Cemex SAB de CV ADR (CX)vsJames Hardie Industries PLC ADR (JHX)
CX
Cemex SAB de CV ADR
$10.72
+0.09%
BASIC MATERIALS · Cap: $15.18B
JHX
James Hardie Industries PLC ADR
$27.85
-2.83%
BASIC MATERIALS · Cap: $15.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 221% more annual revenue ($17.38B vs $5.41B). CX leads profitability with a 3.6% profit margin vs 2.7%. CX appears more attractively valued with a PEG of 0.39. CX earns a higher WallStSmart Score of 67/100 (B-).
CX
Strong Buy67
out of 100
Grade: B-
JHX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.3%
Fair Value
$13.59
Current Price
$10.72
$2.87 discount
Intrinsic value data unavailable for JHX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 57.7% YoY
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Areas to Watch
ROE of 3.9% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : CX
The strongest argument for CX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.39 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 : CX
The primary concerns for CX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 65.8x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 104.2x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
CX profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.06 — expect wider price swings.
JHX is growing revenue faster at 63.9% — sustainability is the question.
CX generates stronger free cash flow (582M), providing more financial flexibility.
Bottom Line
CX scores higher overall (67/100 vs 63/100). 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.
Cemex SAB de CV ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
CEMEX, SAB de CV, produces, markets, distributes and sells cement, ready-mix concrete, aggregates, clinker and other construction materials worldwide. The company is headquartered in San Pedro Garza Garca, Mexico.
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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