James Hardie Industries plc (NYSE:JHX)

James Hardie Industries plc JHX

Basic Materials - Construction Materials - NYSE - IE

Watchlist

$ 36.15

2.79 %

$ 15.6 B

Market Cap

30.64

P/E

1. INTRINSIC VALUE

James Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection.[ Read More ]

The intrinsic value of one JHX stock under the base case scenario is HIDDEN Compared to the current market price of 36.1 USD, James Hardie Industries plc is HIDDEN

JHX Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart JHX

FINANCIALS

Annual
Quarterly

3.94 B REVENUE

Growth Rates

1Year 4.21%

3Years 10.61%

5Years 9.45%

7Years 10.79%

10Years 10.17%

767 M OPERATING INCOME

Growth Rates

1Year 3.51%

3Years 17.52%

5Years 16.89%

7Years 10.02%

10Years 30.61%

510 M NET INCOME

Growth Rates

1Year -0.35%

3Years 24.75%

5Years 17.40%

7Years 9.15%

10Years 17.76%

914 M OPERATING CASH FLOW

Growth Rates

1Year 50.46%

3Years 5.13%

5Years 26.02%

7Years 17.70%

10Years 10.97%

-470 M INVESTING CASH FLOW

Growth Rates

1Year 28.72%

3Years -57.51%

5Years 11.11%

7Years -23.23%

10Years -14.76%

-210 M FINANCING CASH FLOW

Growth Rates

1Year -727.17%

3Years 27.01%

5Years -9.54%

7Years 0.18%

10Years -1.21%

991 M REVENUE

Growth Rates

1Year 4.21%

3Years 10.61%

5Years 9.45%

7Years 10.79%

10Years 10.17%

235 M OPERATING INCOME

Growth Rates

1Year 3.51%

3Years 17.52%

5Years 16.89%

7Years 10.02%

10Years 30.61%

155 M NET INCOME

Growth Rates

1Year -0.35%

3Years 24.75%

5Years 17.40%

7Years 9.15%

10Years 17.76%

179 M OPERATING CASH FLOW

Growth Rates

1Year 50.46%

3Years 5.13%

5Years 26.02%

7Years 17.70%

10Years 10.97%

-133 M INVESTING CASH FLOW

Growth Rates

1Year 28.72%

3Years -57.51%

5Years 11.11%

7Years -23.23%

10Years -14.76%

-77.3 M FINANCING CASH FLOW

Growth Rates

1Year -727.17%

3Years 27.01%

5Years -9.54%

7Years 0.18%

10Years -1.21%

Balance Sheet Decomposition James Hardie Industries plc

4.91 B ASSETS
3.05 B LIABILITIES

Current Assets	1.43 B
Cash & Short-Term Investments	365 M
Receivables	371 M
Other Current Assets	692 M
Non-Current Assets	3.48 B
Long-Term Investments	40 M
PP&E	2.1 B
Other Non-Current Assets	1.35 B

Current Liabilities	798 M
Accounts Payable	252 M
Short-Term Debt	26.5 M
Other Current Liabilities	519 M
Non-Current Liabilities	2.26 B
Long-Term Debt	1.18 B
Other Non-Current Liabilities	1.08 B

EFFICIENCY

Earnings Waterfall James Hardie Industries plc

Revenue	3.94 B
Cost Of Revenue	2.35 B
Gross Profit	1.59 B
Operating Expenses	649 M
Operating Income	767 M
Other Expenses	257 M
Net Income	510 M

RATIOS

40.35% GROSS MARGIN

Averages

1Year 40.35%

3Years 37.14%

5Years 36.68%

7Years 36.01%

10Years 35.87%

19.50% OPERATING MARGIN

Averages

1Year 19.50%

3Years 19.34%

5Years 18.60%

7Years 16.88%

10Years 17.93%

12.96% NET MARGIN

Averages

1Year 12.96%

3Years 13.07%

5Years 11.50%

7Years 10.54%

10Years 11.99%

27.45% ROE

Averages

1Year 27.45%

3Years 31.22%

5Years 28.33%

7Years 14.17%

10Years -28.35%

10.39% ROA

Averages

1Year 10.39%

3Years 10.88%

5Years 9.01%

7Years 8.13%

10Years 9.69%

17.40% ROIC

Averages

1Year 17.40%

3Years 19.45%

5Years 18.05%

7Years 18.65%

10Years 42.62%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis James Hardie Industries plc

Net Income	510 M
Depreciation & Amortization	185 M
Capital Expenditures	-449 M
Stock-Based Compensation	28.2 M
Change in Working Capital	43.9 M
Others	125 M
Free Cash Flow	465 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets James Hardie Industries plc

JHX has no price targets from Wall Street.

4. DIVIDEND ANALYSIS

0.00% DIVIDEND YIELD

0.3 USD DIVIDEND PER SHARE

5. COMPETITION

Loma Negra Compañía Industrial Argentina Sociedad Anónima, together with its subsidiaries, manufactures and sells cement and its derivatives in Argentina. The company operates through Cement, Masonry Cement and Lime; Concrete; Rail Services; Aggregates; and Others segments.

16.8 USD

LOMA

Undervalued 62.27%

Summit Materials, Inc., through its subsidiaries, produces and sells construction materials and related downstream products for the public infrastructure, and residential and nonresidential end markets.

19.6 USD

SUM

Overvalued 59.43%

United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. It extracts limestone from open-pit quarries and an underground mine, and processes it as pulverized limestone, quicklime, hydrated lime, and lime slurry.

49.4 USD

USLM

Overvalued 65.01%

Eagle Materials Inc., through its subsidiaries, produces and supplies heavy construction materials and light building materials in the United States. It operates through Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard segments.

296 USD

EXP

Overvalued 1.68%

Cementos Pacasmayo S.A.A., a cement company, produces, distributes, and sells cement and cement-related materials in Peru. The company operates through three segments: Cement, Concrete and Precast; Quicklime; and Sales of Construction Supplies.

3.45 USD

CPAC

Overvalued 45.47%

Vulcan Materials Company, together with its subsidiaries, produces and supplies construction aggregates primarily in the United States. It operates through four segments: Aggregates, Asphalt, Concrete, and Calcium.

233 USD

VMC

Overvalued 16.68%

Martin Marietta Materials, Inc., a natural resource-based building materials company, supplies aggregates and heavy-side building materials to the construction industry in the United States and internationally.

347 USD

MLM

Overvalued 40.57%

CEMEX, S.A.B. de C.V., together with its subsidiaries, produces, markets, distributes, and sells cement, ready-mix concrete, aggregates, urbanization solutions, and other construction materials worldwide.

0.27 USD

Overvalued 95.06%

CRH plc, through its subsidiaries, manufactures and distributes building materials. It operates in three segments: Americas Materials, Europe Materials, and Building Products.

68 USD

CRH

Overvalued 30.84%

6. Ownership

Insider Ownership James Hardie Industries plc

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price

7. News

James Hardie Industries plc (JHX) Q2 2025 Earnings Call Transcript James Hardie Industries plc (NYSE:JHX ) Q2 2025 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Joe Ahlersmeyer - Vice President, Investor Relations Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Keith Chau - MST Peter Steyn - Macquarie Daniel Kang - CLSA Brook Campbell-Crawford - Barrenjoey Harry Saunders - E&P Andrew Scott - Morgan Stanley Niraj Shah - Goldman Sachs Shaurya Visen - Bank of America Lee Power - UBS Liam Schofield - Morgans Financial Harry Saunders - E&P Sam Seow - Citi Operator Thank you for standing by, and welcome to the James Hardie Q2 FY '25 Results Call. All participants are in a listen-only mode. seekingalpha.com - 1 day ago

James Hardie's Q2 Earnings & Sales Decline Y/Y, Stock Down JHX's fiscal second-quarter results reflect volume and margin pressures across key markets. Yet, price increases, operational efficiencies, and focused investments are tailwinds. zacks.com - 3 days ago

Cement Board Market Global Forecast Report 2024-2029, Featuring Etex, Johns Manville, Everest Industries, Elementia Materials, James Hardie, Knauf Group, Gyproc, Beton Wood, HIL and GAF Dublin, Aug. 30, 2024 (GLOBE NEWSWIRE) -- The "Global Cement Board Market - Forecasts from 2024 to 2029" report has been added to ResearchAndMarkets.com's offering. The global cement board market is anticipated to grow at a CAGR of 5.21% during the forecast period 2024-2029. globenewswire.com - 2 months ago

HCMLY or JHX: Which Is the Better Value Stock Right Now? Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Holcim Ltd Unsponsored ADR (HCMLY) and James Hardie (JHX). But which of these two stocks is more attractive to value investors? zacks.com - 2 months ago

James Hardie Releases Annual Sustainability Report and Builds a Culture of Sustainability Company announces progress in business integration, product resiliency and community impact SYDNEY and CHICAGO , Aug. 19, 2024 /PRNewswire/ -- James Hardie Industries plc (ASX: JHX; NYSE: JHX), ("James Hardie" or the "Company"), a leader in providing high-performance, low-maintenance building products and solutions, and a company inspiring how communities design, build and grow, today released its latest annual sustainability report detailing progress across the four primary pillars of the company's environmental, social and governance (ESG) strategy: Zero Harm, Planet, Innovation and Communities. "Sustainability is foundational at James Hardie. prnewswire.com - 2 months ago

James Hardie Industries: Cementing A Strong Outlook Despite Flat Volumes In Q1 James Hardie's shares have dropped 16% since my initial write-up in February, despite fundamentals starting to improve. The recent Q1'25 results showed revenue growth (albeit no volume growth), improved profitability, and share repurchases, indicating a potential bottom in business results. I think the outlook suggests marginally better performance in Q2'25, with long-term growth potential in the fiber cement industry. seekingalpha.com - 3 months ago

James Hardie Industries plc (JHX) Q1 2025 Earnings Call Transcript James Hardie Industries plc (NYSE:JHX ) Q1 2025 Results Conference Call August 12, 2024 6:30 PM ET Company Participants Joe Ahlersmeyer - Vice President of Investor Relations Aaron Erter - Chief Executive Officer Rachel Wilson - Chief Financial Officer Conference Call Participants Matthew McKellar - RBC Capital Markets Lee Power - UBS Keith Chau - MST Marquee Andrew Scott - Morgan Stanley Harry Saunders - E&P Brook Campbell-Crawford - Barrenjoey Peter Steyn - Macquarie Daniel Kang - CLSA Sam Seow - Citi Niraj Shah - Goldman Sachs Shaurya Visen - Bank of America Kai Erman - Jefferies Al Harvey - JPMorgan Operator Welcome to the James Hardie Fiscal First Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Joe Ahlersmeyer, Vice President of Investor Relations. seekingalpha.com - 3 months ago

James Hardie Delivers On First Quarter Results and Reaffirms Fiscal Year 2025 Guidance CHICAGO & SYDNEY--(BUSINESS WIRE)--James Hardie Industries plc (ASX / NYSE: JHX) ("James Hardie" or the "Company"), a leader in providing high performance, low maintenance building products and solutions, and a company inspiring how communities design build and grow, today announced results for its first quarter ending June 30, 2024. Speaking to the results, James Hardie CEO Aaron Erter said, “We achieved a solid start to our fiscal year, enabled by our teams' focus on safely delivering the hig. businesswire.com - 3 months ago

KNF vs. JHX: Which Stock Is the Better Value Option? Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of Knife River (KNF) and James Hardie (JHX). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 3 months ago

James Hardie Building Products Inc. Announces Exclusive Product Deal with Meritage Homes - U.S. leading hard siding company becomes exclusive siding and trim supplier for nation's fifth largest homebuilder - CHICAGO , Aug. 6, 2024 /PRNewswire/ -- James Hardie Building Products Inc. (James Hardie), a subsidiary of James Hardie Industries plc (ASX: JHX; NYSE: JHX) and a North American leader in home-building products, today announced a multi-year exclusive agreement with Meritage Homes (NYSE: MTH), the fifth-largest public homebuilder in the United States. The exclusive agreement bolsters the existing relationship between James Hardie and Meritage and will make Hardie® siding and trim products standard on every new Meritage home where hard siding is installed across the U.S. through 2027. prnewswire.com - 3 months ago

Top 3 Materials Stocks That May Implode This Month As of July 19, 2024, three stocks in the materials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions. benzinga.com - 3 months ago

BLD or JHX: Which Is the Better Value Stock Right Now? Investors with an interest in Building Products - Miscellaneous stocks have likely encountered both TopBuild (BLD) and James Hardie (JHX). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 4 months ago

8. Profile Summary

James Hardie Industries plc JHX

COUNTRY IE

INDUSTRY Construction Materials

MARKET CAP $ 15.6 B

Dividend Yield 0.00%

Description James Hardie Industries plc, together with its subsidiaries, manufactures and sells fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines, and Canada. The company operates through three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement building materials for a range of applications, including external siding, internal walls, floors, ceilings, soffits, trim, fences, and facades. The company also provides fiber gypsum and cement-bonded boards for applications, such as timber frame construction, dry lining, DIY, and structural fire protection. Its products are used in various markets comprising new residential construction and commercial construction markets. James Hardie Industries plc was founded in 1888 and is based in Dublin, Ireland.

Contact Europa House, Dublin, 2 https://www.jameshardie.com.au/

IPO Date Oct. 22, 2001

Employees 5679

Officers Mr. James Brennan-Chong Director of Investor Relations & Market Intelligence Mr. Joel Wasserman Vice President of Corporate Communications & Global Brand Management Mr. Timothy A. Beastrom B.A., J.D. Chief Legal Counsel & Chief Compliance Officer Dr. Joe Liu Chief Technology Officer Mr. Ryan Kilcullen B.Sc., M.Sc., MS Executive Vice President of Global Operations Mr. Sean Gadd B.E., BEng, M.B.A. President of North America Mr. James Johnson II Chief Information Officer Ms. Rachel Wilson Chief Financial Officer Mr. Farhaj Majeed Chief Human Resources Officer Mr. Aaron M. Erter Chief Executive Officer & Executive Director

Price Chart JHX

James Hardie Industries plc JHX

Premium Plan

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