James Hardie Industries PLC ADR (JHX)vsSherwin-Williams Co (SHW)
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
SHW
Sherwin-Williams Co
$324.50
+0.37%
BASIC MATERIALS · Cap: $78.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 351% more annual revenue ($24.41B vs $5.41B). SHW leads profitability with a 11.0% 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+
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+2.3%
Fair Value
$330.90
Current Price
$324.50
$6.40 discount
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
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
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
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.3x book value
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 : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 135.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 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 1.09 — expect wider price swings.
JHX is growing revenue faster at 63.9% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
JHX scores higher overall (63/100 vs 60/100) 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.
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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