Eagle Materials, Inc.

Eagle Materials trades at a 15.4 P/E despite operating in cyclical cement—a sector typically punished during downturns—yet the RSI of 62.1 suggests moderate momentum without excessive froth. The $6.6B market cap positions it as a meaningful player in building materials, and sitting below 52-week highs indicates the market hasn't priced in euphoric construction demand assumptions. The valuation appears reasonable for a cyclical compounder if infrastructure spending remains resilient, though any recession signal could rapidly repriced this equity lower given the industry's sensitivity to economic cycles.