James Hardie Industries PLC ADR (JHX)vsSmith-Midland Corp (SMID)
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
SMID
Smith-Midland Corp
$29.65
-1.03%
BASIC MATERIALS · Cap: $158.93M
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 4855% more annual revenue ($4.40B vs $88.87M). SMID leads profitability with a 13.3% profit margin vs 2.7%. JHX appears more attractively valued with a PEG of 0.84. SMID earns a higher WallStSmart Score of 56/100 (C).
JHX
Buy56
out of 100
Grade: C
SMID
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1495.1%
Fair Value
$1.63
Current Price
$19.45
$17.82 premium
Margin of Safety
-122.8%
Fair Value
$15.16
Current Price
$29.65
$14.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Areas to Watch
ROE of 2.8% — below average capital efficiency
2.7% margin — thin
Premium valuation, high expectations priced in
Earnings declined 64.1%
Smaller company, higher risk/reward
Revenue declined 9.0%
Earnings declined 8.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : JHX
The strongest argument for JHX centers on Revenue Growth, PEG Ratio, Price/Book. Revenue growth of 30.1% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : SMID
The strongest argument for SMID centers on Return on Equity, P/E Ratio. 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, P/E Ratio. A P/E of 80.7x 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 declining play — different risk/reward profiles.
SMID carries more volatility with a beta of 1.84 — expect wider price swings.
JHX is growing revenue faster at 30.1% — sustainability is the question.
JHX generates stronger free cash flow (93M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (56/100 vs 56/100) and 30.1% 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.
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.
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