COMPARE · Data as of August 13, 2026
EXP vs TTAM
Verdict: Side-by-side breakdown using the Bull Rankings model. EXP scored 55.9, TTAM scored 60.1 — TTAM leads.
Compare another set
Different reporting periods. EXP's fundamentals are as of June 2026, but TTAM's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
EXP
Eagle Materials Inc.
55.9
$208.82 · $6.4B
fundamentals as of
Score gap
4.2
TTAM leads
TTAM
Titan America SA
60.1
$15.71 · $2.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
EXP
stronger →← stronger
TTAM
76
Qualityreturns · margins · balance sheet
64
49
Growthrevenue & earnings expansion
50
47
Valuevaluation vs sector peers
68
TTAM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXP
TTAM
$171mC
FCF
$135mC
+1.7%C
Rev
+1.8%C
1.21D
D/E
0.53C+
16.6xB+
P/E
16.4xB+
2.09C
PEG
1.14B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXP
TTAM
173% above
Price vs fair valuelower is cheaper
14% above
~35%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-67%
1-yr DCF upside
-24%
-63%
5-yr DCF upside
-12%
-57%
10-yr DCF upside
+8%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXP
Why this score
- Buying back stock
- Durable high returns
TTAM
Why this score
- Durable high returns
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
EXPEagle Materials Inc.
Why now
Building Materials · market cap $6.4b. 15% off the 52-week high of $245.53. 9 sell-side analysts rate this a Hold with a mean 1-yr target of $225.89 (implying +8% 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.
TTAMTitan America SA
Why now
Building Materials · market cap $2.9b. 20% off the 52-week high of $19.57. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $18.64 (implying +19% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.
Where EXP and TTAM diverge
On the headline score the gap is 4.2 points in favour of TTAM. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueEXP 47.4 · TTAM 67.7TTAM +20.3
- QualityEXP 75.7 · TTAM 64.3EXP +11.4
- GrowthEXP 48.8 · TTAM 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.