James Hardie Industries PLC ADR (JHX)vsMartin Marietta Materials Inc (MLM)
JHX
James Hardie Industries PLC ADR
$20.98
+2.49%
BASIC MATERIALS · Cap: $11.88B
MLM
Martin Marietta Materials Inc
$590.38
-1.68%
BASIC MATERIALS · Cap: $36.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Martin Marietta Materials Inc generates 44% more annual revenue ($6.35B vs $4.40B). MLM leads profitability with a 39.9% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.95. MLM earns a higher WallStSmart Score of 61/100 (C+).
JHX
Buy56
out of 100
Grade: C
MLM
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.8%
Fair Value
$19.58
Current Price
$20.98
$1.40 premium
Intrinsic value data unavailable for MLM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Keeps 40 of every $100 in revenue as profit
Earnings expanding 1221.0% YoY
17.2% revenue growth
Areas to Watch
ROE of 2.8% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Earnings declined 64.1%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : MLM
The strongest argument for MLM centers on Profit Margin, EPS Growth, Revenue Growth. Profitability is solid with margins at 39.9% and operating margin at 12.7%. Revenue growth of 17.2% demonstrates continued momentum.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 85.3x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : MLM
The primary concerns for MLM are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while MLM is a growth play — different risk/reward profiles.
MLM carries more volatility with a beta of 1.14 — 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
MLM scores higher overall (61/100 vs 56/100), backed by strong 39.9% margins and 17.2% 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.
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.
Martin Marietta Materials Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Martin Marietta Materials, Inc. is an American-based company. The company is a supplier of aggregates and heavy building materials, with operations spanning 26 states, Canada and the Caribbean. In particular, Martin Marietta supplies the resources for roads, sidewalks and foundations.
Visit Website →Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?