JAMES HARDIE INDUSTRIES PLC (JHX)
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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

$53.59

22 Jul
2024

-0.140

OPEN

$53.22

-0.26%

HIGH

$53.94

701,053

LOW

$53.09

TARGET
$56.892 6.2% 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) 242.2 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 22.2 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: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

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 © 2024 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

0.7

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xx-xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

26/06/2024

1

Buy

$60.00

11.96%

Following a series of investor days hosted by James Hardie Industries in the US, UBS believes management's strategy remains on point and the competitive advantage is still clear.

The company outlined a shift to a broader full wrap strategy from purely high value, which the analyst considers sensible.

As end markets are close to a cyclical bottom, according to the broker, and the current valuation multiple is well below normal, UBS retains its positive view.

Buy rating and $60 target maintained.

FORECAST
UBS forecasts a full year FY25 dividend of 0.00 cents and EPS of 240.96 cents.
UBS forecasts a full year FY26 dividend of 147.93 cents and EPS of 292.82 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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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

Jarden

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Goldman Sachs

20/02/2024

1

Buy

$61.65

15.04%

Despite a strong third quarter result from James Hardie Industries, says Goldman Sachs, fourth quarter guidance has left the broker disappointed. 

The company reported North American volumes of 767m square feet, compared to its prior guidance of 745m square feet. The company explained the result reflected a pull forward in the quarter given the implementation of price increases on January 1. 

The result is fourth quarter production guidance of 765m square feet, a -4% miss to the broker's expectations.

The Buy rating is retained and the target price decreases to $61.65 from $62.20.

FORECAST
Goldman Sachs forecasts a full year FY25 dividend of 0.00 cents and EPS of 269.94 cents.
Access Stockbroker Research History >

JHX STOCK CHART

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