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

$46.96

02 Jul
2024

-0.960

OPEN

$47.47

-2.00%

HIGH

$47.66

944,077

LOW

$46.74

TARGET
$57.60 22.7% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ABC . ACF . BKW . BLD . BRI . CSR . 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 19.8 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

0.6

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

26/06/2024

1

Overweight

$58.00

23.51%

At the James Hardie Industries' investor day(s), management set the target of tripling EBITDA in North America by 2035, which Morgan Stanley notes represents an 11% compound annual growth rate (CAGR) over the next 10 years.

A doubling of underlying volumes is implied, according to the broker, by the aspirational target for the company's products to be on 25m homes by 2035.

The Overweight rating and $58 target are retained. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 0.00 cents and EPS of 251.60 cents.
Morgan Stanley forecasts a full year FY26 dividend of 0.00 cents and EPS of 288.20 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

JHX STOCK CHART

FNArena News on JHX

1
Australian Broker Call *Extra* Edition – Jul 03, 2024

Jul 03 2024 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Jul 01, 2024

Jul 01 2024 - Daily Market Reports
3
Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024 - Rudi's View
4
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
5
Rudi’s View: Healthcare, Megatrends & FoMo

Jun 06 2024 - Rudi's View

Latest Building Products & Services News

1
Bottom’s In For James Hardie

Jun 18 2024 - Technicals
2
Boral Beats, Outlook Cautious

Feb 12 2024 - Australia
3
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
4
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
5
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
6
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
7
Added Bite from Reliance Worldwide’s New Products

Mar 30 2023 - Australia
8
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
9
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps
10
Cost Blow-Out Rattles Fletcher Building

Dec 21 2022 - Australia