James Hardie Industries PLC ADR (JHX)vsSherwin-Williams Co (SHW)
JHX
James Hardie Industries PLC ADR
$22.66
-3.12%
BASIC MATERIALS · Cap: $14.00B
SHW
Sherwin-Williams Co
$300.09
+0.91%
BASIC MATERIALS · Cap: $73.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 395% more annual revenue ($23.94B vs $4.84B). SHW leads profitability with a 10.9% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.16. SHW earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy53
out of 100
Grade: C-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+4.8%
Fair Value
$320.70
Current Price
$300.09
$20.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Every $100 of equity generates 59 in profit
Large-cap with strong market position
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
Moderate valuation
Trading at 16.6x book value
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 : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
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 : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.11 is elevated, increasing financial risk.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while SHW is a value play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
JHX generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 53/100). 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.
Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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