James Hardie Industries PLC ADR (JHX)vsLinde plc Ordinary Shares (LIN)
JHX
James Hardie Industries PLC ADR
$22.66
-3.12%
BASIC MATERIALS · Cap: $14.00B
LIN
Linde plc Ordinary Shares
$507.90
+1.58%
BASIC MATERIALS · Cap: $229.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Linde plc Ordinary Shares generates 617% more annual revenue ($34.65B vs $4.84B). LIN leads profitability with a 20.4% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.16. LIN earns a higher WallStSmart Score of 62/100 (C+).
JHX
Buy53
out of 100
Grade: C-
LIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
-70.2%
Fair Value
$298.47
Current Price
$507.90
$209.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.5% year-over-year
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 28.5%
Areas to Watch
ROE of 1.6% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JHX
The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.16 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 20.4% and operating margin at 28.5%.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 127.0x leaves little room for execution misses. Thin 2.1% 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 1.04 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
LIN generates stronger free cash flow (898M), providing more financial flexibility.
Bottom Line
LIN scores higher overall (62/100 vs 53/100), backed by strong 20.4% margins. 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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