James Hardie Industries plc JHX
Composite 42/100; the shares have moved about 51% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Quality ranks 23/100 — a strong mark against it.
Momentum ranks 80/100 — a strong point in its favour. Valuation ranks 51/100 — a slight point in its favour.
Quality ranks 23/100 — a strong mark against it. Growth ranks 25/100 — a strong mark against it. Balance-sheet strength ranks 40/100 — a slight mark against it.
What the company does James Hardie Industries plc (JHX) makes fiber cement, fiber gypsum, and cement-bonded boards sold globally under brands like Hardie, AZEK Exteriors, and TimberTech for residential new construction and repair/remodel.
Key financials JHX posts gross margin 37%, operating margin 19%, and net margin 2%, with revenue up 45% but EPS down 51%. ROE is 2%, ROA 5%, and ROCE 4%; debt/equity is 0.74 and interest coverage 2.1x.
Stock health Momentum is mixed: +30% over 3m, +10% over 6m, but -3% over 12m and -11% from the 52w high; RSI(14) is 57. Sideravia scores Overall 40/100 (Weak quality, rich valuation).
Price vs fair value JHX trades at a PREMIUM of 35.20% to our fair-value estimate of 17.15 and at a discount of 15.36% to the 12-month target of 30.54. - Oppenheimer highlights execution as the key driver of the growth story (MT Newswires 2026-07-29). - Forward P/E of 23x vs trailing 140x underscores valuation concerns. - Sideravia’s Valuation percentile of 30/100 ranks in the bottom third. - Net debt/EBITDA at 3.6x adds to leverage risk.
Looking forward Analysts expect a re-rating if execution delivers on growth; current multiples imply high expectations. Monitor margin recovery and free cash flow conversion to justify the premium.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.