Eagle Materials Inc (EXP) vs Titan America SA (TTAM)

Eagle Materials Inc and Titan America SA are both Building Materials companies. Eagle Materials Inc is the larger, with a market value of $5.8B against $2.2B — 2.7× the size. Titan America SA trades at the lower P/E: 12.3× against 15.7×. Titan America SA grew revenue faster over the last twelve months: 4.07% against 1.61%. Eagle Materials Inc has the higher net margin (16.1% vs 10.4%) and the higher return on invested capital (10.8% vs 10.2%). Both pay a dividend; Titan America SA yields more (1.36% vs 0.53%). Across the 21 metrics below, Titan America SA leads on 14 and Eagle Materials Inc on 7.

Valuation

Metric EXP TTAM Building Materials median
P/E 15.70 12.25 18.55
P/S 2.48 1.27 1.63
P/B 3.79 2.10 2.40
Price to free cash flow 37.37 13.92 32.17
EV/EBITDA 10.12 7.09 10.02
EV/Sales 3.13 1.56 2.00
Earnings yield 6.37% 8.16% 4.74%
Free cash flow yield 2.68% 7.18% 2.78%

Profitability

Metric EXP TTAM Building Materials median
Gross margin 25.79% 25.47% 26.23%
Operating margin 22.59% 15.14% 14.50%
Net margin 16.11% 10.35% 9.60%
Free cash flow margin 6.65% 9.10% 7.85%
Return on equity 24.54% 0.00% 8.83%
Return on assets 10.21% 8.96% 5.93%
Return on invested capital 10.84% 10.22% 6.51%

Growth

Metric EXP TTAM Building Materials median
Revenue growth (TTM) 1.61% 4.07% 5.02%
EPS growth (last fiscal year) (4.43%) 6.32% 0.64%
Revenue growth, 5-year CAGR 7.31% — 7.63%
Net income growth, 5-year CAGR 4.54% — 7.04%

Health

Metric EXP TTAM Building Materials median
Debt to equity 1.14 0.52 0.52
Current ratio 3.29 2.08 1.59
Net debt to EBITDA 1.95 0.64 1.62

Dividend

Metric EXP TTAM Building Materials median
Dividend yield 0.53% 1.36% 0.86%
Payout ratio 0.08 0.17 0.19

Size

Metric EXP TTAM Building Materials median
Market cap 5.80b 2.15b 3.53b

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