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MaterialsASXAUD

James Hardie Industries

A$0012345678900123456789.0012345678900123456789+4.3%
52w low (est.) A$29.59A$47.80 52w high (est.)
Peers
Market data
Market cap
A$20.34B
52-week range
A$24.41 – A$45.98
Beta (vs market)
1.05
Sector
Materials
Valuation
P/E ratio
125.2x
DCF fair value
A$22.97
Margin of safety
-38.9%
Forward P/E
16.7x
PEG ratio
1.19
Quality & efficiency
Moat score
40/100
Return on equity
2.4%
Profit margin
2.2%
Debt / equity
0.76
Growth & analysts
Revenue growth (YoY)
+44.5%
Analyst target
A$35.68
Target upside
-5.0%
Analysts covering
18

About James Hardie Industries

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 through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications. The Deck, Rail & Accessories segment produces decking, railing, cladding, pergolas, cabanas, and related accessories, including wood-alternative decking and railing solutions offered under the TimberTech, ULTRALOX, and INTEX brands, as well as functional and decorative outdoor accessories, including drink rails, structural mounting posts, lighting systems and gate kits; and adjustable louvered pergola systems through StruXure. The Australia & New Zealand segment manufactures and sells fiber cement products for residential and commercial applications, including exterior cladding, interior wall linings, flooring, eaves and soffits, and façade systems, primarily under the Hardie brand. The Europe segment produces fiber gypsum products and cement-bonded boards under the fermacell brand, and fiber cement products under the Hardie brand, serving residential and commercial repair, remodel, and new construction markets. The company offers its products through a network of specialty building products distributors, lumberyards, and home improvement retailers to builder's merchants, remodelers, DIY stores, and professional contractors. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.

Valuation

ValueGrowthProfitHealthIncome39QUALITY
Overall Rating
29
Sell
Sell
Moat Score40
DCF Intrinsic Value
A$22.97-38.9% downside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
A$20.34B
P/E Ratio
125.2
Dividend Yield
0.00%
Revenue Growth
+44.5%
Profit Margin
2.2%
ROE
2.4%
Debt / Equity
0.76
Beta
1.05
High Growth
vs Materials sector:P/E 125 vs 13 Moat 40 vs 2Yield 0.00% vs 0.1%

Statistics

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