James Hardie Industries PLC ADR (JHX)vsTaseko Mines Ltd (TGB)
JHX
James Hardie Industries PLC ADR
$26.06
-0.99%
BASIC MATERIALS · Cap: $14.99B
TGB
Taseko Mines Ltd
$7.87
-2.72%
BASIC MATERIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 449% more annual revenue ($5.41B vs $985.32M). JHX leads profitability with a 2.7% profit margin vs 1.6%. TGB appears more attractively valued with a PEG of 0.33. JHX earns a higher WallStSmart Score of 63/100 (C+).
JHX
Buy63
out of 100
Grade: C+
TGB
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+19.4%
Fair Value
$9.25
Current Price
$7.87
$1.38 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
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
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
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% demonstrates continued momentum. PEG of 0.33 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 103.3x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 398.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
TGB carries more volatility with a beta of 2.09 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
JHX generates stronger free cash flow (254M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHX scores higher overall (63/100 vs 52/100) and 63.9% revenue growth. TGB offers better value entry with a 19.4% margin of safety. 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.
Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
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