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EXP vs ICL

EXP
Eagle Materials Inc.
NEUTRAL
Price
$208.76
Market Cap
$6.56B
Sector
Basic Materials
AI Confidence
85%
ICL
ICL Group Ltd
BEARISH
Price
$5.54
Market Cap
$7.15B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
EXP
15.77
ICL
30.78
Forward P/E
EXP
16.38
ICL
12.9
P/B Ratio
EXP
4.41
ICL
1.2
P/S Ratio
EXP
2.85
ICL
1.0
EV/EBITDA
EXP
10.86
ICL
7.96

Profitability

Gross Margin
EXP
28.3%
ICL
30.56%
Operating Margin
EXP
24.62%
ICL
6.35%
Profit Margin
EXP
18.7%
ICL
3.16%
ROE
EXP
28.77%
ICL
4.58%
ROA
EXP
10.26%
ICL
3.71%

Growth

Revenue Growth
EXP
-0.4%
ICL
6.2%
Earnings Growth
EXP
-9.6%
ICL
--

Financial Health

Debt/Equity
EXP
1.21
ICL
0.44
Current Ratio
EXP
4.27
ICL
1.33
Quick Ratio
EXP
2.63
ICL
0.68

Dividends

Dividend Yield
EXP
0.48%
ICL
3.24%
Payout Ratio
EXP
7.56%
ICL
96.39%

AI Verdict

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
ICL BEARISH

ICL presents a precarious profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a significant valuation gap, with the current price ($5.54) trading well above both the Graham Number ($4.33) and the Intrinsic Value ($1.26). While the balance sheet is healthy with low debt (D/E 0.44), the company suffers from razor-thin profit margins (3.16%) and a highly unsustainable dividend payout ratio of 96.39%. Technicals are overwhelmingly bearish (0/100), and the stock has seen a 16.4% decline over the past year, suggesting a lack of market confidence despite a 'hold' analyst consensus.

Strengths
Low Debt/Equity ratio (0.44) indicating strong solvency
Consistent historical track record of beating earnings estimates
Reasonable Price-to-Book ratio (1.19)
Risks
Unsustainable dividend payout ratio (96.39%)
Severe bearish technical trend (0/100 score)
Low Return on Equity (4.58%) and Return on Assets (3.71%)

Compare Another Pair

EXP vs ICL: Head-to-Head Comparison

This page compares Eagle Materials Inc. (EXP) and ICL Group Ltd (ICL) 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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