Cemex SAB de CV ADR (CX)vsJames Hardie Industries PLC ADR (JHX)
CX
Cemex SAB de CV ADR
$11.33
+4.42%
BASIC MATERIALS · Cap: $15.74B
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Cemex SAB de CV ADR generates 266% more annual revenue ($16.13B vs $4.40B). CX leads profitability with a 5.9% profit margin vs 2.7%. CX appears more attractively valued with a PEG of 0.11. CX earns a higher WallStSmart Score of 61/100 (C+).
CX
Buy61
out of 100
Grade: C+
JHX
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-603.3%
Fair Value
$1.84
Current Price
$11.33
$9.49 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
Growing faster than its price suggests
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Trading at 14.5x book value
ROE of 3.1% — below average capital efficiency
5.9% margin — thin
Premium valuation, high expectations priced in
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 : CX
The strongest argument for CX centers on PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.11 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 : CX
The primary concerns for CX are Price/Book, Return on Equity, Profit Margin. A P/E of 40.2x leaves little room for execution misses.
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
CX profiles as a value stock while JHX is a hypergrowth play — different risk/reward profiles.
CX 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.
CX generates stronger free cash flow (708M), providing more financial flexibility.
Bottom Line
CX scores higher overall (61/100 vs 56/100) and 10.6% 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.
Cemex SAB de CV ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
CEMEX, SAB de CV, produces, markets, distributes and sells cement, ready-mix concrete, aggregates, clinker and other construction materials worldwide. The company is headquartered in San Pedro Garza Garca, Mexico.
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.
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