James Hardie Industries PLC ADR (JHX)vsUnited States Lime & Minerals Inc (USLM)
JHX
James Hardie Industries PLC ADR
$22.66
-3.12%
BASIC MATERIALS · Cap: $14.00B
USLM
United States Lime & Minerals Inc
$104.61
-2.37%
BASIC MATERIALS · Cap: $3.11B
Smart Verdict
WallStSmart Research — data-driven comparison
James Hardie Industries PLC ADR generates 1209% more annual revenue ($4.84B vs $369.31M). USLM leads profitability with a 35.4% profit margin vs 2.1%. USLM trades at a lower P/E of 23.9x. JHX earns a higher WallStSmart Score of 53/100 (C-).
JHX
Buy53
out of 100
Grade: C-
USLM
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
+5.3%
Fair Value
$113.82
Current Price
$104.61
$9.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Weak financial health signals
Revenue declined 3.7%
Earnings declined 10.9%
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 : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.4% and operating margin at 40.7%.
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 : USLM
The primary concerns for USLM are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while USLM is a declining play — different risk/reward profiles.
JHX carries more volatility with a beta of 1.04 — 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
JHX scores higher overall (53/100 vs 46/100) and 44.5% 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.
United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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