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EXP vs. SHW
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EXP vs. SHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eagle Materials Inc. (EXP) and The Sherwin-Williams Company (SHW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EXP achieves a 8.41% return, which is significantly higher than SHW's -1.73% return. Over the past 10 years, EXP has underperformed SHW with an annualized return of 11.82%, while SHW has yielded a comparatively higher 13.89% annualized return.


EXP

1D
-0.48%
1M
12.20%
YTD
8.41%
6M
4.52%
1Y
14.13%
3Y*
9.13%
5Y*
10.21%
10Y*
11.82%

SHW

1D
-1.21%
1M
2.53%
YTD
-1.73%
6M
-1.67%
1Y
-4.09%
3Y*
9.62%
5Y*
4.08%
10Y*
13.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXP vs. SHW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXP
Eagle Materials Inc.
8.41%-15.85%22.13%53.62%-19.55%65.07%11.98%49.23%-45.88%15.45%
SHW
The Sherwin-Williams Company
-1.73%-3.83%9.90%32.73%-31.96%44.90%27.05%49.70%-3.23%54.11%

Correlation

The correlation between EXP and SHW is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (10Y)
Calculated over the trailing 10-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Apr 12, 1994

0.38

The correlation between EXP and SHW shifts across timeframes, from 0.38 (all time) to 0.61 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

EXP:

$7.04B

SHW:

$78.62B

EPS

EXP:

$13.11

SHW:

$10.42

PE Ratio

EXP:

17.05

SHW:

30.41

PEG Ratio

EXP:

1.64

SHW:

2.96

PS Ratio

EXP:

3.13

SHW:

3.30

PB Ratio

EXP:

4.77

SHW:

17.74

Total Revenue (TTM)

EXP:

$2.31B

SHW:

$23.94B

Gross Profit (TTM)

EXP:

$652.54M

SHW:

$11.76B

EBITDA (TTM)

EXP:

$178.51M

SHW:

$4.29B

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Return for Risk

EXP vs. SHW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXP
EXP Risk / Return Rank: 5353
Overall Rank
EXP Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
EXP Sortino Ratio Rank: 5252
Sortino Ratio Rank
EXP Omega Ratio Rank: 4949
Omega Ratio Rank
EXP Calmar Ratio Rank: 5454
Calmar Ratio Rank
EXP Martin Ratio Rank: 5555
Martin Ratio Rank

SHW
SHW Risk / Return Rank: 3333
Overall Rank
SHW Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
SHW Sortino Ratio Rank: 3030
Sortino Ratio Rank
SHW Omega Ratio Rank: 3030
Omega Ratio Rank
SHW Calmar Ratio Rank: 3636
Calmar Ratio Rank
SHW Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXP vs. SHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eagle Materials Inc. (EXP) and The Sherwin-Williams Company (SHW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EXPSHWDifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+0.93

Omega ratioGain probability vs. loss probability

1.09

0.99

+0.10

Calmar ratioReturn relative to maximum drawdown

0.50

-0.19

+0.69

Martin ratioReturn relative to average drawdown

1.25

-0.39

+1.65

EXP vs. SHW - Sharpe Ratio Comparison

The current EXP Sharpe Ratio is 0.41, which is higher than the SHW Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of EXP and SHW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

EXP vs. SHW - Drawdown Comparison

The maximum EXP drawdown since its inception was -79.52%, which is greater than SHW's maximum drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for EXP and SHW.


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Drawdown Indicators


EXPSHWDifference

Max Drawdown

Largest peak-to-trough decline

-79.52%

-52.02%

-27.50%

Max Drawdown (1Y)

Largest decline over 1 year

-28.31%

-21.36%

-6.95%

Max Drawdown (3Y)

Largest decline over 3 years

-44.73%

-25.69%

-19.04%

Max Drawdown (5Y)

Largest decline over 5 years

-44.73%

-42.46%

-2.27%

Max Drawdown (10Y)

Largest decline over 10 years

-63.78%

-42.46%

-21.32%

Current Drawdown

Current decline from peak

-28.54%

-19.63%

-8.91%

Average Drawdown

Average peak-to-trough decline

-24.01%

-11.63%

-12.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.30%

10.42%

+0.88%

Volatility

EXP vs. SHW - Volatility Comparison

Eagle Materials Inc. (EXP) has a higher volatility of 10.91% compared to The Sherwin-Williams Company (SHW) at 8.71%. This indicates that EXP's price experiences larger fluctuations and is considered to be riskier than SHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EXPSHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.91%

8.71%

+2.20%

Volatility (6M)

Calculated over the trailing 6-month period

25.83%

19.62%

+6.21%

Volatility (1Y)

Calculated over the trailing 1-year period

34.41%

25.11%

+9.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.72%

26.32%

+6.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.05%

26.62%

+9.43%

Dividends

EXP vs. SHW - Dividend Comparison

EXP's dividend yield for the trailing twelve months is around 0.45%, less than SHW's 1.00% yield.


PositionTTM20252024202320222021202020192018201720162015
EXP
Eagle Materials Inc.
0.45%0.48%0.41%0.49%0.75%0.45%0.10%0.44%0.66%0.35%0.41%0.66%
SHW
The Sherwin-Williams Company
1.00%0.98%0.84%0.78%1.01%0.62%0.73%0.77%0.87%0.83%1.25%1.03%

Financials

EXP vs. SHW - Financials Comparison

This section allows you to compare key financial metrics between Eagle Materials Inc. and The Sherwin-Williams Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
479.11M
5.67B
(EXP) Total Revenue
(SHW) Total Revenue
Values in USD except per share items

EXP vs. SHW - Profitability Comparison

The chart below illustrates the profitability comparison between Eagle Materials Inc. and The Sherwin-Williams Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%50.0%20222023202420252026
22.2%
49.1%
Portfolio components
EXP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Eagle Materials Inc. reported a gross profit of 106.33M and revenue of 479.11M. Therefore, the gross margin over that period was 22.2%.

SHW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Sherwin-Williams Company reported a gross profit of 2.78B and revenue of 5.67B. Therefore, the gross margin over that period was 49.1%.

EXP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Eagle Materials Inc. reported an operating income of 1.38M and revenue of 479.11M, resulting in an operating margin of 0.3%.

SHW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Sherwin-Williams Company reported an operating income of 810.90M and revenue of 5.67B, resulting in an operating margin of 14.3%.

EXP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Eagle Materials Inc. reported a net income of 60.16M and revenue of 479.11M, resulting in a net margin of 12.6%.

SHW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Sherwin-Williams Company reported a net income of 534.70M and revenue of 5.67B, resulting in a net margin of 9.4%.


Frequently Asked Questions


EXP and SHW have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EXP has higher volatility (10.91%) compared to SHW (8.71%). In terms of maximum drawdown, EXP dropped -79.52% vs SHW's -52.02%.

EXP currently has the higher Sharpe Ratio (0.41 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EXP and SHW

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