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EXP vs NEM

EXP
Eagle Materials Inc.
NEUTRAL
Price
$208.76
Market Cap
$6.56B
Sector
Basic Materials
AI Confidence
85%
NEM
Newmont Corporation
NEUTRAL
Price
$111.85
Market Cap
$121.68B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
EXP
15.77
NEM
17.5
Forward P/E
EXP
16.38
NEM
10.48
P/B Ratio
EXP
4.41
NEM
3.59
P/S Ratio
EXP
2.85
NEM
5.37
EV/EBITDA
EXP
10.86
NEM
8.62

Profitability

Gross Margin
EXP
28.3%
NEM
63.24%
Operating Margin
EXP
24.62%
NEM
58.11%
Profit Margin
EXP
18.7%
NEM
31.25%
ROE
EXP
28.77%
NEM
22.34%
ROA
EXP
10.26%
NEM
12.13%

Growth

Revenue Growth
EXP
-0.4%
NEM
20.6%
Earnings Growth
EXP
-9.6%
NEM
-4.6%

Financial Health

Debt/Equity
EXP
1.21
NEM
0.17
Current Ratio
EXP
4.27
NEM
2.29
Quick Ratio
EXP
2.63
NEM
1.75

Dividends

Dividend Yield
EXP
0.48%
NEM
0.93%
Payout Ratio
EXP
7.56%
NEM
15.65%

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
NEM NEUTRAL

Newmont Corporation presents a dichotomy between strong operational fundamentals and significant valuation premiums. While the Piotroski F-Score of 4/9 indicates stable health and the balance sheet is pristine with a Debt/Equity ratio of 0.17, the stock trades at a substantial premium to its Graham Number ($66.88) and Intrinsic Value ($44.73). Recent quarterly earnings beats are impressive, yet bearish insider sentiment and a 0/100 technical trend suggest a lack of immediate conviction from internal stakeholders and market momentum. The overall outlook is neutral as strong profitability is offset by overvaluation and negative insider signals.

Strengths
Exceptional balance sheet with very low Debt/Equity (0.17)
Strong profitability metrics including an Operating Margin of 58.11% and ROE of 22.34%
Consistent recent earnings surprises, beating estimates in 3 of the last 4 quarters
Risks
Significant overvaluation relative to Graham Number ($66.88) and Intrinsic Value ($44.73)
Bearish insider activity with 9 sell transactions and 0 buys in the last 6 months
Technical trend is currently 0/100 (Bearish)

Compare Another Pair

EXP vs NEM: Head-to-Head Comparison

This page compares Eagle Materials Inc. (EXP) and Newmont Corporation (NEM) 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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