(JHX) James Hardie Industries - Overview
Sector: Basic Materials | Industry: Building Materials | Exchange: NYSE (USA) | Market Cap: 12.047m USD | Total Return: -1.9% in 12m
Avg Turnover: 138M
EPS Trend: -85.6%
Qual. Beats: 0
Rev. Trend: 76.0%
Qual. Beats: 0
Warnings
P/E ratio 109.3
Share dilution 26.7% YoY
Extended 1w Choppy
Tailwinds
No distinct edge detected
James Hardie Industries PLC is a global manufacturer of fiber cement and fiber gypsum building materials, headquartered in Ireland and operating across North America, Europe, and the Asia-Pacific region. The company specializes in high-durability siding, cladding, and interior linings marketed under brands such as Hardie Plank and fermacell. Its product portfolio addresses both residential and industrial construction needs, including specialized fire protection and flooring solutions.
The fiber cement industry is characterized by its substitution effect, where products compete directly against traditional materials like wood, vinyl, and engineered wood due to superior resistance to rot, fire, and termites. James Hardie utilizes a vertically integrated business model, sourcing raw materials like silica and wood pulp to maintain control over the proprietary formulations used in its cement-bonded boards.
Investors may find more detailed performance metrics and valuation data by exploring ValueRay.
- U.S. housing starts and remodeling activity dictate North American fiber cement demand
- Fluctuating raw material and energy costs impact manufacturing margins across global segments
- High interest rates dampen residential construction and consumer spending on home improvements
- Strategic shift toward high-value architectural products drives average selling price growth
- Market share expansion in Europe through fiber gypsum and cement-bonded board adoption
| Net Income: 104.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.01 > 0.02 and ΔFCF/TA -5.79 > 1.0 |
| NWC/Revenue: 13.84% < 20% (prev 22.99%; Δ -9.15% < -1%) |
| CFO/TA 0.04 > 3% & CFO 589.1m > Net Income 104.0m |
| Net Debt (4.49b) to EBITDA (1.03b): 4.35 < 3 |
| Current Ratio: 1.58 > 1.5 & < 3 |
| Outstanding Shares: last quarter (545.5m) vs 12m ago 26.68% < -2% |
| Gross Margin: 35.77% > 18% (prev 0.39%; Δ 3.54k% > 0.5%) |
| Asset Turnover: 51.12% > 50% (prev 74.14%; Δ -23.02% > 0%) |
| Interest Coverage Ratio: 2.33 > 6 (EBITDA TTM 1.03b / Interest Expense TTM 231.1m) |
| A: 0.05 (Total Current Assets 1.83b - Total Current Liabilities 1.16b) / Total Assets 13.7b |
| B: 0.13 (Retained Earnings 1.83b / Total Assets 13.7b) |
| C: 0.06 (EBIT TTM 539.5m / Avg Total Assets 9.46b) |
| D: 0.29 (Book Value of Equity 2.11b / Total Liabilities 7.26b) |
| Altman-Z'' = 1.44 = BB |
| DSRI: 1.27 (Receivables 520.8m/328.9m, Revenue 4.84b/3.88b) |
| GMI: 1.09 (GM 35.77% / 38.81%) |
| AQI: 2.53 (AQ_t 0.62 / AQ_t-1 0.25) |
| SGI: 1.25 (Revenue 4.84b / 3.88b) |
| TATA: -0.04 (NI 104.0m - CFO 589.1m) / TA 13.7b) |
| Beneish M = -1.68 (Cap -4..+1) = CCC |
As of May 28, 2026, the stock is trading at USD 22.77 with a total of 10,537,049 shares traded.
Over the past week, the price has changed by +22.29%,
over one month by +2.34%,
over three months by -6.49% and
over the past year by -1.85%.
James Hardie Industries has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy JHX.
- StrongBuy: 1
- Buy: 1
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 28.2 | 23.8% |
P/E Trailing = 109.2632
P/E Forward = 20.6612
P/S = 2.4913
P/B = 1.8749
P/EG = 1.1413
Revenue TTM = 4.84b USD
EBIT TTM = 539.5m USD
EBITDA TTM = 1.03b USD
Long Term Debt = 4.49b USD (from longTermDebt, last quarter)
Short Term Debt = 82.3m USD (from shortTermDebt, last quarter)
Debt = 5.04b USD (from shortLongTermDebtTotal, last quarter) + Leases 250.7m
Net Debt = 4.49b USD (calculated: Debt 5.04b - CCE 542.9m)
Enterprise Value = 16.5b USD (12.0b + Debt 5.04b - CCE 542.9m)
Interest Coverage Ratio = 2.33 (Ebit TTM 539.5m / Interest Expense TTM 231.1m)
EV/FCF = 81.49x (Enterprise Value 16.5b / FCF TTM 203.0m)
FCF Yield = 1.23% (FCF TTM 203.0m / Enterprise Value 16.5b)
FCF Margin = 4.20% (FCF TTM 203.0m / Revenue TTM 4.84b)
Net Margin = 2.15% (Net Income TTM 104.0m / Revenue TTM 4.84b)
Gross Margin = 35.77% ((Revenue TTM 4.84b - Cost of Revenue TTM 3.11b) / Revenue TTM)
Gross Margin QoQ = 37.28% (prev 36.15%)
Tobins Q-Ratio = 1.21 (Enterprise Value 16.5b / Total Assets 13.7b)
Interest Expense / Debt = 4.59% (Interest Expense 231.1m / Debt 5.04b)
Taxrate = 38.58% (17.9m / 46.4m)
NOPAT = 331.4m (EBIT 539.5m * (1 - 38.58%))
Current Ratio = 1.58 (Total Current Assets 1.83b / Total Current Liabilities 1.16b)
Debt / Equity = 0.78 (Debt 5.04b / totalStockholderEquity, last quarter 6.43b)
Debt / EBITDA = 4.35 (Net Debt 4.49b / EBITDA 1.03b)
Debt / FCF = 22.14 (Net Debt 4.49b / FCF TTM 203.0m)
Total Stockholder Equity = 5.35b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.10% (Net Income 104.0m / Total Assets 13.7b)
RoE = 1.94% (Net Income TTM 104.0m / Total Stockholder Equity 5.35b)
RoCE = 5.48% (EBIT 539.5m / Capital Employed (Equity 5.35b + L.T.Debt 4.49b))
RoIC = 2.63% (NOPAT 331.4m / Invested Capital 12.6b)
WACC = 8.45% (E(12.0b)/V(17.1b) * Re(10.81%) + D(5.04b)/V(17.1b) * Rd(4.59%) * (1-Tc(0.39)))
Discount Rate = 10.81% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 11.11 | Cagr: 10.21%
[DCF] Terminal Value 72.71% ; FCFF base≈274.0m ; Y1≈240.3m ; Y5≈194.2m
[DCF] Fair Price = N/A (negative equity: EV 3.06b - Net Debt 4.49b = -1.43b; debt exceeds intrinsic value)
EPS Correlation: -85.60 | EPS CAGR: -16.65% | SUE: 0.0 | # QB: 0
Revenue Correlation: 76.05 | Revenue CAGR: 6.55% | SUE: -0.00 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.29 | Chg30d=-1.90% | Revisions=-20% | Analysts=2
EPS next Quarter (2026-09-30): EPS=0.30 | Chg30d=+1.46% | Revisions=-20% | Analysts=2
EPS current Year (2027-03-31): EPS=1.36 | Chg30d=+8.68% | Revisions=-33% | GrowthEPS=+24.5% | GrowthRev=+11.2%
EPS next Year (2028-03-31): EPS=1.72 | Chg30d=+14.57% | Revisions=-20% | GrowthEPS=+26.5% | GrowthRev=+7.8%
[Analyst] Revisions Ratio: -33%