Amrize Ltd (AMRZ)vsJames Hardie Industries PLC ADR (JHX)
AMRZ
Amrize Ltd
$41.87
-1.83%
BASIC MATERIALS · Cap: $22.29B
JHX
James Hardie Industries PLC ADR
$27.85
-2.83%
BASIC MATERIALS · Cap: $15.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Amrize Ltd generates 127% more annual revenue ($12.26B vs $5.41B). AMRZ leads profitability with a 10.2% profit margin vs 2.7%. AMRZ appears more attractively valued with a PEG of 1.22. JHX earns a higher WallStSmart Score of 63/100 (C+).
AMRZ
Buy62
out of 100
Grade: C+
JHX
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.2%
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Areas to Watch
2.2% revenue growth
4.1% earnings growth
Distress zone — elevated risk
Weak financial health signals
ROE of 2.2% — below average capital efficiency
2.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMRZ
The strongest argument for AMRZ centers on Price/Book, Operating Margin. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : JHX
The strongest argument for JHX centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 63.9% demonstrates continued momentum. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bear Case : AMRZ
The primary concerns for AMRZ are Revenue Growth, EPS Growth, Altman Z-Score.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 104.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMRZ profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
JHX is growing revenue faster at 63.9% — sustainability is the question.
AMRZ generates stronger free cash flow (431M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHX scores higher overall (63/100 vs 62/100) and 63.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amrize Ltd
BASIC MATERIALS · BUILDING MATERIALS · USA
Amrize Ltd (AMRZ) is an innovative technology firm at the forefront of the digital health and wellness industry, dedicated to transforming healthcare delivery with cutting-edge technologies and data-driven solutions. The company prioritizes enhancing patient outcomes and access to care, significantly investing in research and development to address the rising demand for scalable health innovations. With a diverse portfolio of products and strategic initiatives, Amrize is well-positioned to become a critical player in the ongoing evolution of healthcare, presenting a compelling investment opportunity for institutional investors navigating a dynamic market.
Visit Website →James Hardie Industries PLC ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
James Hardie Industries plc manufactures and sells fiber cement, gypsum fiber and cement bonded construction products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, the Philippines and Canada. The company is headquartered in Dublin, Ireland.
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