Eagle Materials (EXP) is poised to outperform their peers due to their efficiency, diversified operations, financial strength, shareholder focus, and growth opportunities. The materials sector has strong ties to the US economy and infrastructure spending, making EXP compelling for a macro bullish investor. Since EXP is best in class among their peers, they are well positioned to outperform the materials sector during a market downturn. Efficiency is key in a highly capital intensive and cyclical industry, making a strong case to hold EXP as the best in class title.
The materials sector hasn’t