James Hardie Industries PLC ADR (JHX)vsLinde plc Ordinary Shares (LIN)
JHX
James Hardie Industries PLC ADR
$20.37
-6.52%
BASIC MATERIALS · Cap: $11.82B
LIN
Linde plc Ordinary Shares
$501.14
-0.71%
BASIC MATERIALS · Cap: $232.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 672% more annual revenue ($33.99B vs $4.40B). LIN leads profitability with a 20.3% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.90. LIN earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy56
out of 100
Grade: C
LIN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.8%
Fair Value
$19.58
Current Price
$20.37
$0.79 premium
Margin of Safety
-44.6%
Fair Value
$346.56
Current Price
$501.14
$154.58 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
Mega-cap, among the largest globally
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Generating 1.6B in free cash flow
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
Weak financial health signals
Earnings declined 9.4%
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 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : LIN
The strongest argument for LIN centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 20.3% and operating margin at 28.2%.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 84.9x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : LIN
The primary concerns for LIN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while LIN is a mature play — different risk/reward profiles.
JHX 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.
LIN generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
JHX scores higher overall (56/100 vs 56/100) 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.
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.
Linde plc Ordinary Shares
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Linde plc is a multinational chemical company. It is the largest industrial gas company by market share and revenue. It serves customers in the healthcare, petroleum refining, manufacturing, food, beverage carbonation, fiber-optics, steel making, aerospace, chemicals, electronics and water treatment industries. The company's primary business is the manufacturing and distribution of atmospheric gases, including oxygen, nitrogen, argon, rare gases, and process gases, including carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene.
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