Overview Dividends

(JHX) James Hardie Industries - Ratings and Ratios

Exchange: NYSE • Country: Ireland • Currency: USD • Type: Common Stock • ISIN: US47030M1062

Fiber Cement, Fiber Gypsum, Cement Bonded Boards, Exterior Siding, Interior Linings

JHX EPS (Earnings per Share)

EPS Growth (3Y CAGR): -57.34%
EPS Trend (3Y Correlation): -60.6%

JHX Revenue

Revenue Growth (3Y CAGR): -3.68%
Revenue Trend (3Y Correlation): 6.9%

Description: JHX James Hardie Industries October 30, 2025

James Hardie Industries plc (NYSE:JHX) manufactures and sells fiber-cement, fiber-gypsum, and cement-bonded boards across the United States, Australia, Europe and New Zealand, organized into three reporting segments: North America Fiber Cement, Asia-Pacific Fiber Cement and Europe Building Products.

The company’s product suite-branded primarily as Hardie™ and supplemented by fermacell and AESTUVER-covers exterior siding, cladding, trim, soffit, and interior linings, with applications ranging from residential housing to industrial fire-protection solutions.

In FY 2023 the firm generated roughly $5.5 billion of revenue and delivered an adjusted EBITDA margin of about 20 %, reflecting strong demand for low-maintenance, fire-resistant building materials, especially in the U.S. residential market, which historically accounts for ~70 % of total sales.

Key macro drivers include U.S. housing starts (up ≈5 % YoY) and tightening building-code requirements that favor fiber-cement products; however, raw-material cost volatility-particularly silica sand and gypsum-adds upside risk to margins.

Assuming the current pace of U.S. construction activity persists, the North America segment could achieve double-digit revenue growth, but a sustained rise in mortgage rates or a slowdown in home-building permits would materially weaken that outlook.

For a data-rich, quantitative assessment of JHX’s valuation and risk profile, see the detailed analysis on ValueRay.

JHX Stock Overview

Market Cap in USD	12,227m
Sub-Industry	Construction Materials
IPO / Inception	2000-01-03

JHX Stock Ratings

Growth Rating	-37.9%
Fundamental	57.5%
Dividend Rating	1.0%
Return 12m vs S&P 500	-46.9%
Analyst Rating	4.50 of 5

JHX Dividends

Currently no dividends paid

JHX Growth Ratios

Growth Correlation 3m	-4.4%
Growth Correlation 12m	-81.6%
Growth Correlation 5y	-10.4%
CAGR 5y	-1.44%
CAGR/Max DD 3y (Calmar Ratio)	-0.03
CAGR/Mean DD 3y (Pain Ratio)	-0.08
Sharpe Ratio 12m	-0.95
Alpha	-54.12
Beta	0.828
Volatility	46.98%
Current Volume	3104.2k
Average Volume 20d	4252.5k
Stop Loss	19.6 (-4.2%)
Signal	-0.31

Piotroski VR‑10 (Strict, 0-10) 5.0

Net Income (331.3m TTM) > 0 and > 6% of Revenue (6% = 227.1m TTM)

FCFTA 0.06 (>2.0%) and ΔFCFTA -1.66pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue 61.50% (prev 17.56%; Δ 43.94pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.12 (>3.0%) and CFO 824.6m > Net Income 331.3m (YES >=105%, WARN >=100%)

Net Debt (2.22b) to EBITDA (784.8m) ratio: 2.83 <= 3.0 (WARN <= 3.5)

Current Ratio 3.76 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (431.1m) change vs 12m ago -0.78% (target <= -2.0% for YES)

Gross Margin 38.17% (prev 40.56%; Δ -2.39pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 64.63% (prev 80.64%; Δ -16.01pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 8.11 (EBITDA TTM 784.8m / Interest Expense TTM 69.3m) >= 6 (WARN >= 3)

Altman Z'' 4.21

(A) 0.34 = (Total Current Assets 3.17b - Total Current Liabilities 843.6m) / Total Assets 6.79b

(B) 0.26 = Retained Earnings (Balance) 1.79b / Total Assets 6.79b

(D) 0.44 = Book Value of Equity 1.98b / Total Liabilities 4.53b

Total Rating: 4.21 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 57.54

1. Piotroski 5.0pt = 0.0

2. FCF Yield 2.97% = 1.48

3. FCF Margin 11.33% = 2.83

4. Debt/Equity 1.16 = 1.87

5. Debt/Ebitda 2.83 = -1.51

6. ROIC - WACC (= 3.26)% = 4.07

7. RoE 15.60% = 1.30

8. Rev. Trend 6.93% = 0.52

9. EPS Trend -60.59% = -3.03

What is the price of JHX shares?

As of November 04, 2025, the stock is trading at USD 20.45 with a total of 3,104,227 shares traded.
Over the past week, the price has changed by -6.96%, over one month by +0.20%, over three months by -22.33% and over the past year by -35.57%.

Is James Hardie Industries a good stock to buy?

Neither. Based on ValueRay´s Fundamental Analyses, James Hardie Industries is currently (November 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 57.54 and therefor a neutral outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of JHX is around 17.39 USD . This means that JHX is currently overvalued and has a potential downside of -14.96%.

Is JHX a buy, sell or hold?

James Hardie Industries has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy JHX.

Strong Buy: 1
Buy: 1
Hold: 0
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the JHX price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	26.9	31.5%
Analysts Target Price	26.9	31.5%
ValueRay Target Price	19.2	-5.9%

JHX Fundamental Data Overview November 01, 2025

Market Cap USD = 12.23b (12.23b USD * 1.0 USD.USD)
P/E Trailing = 27.4156
P/E Forward = 31.25
P/S = 3.2298
P/B = 5.0621
P/EG = 2.5263
Beta = 0.828
Revenue TTM = 3.79b USD
EBIT TTM = 561.9m USD
EBITDA TTM = 784.8m USD
Long Term Debt = 2.52b USD (from longTermDebt, last quarter)
Short Term Debt = 21.8m USD (from shortTermDebt, last quarter)
Debt = 2.61b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.22b USD (from netDebt column, last quarter)
Enterprise Value = 14.44b USD (12.23b + Debt 2.61b - CCE 391.6m)
Interest Coverage Ratio = 8.11 (Ebit TTM 561.9m / Interest Expense TTM 69.3m)
FCF Yield = 2.97% (FCF TTM 429.0m / Enterprise Value 14.44b)
FCF Margin = 11.33% (FCF TTM 429.0m / Revenue TTM 3.79b)
Net Margin = 8.75% (Net Income TTM 331.3m / Revenue TTM 3.79b)
Gross Margin = 38.17% ((Revenue TTM 3.79b - Cost of Revenue TTM 2.34b) / Revenue TTM)
Gross Margin QoQ = 37.44% (prev 38.37%)
Tobins Q-Ratio = 2.13 (Enterprise Value 14.44b / Total Assets 6.79b)
Interest Expense / Debt = 1.45% (Interest Expense 37.8m / Debt 2.61b)
Taxrate = 30.21% (27.1m / 89.7m)
NOPAT = 392.1m (EBIT 561.9m * (1 - 30.21%))
Current Ratio = 3.76 (Total Current Assets 3.17b / Total Current Liabilities 843.6m)
Debt / Equity = 1.16 (Debt 2.61b / totalStockholderEquity, last quarter 2.26b)
Debt / EBITDA = 2.83 (Net Debt 2.22b / EBITDA 784.8m)
Debt / FCF = 5.17 (Net Debt 2.22b / FCF TTM 429.0m)
Total Stockholder Equity = 2.12b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.88% (Net Income 331.3m / Total Assets 6.79b)
RoE = 15.60% (Net Income TTM 331.3m / Total Stockholder Equity 2.12b)
RoCE = 12.09% (EBIT 561.9m / Capital Employed (Equity 2.12b + L.T.Debt 2.52b))
RoIC = 10.91% (NOPAT 392.1m / Invested Capital 3.59b)
WACC = 7.65% (E(12.23b)/V(14.84b) * Re(9.07%) + D(2.61b)/V(14.84b) * Rd(1.45%) * (1-Tc(0.30)))
Discount Rate = 9.07% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.82%
[DCF Debug] Terminal Value 74.05% ; FCFE base≈414.8m ; Y1≈401.0m ; Y5≈397.5m
Fair Price DCF = 10.19 (DCF Value 5.90b / Shares Outstanding 579.2m; 5y FCF grow -4.56% → 3.0% )
EPS Correlation: -60.59 | EPS CAGR: -57.34% | SUE: -2.02 | # QB: 0
Revenue Correlation: 6.93 | Revenue CAGR: -3.68% | SUE: -0.11 | # QB: 0

Additional Sources for JHX Stock

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