James Hardie Industries PLC ADR (JHX)vsRio Tinto ADR (RIO)
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
RIO
Rio Tinto ADR
$99.96
+0.57%
BASIC MATERIALS · Cap: $167.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Rio Tinto ADR generates 1042% more annual revenue ($61.79B vs $5.41B). RIO leads profitability with a 19.6% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 1.24. RIO earns a higher WallStSmart Score of 64/100 (C+).
JHX
Buy63
out of 100
Grade: C+
RIO
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+29.2%
Fair Value
$138.61
Current Price
$99.96
$38.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.1%
15.5% revenue growth
Areas to Watch
ROE of 2.2% — below average capital efficiency
2.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : RIO
The strongest argument for RIO centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.6% and operating margin at 28.1%. Revenue growth of 15.5% demonstrates continued momentum.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 135.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : RIO
The primary concerns for RIO are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while RIO is a growth play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.04 — expect wider price swings.
JHX is growing revenue faster at 63.9% — sustainability is the question.
RIO generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
RIO scores higher overall (64/100 vs 63/100), backed by strong 19.6% margins and 15.5% 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.
Rio Tinto ADR
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
Rio Tinto Group is dedicated to the exploration, extraction and processing of mineral resources worldwide. The company is headquartered in London, the United Kingdom.
Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?