Contrasting Eagle Materials (NYSE:EXP) and Amrize (NYSE:AMRZ)

Eagle Materials (NYSE:EXP) and Amrize (NYSE:AMRZ) are both materials companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, risk, profitability, dividends, earnings and analyst recommendations.

Dividends

Eagle Materials pays an annual dividend of $1.00 per share and has a dividend yield of 0.6%. Amrize pays an annual dividend of $0.11 per share and has a dividend yield of 0.3%. Eagle Materials pays out 7.9% of its earnings in the form of a dividend. Amrize pays out 5.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Analyst Ratings

This is a summary of recent recommendations and price targets for Eagle Materials and Amrize, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Eagle Materials	0	10	0	0	2.00
Amrize	4	7	8	1	2.30

Eagle Materials currently has a consensus price target of $199.56, suggesting a potential upside of 23.00%. Amrize has a consensus price target of $50.00, suggesting a potential upside of 37.47%. Given Amrize’s stronger consensus rating and higher possible upside, analysts plainly believe Amrize is more favorable than Eagle Materials.

Insider and Institutional Ownership

96.1% of Eagle Materials shares are held by institutional investors. 1.7% of Eagle Materials shares are held by insiders. Comparatively, 0.5% of Amrize shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

This table compares Eagle Materials and Amrize’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Eagle Materials	17.32%	26.87%	10.73%
Amrize	9.89%	10.22%	5.48%

Risk & Volatility

Eagle Materials has a beta of 1.33, indicating that its stock price is 33% more volatile than the S&P 500. Comparatively, Amrize has a beta of 0.2, indicating that its stock price is 80% less volatile than the S&P 500.

Valuation and Earnings

This table compares Eagle Materials and Amrize”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Eagle Materials	$2.31 billion	2.16	$423.81 million	$12.65	12.83
Amrize	$11.81 billion	1.70	$1.19 billion	$2.17	16.76

Amrize has higher revenue and earnings than Eagle Materials. Eagle Materials is trading at a lower price-to-earnings ratio than Amrize, indicating that it is currently the more affordable of the two stocks.

Summary

Eagle Materials beats Amrize on 9 of the 17 factors compared between the two stocks.

About Eagle Materials

Eagle Materials Inc., through its subsidiaries, manufactures and sells heavy construction materials and light building materials in the United States. It operates in four segments: Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard. The company engages in the mining of limestone for the manufacture, production, distribution, and sale of Portland cement, including Portland limestone cement; grinding and sale of slag; and mining of gypsum for the manufacture and sale of gypsum wallboards used to finish the interior walls and ceilings in residential, commercial, and industrial structures, as well as well as containerboard and lightweight packaging grades; manufacture and sale of recycled paperboard to the gypsum wallboard industry and other paperboard converters; the sale of readymix concrete; and mining and sale of aggregates, such as crushed stone, sand, and gravel. Its products are used in commercial and residential construction; public construction projects to build, expand, and repair roads and highways; and repair and remodel activities. The company was formerly known as Centex Construction Products, Inc. and changed its name to Eagle Materials, Inc. in January 2004. Eagle Materials Inc. was founded in 1963 and is headquartered in Dallas, Texas.

About Amrize

Amrize AG focuses on building materials business in North America. The company was incorporated in 2023 and is based in Zug, Switzerland. Amrize AG operates independently of Holcim AG as of June 23, 2025.