JHX$23.78
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Powered by LiveAIOverall Analysis
BuyJames Hardie Industries plc shows a solid fundamental profile with consistent profitability and a stable balance sheet. While recent performance has been mixed, the company's long-term strategy and market position are generally positive. Technical indicators present a mixed short-term outlook, suggesting a cautious approach for active traders.
Thematic
James Hardie operates in the construction materials sector, which is influenced by housing market cycles, interest rates, and consumer spending. While there are ongoing trends in sustainable building materials, the company's direct exposure to major disruptive themes like AI is limited. Its primary thematic exposure relates to infrastructure development and home renovation.
Fundamental
James Hardie demonstrates strong profitability and a healthy balance sheet. Its P/E ratio is moderate, and it has a history of generating consistent revenue and net income, with a stable net profit margin. Debt levels appear manageable relative to its cash flow and assets.
Technical
The stock has experienced recent price declines but remains above key long-term moving averages. Technical indicators show mixed signals, with some momentum oscillators suggesting a neutral to slightly bearish short-term outlook, while others indicate potential for stabilization or a rebound.
| Factor | Score |
|---|---|
| Construction Market Trends | 70 |
| Sustainable Building Materials | 75 |
| Infrastructure Spending | 60 |
| Interest Rate Sensitivity | 55 |
| Technological Integration (e.g., AI) | 30 |
| Factor | Score |
|---|---|
| Valuation | 70 |
| Profitability | 85 |
| Growth | 40 |
| Balance Sheet Health | 80 |
| Cash Flow | 85 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 65 |
| Support & Resistance | 60 |
| Moving Averages | 50 |
| Volume | 65 |
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Powered by LiveAIBullish Points (6)
Attractive Valuation Metrics
The current Price-to-Earnings (P/E) ratio (TTM) is 58.9, which, while appearing high, should be considered in conjunction with its growth prospects. The P/E ratio for 2024 is 31.0, and for 2023 is 24.5, indicating a downward trend in valuation relative to earnings. The Price-to-Sales (P/S) ratio (TTM) of 5.5 also needs to be assessed against industry peers and growth expectations.
Strengthening Financial Position
The company's cash equivalents have increased from $113 million in Q1 2023 to $562.7 million in Q1 2025. Free cash flow has also shown a positive trend, increasing from $16.3 million in Q1 2023 to $380.6 million in Q1 2025, indicating improved operational efficiency and cash generation.
Bearish Points (6)
High Forward P/E Ratio
The forward P/E ratio for 2025 is projected at 32.2, and quarterly P/E ratios can be exceptionally high (e.g., 313.0 for Q1 2025), suggesting potentially stretched valuations if growth does not materialize as expected.
Declining Net Margin in Latest Quarter
The net margin in the most recent reported quarter (Q1 2025) decreased to 4.5%, a significant drop from 15.7% in Q2 2024 and 13.0% in Q1 2024. This indicates potential pressure on profitability.
Calendar
July 2022
29
Next Dividend Date
August 2025
20
Next Earnings Date
H: $
A: $
L: $
H: 995.32M
A: 961.63M
L: 900.30M
Profile
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand. It operates in three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. The company offers fiber cement interior linings, exterior siding products, and related accessories. Its fiber cement products are used for a range of external applications, including siding, cladding, trim, soffit, as well as internal applications such as walls, floors, and ceilings. The company also provides fiber gypsum and cement-bonded boards for interior applications, such as dry lining walls, walls in timber frame buildings, and flooring solutions. Its cement-bonded boards are used in exterior and industrial applications, as well as for fire protection. The company offers its products under the HardieTM brand, such as Hardie Plank, Hardie Panel, Hardie Trim, Hardie Backer, Hardie Artisan Siding, and HardieTM Architectural Collection brands, as well as the fermacell and AESTUVER brands. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
Seasonals
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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