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
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

$38.50

18 May
2022

1.000

OPEN

$38.88

2.67%

HIGH

$39.79

2,626,557

LOW

$38.10

TARGET
$50.717 31.7% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BKW . BLD . CSR . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . JLG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY23
Forecast		 FY24
Forecast
EPS (cps) 234.9 xxx
DPS (cps) 119.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 15.5 xxx
Dividend Yield 3.3% xxx
Div Pay Ratio(%) 51.0% 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 :

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Estimated Dividend Growth
(Average Of Past Three Years)

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Amount Invested

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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: 18/11 - ex-div 40.5c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx82.7
DPS All xxxxxxxxxxxxxxx89.9
Sales/Revenue xxxxxxxxxxxxxxx4,060.7 M
Book Value Per Share xxxxxxxxxxxxxxx313.5
Net Operating Cash Flow xxxxxxxxxxxxxxx1,085.3 M
Net Profit Margin xxxxxxxxxxxxxxx9.03 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx23.79 %
Return on Invested Capital xxxxxxxxxxxxxxx11.17 %
Return on Assets xxxxxxxxxxxxxxx6.14 %
Return on Equity xxxxxxxxxxxxxxx23.79 %
Return on Total Capital xxxxxxxxxxxxxxx26.85 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx930.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
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Sentiment Indicator

0.8

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

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$xx.xx

xx.xx%

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Credit Suisse

18/05/2022

3

Neutral

$41.60

8.05%

James Hardie Industries closed out the year with net profit of US$621m, the bottom end of its guidance range, having reported fourth quarter earnings of US$225m, a sizeable miss on Credit Suisse's forecast US$242m with earnings margins in both the US and Australia Pacific lower than anticipated. 

Looking ahead, the company reiterated net profit guidance for FY23 of US$740-820m, despite estimating cost of goods inflation has increased US$40-60m since initial guidance. Credit Suisse also notes the first quarter is expected to show the lowest margins of the year.

The Neutral rating is retained and the target price decreases to $41.60 from $42.40.

FORECAST
Credit Suisse forecasts a full year FY23 dividend of 118.66 cents and EPS of 234.59 cents.
Credit Suisse forecasts a full year FY24 dividend of 121.39 cents and EPS of 241.41 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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JHX STOCK CHART

FNArena News on JHX

1
Australian Broker Call *Extra* Edition – May 19, 2022

10:29 AM - Daily Market Reports
2
James Hardie Partly Shielded From Housing Downturn

10:00 AM - Australia
3
Australian Broker Call *Extra* Edition – May 18, 2022

May 18 2022 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – May 17, 2022

May 17 2022 - Daily Market Reports
5
Next Week At A Glance – 16-20 May 2022

May 13 2022 - Weekly Reports

Latest Building Products & Services News

1
James Hardie Partly Shielded From Housing Downturn

10:00 AM - Australia
2
Treasure Chest: Too Soon For Reliance Worldwide

Apr 06 2022 - Treasure Chest
3
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Mar 23 2022 - Small Caps
4
Building Materials Sector To Withstand Higher Rates

Feb 09 2022 - Australia
5
Sturdy Housing Markets Underpin James Hardie

Nov 10 2021 - Australia
6
CSR Builds To Property Segment Momentum

Nov 09 2021 - Australia
7
Buying Trigger For Johns Lyng Group

Nov 02 2021 - Technicals
8
Has Reliance Worldwide’s Upswing Peaked?

Aug 27 2021 - Australia
9
Johns Lyng Grows In Catastrophe And Strata

Jul 08 2021 - Small Caps
10
Treasure Chest: Boral Sale Adds Complexity

Jun 22 2021 - Treasure Chest