No connection

Search Results

EXP vs NEU

EXP
Eagle Materials Inc.
NEUTRAL
Price
$208.76
Market Cap
$6.56B
Sector
Basic Materials
AI Confidence
85%
NEU
NewMarket Corporation
NEUTRAL
Price
$675.62
Market Cap
$6.21B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
EXP
15.77
NEU
15.43
Forward P/E
EXP
16.38
NEU
26.17
P/B Ratio
EXP
4.41
NEU
3.59
P/S Ratio
EXP
2.85
NEU
2.31
EV/EBITDA
EXP
10.86
NEU
10.13

Profitability

Gross Margin
EXP
28.3%
NEU
31.26%
Operating Margin
EXP
24.62%
NEU
23.58%
Profit Margin
EXP
18.7%
NEU
15.25%
ROE
EXP
28.77%
NEU
25.27%
ROA
EXP
10.26%
NEU
10.79%

Growth

Revenue Growth
EXP
-0.4%
NEU
-4.5%
Earnings Growth
EXP
-9.6%
NEU
-4.9%

Financial Health

Debt/Equity
EXP
1.21
NEU
0.59
Current Ratio
EXP
4.27
NEU
2.55
Quick Ratio
EXP
2.63
NEU
1.23

Dividends

Dividend Yield
EXP
0.48%
NEU
1.74%
Payout Ratio
EXP
7.56%
NEU
26.26%

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
NEU NEUTRAL

NEU exhibits strong fundamental health with a Piotroski F-Score of 7/9 and robust liquidity, but it is currently trading at a significant premium to its deterministic value. The current price of $675.62 far exceeds both the Graham Number ($430.75) and the growth-based Intrinsic Value ($306.46). While profitability remains high with an ROE of 25.27%, the company is facing a growth contraction with negative YoY revenue and earnings growth. Consequently, the stock appears overvalued despite its operational quality.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Excellent profitability with an ROE of 25.27% and Operating Margin of 23.58%
Robust liquidity position with a Current Ratio of 2.55
Risks
Severe overvaluation relative to Graham Number and Intrinsic Value
Negative growth trajectory with YoY revenue and earnings both down ~4.5-4.9%
Extremely high PEG ratio (5.64) suggesting price is disconnected from growth

Compare Another Pair

EXP vs NEU: Head-to-Head Comparison

This page compares Eagle Materials Inc. (EXP) and NewMarket Corporation (NEU) 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.

Home
Terminal
AI Chat
Markets
Profile