Amrize Ltd (AMRZ)vsJames Hardie Industries PLC ADR (JHX)
AMRZ
Amrize Ltd
$52.89
-1.08%
BASIC MATERIALS · Cap: $30.41B
JHX
James Hardie Industries PLC ADR
$20.98
+2.49%
BASIC MATERIALS · Cap: $11.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Amrize Ltd generates 171% more annual revenue ($11.91B vs $4.40B). AMRZ leads profitability with a 9.7% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.95. JHX earns a higher WallStSmart Score of 56/100 (C).
AMRZ
Hold49
out of 100
Grade: D+
JHX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-6.1%
Fair Value
$55.53
Current Price
$52.89
$2.64 premium
Margin of Safety
-32.8%
Fair Value
$19.58
Current Price
$20.98
$1.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
4.7% revenue growth
3.6% earnings growth
Weak financial health signals
ROE of 2.8% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Earnings declined 64.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMRZ
The strongest argument for AMRZ centers on Price/Book. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bull Case : JHX
The strongest argument for JHX centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 30.1% demonstrates continued momentum. PEG of 0.95 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, P/E Ratio. A P/E of 85.3x 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 30.1% — sustainability is the question.
JHX generates stronger free cash flow (93M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHX scores higher overall (56/100 vs 49/100) and 30.1% 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 cutting-edge technology firm revolutionizing the digital health and wellness sector by leveraging advanced technologies and data-driven solutions to enhance healthcare delivery. Focused on improving patient outcomes and expanding healthcare accessibility, Amrize is committed to extensive research and development that caters to the escalating demand for scalable health innovations. Its strategic initiatives and robust product offerings position the company as a significant contributor to the transformation of modern healthcare systems, making it a compelling investment opportunity in an evolving market landscape.
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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