James Hardie Industries PLC ADR (JHX)vsTitan America SA (TTAM)
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
TTAM
Titan America SA
$14.60
-0.54%
BASIC MATERIALS · Cap: $2.85B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 216% more annual revenue ($5.41B vs $1.71B). TTAM leads profitability with a 10.3% profit margin vs 2.7%. TTAM trades at a lower P/E of 16.1x. JHX earns a higher WallStSmart Score of 63/100 (C+).
JHX
Buy63
out of 100
Grade: C+
TTAM
Hold47
out of 100
Grade: D+
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
Attractively priced relative to earnings
Reasonable price relative to book value
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
Earnings declined 17.1%
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 : TTAM
The strongest argument for TTAM centers on P/E Ratio, Price/Book.
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 : TTAM
The primary concerns for TTAM are EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while TTAM is a value play — different risk/reward profiles.
JHX is growing revenue faster at 63.9% — sustainability is the question.
JHX generates stronger free cash flow (254M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHX scores higher overall (63/100 vs 47/100) and 63.9% revenue growth. Both earn "Buy" and "Hold" 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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading entity in the U.S. cement and construction materials sector, distinguished for its commitment to sustainability and innovation. The company operates strategically located facilities that optimize distribution, catering to the increasing demand driven by robust infrastructure investments across the country. By focusing on advanced technologies to enhance production efficiency, Titan America maintains a strong competitive advantage. As the construction industry adapts to evolving needs, TTAM is positioned for significant growth and sustained success in a dynamic marketplace.
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