James Hardie Industries PLC ADR (JHX)vsVulcan Materials Company (VMC)
JHX
James Hardie Industries PLC ADR
$30.23
+7.96%
BASIC MATERIALS · Cap: $15.26B
VMC
Vulcan Materials Company
$284.69
+1.09%
BASIC MATERIALS · Cap: $34.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Vulcan Materials Company generates 68% more annual revenue ($8.12B vs $4.84B). VMC leads profitability with a 13.8% profit margin vs 2.1%. JHX appears more attractively valued with a PEG of 1.19. JHX earns a higher WallStSmart Score of 53/100 (C-).
JHX
Buy53
out of 100
Grade: C-
VMC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JHX.
Margin of Safety
-86.1%
Fair Value
$171.87
Current Price
$284.69
$112.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.5% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 21.6%
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.5% revenue growth
2.7% earnings growth
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 1.19 suggests the stock is reasonably priced for its growth.
Bull Case : VMC
The strongest argument for VMC centers on Operating Margin.
Bear Case : JHX
The primary concerns for JHX are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 138.4x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Bear Case : VMC
The primary concerns for VMC are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
JHX profiles as a hypergrowth stock while VMC is a value play — different risk/reward profiles.
VMC carries more volatility with a beta of 1.05 — expect wider price swings.
JHX is growing revenue faster at 44.5% — sustainability is the question.
JHX generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
JHX scores higher overall (53/100 vs 51/100) and 44.5% 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.
Vulcan Materials Company
BASIC MATERIALS · BUILDING MATERIALS · USA
Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.
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