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JHX vs LIN

JHX
James Hardie Industries plc
NEUTRAL
Price
$21.79
Market Cap
$12.64B
Sector
Basic Materials
AI Confidence
75%
LIN
Linde plc
NEUTRAL
Price
$492.25
Market Cap
$228.1B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
JHX
90.79
LIN
33.67
Forward P/E
JHX
17.45
LIN
25.25
P/B Ratio
JHX
1.98
LIN
5.97
P/S Ratio
JHX
2.87
LIN
6.71
EV/EBITDA
JHX
15.55
LIN
19.05

Profitability

Gross Margin
JHX
35.86%
LIN
48.84%
Operating Margin
JHX
14.67%
LIN
28.17%
Profit Margin
JHX
2.71%
LIN
20.3%
ROE
JHX
2.8%
LIN
17.82%
ROA
JHX
4.77%
LIN
7.17%

Growth

Revenue Growth
JHX
30.1%
LIN
5.8%
Earnings Growth
JHX
-64.1%
LIN
-9.4%

Financial Health

Debt/Equity
JHX
0.76
LIN
0.71
Current Ratio
JHX
1.54
LIN
0.88
Quick Ratio
JHX
0.59
LIN
0.69

Dividends

Dividend Yield
JHX
--
LIN
1.29%
Payout Ratio
JHX
0.0%
LIN
41.07%

AI Verdict

JHX NEUTRAL

JHX presents a stark contrast between deterministic value and growth expectations, with a Piotroski F-Score of 4/9 indicating stable but mediocre financial health and a Graham Number of $7.72 suggesting the stock is significantly overvalued. While revenue growth is robust at 30.10%, earnings have collapsed by 64.10% YoY, leading to an unsustainable trailing P/E of 90.79. The market is currently pricing in a massive recovery, as evidenced by the Forward P/E of 17.45 and a PEG ratio of 0.97. Despite strong analyst buy recommendations, the technical trend is bearish and the intrinsic value is severely disconnected from the current price.

Strengths
Strong YoY revenue growth of 30.10%
Attractive Forward P/E of 17.45 suggesting earnings recovery
PEG ratio of 0.97 indicates fair valuation relative to growth
Risks
Severe earnings contraction (-64.10% YoY)
Extremely high trailing P/E ratio of 90.79
Very low Return on Equity (ROE) of 2.80%
LIN NEUTRAL

LIN shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (20.3% margin)
Strong ROE of 17.8%
Risks
High valuation with P/E of 33.7
Premium vs Graham Number ($164.72)

Compare Another Pair

JHX vs LIN: Head-to-Head Comparison

This page compares James Hardie Industries plc (JHX) and Linde plc (LIN) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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