JHX Share Price Performance
AU$0
-35.15 (-100.00%)
Price AU$0
Fair ValueAU$25.76
Share Pricen/a
Narrative Update • May 26
James Hardie Industries plc Stock Price
- 3 Narratives written by author
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- 81 Fair Values set on narratives written by author
JHX Community Narratives
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Fair Value
·Fair Value AU$25.76 20.2% overvalued intrinsic discount
Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins
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Fair Value
·Fair Value AU$40.91 24.3% undervalued intrinsic discount
Analysts Raise James Hardie Valuation on Growth Outlook and Acquisition Prospects
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Fair Value
·Fair Value AU$42.91 27.9% undervalued intrinsic discount
Urbanization And Sustainability Will Reshape The Exterior Market
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Urbanization And Sustainability Will Reshape The Exterior Market
James Hardie aims to turn its recent AZEK deal and tighter ties with big homebuilders into a bigger role across home exteriors, not just siding. The upside rests on new products and a more resilient supply network, but a housing slowdown, rising input costs, and reliance on a few key products and regions could derail the story.Read more
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AU$42.91
27.9% undervalued intrinsic discount
Fair Value
Revenue
12.42% p.a.
Profit Margin
14.66%
Future PE
23.37x
Price in 2029
AU$56.49
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$25.76
20.2% overvalued intrinsic discount
Fair Value
Revenue
12.9% p.a.
Profit Margin
14.06%
Future PE
19.49x
Price in 2029
AU$33.93
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
24.3% undervalued intrinsic discount
Fair Value
Revenue
13.51% p.a.
Profit Margin
14.68%
Future PE
27.96x
Price in 2029
AU$54.04
Trending Discussion
Recently Updated Narratives
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JHX: Conservative Outlook And Higher Margins Will Support Future Rerating Potential
Fair Value: AU$42.91 27.9% undervalued intrinsic discount
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JHX: Reduced Future P/E Premium Will Likely Pressure Share Performance
Fair Value: AU$25.76 20.2% overvalued intrinsic discount
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JHX: Fine Tuned Earnings Assumptions Will Support Future P/E Re Rating
Fair Value: AU$40.91 24.3% undervalued intrinsic discount
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Snowflake Analysis
James Hardie Industries plc Key Details
About JHX
- Founded
- 1888
- Employees
- 7500
- 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 through four segments: Siding & Trim, Deck, Rail & Accessories, Australia & New Zealand, and Europe. The Siding & Trim segment manufactures fiber cement and PVC siding and trim products, mouldings, interior linings, and accessories under brands such as Hardie, AZEK Exteriors, and Versatex are used in both residential new construction and repair and remodel applications. The Deck, Rail & Accessories segment produces decking, railing, cladding, pergolas, cabanas, and related accessories, including wood-alternative decking and railing solutions offered under the TimberTech, ULTRALOX, and INTEX brands, as well as functional and decorative outdoor accessories, including drink rails, structural mounting posts, lighting systems and gate kits; and adjustable louvered pergola systems through StruXure. The Australia & New Zealand segment manufactures and sells fiber cement products for residential and commercial applications, including exterior cladding, interior wall linings, flooring, eaves and soffits, and façade systems, primarily under the Hardie brand. The Europe segment produces fiber gypsum products and cement-bonded boards under the fermacell brand, and fiber cement products under the Hardie brand, serving residential and commercial repair, remodel, and new construction markets. The company offers its products through a network of specialty building products distributors, lumberyards, and home improvement retailers to builder’s merchants, remodelers, DIY stores, and professional contractors. James Hardie Industries plc was founded in 1888 and is headquartered in Dublin, Ireland.
