WallStSmart

James Hardie Industries PLC ADR (JHX)vsMaterion Corporation (MTRN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

James Hardie Industries PLC ADR generates 152% more annual revenue ($4.84B vs $1.92B). MTRN leads profitability with a 4.0% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.24. JHX earns a higher WallStSmart Score of 53/100 (C-).

JHX

Buy

53

out of 100

Grade: C-

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

MTRN

Buy

52

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.91

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Revenue surging 44.5% year-over-year

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

MTRN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

Areas to Watch

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
135.9x2/10

Premium valuation, high expectations priced in

MTRN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
67.0x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-19.60M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : JHX

The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.24 suggests the stock is reasonably priced for its growth.

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : JHX

The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 135.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 67.0x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

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.

JHX generates stronger free cash flow (53M), providing more financial flexibility.

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

Bottom Line

JHX scores higher overall (53/100 vs 52/100) and 44.5% 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.

Materion Corporation

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.

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