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JHX

NEUTRAL
$21.79 Live
James Hardie Industries plc · NYSE
Target $29.36 (+34.7%)
$16.46 52W Range $29.83

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$12.64B
P/E
90.79
ROE
2.8%
Profit margin
2.7%
Debt/Equity
0.76
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
75%
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.

Key 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
Healthy operating margin of 14.67%
Strong analyst consensus with a target price of $29.36

Key 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%
Bearish technical trend (0/100) and poor 5-year performance (-34.5%)
Low quick ratio (0.59) suggesting potential liquidity pressure
AI Fair Value Estimate
Based on comprehensive analysis
$14.5
-33.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
33
Weak
Value
20
Future
65
Past
30
Health
50
Dividend
0
AI Verdict
Speculative Recovery Play
Key drivers: Revenue growth, Forward earnings expectations, Deterministic value gap
Confidence
80%
Value
20/100

Stock trades at a massive premium to defensive fair value and intrinsic growth formulas.

Positives
  • PEG ratio < 1.0
Watchpoints
  • Price far exceeds Graham Number ($7.72)
  • Trailing P/E is excessive (90.79)
Future
65/100

Future outlook relies entirely on the ability to convert revenue growth back into net income.

Positives
  • 30% revenue growth
  • Strong analyst target prices
Watchpoints
  • Negative earnings growth trend
Past
30/100

Long-term price performance has been poor, reflecting fundamental struggles.

Positives
  • Recent 1-month price bounce (+23.9%)
Watchpoints
  • 5-year return of -34.5%
  • Consistent earnings misses/volatility
Health
50/100

Financial health is stable but lacks the strength typically seen in 'Strong' (7-9) Piotroski ratings.

Positives
  • Current ratio 1.54
  • Manageable Debt/Equity 0.76
Watchpoints
  • Piotroski F-Score 4/9 (Stable/Weak)
  • Low ROE and ROA
Dividend
0/100

Company does not provide income to shareholders.

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$21.79
Analyst Target
$29.36
Upside/Downside
+34.7%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for JHX and closest competitors.

Updated 2026-04-28
JHX
James Hardie Industries plc
Primary
5Y
-34.5%
3Y
-2.1%
1Y
-7.9%
6M
-2.7%
1M
+23.9%
1W
-1.3%
HL
Hecla Mining Company
Peer
5Y
+195.8%
3Y
+212.4%
1Y
+217.8%
6M
+50.7%
1M
+3.9%
1W
-3.7%
AG
First Majestic Silver Corp.
Peer
5Y
+84.7%
3Y
+218.8%
1Y
+354.4%
6M
+196.8%
1M
+47.8%
1W
+18.3%
SOL
Solstice Advanced Materials, Inc.
Peer
5Y
+67.9%
3Y
+67.9%
1Y
+67.9%
6M
+67.9%
1M
+9.1%
1W
-0.9%
EQX
Equinox Gold Corp.
Peer
5Y
+68.3%
3Y
+187.4%
1Y
+110.9%
6M
+30.0%
1M
+10.2%
1W
-8.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
90.79
Forward P/E
17.45
PEG Ratio
0.97
P/B Ratio
1.98
P/S Ratio
2.87
EV/Revenue
3.9
EV/EBITDA
15.55
Market Cap
$12.64B

Profitability

Profit margins and return metrics

Profit Margin 2.71%
Operating Margin 14.67%
Gross Margin 35.86%
ROE 2.8%
ROA 4.77%

Growth

Revenue and earnings growth rates

Revenue Growth +30.1%
Earnings Growth -64.1%
Q/Q Revenue Growth +30.05%
Q/Q Earnings Growth -51.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.76
Moderate
Current Ratio
1.54
Good
Quick Ratio
0.59
Poor
Cash/Share
$0.59

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.2B
Gross Margin
36.2%
Op. Margin
14.7%
Net Margin
5.5%
Total Assets
$13.8B
Liabilities
$7.4B
Equity
$6.4B
Debt/Equity
1.16x
Operating CF
$0.2B
CapEx
$-0.1B
Free Cash Flow
$0.1B
FCF Yield
46%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-14
$N/A
2026-02-10
$0.24
+7.1% surprise
2025-11-17
$0.26
+2.8% surprise
2025-08-19
$0.29

Basic Materials Sector Comparison

Comparing JHX against 151 companies in the Basic Materials sector (17 bullish, 58 neutral, 76 bearish)
P/E Ratio
90.79
This Stock
vs
38.91
Sector Avg
+133.3% (Expensive)
Return on Equity (ROE)
2.8%
This Stock
vs
-6.01%
Sector Avg
-146.7% (Below Avg)
Profit Margin
2.71%
This Stock
vs
-5.26%
Sector Avg
-151.4% (Weaker)
Debt to Equity
0.76
This Stock
vs
0.87
Sector Avg
-12.4% (Lower)
Revenue Growth
30.1%
This Stock
vs
35.87%
Sector Avg
-16.1% (Slower)
Current Ratio
1.54
This Stock
vs
5.04
Sector Avg
-69.4% (Weaker)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
20-F
2025-05-20

JHX filed its Form 20-F annual report on May 20, 2025. Due to the limited information provided, specific financial highlights and risk factors are not available for summary.

20-F
20-F
2024-05-20

JHX filed its annual report on Form 20-F on May 20, 2024. Due to the absence of provided excerpts, specific financial highlights and risk factors cannot be detailed at this time.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
7 analysts
Barclays
2026-04-08
Maintains
Equal-Weight Equal-Weight
Barclays
2026-02-12
Maintains
Equal-Weight Equal-Weight
Truist Securities
2026-02-11
Maintains
Buy Buy
Barclays
2025-12-08
init
Equal-Weight
Oppenheimer
2025-11-19
Maintains
Outperform Outperform
Baird
2025-11-19
Maintains
Outperform Outperform
Citigroup
2025-11-04
up
Neutral Buy

Past News Coverage

Recent headlines mentioning JHX from our newsroom.

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