Eagle Materials (MEX:EXP) Forward Rate of Return (Yacktman) %: 15.99% (As of Jun. 2026) — 25% Below Median

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Founder & CEO of GuruFocus
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MEX:EXP Eagle Materials Inc MEX:EXP
71 GF Score
Price MXN3,880.41
GF Value MXN4,415.47
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is Eagle Materials Forward Rate of Return (Yacktman) %?

Eagle Materials MEX:EXP 71 Forward Rate of Return (Yacktman) % is 15.99% as of Jun. 2026, which is 25% below its 10-year median of 21.42. GuruFocus rates MEX:EXP with a GF Score™ of 71/100 and a GF Value™ of MXN4,415.47 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 318 Building Materials companies, Eagle Materials ranks better than 67.92% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Eagle Materials's forward rate of return for was 15.99%.

The historical rank and industry rank for Eagle Materials's Forward Rate of Return (Yacktman) % or its related term are showing as below:

MEX:EXP' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 13.35   Med: 21.42   Max: 26.85
Current: 16.2

During the past 13 years, Eagle Materials's highest Forward Rate of Return was 26.85. The lowest was 13.35. And the median was 21.42.

MEX:EXP's Forward Rate of Return (Yacktman) % is ranked better than
67.92% of 318 companies
in the Building Materials industry
Industry Median: 7.99 vs MEX:EXP: 16.20

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Eagle Materials  (MEX:EXP) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Eagle Materials Forward Rate of Return (Yacktman) % Related Terms


Eagle Materials Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Eagle Materials's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Eagle Materials Forward Rate of Return (Yacktman) % Chart

Eagle Materials Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.89 26.10 23.91 24.43 18.19

Eagle Materials Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 22.81 20.77 19.46 18.19 15.99

MEX:EXP vs KNF, USLM, TTAM: Forward Rate of Return (Yacktman) % Comparison

For the Building Materials subindustry, Eagle Materials's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Eagle Materials Forward Rate of Return (Yacktman) % vs Building Materials Industry

For the Building Materials industry and Basic Materials sector, Eagle Materials's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Eagle Materials's Forward Rate of Return (Yacktman) % falls into.


MEX:EXP
71GF Score
Eagle Materials Inc MEX:EXP
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Eagle Materials Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Eagle Materials's Forward Rate of Return of Jun. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=190.61561905/3993+0.0821
=12.98 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 15.99% mean?
Eagle Materials (MEX:EXP) has a Forward Rate of Return (Yacktman) % of 15.99% as of Jun. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Eagle Materials and its competitors. This is 25% below median its historical median of 21.42. Over the past decade, Eagle Materials' Forward Rate of Return (Yacktman) % has ranged from 13.35 to 26.85. According to the industry distribution chart, Eagle Materials ranks #102 out of 318 companies in the Building Materials industry, placing it in the top 32.1%.
Is Eagle Materials' Forward Rate of Return (Yacktman) % too high?
Eagle Materials' current Forward Rate of Return (Yacktman) % of 15.99% is 25% below median its 10-year median of 21.42. Over the past 10 years, this metric has ranged from a low of 13.35 to a high of 26.85. The Building Materials industry median Forward Rate of Return (Yacktman) % is 7.99. Eagle Materials' value of 15.99% is 100.1% above this industry median. Based on the distribution chart, Eagle Materials ranks #102 out of 318 companies in the Building Materials industry, which is above the industry midpoint. Overall, Eagle Materials has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Eagle Materials' Forward Rate of Return (Yacktman) % compare to KNF and USLM?
According to the Building Materials industry distribution chart, Eagle Materials ranks #102 out of 318 companies for Forward Rate of Return (Yacktman) %. This puts Eagle Materials in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.99. Eagle Materials' value of 15.99% is 100.1% above this benchmark. Historically, Eagle Materials' own Forward Rate of Return (Yacktman) % has ranged from 13.35 to 26.85 over the past decade. While the company's 10-year median is 21.42 vs. the industry median of 7.99, Eagle Materials has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Building Materials company?
The median Forward Rate of Return (Yacktman) % among Building Materials companies is 7.99, based on 318 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eagle Materials's current Forward Rate of Return (Yacktman) % of 15.99% is 100.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Eagle Materials and its competitors. For the Building Materials industry, the median Forward Rate of Return (Yacktman) % is 7.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eagle Materials's current Forward Rate of Return (Yacktman) % is 15.99%, which is 25% below median its own 10-year median of 21.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eagle Materials stock overvalued right now?
Based on GuruFocus' analysis, Eagle Materials (MEX:EXP) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN4,415.47, compared to a current price of MXN3,880.41 — trading 12.1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 15.99%, which is 25% below median its 10-year median of 21.42 and 100.1% above the Building Materials industry median of 7.99. Eagle Materials' overall GF Score™ is 71/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Eagle Materials (MEX:EXP), the current Forward Rate of Return (Yacktman) % is 15.99% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Eagle Materials (MEX:EXP) Overvalued in 2026?

Based on GuruFocus' analysis, Eagle Materials stock appears to be undervalued. The current stock price of MXN3,880.41 is trading 12.1% below its estimated GF Value™ of MXN4,415.47. GuruFocus considers Eagle Materials to be Modestly Undervalued.

Key valuation signals for MEX:EXP:

  • Forward Rate of Return (Yacktman) %: 15.99% (25% below median its 10-year median of 21.42)
  • GF Value™: MXN4,415.47 vs. price of MXN3,880.41 (12.1% below fair value)
  • GF Score™: 71/100 with 3 warning signs
  • Industry Position: 100.1% above the Building Materials median (#102 of 318)

No single metric tells the full story. See the MEX:EXP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Eagle Materials Business Description

Address 5960 Berkshire Lane, Suite 900, Dallas, TX, USA, 75225
Eagle Materials Inc is engaged in the manufacture of heavy construction products and light building materials. Its primary products, Cement and Gypsum Wallboard, are essential for building, expanding, and repairing roads, highways, and residential, commercial, and industrial structures across America. The business is organized into two sectors: Heavy Materials, which includes the Cement and Concrete and Aggregates segments, and Light Materials, which includes the Gypsum Wallboard and Recycled Paperboard segments. The primary end market for the Cement and Concrete and Aggregates segments is infrastructure, while the primary end market for the Gypsum Wallboard and Recycled Paperboard segments is residential construction.
71GF Score

Get the complete analysis for MEX:EXP

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN3,880.41
Price
MXN4,415.47
GF Value