Cementos Pacasmayo SAA ADR (CPAC)vsJames Hardie Industries PLC ADR (JHX)
CPAC
Cementos Pacasmayo SAA ADR
$10.20
+0.29%
BASIC MATERIALS · Cap: $809.12M
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 108% more annual revenue ($4.40B vs $2.12B). CPAC leads profitability with a 7.3% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.84. JHX earns a higher WallStSmart Score of 56/100 (C).
CPAC
Buy54
out of 100
Grade: C-
JHX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.4%
Fair Value
$15.43
Current Price
$10.20
$5.23 discount
Margin of Safety
-1495.1%
Fair Value
$1.63
Current Price
$19.45
$17.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 12.9x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
7.3% margin — thin
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 : CPAC
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, PEG Ratio, Price/Book. Revenue growth of 30.1% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CPAC
The primary concerns for CPAC are Price/Book, Altman Z-Score, Market Cap.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 80.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CPAC profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
JHX carries more volatility with a beta of 0.88 — expect wider price swings.
JHX is growing revenue faster at 30.1% — sustainability is the question.
JHX generates stronger free cash flow (93M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (56/100 vs 54/100) and 30.1% revenue growth. CPAC offers better value entry with a 29.4% margin of safety. 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.
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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