James Hardie Industries PLC ADR (JHX)vsTecnoglass Inc (TGLS)
JHX
James Hardie Industries PLC ADR
$19.45
+0.46%
BASIC MATERIALS · Cap: $11.23B
TGLS
Tecnoglass Inc
$41.87
+2.42%
BASIC MATERIALS · Cap: $1.95B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 348% more annual revenue ($4.40B vs $983.61M). TGLS leads profitability with a 16.2% profit margin vs 2.7%. TGLS appears more attractively valued with a PEG of 0.42. TGLS earns a higher WallStSmart Score of 64/100 (C+).
JHX
Buy56
out of 100
Grade: C
TGLS
Buy64
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
-125.8%
Fair Value
$23.26
Current Price
$41.87
$18.61 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
Growing faster than its price suggests
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.0%
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%
2.4% revenue growth
Smaller company, higher risk/reward
Earnings declined 43.1%
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 : TGLS
The strongest argument for TGLS centers on PEG Ratio, Return on Equity, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 20.0%. PEG of 0.42 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 : TGLS
The primary concerns for TGLS are Revenue Growth, Market Cap, EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while TGLS is a value play — different risk/reward profiles.
TGLS carries more volatility with a beta of 1.57 — 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
TGLS scores higher overall (64/100 vs 56/100), backed by strong 16.2% margins. 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.
Tecnoglass Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Tecnoglass Inc. (TGLS) is a leading manufacturer of architectural glass and windows, catering to both the commercial and residential construction markets in the U.S. and Latin America. The company focuses on producing energy-efficient and sustainable products, leveraging advanced technology and automation to ensure superior quality and performance. With a comprehensive portfolio of innovative glass and aluminum solutions, Tecnoglass is well-positioned to capitalize on the growing demand for green building initiatives and urban development. Its strong financial track record and commitment to continuous innovation underscore its attractiveness as an investment opportunity for institutional investors in the construction and materials sector.
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