James Hardie Industries PLC ADR (JHX)vsKnife River Corporation (KNF)
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
KNF
Knife River Corporation
$87.90
+2.48%
BASIC MATERIALS · Cap: $4.86B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 40% more annual revenue ($4.40B vs $3.15B). KNF leads profitability with a 5.0% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.84. KNF earns a higher WallStSmart Score of 61/100 (C+).
JHX
Buy56
out of 100
Grade: C
KNF
Buy61
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
+37.6%
Fair Value
$129.17
Current Price
$87.90
$41.27 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
Earnings expanding 36.1% YoY
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%
Expensive relative to growth rate
Premium valuation, high expectations priced in
5.0% margin — thin
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 : KNF
The strongest argument for KNF centers on EPS Growth. Revenue growth of 14.9% 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 : KNF
The primary concerns for KNF are PEG Ratio, P/E Ratio, Profit Margin. Thin 5.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while KNF is a value play — different risk/reward profiles.
JHX carries more volatility with a beta of 0.88 — expect wider price swings.
JHX is growing revenue faster at 30.1% — sustainability is the question.
KNF generates stronger free cash flow (138M), providing more financial flexibility.
Bottom Line
KNF scores higher overall (61/100 vs 56/100) and 14.9% 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.
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.
Knife River Corporation
BASIC MATERIALS · BUILDING MATERIALS · USA
Knife River Corporation provides aggregates-based construction materials and contracting services in the United States. The company is headquartered in Bismarck, North Dakota.
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