
Stocks to Watch: A Conversation with Scott Black
Barron's Live
00:00
Eagle Materials: A Well-Run Company
Eagle materials is a large producer of cement concrete aggregates gypsum wallboard and paperboard Um, they've had a straight-up earnings record quarter over quarter since the third quarter of 2019 I have the revenues of 2.2 billion this year up 3 percent the earnings per share about 13 and a half dollars up 8 percent So the stock is at 190 91. It's about a 14 pe Proform or return on equities about 35 They have a triple B credit their investment grade and Return on total capital is about 18 percent Cement is the biggest business revenue wise is about 43 percent of the revenue at 36 percent of the operating income Wallboard was 50 water 41 percent of the
Play episode from 29:40
Transcript


