Cementos Pacasmayo SAA ADR (CPAC)vsJames Hardie Industries PLC ADR (JHX)
CPAC
Cementos Pacasmayo SAA ADR
$12.54
-0.32%
BASIC MATERIALS · Cap: $1.07B
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 141% more annual revenue ($5.41B vs $2.25B). CPAC leads profitability with a 9.5% profit margin vs 2.7%. CPAC appears more attractively valued with a PEG of 1.13. CPAC earns a higher WallStSmart Score of 68/100 (B-).
CPAC
Strong Buy68
out of 100
Grade: B-
JHX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.9%
Fair Value
$12.95
Current Price
$12.54
$0.41 discount
Intrinsic value data unavailable for JHX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 61.5% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 24.4%
15.4% revenue growth
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
Elevated debt levels
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 : CPAC
The strongest argument for CPAC centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 15.4% demonstrates continued momentum. PEG of 1.13 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 : CPAC
The primary concerns for CPAC are Altman Z-Score, Market Cap, Debt/Equity.
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
CPAC 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.
JHX generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
CPAC scores higher overall (68/100 vs 63/100) and 15.4% revenue growth. Both earn "Strong 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.
Cementos Pacasmayo SAA ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
Cementos Pacasmayo SAA, a cement company, produces, distributes and sells cement and cement-related materials in Peru. The company is headquartered in Lima, Peru.
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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