BHP Group Limited (BHP)vsJames Hardie Industries PLC ADR (JHX)
BHP
BHP Group Limited
$82.72
-6.83%
BASIC MATERIALS · Cap: $230.71B
JHX
James Hardie Industries PLC ADR
$22.66
-3.12%
BASIC MATERIALS · Cap: $14.00B
Smart Verdict
WallStSmart Research — data-driven comparison
BHP Group Limited generates 1016% more annual revenue ($53.99B vs $4.84B). BHP leads profitability with a 19.0% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.16. BHP earns a higher WallStSmart Score of 62/100 (C+).
BHP
Buy62
out of 100
Grade: C+
JHX
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Strong operational efficiency at 40.7%
Earnings expanding 27.5% YoY
Generating 4.3B in free cash flow
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
ROE of 1.6% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BHP
The strongest argument for BHP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 19.0% and operating margin at 40.7%. Revenue growth of 10.8% demonstrates continued momentum.
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 : BHP
The primary concerns for BHP are Piotroski F-Score, PEG Ratio.
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
BHP profiles as a mature stock while JHX is a hypergrowth play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.04 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
BHP generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
BHP scores higher overall (62/100 vs 53/100), backed by strong 19.0% margins and 10.8% 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.
BHP Group Limited
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
BHP Group engages in the natural resources business in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America and internationally. The company is headquartered in Melbourne, Australia.
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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