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JHX

NYSE
Weak · 40/100

James Hardie Industries PLC

Industrials
Construction

$30.18

0.1%

Updated Today 11:13 AM ET

Report Card

JHX at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Weak · 40/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▼ Down 11.3% over the last 12 months

Price 50-day average 200-day averageDCF fair value ±15%Source: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$14.24B

P/E

169.31x

Forward P/E (est.)

ROE

1.9%

Revenue Growth

24.7%

EPS Growth

-78.0%

Profit Margin

2.1%

FCF Yield

9.0%

Debt / Equity

0.72x

ROIC

3.0%

Interest Coverage

7.78x

Current Ratio

1.59x

Dividend Yield

2.1%

Implied Growth (rev. DCF)

7.4%

Rating Score

40/100

Business Overview
Research

James Hardie Industries PLC (JHX) is a large-cap company in the Construction industry, part of the Industrials sector of the S&P 500, with a market value around $14.24B.

In its latest reported year it generated about $4.84B in revenue and $104.00M in net profit.

Our model rates JHX Weak (40/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Economic Moat

Evidence of durable competitive advantage in the filed financials (10 years of history).

Narrow moat signalsMoat evidence score: 61/100

Some durable-advantage evidence, but not across the board — dig into which ingredient is weak and whether it's cyclical or structural.

Gross margin level46/100

38.3% average over the last 3 years

Gross margin stability76/100

±1.9 pts around 36.2% across 10 years

Revenue durability89/100

grew in 8 of the last 9 year-over-year periods

Free-cash-flow consistency78/100

positive in 8 of 9 years

Return on invested capital0/100

3.0% latest fiscal year

A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what JHX's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. JHX trades near $30.18, above its 50-day average ($22.63) and 200-day average ($21.43). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 60 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. JHX's is $0.98 (~3.2% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month JHX found buyers near $22.00 (support) and sellers near $26.70 (resistance); its 52-week range is $16.46–$29.83. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.2× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

7.5%

2/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $1.92B in 2017 to $4.84B in 2026, a 10.8% compound annual growth rate. The most recent year grew a strong 24.7% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research
1/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

35.8%

Operating Margin

9.3%

Net Margin

2.2%

ROE

1.9%

James Hardie Industries PLC keeps about 2.1% of each sales dollar as net profit, with a 35.8% gross margin and 9.3% operating margin. Return on equity is 1.9% and return on invested capital about 3.0%. Thin margins leave less cushion if costs rise.

Debt Analysis
Research
4/4 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+Short-term bills covered

Total Debt

$4.28B

Net Debt

$3.99B

Net Debt / EBITDA

8.91x

Debt / Equity

0.72x

Leverage: debt-to-equity is 0.7x, and operating profit covers interest about 7.8x, with a current ratio of 1.6x. That is a moderate, manageable debt load for most businesses. It carries roughly $4.28B of total debt against $289.90M of cash.

Cash Flow Analysis
Research
3/3 checks passedPositive free cash flowFCF yield above 2%Market expects achievable growth (<8%)

Operating CF

$589.80M

Free Cash Flow

$205.90M

FCF Margin

4.3%

In the latest year James Hardie Industries PLC produced about $589.80M of operating cash flow and $205.90M of free cash flow after capital spending. That is a free-cash-flow yield of about 9.0% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Dividend Safety

Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.

At RiskSafety score: 22/100

Coverage is weak, the payout was cut recently, or it's being financed rather than earned — treat the current yield as fragile.

Dividend yield

2.1%

Total paid (latest FY)

$129.60M

History on record

6 years

Free-cash-flow coverage62/100

dividend uses 63% of free cash flow

Earnings payout ratio0/100

125% of net income paid out

Raise streak0/100

no current raise streak

Cut history0/100

payout was cut at least once in the last 6 years

Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.

Valuation Analysis
Research
1/3 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandTrading below DCF fair value

P/E

169.31x

P/S

3.09x

P/B

2.02x

EV / EBITDA

19.37x

JHX trades at 169.3x trailing earnings, 3.1x sales, and 2.0x book value. Reverse-engineering today's price implies the market expects roughly 7.4% long-term free-cash-flow growth. That is a rich multiple that prices in a lot of future growth.

DCF Fair Value (Educational)

A two-stage discounted cash flow on real SEC-filed free cash flow — the intrinsic-value anchor professional analysts triangulate from.

DCF fair value / share

$14.69

Current price

$30.18

-51% · Above fair-value estimate

Starting FCF (latest 10-K)

$205.90M

Growth, years 1–5

20.0%

Fade to terminal, years 6–10

2.5%

Discount rate

9.0%

PV of 10-yr free cash flow$3.18B
PV of terminal value$5.35B
Estimated equity value$8.53B
Shares outstanding581M

Cash flows grow at the stage-1 rate (trailing revenue growth, capped at 20%) for five years, fade to 2.5% by year 10, and continue at that rate forever (Gordon terminal value), all discounted at 9.0%. Small changes in assumptions move the result a lot — treat this as one reference point, not a target price. Educational only, not investment advice.

Metrics vs. Sector Range

Where JHX sits versus its Industrials sector peers in the S&P 500.

TTM P/E
169.3xExpensive
Forward P/E
P/S ratio
3.1xFair
Revenue growth
24.7%Strong
EPS growth
-78.0%Weak
Gross margin
35.8%Average
Net margin
2.1%Weak
ROE
1.9%Weak

Bands show the middle half (25th–75th percentile) of the 144 Industrials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How JHX stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (273 S&P 500 companies), JHX ranks #112 of 273 by our overall rating. It trades at a premium versus the sector on earnings (169.3x P/E vs. 31.2x median) with a lower return on equity (1.9% vs. 18.1%) and faster revenue growth (24.7% vs. 6.0%).

P/E vs sector

169.3x

median 31.2x

ROE vs sector

1.9%

median 18.1%

Growth vs sector

24.7%

median 6.0%

Sector rank

#112

of 273 by rating

CompanyP/ERev Gr.Rating
JHXThis stock169.3x24.7%Weak· 40
DY42.2x29.8%Neutral· 52
APG56.7x14.6%Neutral· 42
VMI28.8x2.4%Neutral· 46
CX35.8x3.3%Weak· 37
MTZ65.6x22.6%Neutral· 48
AMRZ25.6xNeutral· 48
AIAINot rated
Industrials median31.2x6.0%22/100

Valuation vs. quality map

sector medianDYAPGVMICXMTZAMRZJHXP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 273 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $30.18 today · expected CAGR 26%39%

Metric20262027202820292030
Revenue$6.04B$7.56B$9.44B$11.81B$14.76B
Net income$181.34M$226.68M$283.35M$354.18M$442.73M
EPS$0.38$0.48$0.60$0.75$0.94
Share price (low)$38.81$48.51$60.63$75.79$94.74
Share price (high)$64.93$81.16$101.45$126.82$158.52
CAGR (low–high)29% / 115%27% / 64%26% / 50%26% / 43%26% / 39%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for JHX:

  • Revenue is growing 24.7% a year, a sign of real demand.
  • Healthy free-cash-flow yield (~9.0%) funds buybacks and dividends.
  • Pays a 2.1% dividend on top of any price gains.
Bear Case

The case against JHX:

  • Thin net margins (2.1%) leave little room for error.
  • A rich 169.3x earnings multiple prices in a lot of growth.
  • Our model's overall read is Weak (40/100).
Key Risks
Research

Valuation risk — at 169.3x earnings, disappointing results could compress the multiple.

Margin risk — thin profitability (2.1%) is vulnerable to cost or pricing pressure.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen weakly: James Hardie Industries PLC is a large-cap industrials business still growing nicely, with modest profitability, and a heavier debt load to watch. It trades at 169.3x earnings, which our model scores Weak (40/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Analyst Ratings

What 17 Wall Street analysts covering JHX recommend (August 2026). Consensus is a useful sanity check — not a substitute for your own homework.

Buy
consensus · score 3.9 / 5 across 17 analysts
Strong Buy 4Buy 7Hold 6Sell 0Strong Sell 0

Analysts have turned more cautious over the last three months (-6 pts of buy ratings).

Latest SEC Filings

JHX's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.

JHX — frequently asked questions

Is JHX a good stock to buy?

We don't give buy or sell advice. Our model rates James Hardie Industries PLC Weak (40/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is JHX's rating on The Stocks School?

James Hardie Industries PLC currently scores 40/100 (Weak) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does JHX's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from James Hardie Industries PLC's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for JHX calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this JHX analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell JHX. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.