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Upturn AI SWOT - About
JHX 
James Hardie Industries PLC ADR (JHX)
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Upturn Advisory Summary
03/27/2025: JHX (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 6.96% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.94B USD | Price to earnings Ratio 22.89 | 1Y Target Price 24.67 |
Price to earnings Ratio 22.89 | 1Y Target Price 24.67 | ||
Volume (30-day avg) 1079198 | Beta 1.2 | 52 Weeks Range 22.79 - 43.57 | Updated Date 04/2/2025 |
52 Weeks Range 22.79 - 43.57 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.15% | Operating Margin (TTM) 21.63% |
Management Effectiveness
Return on Assets (TTM) 11.36% | Return on Equity (TTM) 21.83% |
Valuation
Trailing PE 22.89 | Forward PE 15.85 | Enterprise Value 10634211003 | Price to Sales(TTM) 2.54 |
Enterprise Value 10634211003 | Price to Sales(TTM) 2.54 | ||
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA 11.3 | Shares Outstanding 429819008 | Shares Floating 428441865 |
Shares Outstanding 429819008 | Shares Floating 428441865 | ||
Percent Insiders - | Percent Institutions 1.98 |
Analyst Ratings
Rating 2.5 | Target Price 31.23 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
James Hardie Industries PLC ADR
Company Overview
History and Background
James Hardie was founded in 1888 in Melbourne, Australia. Originally a trading business, it transitioned to manufacturing fiber cement building materials in the 1950s. It has expanded globally, with a significant presence in the US market. The company is now headquartered in Dublin, Ireland.
Core Business Areas
- Fiber Cement Products: James Hardie's primary business involves the manufacture and sale of fiber cement siding, backerboard, interior linings, and related building products.
Leadership and Structure
The CEO of James Hardie is Aaron Erter. The company operates with a global management team and a board of directors overseeing strategic direction. The organizational structure is designed to support its global manufacturing and distribution network.
Top Products and Market Share
Key Offerings
- HardiePlank Lap Siding: Fiber cement siding designed to resemble wood, offering durability and resistance to pests and fire. James Hardie has a leading market share in fiber cement siding in North America, estimated to be around 45-50%. Competitors include CertainTeed, Louisiana-Pacific (LP), and GAF. This product represents a large percentage of the companyu2019s overall revenue.
- HardieBacker Cement Board: A water-resistant cement backerboard used in tile installations. James Hardie holds a significant market share in this category as well. Competitors include USG and National Gypsum.
Market Dynamics
Industry Overview
The building materials industry is influenced by factors such as housing starts, renovation activity, and economic growth. Trends include a growing demand for durable, low-maintenance, and aesthetically appealing building products.
Positioning
James Hardie is a market leader in fiber cement building materials, known for its high-quality products and strong brand recognition. It maintains a competitive advantage through its advanced manufacturing processes and extensive distribution network.
Total Addressable Market (TAM)
The total addressable market for siding and backerboard products is estimated to be in the tens of billions of dollars annually. James Hardie is well-positioned to capture a significant portion of this TAM through its market leadership and product innovation.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Leading market share in fiber cement
- Extensive distribution network
- High-quality products
- Strong innovation capabilities
Weaknesses
- Exposure to housing market cycles
- Dependence on North American market
- Potential liabilities related to asbestos legacy issues
- High capital expenditure requirements
Opportunities
- Expanding into new geographic markets
- Developing new product lines
- Increasing penetration in the repair and remodel market
- Capitalizing on green building trends
Threats
- Economic downturns
- Increased competition
- Fluctuations in raw material costs
- Changes in building codes and regulations
Competitors and Market Share
Key Competitors
- CertainTeed (Saint-Gobain)
- Louisiana-Pacific (LPX)
- GAF (Standard Industries)
Competitive Landscape
James Hardie benefits from brand strength and innovative products, but faces competition based on price and product diversification. LP offers oriented strand board (OSB) based siding while CertainTeed offers vinyl siding. Hardie's higher price point could hinder growth. LPX and CertainTeed's wider selection provides a larger offering to consumers.
Major Acquisitions
Fletcher Building's Fibre Cement Business
- Year: 2002
- Acquisition Price (USD millions): 174
- Strategic Rationale: Expanded James Hardie's presence and manufacturing capacity in the Asia-Pacific region, enhancing its ability to serve that market.
Growth Trajectory and Initiatives
Historical Growth: Data needs to be inserted here.
Future Projections: Data needs to be inserted here.
Recent Initiatives: Data needs to be inserted here.
Summary
James Hardie demonstrates strength in brand recognition and fiber cement market leadership. They face challenges from cyclical housing markets and asbestos legacy. Growth opportunities lie in market expansion and product innovation. Competitive pressures from alternative siding materials remains a key consideration.
Similar Companies
LPX
Louisiana-Pacific Corporation
LPX
Louisiana-Pacific Corporation
MAS
Masco Corporation
MAS
Masco Corporation
Sources and Disclaimers
Data Sources:
- Company Filings (e.g., 10-K reports)
- Industry Reports
- Analyst Estimates
- Press Releases
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About James Hardie Industries PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 2000-01-03 | CEO & Executive Director Mr. Aaron M. Erter | ||
Sector Basic Materials | Industry Building Materials | Full time employees 5679 | Website https://ir.jameshardie.com.au |
Full time employees 5679 | Website https://ir.jameshardie.com.au | ||
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded building products for interior and exterior building construction applications primarily in the United States, Australia, Europe, New Zealand, and the Philippines. It operates in three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. The company offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement products for a range of applications, including external cladding, internal walls, ceilings, floors, soffits, fences, and facades. It also provides fiber gypsum and cement-bonded boards for use in the timber frame construction, dry lining, DIY, and structural fire protection applications. The company's products are used in residential repair and remodel, and commercial and residential new construction markets. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
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