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Upturn AI SWOT - About
JHX 
James Hardie Industries PLC ADR (JHX)
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Upturn Advisory Summary
06/20/2025: JHX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $29.5
1 Year Target Price $29.5
| 1 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.29% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 11.86B USD | Price to earnings Ratio 28.15 | 1Y Target Price 29.5 |
Price to earnings Ratio 28.15 | 1Y Target Price 29.5 | ||
Volume (30-day avg) 2 | Beta 0.88 | 52 Weeks Range 19.72 - 43.57 | Updated Date 06/30/2025 |
52 Weeks Range 19.72 - 43.57 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.98 |
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 10.94% | Operating Margin (TTM) 21.47% |
Management Effectiveness
Return on Assets (TTM) 10.6% | Return on Equity (TTM) 21.09% |
Valuation
Trailing PE 28.15 | Forward PE 22.99 | Enterprise Value 12518390779 | Price to Sales(TTM) 3.06 |
Enterprise Value 12518390779 | Price to Sales(TTM) 3.06 | ||
Enterprise Value to Revenue 3.23 | Enterprise Value to EBITDA 13.87 | Shares Outstanding 429857984 | Shares Floating 428519625 |
Shares Outstanding 429857984 | Shares Floating 428519625 | ||
Percent Insiders - | Percent Institutions 8.33 |
Analyst Ratings
Rating 2 | Target Price 29.5 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
James Hardie Industries PLC ADR
Company Overview
History and Background
James Hardie Industries was founded in 1888 in Melbourne, Australia. Initially a tannery and hide business, it transitioned to manufacturing fiber cement building materials in the 1980s. The company shifted its domicile to Ireland in 2010 and is now a global leader in fiber cement siding and backerboard solutions.
Core Business Areas
- North America Fiber Cement: Manufacturing and selling a wide range of fiber cement products for siding, trim, and backerboard in the North American market.
- Asia Pacific Fiber Cement: Manufacturing and selling fiber cement products in Australia, New Zealand, and Asia.
- Europe Building Products: Distribution of cement bonded facade panels and fiber cement products in Europe.
Leadership and Structure
James Hardie is led by CEO Aaron Erter. The company operates with a regional structure, with separate management teams for North America, Asia Pacific, and Europe. The board of directors oversees the company's overall strategy and performance.
Top Products and Market Share
Key Offerings
- Hardie Plank Lap Siding: The flagship product, offering durable and aesthetically versatile siding solutions. James Hardie holds a significant market share in the fiber cement siding market in North America. Competitors include LP Building Solutions, Boral, and CertainTeed. Estimated North America market share of around 55-65% in fiber cement siding. The products bring in about 75% of the company revenue.
- Hardie Board Vertical Siding: Vertical siding panels providing a modern aesthetic. Competes with wood, vinyl, and other siding materials. Market share is smaller than Hardie Plank but growing.
- Hardie Trim Boards: Used for finishing and accenting siding, windows, and doors. Competes with wood and composite trim. The products bring in about 10% of the company revenue.
- Hardie Backer Cement Board: Used as an underlayment for tile and other flooring materials. Holds a leading market position in cement backerboard. Competitors include USG, National Gypsum.
Market Dynamics
Industry Overview
The building materials industry is influenced by factors such as housing starts, renovation activity, and material prices. The fiber cement market is growing due to its durability, low maintenance, and aesthetic appeal.
Positioning
James Hardie is a premium brand known for its quality and durability. Its competitive advantage lies in its brand recognition, extensive distribution network, and focus on innovation.
Total Addressable Market (TAM)
The global siding market is estimated to be worth hundreds of billions of dollars. James Hardie is positioned to capture a significant share of this market through its premium products and strong brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- High-quality products
- Leading market share in fiber cement siding
Weaknesses
- Exposure to housing market cycles
- Dependence on North American market
- Legal liabilities related to asbestos claims
- High debt levels
Opportunities
- Expansion into new geographic markets
- Development of innovative products
- Growth in the renovation market
- Increasing demand for sustainable building materials
Threats
- Fluctuations in raw material prices
- Competition from alternative siding materials
- Economic downturns
- Changes in building codes and regulations
Competitors and Market Share
Key Competitors
- LPX
- BFB
- NTR
Competitive Landscape
James Hardie has a strong brand and leading market share in fiber cement siding, but faces competition from LP Building Solutions in engineered wood siding, Boral in concrete and clay products and other players in vinyl and composite siding.
Major Acquisitions
Fletcher Building's Fibre Cement Business
- Year: 2017
- Acquisition Price (USD millions): 220
- Strategic Rationale: Expanded James Hardie's manufacturing capacity and market presence in Australia and New Zealand.
Growth Trajectory and Initiatives
Historical Growth: Historical growth cannot be computed without current data.
Future Projections: Future projections cannot be computed without current data.
Recent Initiatives: Recent strategic initiatives include expanding manufacturing capacity, investing in product development, and focusing on digital marketing.
Summary
James Hardie is a leading manufacturer of fiber cement siding with a strong brand and extensive distribution network. The company's strengths include its high-quality products and leading market share. However, it faces challenges related to housing market cycles, asbestos liabilities, and competition from alternative siding materials. The company needs to manage its debt and continue to innovate to maintain its competitive advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Industry analysis
- Financial news sources
- Market research reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
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 6000 | Website https://ir.jameshardie.com.au |
Full time employees 6000 | 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, and New Zealand. The company operates in three segments: North America Fiber Cement, Asia Pacific Fiber Cement, and Europe Building Products. It offers fiber cement interior linings, exterior siding products, and related accessories; and various fiber cement products for a range of external applications, including siding, cladding, trim, soffit; as well as internal applications such as walls, floors, ceilings. The company also provides fiber gypsum and cement-bonded boards for use in the timber frame construction, commercial dry lining projects, and fire protection projects which includes tunnels. Its 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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