Market Closed -
Other stock markets
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5-day change | 1st Jan Change | |
49.5 AUD | -1.16% | +1.60% | +87.50% |
Nov. 08 | ADRs End Lower; Yoshitsu Declines 34% | DJ |
Nov. 08 | James Hardie Shares Soar Following Fiscal Q2 Results, New $250 Million Share Buyback Plan | MT |
Valuation
Fiscal Period : Marzo | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
---|---|---|---|---|---|---|---|---|
Capitalization 1 | 5 691 | 5 036 | 13 441 | 13 545 | 9 406 | 14 195 | - | - |
Enterprise Value (EV) 1 | 6 993 | 6 205 | 14 094 | 14 297 | 10 352 | 15 147 | 14 998 | 14 733 |
P/E ratio | 24,7x | 21,0x | 51,3x | 29,5x | 18,5x | 21,6x | 20,7x | 18,0x |
Yield | 3,11% | 0,88% | 2,31% | 2,30% | - | - | - | 0,19% |
Capitalization / Revenue | 2,27x | 1,93x | 4,62x | 3,75x | 2,49x | 3,65x | 3,42x | 3,09x |
EV / Revenue | 2,79x | 2,38x | 4,85x | 3,96x | 2,74x | 3,90x | 3,61x | 3,21x |
EV / EBITDA | 14,1x | 10,0x | 18,4x | 14,6x | 10,9x | 13,5x | 12,7x | 11,2x |
EV / FCF | -518x | 24,1x | 20,8x | 28,6x | 635x | 55,4x | 33,2x | 33,4x |
FCF Yield | -0,19% | 4,15% | 4,80% | 3,49% | 0,16% | 1,80% | 3,01% | 2,99% |
Price to Book | 5,84x | 4,88x | 12,7x | 10,2x | 5,84x | 7,13x | 5,65x | 4,40x |
Nbr of stocks (in thousands) | 442 270 | 443 145 | 444 289 | 445 349 | 442 056 | 436 044 | - | - |
Reference price 2 | 12,9 | 11,4 | 30,3 | 30,4 | 21,3 | 32,6 | 32,6 | 32,6 |
Announcement Date | 5/20/19 | 5/18/20 | 5/17/21 | 5/16/22 | 5/15/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
Fiscal Period : March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
---|---|---|---|---|---|---|---|---|
Net sales 1 | 2 507 | 2 607 | 2 909 | 3 615 | 3 777 | 3 888 | 4 152 | 4 594 |
EBITDA 1 | 495 | 618 | 764 | 977 | 952 | 1 123 | 1 178 | 1 320 |
EBIT 1 | 405 | 487 | 629 | 816 | 780 | 939 | 997 | 1 126 |
Operating Margin | 16,1% | 18,7% | 21,6% | 22,6% | 20,6% | 24,2% | 24,0% | 24,5% |
Earnings before Tax (EBT) 1 | 301 | 288 | 412 | 643 | 724 | 891 | 918 | 1 031 |
Net income 1 | 229 | 242 | 263 | 459 | 512 | 654 | 700 | 797 |
Net margin | 9,13% | 9,26% | 9,03% | 12,7% | 13,6% | 16,8% | 16,9% | 17,3% |
EPS 2 | 0,52 | 0,54 | 0,59 | 1,03 | 1,15 | 1,50 | 1,57 | 1,81 |
Free Cash Flow 1 | -13,5 | 257 | 676 | 499 | 16,3 | 273 | 451 | 441 |
FCF margin | -0,54% | 9,87% | 23,2% | 13,8% | 0,43% | 7,03% | 10,9% | 9,60% |
FCF Conversion (EBITDA) | - | 41,6% | 88,5% | 51,1% | 1,71% | 24,3% | 38,3% | 33,4% |
FCF Conversion (Net income) | - | 107% | 257% | 109% | 3,18% | 41,7% | 64,5% | 55,4% |
Dividend per Share 2 | 0,40 | 0,10 | 0,70 | 0,70 | - | - | - | 0,06 |
Announcement Date | 5/20/19 | 5/18/20 | 5/17/21 | 5/16/22 | 5/15/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
Fiscal Period : March | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Net sales 1 | 843 | 903 | 900 | 968 | 1 001 | 998 | 861 | 918 | 954 | 999 | 959 | 1 009 | 1 013 | 1 065 | 1 014 |
EBITDA 1 | 219 | 246 | 245 | 268 | 249 | 261 | 209 | 234 | 279 | 286 | 279 | 289 | 307 | 319 | 294 |
EBIT 1 | 181 | 206 | 204 | 225 | 208 | 219 | 165 | 188 | 234 | 240 | 232 | 241 | 253 | 266 | 244 |
Operating Margin | 21,4% | 22,8% | 22,7% | 23,3% | 20,8% | 21,9% | 19,2% | 20,4% | 24,5% | 24,0% | 24,2% | 23,9% | 25,0% | 25,0% | 24,0% |
Earnings before Tax (EBT) | 173 | 205 | 192 | - | 212 | 231 | 156 | 124 | 228 | 221 | - | - | - | - | - |
Net income 1 | 121 | 150 | 135 | 52,2 | 163 | 167 | 100 | 81,4 | 158 | 152 | 155 | 172 | 172 | 176 | 158 |
Net margin | 14,4% | 16,6% | 15,0% | 5,39% | 16,3% | 16,8% | 11,6% | 8,87% | 16,5% | 15,2% | 16,2% | 17,0% | 17,0% | 16,5% | 15,6% |
EPS 2 | 0,27 | 0,34 | 0,30 | 0,12 | 0,37 | 0,38 | 0,22 | 0,18 | 0,36 | 0,34 | 0,35 | 0,39 | 0,40 | 0,41 | 0,37 |
Dividend per Share 2 | - | 0,40 | - | 0,30 | - | 0,30 | - | - | - | - | - | - | - | - | - |
Announcement Date | 8/9/21 | 11/8/21 | 2/6/22 | 5/16/22 | 8/15/22 | 11/7/22 | 2/13/23 | 5/15/23 | 8/7/23 | 11/7/23 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
Fiscal Period : March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
---|---|---|---|---|---|---|---|---|
Net Debt 1 | 1 302 | 1 169 | 653 | 752 | 946 | 952 | 802 | 537 |
Net Cash position 1 | - | - | - | - | - | - | - | - |
Leverage (Debt/EBITDA) | 2,63x | 1,89x | 0,85x | 0,77x | 0,99x | 0,85x | 0,68x | 0,41x |
Free Cash Flow 1 | -13,5 | 257 | 676 | 499 | 16,3 | 273 | 451 | 441 |
ROE (net income / shareholders' equity) | 79,8% | 35,1% | 25,1% | 51,9% | 41,1% | 37,2% | 32,5% | 29,8% |
Shareholders' equity 1 | 287 | 688 | 1 048 | 885 | 1 245 | 1 759 | 2 152 | 2 675 |
ROA (Net income/ Total Assets) | 9,41% | 8,75% | 6,48% | 14,9% | 13,9% | 12,1% | 11,9% | 12,4% |
Assets 1 | 2 430 | 2 759 | 4 056 | 3 081 | 3 688 | 5 402 | 5 903 | 6 409 |
Book Value Per Share 2 | 2,20 | 2,33 | 2,39 | 2,99 | 3,65 | 4,57 | 5,76 | 7,40 |
Cash Flow per Share 2 | 0,65 | 1,02 | 1,77 | 1,70 | 0,37 | 1,69 | 1,79 | 1,85 |
Capex 1 | 301 | 194 | 111 | 258 | 591 | 542 | 434 | 490 |
Capex / Sales | 12,0% | 7,43% | 3,81% | 7,13% | 15,7% | 14,0% | 10,4% | 10,7% |
Announcement Date | 5/20/19 | 5/18/20 | 5/17/21 | 5/16/22 | 5/15/23 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating :
Investor Rating :
ESG Refinitiv :
D+
Sell
Buy

Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
32.56USD
Average target price
33.22USD
Spread / Average Target
+2.03%
EPS Revisions
1st Jan change | Capi. | |
---|---|---|
+87.50% | 14 400 M $ | |
+36.63% | 42 929 M $ | |
-36.92% | 15 202 M $ | |
+18.81% | 12 130 M $ | |
+2.82% | 8 490 M $ | |
-21.60% | 8 293 M $ | |
+22.61% | 6 689 M $ | |
+42.25% | 6 564 M $ | |
+50.11% | 5 333 M $ | |
+25.14% | 5 307 M $ |
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- Stock James Hardie Industries plc - Australian Stock Exchange
- Financials James Hardie Industries plc