WallStSmart

Cemex SAB de CV ADR (CX)vsJames Hardie Industries PLC ADR (JHX)

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Smart Verdict

WallStSmart Research — data-driven comparison

Cemex SAB de CV ADR generates 252% more annual revenue ($17.04B vs $4.84B). CX leads profitability with a 2.8% profit margin vs 2.1%. CX appears more attractively valued with a PEG of 0.11. CX earns a higher WallStSmart Score of 56/100 (C).

CX

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.0Value: 7.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.48

JHX

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.5
Piotroski: 1/9Altman Z: 1.24
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CXUndervalued (+12.3%)

Margin of Safety

+12.3%

Fair Value

$13.47

Current Price

$11.33

$2.14 discount

UndervaluedFair: $13.47Overvalued

Intrinsic value data unavailable for JHX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CX3 strengths · Avg: 10.0/10
PEG RatioValuation
0.1110/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

JHX2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
44.5%10/10

Revenue surging 44.5% year-over-year

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

CX4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
3.9%3/10

ROE of 3.9% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

JHX4 concerns · Avg: 2.8/10
Return on EquityProfitability
1.6%3/10

ROE of 1.6% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

P/E RatioValuation
138.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CX

The strongest argument for CX centers on PEG Ratio, Price/Book, Debt/Equity. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.11 suggests the stock is reasonably priced for its growth.

Bull Case : JHX

The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.

Bear Case : CX

The primary concerns for CX are EPS Growth, Return on Equity, Profit Margin. Thin 2.8% 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 138.4x leaves little room for execution misses. Thin 2.1% 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 1.05 — expect wider price swings.

JHX is growing revenue faster at 44.5% — sustainability is the question.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CX scores higher overall (56/100 vs 53/100) and 12.2% 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.

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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