WallStSmart

Amrize Ltd (AMRZ)vsJames Hardie Industries PLC ADR (JHX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Amrize Ltd generates 146% more annual revenue ($11.91B vs $4.84B). AMRZ leads profitability with a 9.7% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.16. JHX earns a higher WallStSmart Score of 53/100 (C-).

AMRZ

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 5.0Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.61

JHX

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.5
Piotroski: 1/9Altman Z: 1.24

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMRZ1 strengths · Avg: 8.0/10
Price/BookValuation
2.3x8/10

Reasonable price relative to book value

JHX2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
44.5%10/10

Revenue surging 44.5% year-over-year

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

AMRZ4 concerns · Avg: 4.0/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

JHX4 concerns · Avg: 2.8/10
Return on EquityProfitability
1.6%3/10

ROE of 1.6% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
127.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AMRZ

The strongest argument for AMRZ centers on Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.

Bull Case : JHX

The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.16 suggests the stock is reasonably priced for its growth.

Bear Case : AMRZ

The primary concerns for AMRZ are P/E Ratio, Revenue Growth, EPS Growth.

Bear Case : JHX

The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 127.0x leaves little room for execution misses. Thin 2.1% 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 44.5% — sustainability is the question.

JHX generates stronger free cash flow (53M), providing more financial flexibility.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JHX scores higher overall (53/100 vs 49/100) and 44.5% revenue growth. Both earn "Buy" and "Hold" 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 a pioneering technology company specializing in the digital health and wellness sector, committed to revolutionizing healthcare delivery through cutting-edge technologies and data-centric solutions. With a robust emphasis on enhancing patient outcomes and accessibility, Amrize allocates substantial resources to research and development, positioning itself to meet the escalating demand for scalable health innovations. Its strategic initiatives, coupled with a diverse portfolio of products, underscore Amrize's potential as a crucial player in the ongoing transformation of healthcare, offering an appealing investment opportunity for institutional investors in a dynamic market landscape.

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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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