James Hardie Industries PLC ADR (JHX)vsPPG Industries Inc (PPG)
JHX
James Hardie Industries PLC ADR
$26.10
0.00%
BASIC MATERIALS · Cap: $15.47B
PPG
PPG Industries Inc
$107.52
+1.13%
BASIC MATERIALS · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 204% more annual revenue ($16.42B vs $5.41B). PPG leads profitability with a 9.6% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 1.24. JHX earns a higher WallStSmart Score of 63/100 (C+).
JHX
Buy63
out of 100
Grade: C+
PPG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
-1.5%
Fair Value
$129.11
Current Price
$107.52
$21.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 63.9% year-over-year
Reasonable price relative to book value
Earnings expanding 23.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 2.2% — below average capital efficiency
2.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : JHX
The strongest argument for JHX centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 63.9% demonstrates continued momentum. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio, Price/Book. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 121.1x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : PPG
The primary concerns for PPG are EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
JHX is growing revenue faster at 63.9% — sustainability is the question.
PPG generates stronger free cash flow (446M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (63/100 vs 59/100) and 63.9% 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.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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