JAMES HARDIE INDUSTRIES PLC (JHX)
Share Price Analysis and Chart

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JHX

JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Debt/EBITDA: 1.08
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

James Hardie Industries is a global building materials company and the largest global manufacturer of fibre cement products. Founded in 1888 it first listed on the Sydney Stock Exchange in 1951. It is now dual-listed on the Australian and New York Stock Exchanges. Management operates from Chicago, Illinois, USA.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$38.75

27 Mar
2025

0.790

OPEN

$37.90

2.08%

HIGH

$39.06

8,415,045

LOW

$37.63

TARGET
$54.143 39.7% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . BRI . FBR . FBU . JLG . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 247.8 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 15.6 xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 26/05 - ex-div 32.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx177.0
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx5,987.0 M
Book Value Per Share xxxxxxxxxxxxxxx656.9
Net Operating Cash Flow xxxxxxxxxxxxxxx1,360.8 M
Net Profit Margin xxxxxxxxxxxxxxx12.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx29.53 %
Return on Invested Capital xxxxxxxxxxxxxxx17.77 %
Return on Assets xxxxxxxxxxxxxxx10.92 %
Return on Equity xxxxxxxxxxxxxxx29.53 %
Return on Total Capital xxxxxxxxxxxxxxx32.45 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx677.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx42 M
Long Term Debt xxxxxxxxxxxxxxx1,803 M
Total Debt xxxxxxxxxxxxxxx1,846 M
Goodwill - Gross xxxxxxxxxxxxxxx295 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx911 M
Price To Book Value xxxxxxxxxxxxxxx9.38

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx683.4 M
Capex % of Sales xxxxxxxxxxxxxxx11.41 %
Cost of Goods Sold xxxxxxxxxxxxxxx3,571 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx988 M
Research & Development xxxxxxxxxxxxxxx71 M
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxx-xxxxxx

$xx.xx

xx.xx%

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Morgans

25/03/2025

1

Add

$54.00

39.35%

Morgans views James Hardie Industries' proposed acquisition of AZEK as improving the overall quality of the business. However, it sees the deal as dilutive for James Hardie's shareholders because gearing increases in an uncertain environment.

Target price lowered to $54 from $60 which the broker believes more than compensates for the additional risk. Add retained.

The broker believes the deal will make sense if the company can extract US$350m of synergies via cost reduction by FY28 and commercial synergies until FY30, and US housing repair/remodel rebounds.

FORECAST
Morgans forecasts a full year FY25 dividend of 0.00 cents and EPS of 229.88 cents.
Morgans forecasts a full year FY26 dividend of 0.00 cents and EPS of 254.41 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Goldman Sachs

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Jarden

27/03/2025

2

Upgrade to Overweight from Neutral

$45.00

16.13%

Jarden's initial view about James Hardie Industries' Azek acquisition announcement is the deal is strategically and operationally sensible. Also, the broker notes the announcement removes the M&A overhang since August last year.

The broker also finds reassurance from the company reaffirming it will complete the US$500m buyback once the deal is completed.

The analyst acknowledges the deal multiple is a concern and awaits further details, but for now suggests value has emerged from share price fall.

Target price cut to $45 from $53.50. Rating upgraded to Overweight from Neutral.

FORECAST
Jarden forecasts a full year FY25 dividend of 0.00 cents and EPS of 228.97 cents.
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 188.97 cents.
Access Extra Coverage Research History >

JHX STOCK CHART

FNArena News on JHX

1
Next Week At A Glance – 31 Mar – 4 April, 2025

Mar 28 2025 - Weekly Reports
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 28-03-25

Mar 28 2025 - Weekly Reports
3
Rudi’s View: Coal, Copper, Car Group & More

Mar 27 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – Mar 27, 2025

Mar 27 2025 - Daily Market Reports
5
Rudi’s View: Captive & Uncomfortable

Mar 26 2025 - Rudi's View

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2
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