BHP Group Limited (BHP)vsJames Hardie Industries PLC ADR (JHX)
BHP
BHP Group Limited
$87.15
-0.23%
BASIC MATERIALS · Cap: $229.80B
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
Smart Verdict
WallStSmart Research — data-driven comparison
BHP Group Limited generates 986% more annual revenue ($58.76B vs $5.41B). BHP leads profitability with a 16.7% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 1.24. JHX earns a higher WallStSmart Score of 63/100 (C+).
BHP
Buy57
out of 100
Grade: C
JHX
Buy63
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 37 in profit
Strong operational efficiency at 43.3%
18.3% revenue growth
Generating 7.7B in free cash flow
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.0%
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 : BHP
The strongest argument for BHP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.7% and operating margin at 43.3%. Revenue growth of 18.3% demonstrates continued momentum.
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 : BHP
The primary concerns for BHP are Piotroski F-Score, PEG Ratio, EPS Growth.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 135.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BHP profiles as a growth 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 63.9% — sustainability is the question.
BHP generates stronger free cash flow (7.7B), providing more financial flexibility.
Bottom Line
JHX scores higher overall (63/100 vs 57/100) 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.
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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