James Hardie Industries PLC ADR (JHX)vsUnited States Lime & Minerals Inc (USLM)
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
USLM
United States Lime & Minerals Inc
$126.16
+2.31%
BASIC MATERIALS · Cap: $3.40B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 1107% more annual revenue ($4.40B vs $364.85M). USLM leads profitability with a 35.8% profit margin vs 2.7%. USLM trades at a lower P/E of 26.1x. USLM earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy56
out of 100
Grade: C
USLM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1495.1%
Fair Value
$1.63
Current Price
$19.45
$17.82 premium
Margin of Safety
+28.3%
Fair Value
$150.33
Current Price
$126.16
$24.17 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
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Every $100 of equity generates 24 in profit
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%
Moderate valuation
Weak financial health signals
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 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 35.8% and operating margin at 45.4%. Revenue growth of 14.1% demonstrates continued momentum.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 80.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while USLM is a mature play — different risk/reward profiles.
USLM carries more volatility with a beta of 0.96 — 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
JHX scores higher overall (56/100 vs 56/100) and 30.1% revenue growth. USLM offers better value entry with a 28.3% margin of safety. 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.
United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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