James Hardie Industries PLC ADR (JHX)vsTecnoglass Inc (TGLS)
JHX
James Hardie Industries PLC ADR
$22.66
-3.12%
BASIC MATERIALS · Cap: $14.00B
TGLS
Tecnoglass Inc
$42.35
-0.91%
BASIC MATERIALS · Cap: $1.94B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 379% more annual revenue ($4.84B vs $1.01B). TGLS leads profitability with a 14.8% profit margin vs 2.1%. TGLS appears more attractively valued with a PEG of 0.73. TGLS earns a higher WallStSmart Score of 64/100 (C+).
JHX
Buy53
out of 100
Grade: C-
TGLS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
-17.9%
Fair Value
$44.52
Current Price
$42.35
$2.17 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
ROE of 1.6% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 20.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : JHX
The strongest argument for JHX centers on Revenue Growth, Price/Book. Revenue growth of 44.5% demonstrates continued momentum. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : TGLS
The strongest argument for TGLS centers on Altman Z-Score, Return on Equity, Debt/Equity. Revenue growth of 12.0% demonstrates continued momentum. PEG of 0.73 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 127.0x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : TGLS
The primary concerns for TGLS are Market Cap, Piotroski F-Score, 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 1.43 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
JHX generates stronger free cash flow (53M), providing more financial flexibility.
Bottom Line
TGLS scores higher overall (64/100 vs 53/100) and 12.0% 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.
Tecnoglass Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
Tecnoglass Inc. (TGLS) is a leading manufacturer of architectural glass and window solutions, catering to both commercial and residential markets across the U.S. and Latin America. The company emphasizes sustainability and energy efficiency, utilizing advanced technologies to produce high-quality products that align with the growing demand for eco-friendly construction. With a diverse and innovative product portfolio, Tecnoglass is strategically positioned to capitalize on urban development trends. Its strong financial performance, coupled with a commitment to innovation, makes Tecnoglass an attractive investment opportunity for institutional investors seeking exposure in the construction and materials sector.
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