Eagle Materials Inc (EXP)vsJames Hardie Industries PLC ADR (JHX)
EXP
Eagle Materials Inc
$212.72
-2.20%
BASIC MATERIALS · Cap: $6.85B
JHX
James Hardie Industries PLC ADR
$24.51
-3.12%
BASIC MATERIALS · Cap: $14.00B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 109% more annual revenue ($4.84B vs $2.31B). EXP leads profitability with a 18.4% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.16. EXP earns a higher WallStSmart Score of 55/100 (C).
EXP
Buy55
out of 100
Grade: C
JHX
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-57.7%
Fair Value
$145.64
Current Price
$212.72
$67.08 premium
Intrinsic value data unavailable for JHX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
1.9% revenue growth
Elevated debt levels
Weak financial health signals
ROE of 1.6% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EXP
The strongest argument for EXP centers on Return on Equity, P/E Ratio. Profitability is solid with margins at 18.4% and operating margin at 17.4%.
Bull Case : JHX
The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bear Case : EXP
The primary concerns for EXP are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 127.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
EXP profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
EXP carries more volatility with a beta of 1.38 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
JHX generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
EXP scores higher overall (55/100 vs 53/100), backed by strong 18.4% margins. 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.
Eagle Materials Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Eagle Materials Inc., produces and supplies heavy construction materials, lightweight construction materials and materials used for the extraction of oil and natural gas in the United States. The company is headquartered in Dallas, Texas.
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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