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Side-by-side financial comparison of EAGLE MATERIALS INC (EXP) and Dave & Buster's Entertainment, Inc. (PLAY). Click either name above to swap in a different company.

EAGLE MATERIALS INC is the larger business by last-quarter revenue ($556.0M vs $448.2M, roughly 1.2× Dave & Buster's Entertainment, Inc.). EAGLE MATERIALS INC runs the higher net margin — 18.5% vs -9.4%, a 27.9% gap on every dollar of revenue. On growth, EAGLE MATERIALS INC posted the faster year-over-year revenue change (-0.4% vs -1.1%). EAGLE MATERIALS INC produced more free cash flow last quarter ($60.8M vs $-20.6M). Over the past eight quarters, EAGLE MATERIALS INC's revenue compounded faster (8.0% CAGR vs -13.5%).

Eagle Materials Inc. is an American producer of building materials based in Dallas, Texas. The company produces cement, concrete, construction aggregate, gypsum, wallboard, paperboard, and sand for hydraulic fracturing.

Dave & Buster's Entertainment, Inc. is an American restaurant and entertainment business headquartered in Dallas. Each Dave & Buster's location has a full-service restaurant, full bar, and a video arcade, the latter of which is known as the "Million Dollar Midway". As of February 2024, the company has 158 locations in the United States, as well as two in Puerto Rico and two in Canada.

EXP vs PLAY — Head-to-Head

Bigger by revenue
EXP
EXP
1.2× larger
EXP
$556.0M
$448.2M
PLAY
Growing faster (revenue YoY)
EXP
EXP
+0.7% gap
EXP
-0.4%
-1.1%
PLAY
Higher net margin
EXP
EXP
27.9% more per $
EXP
18.5%
-9.4%
PLAY
More free cash flow
EXP
EXP
$81.4M more FCF
EXP
$60.8M
$-20.6M
PLAY
Faster 2-yr revenue CAGR
EXP
EXP
Annualised
EXP
8.0%
-13.5%
PLAY

Income Statement — Q3 FY2026 vs Q3 FY2026

Metric
EXP
EXP
PLAY
PLAY
Revenue
$556.0M
$448.2M
Net Profit
$102.9M
$-42.1M
Gross Margin
28.9%
85.8%
Operating Margin
-3.6%
Net Margin
18.5%
-9.4%
Revenue YoY
-0.4%
-1.1%
Net Profit YoY
-13.9%
-28.7%
EPS (diluted)
$3.22
$-1.22

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
EXP
EXP
PLAY
PLAY
Q4 25
$556.0M
$448.2M
Q3 25
$638.9M
$557.4M
Q2 25
$634.7M
$567.7M
Q1 25
$470.2M
$534.5M
Q4 24
$558.0M
$453.0M
Q3 24
$623.6M
$557.1M
Q2 24
$608.7M
$588.1M
Q1 24
$476.7M
$599.0M
Net Profit
EXP
EXP
PLAY
PLAY
Q4 25
$102.9M
$-42.1M
Q3 25
$137.4M
$11.4M
Q2 25
$123.4M
$21.7M
Q1 25
$66.5M
$9.3M
Q4 24
$119.6M
$-32.7M
Q3 24
$143.5M
$40.3M
Q2 24
$133.8M
$41.4M
Q1 24
$77.1M
$36.1M
Gross Margin
EXP
EXP
PLAY
PLAY
Q4 25
28.9%
85.8%
Q3 25
31.3%
86.3%
Q2 25
29.2%
85.5%
Q1 25
22.2%
85.5%
Q4 24
31.9%
85.0%
Q3 24
32.7%
85.3%
Q2 24
30.7%
85.2%
Q1 24
25.1%
84.1%
Operating Margin
EXP
EXP
PLAY
PLAY
Q4 25
-3.6%
Q3 25
9.5%
Q2 25
11.1%
Q1 25
8.3%
Q4 24
32.8%
1.4%
Q3 24
34.2%
15.2%
Q2 24
32.0%
14.5%
Q1 24
26.9%
14.9%
Net Margin
EXP
EXP
PLAY
PLAY
Q4 25
18.5%
-9.4%
Q3 25
21.5%
2.0%
Q2 25
19.4%
3.8%
Q1 25
14.1%
1.7%
Q4 24
21.4%
-7.2%
Q3 24
23.0%
7.2%
Q2 24
22.0%
7.0%
Q1 24
16.2%
6.0%
EPS (diluted)
EXP
EXP
PLAY
PLAY
Q4 25
$3.22
$-1.22
Q3 25
$4.23
$0.32
Q2 25
$3.76
$0.62
Q1 25
$2.01
$0.32
Q4 24
$3.56
$-0.84
Q3 24
$4.26
$0.99
Q2 24
$3.94
$0.99
Q1 24
$2.23
$0.95

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EXP
EXP
PLAY
PLAY
Cash + ST InvestmentsLiquidity on hand
$419.0M
$13.6M
Total DebtLower is stronger
$1.6B
Stockholders' EquityBook value
$1.5B
$130.8M
Total Assets
$3.8B
$4.1B
Debt / EquityLower = less leverage
12.17×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EXP
EXP
PLAY
PLAY
Q4 25
$419.0M
$13.6M
Q3 25
$35.0M
$12.0M
Q2 25
$59.7M
$11.9M
Q1 25
$20.4M
$6.9M
Q4 24
$31.2M
$8.6M
Q3 24
$93.9M
$13.1M
Q2 24
$46.5M
$32.1M
Q1 24
$34.9M
$37.3M
Total Debt
EXP
EXP
PLAY
PLAY
Q4 25
$1.6B
Q3 25
$1.6B
Q2 25
$1.6B
Q1 25
$1.2B
$1.5B
Q4 24
$1.5B
Q3 24
$1.3B
Q2 24
$1.3B
Q1 24
$1.1B
$1.3B
Stockholders' Equity
EXP
EXP
PLAY
PLAY
Q4 25
$1.5B
$130.8M
Q3 25
$1.5B
$166.2M
Q2 25
$1.5B
$146.8M
Q1 25
$1.5B
$145.8M
Q4 24
$1.5B
$226.6M
Q3 24
$1.4B
$284.4M
Q2 24
$1.4B
$292.5M
Q1 24
$1.3B
$251.2M
Total Assets
EXP
EXP
PLAY
PLAY
Q4 25
$3.8B
$4.1B
Q3 25
$3.4B
$4.1B
Q2 25
$3.4B
$4.1B
Q1 25
$3.3B
$4.0B
Q4 24
$3.0B
$3.9B
Q3 24
$3.1B
$3.8B
Q2 24
$3.0B
$3.8B
Q1 24
$2.9B
$3.8B
Debt / Equity
EXP
EXP
PLAY
PLAY
Q4 25
12.17×
Q3 25
9.57×
Q2 25
10.98×
Q1 25
0.86×
10.45×
Q4 24
6.58×
Q3 24
4.72×
Q2 24
4.58×
Q1 24
0.84×
5.33×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EXP
EXP
PLAY
PLAY
Operating Cash FlowLast quarter
$170.8M
$58.0M
Free Cash FlowOCF − Capex
$60.8M
$-20.6M
FCF MarginFCF / Revenue
10.9%
-4.6%
Capex IntensityCapex / Revenue
19.8%
17.5%
Cash ConversionOCF / Net Profit
1.66×
TTM Free Cash FlowTrailing 4 quarters
$231.8M
$-195.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EXP
EXP
PLAY
PLAY
Q4 25
$170.8M
$58.0M
Q3 25
$204.6M
$34.0M
Q2 25
$136.6M
$95.8M
Q1 25
$62.8M
$108.9M
Q4 24
$119.9M
$-7.2M
Q3 24
$233.3M
$101.8M
Q2 24
$132.6M
$108.8M
Q1 24
$63.4M
$97.2M
Free Cash Flow
EXP
EXP
PLAY
PLAY
Q4 25
$60.8M
$-20.6M
Q3 25
$96.1M
$-55.2M
Q2 25
$60.5M
$-58.8M
Q1 25
$14.5M
$-61.0M
Q4 24
$72.5M
$-138.4M
Q3 24
$166.8M
$-14.3M
Q2 24
$99.5M
$-4.2M
Q1 24
$30.9M
$-25.4M
FCF Margin
EXP
EXP
PLAY
PLAY
Q4 25
10.9%
-4.6%
Q3 25
15.0%
-9.9%
Q2 25
9.5%
-10.4%
Q1 25
3.1%
-11.4%
Q4 24
13.0%
-30.6%
Q3 24
26.7%
-2.6%
Q2 24
16.3%
-0.7%
Q1 24
6.5%
-4.2%
Capex Intensity
EXP
EXP
PLAY
PLAY
Q4 25
19.8%
17.5%
Q3 25
17.0%
16.0%
Q2 25
12.0%
27.2%
Q1 25
10.3%
31.8%
Q4 24
8.5%
29.0%
Q3 24
10.7%
20.8%
Q2 24
5.4%
19.2%
Q1 24
6.8%
20.5%
Cash Conversion
EXP
EXP
PLAY
PLAY
Q4 25
1.66×
Q3 25
1.49×
2.98×
Q2 25
1.11×
4.41×
Q1 25
0.94×
11.71×
Q4 24
1.00×
Q3 24
1.63×
2.53×
Q2 24
0.99×
2.63×
Q1 24
0.82×
2.69×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EXP
EXP

External Customers$283.5M51%
Gypsum Wallboard$175.9M32%
Recycled Paperboard$47.8M9%
Corporate Joint Venture$29.4M5%
Other$11.8M2%
Western Pennsylvania Acquisition$7.6M1%

PLAY
PLAY

Game Play Credit Usage$273.1M61%
Food And Nonalcoholic Beverages$115.1M26%
Alcoholic Beverage$53.7M12%
Other Entertainment$6.3M1%
Gift Card Revenue$3.5M1%

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