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

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JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: February
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

$29.16

08 Dec
2022

0.610

OPEN

$28.30

2.14%

HIGH

$29.27

1,870,425

LOW

$27.95

TARGET
$40.567 39.1% 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) 215.2 xxx
DPS (cps) 11.2 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 13.6 xxx
Dividend Yield 0.4% xxx
Div Pay Ratio(%) 5.2% 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: 4.16%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.02

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 © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx139.7
DPS All xxxxxxxxxxxxxxx87.6
Sales/Revenue xxxxxxxxxxxxxxx4,892.1 M
Book Value Per Share xxxxxxxxxxxxxxx398.6
Net Operating Cash Flow xxxxxxxxxxxxxxx1,022.2 M
Net Profit Margin xxxxxxxxxxxxxxx12.70 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx39.23 %
Return on Invested Capital xxxxxxxxxxxxxxx22.11 %
Return on Assets xxxxxxxxxxxxxxx11.28 %
Return on Equity xxxxxxxxxxxxxxx39.23 %
Return on Total Capital xxxxxxxxxxxxxxx38.96 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx18.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
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Sentiment Indicator

0.8

No. Of Recommendations

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

UBS

xx/xx/xxxx

1

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$xx.xx

xx.xx%

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xx/xx/xxxx

1

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$xx.xx

xx.xx%

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Credit Suisse

09/11/2022

3

Neutral

$29.10

-0.21%

Credit Suisse's target for James Hardie Industries slides by -$10.00 to $29.10 following 2Q results. Group profit was in line with consensus, but earnings (EBIT) were an -11% miss.

Management downgraded FY23 profit guidance by -10% and replaced the ordinary dividend with a buyback going forward, that only approximates a 2% dividend yield.

The broker believes volume was the main driver of the profit downgrade. FY23 sales guidance in North America was cut to 13% from 18%, with 2H volume down -5-8%, new construction down -30% and R&R "flattish".

The Neutral rating is unchanged, with Credit Suisse noting an attractive valuation offset by downside margin-reversion risk.

FORECAST
Credit Suisse forecasts a full year FY23 EPS of 217.89 cents.
Credit Suisse forecasts a full year FY24 EPS of 207.86 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

JHX STOCK CHART

FNArena News on JHX

1
Rudi’s View: Preparing For Bear Phase II

Nov 24 2022 - Rudi's View
2
Australian Broker Call *Extra* Edition – Nov 17, 2022

Nov 17 2022 - Daily Market Reports
3
Rudi’s View: Re-Opening Opportunities In Healthcare

Nov 17 2022 - Rudi's View
4
FNArena Corporate Results Monitor – 11-11-2022

Nov 11 2022 - Australia
5
CSR Excels Amid Housing & Inflation Uncertainty

Nov 08 2022 - Australia

Latest Building Products & Services News

1
Fletcher Building Too Cautious, Too Cheap

Nov 30 2022 - Australia
2
CSR Excels Amid Housing & Inflation Uncertainty

Nov 08 2022 - Australia
3
Over-Reliance?

Oct 26 2022 - Australia
4
Brickworks Builds On Property Benefits

Sep 27 2022 - Small Caps
5
Maas Group Very Confident About Growth Outlook

Aug 24 2022 - Small Caps
6
James Hardie: Price Rises Help Offset Higher Costs

Aug 18 2022 - Australia
7
Relief In Sight For James Hardie

Jul 05 2022 - Technicals
8
Diversification And Regional Strengths Power Maas

Jun 15 2022 - Australia
9
James Hardie Partly Shielded From Housing Downturn

May 19 2022 - Australia
10
Treasure Chest: Too Soon For Reliance Worldwide

Apr 06 2022 - Treasure Chest