James Hardie Industries PLC ADR (JHX)vsSmith-Midland Corp (SMID)
JHX
James Hardie Industries PLC ADR
$28.47
+0.99%
BASIC MATERIALS · Cap: $17.33B
SMID
Smith-Midland Corp
$24.49
+1.07%
BASIC MATERIALS · Cap: $138.08M
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 5945% more annual revenue ($5.41B vs $89.50M). SMID leads profitability with a 8.6% profit margin vs 2.7%. SMID appears more attractively valued with a PEG of 1.20. JHX earns a higher WallStSmart Score of 63/100 (C+).
JHX
Buy63
out of 100
Grade: C+
SMID
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
-60.0%
Fair Value
$21.10
Current Price
$24.49
$3.39 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
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
Smaller company, higher risk/reward
Revenue declined 10.8%
Earnings declined 66.9%
Negative free cash flow — burning cash
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 : SMID
The strongest argument for SMID centers on Debt/Equity, Altman Z-Score, Return on Equity. PEG of 1.20 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 135.7x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : SMID
The primary concerns for SMID are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while SMID is a value play — different risk/reward profiles.
SMID carries more volatility with a beta of 1.74 — expect wider price swings.
JHX is growing revenue faster at 63.9% — sustainability is the question.
JHX generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (63/100 vs 45/100) and 63.9% revenue growth. Both earn "Buy" and "Hold" 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.
Smith-Midland Corp
BASIC MATERIALS · BUILDING MATERIALS · USA
Smith-Midland Corporation invents, develops, manufactures, markets, leases, licenses, sells, and installs precast concrete products primarily for use in the construction, highway, utility, and agricultural industries. The company is headquartered in Midland, Virginia.
Compare with Other BUILDING MATERIALS Stocks
Want to dig deeper into these stocks?