Eagle Materials 对比 Vulcan Materials
可添加、更换或移除公司，最多四家。
简而言之
- Vulcan Materials 规模更大:2025 财年营收 $7.9B，Eagle Materials 为 $2.3B，约为后者的 3.4 倍。
- Vulcan Materials 营收增长更快(7.1%，对方为 2.1%)。
- Vulcan Materials 将更多销售额转化为自由现金流(自由现金流利润率 14.3%，对方为 8.6%)。
- Eagle Materials 的投入资本回报更高(16.3%，对方为 9.8%)。
- 投资者愿为 Vulcan Materials 每一美元的盈利支付更高价格：市盈率 31.2x，而 Eagle Materials 为 13.8x。
| 最近财年 | EXP · FY26 | VMC · FY25 |
|---|---|---|
| 规模 | ||
| 市值 | $5.4B | $34.3B |
| 营收 | $2.3B | $7.9B |
| 自由现金流 | $197M | $1.1B |
| 净利润 | $424M | $1.1B |
| 增长 | ||
| 营收增长 | 2.1% | 7.1% |
| 5年增长率 | 7.3% | 10.3% |
| 股数变化 | −4.3% | −0.3% |
| 盈利能力 | ||
| 毛利率 | 28.3% | 27.4% |
| 营业利润率 | — | 20.4% |
| 净利率 | 18.4% | 13.6% |
| 自由现金流利润率 | 8.6% | 14.3% |
| 资本回报率 | 16.3% | 9.8% |
| 股本回报率 | 28.9% | 12.9% |
| 资产负债表 | ||
| 净债务 | $1.5B | $4.2B |
| 净债务 / EBITDA | 2.0x | 1.8x |
| 股息与回购 | $414M | $698M |
| 估值与质量 | ||
| 市盈率 | 13.8x | 31.2x |
| Piotroski F 分数 | 5 | 8 |
FY17
EXP $1.2B
VMC $3.9B
FY18
EXP $1.4B
VMC $4.4B
FY19
EXP $1.3B
VMC $4.9B
FY20
EXP $1.4B
VMC $4.9B
FY21
EXP $1.6B
VMC $5.6B
FY22
EXP $1.9B
VMC $7.3B
FY23
EXP $2.1B
VMC $7.8B
FY24
EXP $2.3B
VMC $7.4B
FY25
EXP $2.3B
VMC $7.9B
FY26
EXP $2.3B
VMC —
EXP
VMC
FY17
EXP 29.3%
VMC 16.4%
FY18
EXP 27.6%
VMC 17.1%
FY19
EXP 29.5%
VMC 17.8%
FY20
EXP 27.4%
VMC 18.4%
FY21
EXP 27.5%
VMC 18.2%
FY22
EXP 29.7%
VMC 13.0%
FY23
EXP 31.4%
VMC 18.3%
FY24
EXP 31.7%
VMC 18.4%
FY25
EXP —
VMC 20.4%
FY26
EXP —
VMC —
EXP
VMC
FY17
EXP $275M
VMC $185M
FY18
EXP $206M
VMC $364M
FY19
EXP $181M
VMC $600M
FY20
EXP $267M
VMC $708M
FY21
EXP $589M
VMC $561M
FY22
EXP $443M
VMC $536M
FY23
EXP $432M
VMC $664M
FY24
EXP $444M
VMC $806M
FY25
EXP $353M
VMC $1.1B
FY26
EXP $197M
VMC —
EXP
VMC
FY17
EXP 13.9%
VMC 9.1%
FY18
EXP 18.4%
VMC 7.9%
FY19
EXP 10.5%
VMC 8.9%
FY20
EXP 13.3%
VMC 8.7%
FY21
EXP 15.5%
VMC 8.5%
FY22
EXP 20.1%
VMC 6.8%
FY23
EXP 23.6%
VMC 10.2%
FY24
EXP 23.9%
VMC 9.2%
FY25
EXP 19.6%
VMC 9.8%
FY26
EXP 16.3%
VMC —
EXP
VMC
各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。