JAMES HARDIE IND PLC-SP ADR (JHX)
US47030M1062 - ADR
Taking everything into account, JHX scores 6 out of 10 in our fundamental rating. JHX was compared to 12 industry peers in the Construction Materials industry. JHX has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. JHX has a correct valuation and a medium growth rate. These ratings would make JHX suitable for quality investing!
1. Profitability
1.1 Basic Checks
JHX had positive earnings in the past year.
JHX had a positive operating cash flow in the past year.
JHX had positive earnings in each of the past 5 years.
Each year in the past 5 years JHX had a positive operating cash flow.
1.2 Ratios
JHX's Return On Assets of 8.84% is in line compared to the rest of the industry. JHX outperforms 41.67% of its industry peers.
Looking at the Return On Equity, with a value of 22.23%, JHX is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
The Return On Invested Capital of JHX (14.82%) is better than 66.67% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for JHX is below the industry average of 19.95%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.84% | ||
| ROE | 22.23% | ||
| ROIC | 14.82% |
ROA(3y)10.88%
ROA(5y)9.01%
ROE(3y)31.22%
ROE(5y)28.35%
ROIC(3y)15.42%
ROIC(5y)13.9%
1.3 Margins
With a Profit Margin value of 11.16%, JHX perfoms like the industry average, outperforming 50.00% of the companies in the same industry.
In the last couple of years the Profit Margin of JHX has grown nicely.
JHX has a Operating Margin of 23.15%. This is in the better half of the industry: JHX outperforms 75.00% of its industry peers.
JHX's Operating Margin has improved in the last couple of years.
JHX has a Gross Margin of 40.17%. This is amongst the best in the industry. JHX outperforms 91.67% of its industry peers.
In the last couple of years the Gross Margin of JHX has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 23.15% | ||
| PM (TTM) | 11.16% | ||
| GM | 40.17% |
OM growth 3Y3.29%
OM growth 5Y8.96%
PM growth 3Y12.78%
PM growth 5Y7.26%
GM growth 3Y3.66%
GM growth 5Y4.01%
2. Health
2.1 Basic Checks
JHX has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
JHX has less shares outstanding than it did 1 year ago.
JHX has less shares outstanding than it did 5 years ago.
The debt/assets ratio for JHX has been reduced compared to a year ago.
2.2 Solvency
JHX has an Altman-Z score of 4.66. This indicates that JHX is financially healthy and has little risk of bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 4.66, JHX is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
The Debt to FCF ratio of JHX is 3.01, which is a good value as it means it would take JHX, 3.01 years of fcf income to pay off all of its debts.
With a decent Debt to FCF ratio value of 3.01, JHX is doing good in the industry, outperforming 75.00% of the companies in the same industry.
JHX has a Debt/Equity ratio of 0.57. This is a neutral value indicating JHX is somewhat dependend on debt financing.
The Debt to Equity ratio of JHX (0.57) is worse than 66.67% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 3.01 | ||
| Altman-Z | 4.66 |
ROIC/WACC2.14
WACC6.91%
2.3 Liquidity
JHX has a Current Ratio of 2.02. This indicates that JHX is financially healthy and has no problem in meeting its short term obligations.
With a Current ratio value of 2.02, JHX perfoms like the industry average, outperforming 41.67% of the companies in the same industry.
A Quick Ratio of 1.50 indicates that JHX should not have too much problems paying its short term obligations.
With a Quick ratio value of 1.50, JHX perfoms like the industry average, outperforming 58.33% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.02 | ||
| Quick Ratio | 1.5 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 11.27% over the past year.
JHX shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 18.85% yearly.
JHX shows a small growth in Revenue. In the last year, the Revenue has grown by 5.47%.
Measured over the past years, JHX shows a quite strong growth in Revenue. The Revenue has been growing by 9.45% on average per year.
EPS 1Y (TTM)11.27%
EPS 3Y16.09%
EPS 5Y18.85%
EPS Q2Q%-12.2%
Revenue 1Y (TTM)5.47%
Revenue growth 3Y10.61%
Revenue growth 5Y9.45%
Sales Q2Q%-3.8%
3.2 Future
Based on estimates for the next years, JHX will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.03% on average per year.
Based on estimates for the next years, JHX will show a small growth in Revenue. The Revenue will grow by 6.86% on average per year.
EPS Next Y-6.73%
EPS Next 2Y5.18%
EPS Next 3Y8.58%
EPS Next 5Y11.03%
Revenue Next Year0.5%
Revenue Next 2Y5.23%
Revenue Next 3Y6.43%
Revenue Next 5Y6.86%
3.3 Evolution
The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
JHX is valuated rather expensively with a Price/Earnings ratio of 19.43.
66.67% of the companies in the same industry are more expensive than JHX, based on the Price/Earnings ratio.
The average S&P500 Price/Earnings ratio is at 27.25. JHX is valued slightly cheaper when compared to this.
With a Price/Forward Earnings ratio of 17.23, JHX is valued on the expensive side.
Compared to the rest of the industry, the Price/Forward Earnings ratio of JHX indicates a somewhat cheap valuation: JHX is cheaper than 75.00% of the companies listed in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.54. JHX is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.43 | ||
| Fwd PE | 17.23 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of JHX indicates a somewhat cheap valuation: JHX is cheaper than 66.67% of the companies listed in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of JHX indicates a somewhat cheap valuation: JHX is cheaper than 75.00% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 35.15 | ||
| EV/EBITDA | 12.67 |
4.3 Compensation for Growth
JHX has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)1.03
EPS Next 2Y5.18%
EPS Next 3Y8.58%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.07%, JHX has a reasonable but not impressive dividend return.
JHX's Dividend Yield is rather good when compared to the industry average which is at 3.60. JHX pays more dividend than 91.67% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.33, JHX has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.07% |
5.2 History
JHX has been paying a dividend for at least 10 years, so it has a reliable track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
DP0%
EPS Next 2Y5.18%
EPS Next 3Y8.58%
JAMES HARDIE IND PLC-SP ADR
NYSE:JHX (1/7/2025, 8:04:00 PM)
After market: 30.97 +0.07 (+0.23%)30.9
-0.18 (-0.58%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryConstruction Materials
Earnings (Last)
Earnings (Next)
Inst Owners55.23%
Inst Owner Change0.01%
Ins Owners0.11%
Ins Owner ChangeN/A
Market Cap13.27B
Analysts72.63
Price Target35.76 (15.73%)
Short Float %0.04%
Short Ratio2.13
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.07% |
Dividend Growth(5Y)N/A
DP0%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)5.03%
Min EPS beat(2)3.72%
Max EPS beat(2)6.34%
EPS beat(4)3
Avg EPS beat(4)1.74%
Min EPS beat(4)-5.65%
Max EPS beat(4)6.34%
EPS beat(8)5
Avg EPS beat(8)0.37%
EPS beat(12)5
Avg EPS beat(12)-1.39%
EPS beat(16)8
Avg EPS beat(16)0.04%
Revenue beat(2)0
Avg Revenue beat(2)-1.71%
Min Revenue beat(2)-1.79%
Max Revenue beat(2)-1.63%
Revenue beat(4)1
Avg Revenue beat(4)-1.08%
Min Revenue beat(4)-1.79%
Max Revenue beat(4)0.48%
Revenue beat(8)4
Avg Revenue beat(8)-0.89%
Revenue beat(12)6
Avg Revenue beat(12)-0.74%
Revenue beat(16)10
Avg Revenue beat(16)0.06%
PT rev (1m)-1.96%
PT rev (3m)-2.86%
EPS NQ rev (1m)-0.49%
EPS NQ rev (3m)-8.81%
EPS NY rev (1m)-0.49%
EPS NY rev (3m)-1.18%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-5.99%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.4%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.43 | ||
| Fwd PE | 17.23 | ||
| P/S | 3.37 | ||
| P/FCF | 35.15 | ||
| P/OCF | 16.2 | ||
| P/B | 6.71 | ||
| P/tB | 8.16 | ||
| EV/EBITDA | 12.67 |
EPS(TTM)1.59
EY5.15%
EPS(NY)1.79
Fwd EY5.8%
FCF(TTM)0.88
FCFY2.84%
OCF(TTM)1.91
OCFY6.17%
SpS9.16
BVpS4.6
TBVpS3.78
PEG (NY)N/A
PEG (5Y)1.03
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 8.84% | ||
| ROE | 22.23% | ||
| ROCE | 21.42% | ||
| ROIC | 14.82% | ||
| ROICexc | 16.22% | ||
| ROICexgc | 17.83% | ||
| OM | 23.15% | ||
| PM (TTM) | 11.16% | ||
| GM | 40.17% | ||
| FCFM | 9.59% |
ROA(3y)10.88%
ROA(5y)9.01%
ROE(3y)31.22%
ROE(5y)28.35%
ROIC(3y)15.42%
ROIC(5y)13.9%
ROICexc(3y)16.28%
ROICexc(5y)14.69%
ROICexgc(3y)18.06%
ROICexgc(5y)16.43%
ROCE(3y)22.29%
ROCE(5y)20.1%
ROICexcg growth 3Y4.34%
ROICexcg growth 5Y16.97%
ROICexc growth 3Y5.82%
ROICexc growth 5Y17.42%
OM growth 3Y3.29%
OM growth 5Y8.96%
PM growth 3Y12.78%
PM growth 5Y7.26%
GM growth 3Y3.66%
GM growth 5Y4.01%
F-Score6
Asset Turnover0.79
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.57 | ||
| Debt/FCF | 3.01 | ||
| Debt/EBITDA | 1.02 | ||
| Cap/Depr | 225.12% | ||
| Cap/Sales | 11.23% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 73.99% | ||
| Profit Quality | 85.91% | ||
| Current Ratio | 2.02 | ||
| Quick Ratio | 1.5 | ||
| Altman-Z | 4.66 |
F-Score6
WACC6.91%
ROIC/WACC2.14
Cap/Depr(3y)248.26%
Cap/Depr(5y)194.83%
Cap/Sales(3y)11.4%
Cap/Sales(5y)9.09%
Profit Quality(3y)67.69%
Profit Quality(5y)113.4%
High Growth Momentum
Growth
EPS 1Y (TTM)11.27%
EPS 3Y16.09%
EPS 5Y18.85%
EPS Q2Q%-12.2%
EPS Next Y-6.73%
EPS Next 2Y5.18%
EPS Next 3Y8.58%
EPS Next 5Y11.03%
Revenue 1Y (TTM)5.47%
Revenue growth 3Y10.61%
Revenue growth 5Y9.45%
Sales Q2Q%-3.8%
Revenue Next Year0.5%
Revenue Next 2Y5.23%
Revenue Next 3Y6.43%
Revenue Next 5Y6.86%
EBIT growth 1Y10.35%
EBIT growth 3Y14.25%
EBIT growth 5Y19.25%
EBIT Next Year13.85%
EBIT Next 3Y13.74%
EBIT Next 5Y13.33%
FCF growth 1Y84.6%
FCF growth 3Y-11.74%
FCF growth 5YN/A
OCF growth 1Y23.35%
OCF growth 3Y5.13%
OCF growth 5Y24.63%