EXP vs IP vs SON Stock Comparison

Eagle Materials, International Paper and Sonoco Products Prices as of Oct 26, 2026 Peers: Industry group
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EXP Eagle Materials Inc
$173.97 -2.6% 1M -25.4% 1Y
Market cap
$5.42B
P/E
13.5x
Revenue (TTM)
$2.32B
Div. yield
0.01%
Cement Basic Materials
3 wins
SON Sonoco Products Co
$49.29 -1.5% 1M +22.1% 1Y
Market cap
$4.91B
P/E
–
Revenue (TTM)
$7.37B
Div. yield
–
Paper Packaging Basic Materials
3 wins

Head to Head

10 decided of 12

International Paper leads on 4 of the 12 questions below (International Paper 4, Sonoco Products 3, Eagle Materials 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEXPIPSONLeader
Larger companyMarket capitalisation $5.42B $17.67B $4.91B IP
Cheaper on earningsLower P/E, profitable companies only 13.5x -5.1x -21.6x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.2x 25.5x 9.7x SON
Faster revenue growthRevenue growth, trailing twelve months +1.7% +25.4% +3.6% IP
More profitableNet margin, trailing twelve months 17.3% -14.2% — EXP
Better return on capitalReturn on invested capital 12.9% 7.5% — EXP
Less leveragedLower net debt / EBITDA 2.2x 1.7x — IP
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -25.4% -31.7% +22.1% SON
Better 5-year returnAnnualised price return, 5 years +4.7%/yr -7.8%/yr -3.2%/yr EXP
Less volatileAnnualised volatility, 1 year 34.5% 45.0% 33.7% SON
Higher overall scoreMean of the five percentile scores vs peers 51/100 68/100 44/100 IP

Percentile Scorecard

EXPIPSON

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEXPIPSON
Valuation 22 #8 of 10 60 #7 of 16 67 #6 of 16
Growth – 47 #9 of 16 20 #13 of 16
Profitability 100 #1 of 8 57 #7 of 15 43 #9 of 15
Financial Health 25 #7 of 9 86 #3 of 15 29 #11 of 15
Shareholder Returns 57 #4 of 8 92 #2 of 14 62 #6 of 14
Overall 51 68 44
  • EXP ranked among 10 companies in Construction Materials
  • IP ranked among 17 companies in Packaging
  • SON ranked among 17 companies in Packaging

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEXPIPSONSPY
1 month -2.6%-4.7%-1.5% -0.8%
3 months -19.8%-21.2%-16.0% +3.5%
6 months -17.1%+2.3%-1.9% +7.0%
Year to date -15.8%-15.2%+12.9% +12.2%
1 year -25.4%-31.7%+22.1% +13.0%
3 years +17.7%+0.8%-2.6% +86.3%
3 years, per year +5.6%+0.3%-0.9% +23.1%
5 years +26.1%-33.5%-15.2% +68.6%
5 years, per year +4.7%-7.8%-3.2% +11.0%
10 years +117.5%-27.7%-1.4% +258.0%
10 years, per year +8.1%-3.2%-0.1% +13.6%

Risk

MeasureEXPIPSONSPY
Volatility, 1Y 34.5%45.0%33.7% 12.7%
Downside volatility, 1Y 32.8%44.5%36.4% 12.7%
Beta vs S&P 500, 1Y 1.091.260.41 1.00
Return / volatility, 1Y -0.73-0.700.66 1.02
Max drawdown, 5Y -48.2%-51.1%-41.2% -25.4%
From 52-week high -27.6%-32.1%-18.6% -1.8%
52-week high $240.24$49.19$60.55 $779.14
52-week low $163.37$29.38$39.27 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEXPIPSON
P/E now vs peer median 13.4xmedian 19.6x -5.1xmedian 19.3x -21.6xmedian 19.3x
P/S now vs peer median 2.3xmedian 1.8x 0.9xmedian 0.7x 0.7xmedian 0.7x
EV/EBITDA now vs peer median 9.8xmedian 9.3x 6.0xmedian 9.7x —median 9.7x
P/FCF now vs peer median 31.4xmedian 31.4x 42.6xmedian 15.7x 13.9xmedian 15.7x
P/B now vs peer median 3.6xmedian 2.3x 1.4xmedian 1.4x 1.7xmedian 1.4x
PEG now vs peer median -10.95median 2.78 0.08median 0.82 0.62median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEXPIPSON
Revenue $2.32B $24.20B $7.37B
Gross profit $628.19M $7.21B $1.49B
Operating income $539.59M $2.13B $202.22M
Net income $402.57M -$3.44B -$226.60M
Free cash flow $170.51M $492.00M –
EPS (diluted) $12.95 $-6.49 $-2.28
Cash & equivalents $233.54M $726.00M $183.10M
Total debt $6.57B $34.22B –
Shares (diluted) 31.09M 529.50M 99.78M
Enterprise value $4.43B $13.57B $4.91B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEXPIPSON
P/E 13.4x -5.1x -21.6x
P/FCF 31.4x 42.6x 13.9x
P/Operating cash flow 8.5x 7.9x 7.7x
P/S 2.3x 0.9x 0.7x
P/B 3.6x 1.4x 1.7x
P/Tangible book 3.6x 2.0x 14.6x
EV/EBITDA 9.8x 6.0x –
EV/EBIT 12.8x 13.8x –
EV/Revenue 3.0x 1.2x 0.7x
EV/FCF 40.4x 59.8x –
EV/Operating cash flow 10.9x 11.1x 7.7x
PEG (3Y EPS CAGR) -10.95 0.08 0.62

Growth

14 metrics
MetricEXPIPSON
Revenue growth (1Y) 1.7% 25.4% 3.6%
Revenue CAGR (3Y) 2.0% 6.1% 18.9%
Gross profit growth (1Y) -6.5% 32.6% -1.3%
Gross profit CAGR (3Y) -1.9% 7.9% 13.7%
Operating income growth (1Y) -9.0% 6.8% -63.5%
Operating income CAGR (3Y) -4.1% -13.8% -30.2%
Net income growth (1Y) -11.1% -12,633% -136.1%
Net income CAGR (3Y) -5.5% -74.4% -35.0%
EPS growth (1Y) -6.2% -12,708% -136.2%
EPS CAGR (3Y) -1.2% -60.9% -35.0%
Operating cash flow growth (1Y) 14.4% 139.3% -6.3%
Operating cash flow CAGR (3Y) 4.3% 8.6% -7.8%
Free cash flow growth (1Y) -45.7% 516.9% –
Free cash flow CAGR (3Y) -26.3% -18.3% –

Profitability

14 metrics
MetricEXPIPSON
Gross margin 27.0% 29.8% –
EBITDA margin 30.3% 20.4% –
Operating margin 23.2% 8.8% –
Pretax margin 21.5% -13.5% –
Net margin 17.3% -14.2% –
FCF margin 7.3% 2.0% –
Operating cash flow margin 27.2% 10.9% 8.6%
Return on equity 26.1% -23.5% -7.1%
Return on assets 10.0% -9.4% -2.1%
Return on invested capital 12.9% 7.5% –
Return on capital employed 15.0% 7.3% –
Asset turnover 0.6x 0.7x 0.7x
Cash conversion (OCF / net income) 1.6x -0.8x -2.8x
Stock comp / revenue 0.9% – –

Financial Health

11 metrics
MetricEXPIPSON
Debt / assets 45.0% 25.2% –
Debt / equity 1.2x 0.6x –
Net debt / EBITDA 2.2x 1.7x –
Debt / FCF 10.3x 18.7x –
Liabilities / assets 62.0% 60.4% 72.2%
Equity / assets 38.0% 39.6% 27.8%
Interest coverage 11.3x 6.2x –
Current ratio 3.2x 1.1x 1.2x
Quick ratio 1.8x 0.7x –
Cash ratio 0.8x 0.1x –
Altman Z-score 3.11 1.62 –

Shareholder Returns

7 metrics
MetricEXPIPSON
Dividend yield 0.6% 5.5% 4.3%
Net buyback yield 7.2% 0.2% –
Shareholder yield 7.8% 5.7% 4.3%
Payout ratio (earnings) 8.0% – –
Payout ratio (FCF) 18.8% – –
Dividend growth (1Y) -4.0% – –
Dividend CAGR (3Y) -4.5% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEXPIPSON
Forward P/E 14.2xFY2026 25.5xFY2026 9.7xFY2026
EPS, next fiscal year $12.26FY2026 $1.31FY2026 $5.09FY2026
EPS growth, next FY -11.3%FY2026 – -10.9%FY2026
EPS growth, the year after +3.0% +122.1% +17.5%
Revenue, next fiscal year $2.19BFY2026 $23.04BFY2026 $7.65BFY2026
Revenue growth, next FY -5.3%FY2026 -2.5%FY2026 +1.7%FY2026
Revenue growth, the year after +5.5% +17.4% -5.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEXPIPSON
Held by institutions 100.0% 85.3% 97.9%
Institutions holding 529 855 507
Change in shares held, QoQ +4.2% +4.9% +13.2%
Institutions buying 272 453 264
Institutions selling 167 282 160
Buyers to sellers 1.63 1.61 1.65

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EXPIPSON
EXP 1.00 0.58 0.41
IP 0.58 1.00 0.50
SON 0.41 0.50 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EXP, IP and SON?

International Paper (IP) is the largest by market capitalisation: Eagle Materials (EXP) $5.42B, International Paper (IP) $17.67B, Sonoco Products (SON) $4.91B.

Which company is growing faster?

International Paper (IP) grew revenue fastest over the trailing twelve months: Eagle Materials (EXP) +1.7%, International Paper (IP) +25.4%, Sonoco Products (SON) +3.6%.

Which company is more profitable?

Eagle Materials (EXP) has the highest net margin (Eagle Materials (EXP) 17.3%, International Paper (IP) -14.2%). On return on invested capital, Eagle Materials (EXP) leads (Eagle Materials (EXP) 12.9%, International Paper (IP) 7.5%).

Which stock has performed better?

Over the past year Sonoco Products (SON) returned the most: Eagle Materials (EXP) -25.4%, International Paper (IP) -31.7%, Sonoco Products (SON) +22.1%. Over five years, Eagle Materials (EXP) compounded fastest (Eagle Materials (EXP) +4.7%/yr, International Paper (IP) -7.8%/yr, Sonoco Products (SON) -3.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Eagle Materials (EXP) 0.01%, International Paper (IP) 0.00%, Sonoco Products (SON) 0.00%. International Paper (IP) and Sonoco Products (SON) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Sonoco Products (SON) has been the steadiest (Eagle Materials (EXP) 34.5%, International Paper (IP) 45.0%, Sonoco Products (SON) 33.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EXP, IP and SON?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, International Paper (IP) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.