JHX Share Price Performance
AU$29.09
-6.41 (-18.06%)
28.9% undervalued intrinsic discount
AU$40.91
Fair Value
Price AU$29.09
AnalystConsensusTarget AU$40.91
AnalystHighTarget AU$46.27
AnalystLowTarget AU$30.96
Fair ValueAU$40.91
Share Pricen/a
James Hardie Industries plc Stock Price
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JHX Community Narratives
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Fair Value AU$40.91 28.9% undervalued intrinsic discount
Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects
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Fair Value AU$46.27 37.1% undervalued intrinsic discount
Urbanization And Sustainability Will Reshape The Exterior Market
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Fair Value AU$30.96 6.0% undervalued intrinsic discount
Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins
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Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects
Key Takeaways Expansion into outdoor living and material conversion is driving rapid sales growth, enhanced by exclusive partnerships and new product development. Merger synergies, operational efficiency, and digitalization are improving margins, cost structure, and cash flow, positioning the company for sustained earnings growth.Read more
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AU$40.91
28.9% undervalued intrinsic discount
Fair Value
Revenue
13.51% p.a.
Profit Margin
14.68%
Future PE
27.96x
Price in 2029
AU$54.04
Urbanization And Sustainability Will Reshape The Exterior Market
Key Takeaways The company is well-positioned for rapid revenue growth and greater market share by leveraging recent acquisitions, integrated salesforce, and strategic partnerships. Product innovation, supply chain strength, and favorable housing trends drive pricing power, margin expansion, and sustained growth across global markets.Read more
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AU$46.27
37.1% undervalued intrinsic discount
Fair Value
Revenue
17.15% p.a.
Profit Margin
18.37%
Future PE
23.3x
Price in 2029
AU$60.77
Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins
Key Takeaways Regulatory changes, sustainability trends, and emerging green technologies threaten long-term demand for legacy fiber cement products, increasing costs and compressing margins. Shifts in construction methods and heavy reliance on cyclical housing markets restrict growth opportunities and expose the company to revenue volatility.Read more
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AU$30.96
6.0% undervalued intrinsic discount
Fair Value
Revenue
12.29% p.a.
Profit Margin
13.28%
Future PE
24.49x
Price in 2029
AU$40.5
Trending Discussion
Recently Updated Narratives
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JHX: Fine Tuned Earnings Assumptions Will Support Future P/E Re Rating
Fair Value: AU$40.91 28.9% undervalued intrinsic discount
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JHX: Margin Repricing And Lower P/E Assumptions Will Drive Future Multiple Rerating
Fair Value: AU$46.27 37.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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JHX: Elevated Margin Assumptions Will Likely Pressure Future Share Performance
Fair Value: AU$30.96 6.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
James Hardie Industries plc Key Details
About JHX
- Founded
- 1888
- Employees
- 6000
- CEO
- WebsiteView website
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. 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. Its fiber cement products are used for a range of external applications, including siding, cladding, trim, soffit, as well as internal applications such as walls, floors, and ceilings. The company also provides fiber gypsum and cement-bonded boards for interior applications, such as dry lining walls, walls in timber frame buildings, and flooring solutions. Its cement-bonded boards are used in exterior and industrial applications, as well as for fire protection. The company offers its products under the HardieTM brand, such as Hardie Plank, Hardie Panel, Hardie Trim, Hardie Backer, Hardie Artisan Siding, and HardieTM Architectural Collection brands, as well as the fermacell and AESTUVER brands. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
