James Hardie Industries PLC ADR (JHX)vsVulcan Materials Company (VMC)
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
VMC
Vulcan Materials Company
$269.53
+1.06%
BASIC MATERIALS · Cap: $35.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Vulcan Materials Company generates 80% more annual revenue ($7.94B vs $4.40B). VMC leads profitability with a 13.6% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.84. JHX earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy56
out of 100
Grade: C
VMC
Hold47
out of 100
Grade: D+
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
-477.7%
Fair Value
$55.35
Current Price
$269.53
$214.18 premium
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
No standout strengths identified
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%
Premium valuation, high expectations priced in
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 13.8%
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 : VMC
VMC has a balanced fundamental profile.
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 : VMC
The primary concerns for VMC are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while VMC is a value play — different risk/reward profiles.
VMC carries more volatility with a beta of 1.06 — expect wider price swings.
JHX is growing revenue faster at 30.1% — sustainability is the question.
VMC generates stronger free cash flow (358M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (56/100 vs 47/100) and 30.1% 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.
Vulcan Materials Company
BASIC MATERIALS · BUILDING MATERIALS · USA
Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.
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