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Stock impact report

RBC Capital Has a Sector Perform Rating on Eagle Materials (EXP), Here's Why [Yahoo! Finance]

Eagle Materials Inc (EXP) 
Last eagle materials inc earnings: 2/4 06:30 am Check Earnings Report
US:NYSE Investor Relations: ir.eaglematerials.com/investor-relations
Company Research Source: Yahoo! Finance
?The analyst noted that the company is leaving around $88 per share of value untapped by combining the heavy and light side businesses, thereby creating a conglomerate discount. The firm highlighted that splitting the two businesses could unlock enhanced shareholder value. RBC noted that the residential exposure poses risks now, but heavy-side assets could cap gains later as the housing market recovers. RBC Capital Has a Sector Perform Rating on Eagle Materials (EXP), Here's Why ?For context, the light side refers to business including wallboard and paperboard, while the heavy side refers to cement, aggregates, and concrete operations. ?Eagle Materials Inc. (NYSE:EXP) is a US producer of basic construction inputs used in infrastructure and building projects. It focuses on both “heavy” materials (for roads and structures) and “light” materials (for interior building and packaging). While we acknowledge the potential of EXP as an investment, we believe certain AI stocks offer g Show less Read more
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