COMPARE · Reviewed July 29, 2026
CRH vs EXP
Verdict: Side-by-side breakdown using the Bull Rankings model. CRH scored 52.5, EXP scored 58.0 — EXP leads.
Compare another set
CRH
CRH PLC
52.5
$95.43 · $66.0B
Score gap
5.5
EXP leads
EXP
Eagle Materials Inc.
58
$204.26 · $6.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
CRH
stronger →← stronger
EXP
67
Qualityreturns · margins · balance sheet
76
57
Growthrevenue & earnings expansion
50
38
Valuevaluation vs sector peers
52
EXP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CRH
EXP
$3.0bB
FCF
$171mC
+6.3%C+
Rev
+1.7%C
0.74B
D/E
1.22C
18.0xB+
P/E
15.5xB+
2.84C
PEG
2.09C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CRH
EXP
75% above
Price vs fair valuelower is cheaper
167% above
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~35%/yr
-45%
1-yr DCF upside
-67%
-43%
5-yr DCF upside
-62%
-39%
10-yr DCF upside
-56%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CRH
Why this score
- Raising its dividend
EXP
Why this score
- Buying back stock
- Durable high returns
- Cyclical growth
The companies
CRHCRH PLC
Why now
Construction · market cap $66.0b. Down 27% from 52-week high of $131.55 — deep drawdown territory.
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $66.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
EXPEagle Materials Inc.
Why now
Building Materials · market cap $6.3b. 17% off the 52-week high of $245.53. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $226.22 (implying +11% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.