James Hardie Industries PLC ADR (JHX)vsPPG Industries Inc (PPG)
JHX
James Hardie Industries PLC ADR
$27.56
-3.06%
BASIC MATERIALS · Cap: $16.90B
PPG
PPG Industries Inc
$122.35
-2.10%
BASIC MATERIALS · Cap: $27.48B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 195% more annual revenue ($16.69B vs $5.66B). PPG leads profitability with a 9.4% profit margin vs 6.2%. JHX appears more attractively valued with a PEG of 1.24. JHX earns a higher WallStSmart Score of 65/100 (C+).
JHX
Buy65
out of 100
Grade: C+
PPG
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+0.2%
Fair Value
$131.34
Current Price
$122.35
$8.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 23.7% year-over-year
Earnings expanding 23.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
ROE of 2.2% — below average capital efficiency
6.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
1.1% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : JHX
The strongest argument for JHX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 23.7% 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.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.1x leaves little room for execution misses.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
JHX profiles as a growth stock while PPG is a value play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.11 — expect wider price swings.
JHX is growing revenue faster at 23.7% — sustainability is the question.
PPG generates stronger free cash flow (411M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (65/100 vs 56/100) and 23.7% 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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