analysts consensus is a hold with a $57.00 target, below current price, suggesting limited upside.

Strengths
High operating margin of 37.70% indicates strong cost control and pricing power
ROE of 21.99% exceeds sector average significantly, signaling efficient equity use
Debt/Equity of 0.49 is below sector average of 0.63, indicating conservative leverage
Risks
Revenue growth down 8.20% YoY and earnings down 34.00%, indicating deteriorating fundamentals
P/E of 19.07 is high relative to earnings contraction, increasing valuation risk
Price/Book of 7.19 is extremely elevated, suggesting overvaluation relative to book value
EXP NEUTRAL

Eagle Materials exhibits strong operational health with a Piotroski F-Score of 7/9 and exceptional ROE (28.77%), yet it faces a severe valuation disconnect. The current price of $208.76 trades at a significant premium to both the Graham Number ($118.75) and the Intrinsic Value ($92.68). While the balance sheet is liquid and profitability is superior to sector averages, negative YoY revenue and earnings growth, combined with a bearish technical trend, suggest limited near-term upside.

Strengths
Strong operational health indicated by a Piotroski F-Score of 7/9
Exceptional Return on Equity (ROE) of 28.77%
Very high liquidity with a Current Ratio of 4.27 and Quick Ratio of 2.63
Risks
Severe overvaluation relative to Graham Number and Intrinsic Value
Negative YoY earnings growth (-9.60%) and revenue growth (-0.40%)
Poor recent earnings track record, beating estimates in only 1 of the last 4 quarters

Compare Another Pair

BHP vs EXP: Head-to-Head Comparison

This page compares BHP Group Limited (BHP) and Eagle Materials Inc. (EXP) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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