Amrize Ltd (AMRZ)vsJames Hardie Industries PLC ADR (JHX)
AMRZ
Amrize Ltd
$56.12
+1.46%
BASIC MATERIALS · Cap: $30.67B
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Amrize Ltd generates 168% more annual revenue ($11.81B vs $4.40B). AMRZ leads profitability with a 10.0% 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).
AMRZ
Buy55
out of 100
Grade: C-
JHX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-119.3%
Fair Value
$26.88
Current Price
$56.12
$29.24 premium
Margin of Safety
-1495.1%
Fair Value
$1.63
Current Price
$19.45
$17.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.6B in free cash flow
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.6% earnings growth
Weak financial health signals
Revenue declined 0.4%
ROE of 2.8% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Earnings declined 64.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMRZ
The strongest argument for AMRZ centers on Price/Book, Free Cash Flow. PEG of 1.40 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : AMRZ
The primary concerns for AMRZ are P/E Ratio, EPS Growth, Piotroski F-Score.
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.
Key Dynamics to Monitor
AMRZ profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
JHX is growing revenue faster at 30.1% — sustainability is the question.
AMRZ generates stronger free cash flow (1.6B), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHX scores higher overall (56/100 vs 55/100) 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.
Amrize Ltd
BASIC MATERIALS · BUILDING MATERIALS · USA
Amrize Ltd (AMRZ) is an innovative technology company at the forefront of the digital health and wellness sector, striving to transform healthcare delivery through advanced technologies and data-driven solutions. With a strong emphasis on enhancing patient outcomes and increasing healthcare accessibility, Amrize engages in extensive research and development to address the growing demand for scalable health solutions. The company’s strategic initiatives position it to play a pivotal role in the evolving landscape of healthcare, making it a critical player in the advancement of modern healthcare systems.
Visit Website →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.
Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?