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Eagle Materials Inc. (EXP): A Bull Case Theory

We came across a bullish thesis on Eagle Materials Inc. (EXP) on Substack by Margin of Sanity. In this article, we will summarize the bulls’ thesis on EXP. Eagle Materials Inc. (EXP)'s share was trading at $239.93 as of May 16th. EXP’s trailing and forward P/E were 17.16 and 15.04 respectively according to Yahoo Finance.

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Eagle Materials (EXP) represents a high-conviction position built around the unique structural advantages of the...