Added to YB: 2025-07-02
Pitch date: 2025-05-14
JHX [bullish]
James Hardie Industries plc
+6.62%
current return
Author Info
No bio for this author
Company Info
James Hardie Industries plc engages in the manufacture and sale of fiber cement, fiber gypsum, and cement bonded boards in the United States, Australia, Europe, and New Zealand.
Market Cap
AUD 9.8B
Pitch Price
AUD 25.22
Price Target
38.00 (+41%)
Dividend
N/A
EV/EBITDA
11.44
P/E
21.96
EV/Sales
3.17
Sector
Construction Materials
Category
growth
James Hardie Industries plc - $JHX
JHX: Buying AZEK at 19x EBITDA upset Australian shareholders, pushing stock down 20%. Combined businesses trade at 11x vs historical 13-15x JHX, >20x AZEK. Both growing: fiber cement siding (+10% CAGR) & composite decking (+15% CAGR). 13x 2027 EPS w/ 20x PT = $38 (50% upside). Catalysts: NYSE listing & US analyst coverage.
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