WallStSmart

James Hardie Industries PLC ADR (JHX)vsMP Materials Corp (MP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

James Hardie Industries PLC ADR generates 1499% more annual revenue ($4.40B vs $275.46M). JHX leads profitability with a 2.7% profit margin vs -31.2%. JHX earns a higher WallStSmart Score of 56/100 (C).

JHX

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 5.0Value: 4.0Quality: 6.3
Piotroski: 4/9Altman Z: 2.26

MP

Avoid

28

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 4/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JHXSignificantly Overvalued (-32.8%)

Margin of Safety

-32.8%

Fair Value

$19.58

Current Price

$20.37

$0.79 premium

UndervaluedFair: $19.58Overvalued

Intrinsic value data unavailable for MP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JHX3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
30.1%10/10

Revenue surging 30.1% year-over-year

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

MP1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
70.0%10/10

Revenue surging 70.0% year-over-year

Areas to Watch

JHX4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

P/E RatioValuation
84.9x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-64.1%2/10

Earnings declined 64.1%

MP4 concerns · Avg: 2.0/10
Return on EquityProfitability
-5.0%2/10

ROE of -5.0% — below average capital efficiency

EPS GrowthGrowth
-55.6%2/10

Earnings declined 55.6%

Free Cash FlowQuality
$-109.26M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
1.132/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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 0.90 suggests the stock is reasonably priced for its growth.

Bull Case : MP

The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.

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 : MP

The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

MP carries more volatility with a beta of 1.68 — expect wider price swings.

MP is growing revenue faster at 70.0% — sustainability is the question.

JHX generates stronger free cash flow (93M), providing more financial flexibility.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JHX scores higher overall (56/100 vs 28/100) and 30.1% revenue growth. Both earn "Buy" and "Avoid" 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.

MP Materials Corp

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

MP Materials Corp. The company is headquartered in Las Vegas, Nevada.

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