James Hardie Industries PLC ADR (JHX)vsRio Tinto ADR (RIO)
JHX
James Hardie Industries PLC ADR
$20.37
-6.52%
BASIC MATERIALS · Cap: $11.82B
RIO
Rio Tinto ADR
$100.48
+4.14%
BASIC MATERIALS · Cap: $163.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Rio Tinto ADR generates 1209% more annual revenue ($57.64B vs $4.40B). RIO leads profitability with a 17.3% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.90. JHX earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy56
out of 100
Grade: C
RIO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.8%
Fair Value
$19.58
Current Price
$20.37
$0.79 premium
Margin of Safety
+14.1%
Fair Value
$114.19
Current Price
$100.48
$13.71 discount
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
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.3%
Generating 2.5B in free cash flow
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%
Expensive relative to growth rate
Earnings declined 5.6%
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 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : RIO
The strongest argument for RIO centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.3% and operating margin at 25.3%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 84.9x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : RIO
The primary concerns for RIO are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while RIO is a mature play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.01 — expect wider price swings.
JHX is growing revenue faster at 30.1% — sustainability is the question.
RIO generates stronger free cash flow (2.5B), providing more financial flexibility.
Bottom Line
JHX scores higher overall (56/100 vs 54/100) and 30.1% 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.
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