James Hardie Industries PLC (JHX) - Comprehensive analysis

We are removing James Hardie from our Best Ideas list. We continue to have a favorable view of wide-moat James Hardie and anticipate significant growth potential, driven by the aging housing stock and contract wins with major homebuilders in the US market. However, the discount we previously observed has mostly diminished due to recent share price increases. Azek shareholders have approved the acquisition by James Hardie, and we believe the rebound in share price indicates a more accurate earnings outlook for the combined entity, with shares nearing our fair value estimate of AUD 48 per share.

Start analyzing Recent popular companies with easy-to-understand research reports

Quantitative and qualitative valuation - Restaurant Brands International Inc.'s Valuation, Financial and Market sentiment

NYSE:QSR

October-15-2025 ｜ #Valuation, #Financial, #Market sentiment

Quantitative and qualitative valuation - Insulet Corporation's Valuation, Financial and Market sentiment

NASDAQ:PODD

October-14-2025 ｜ #Valuation, #Financial, #Market sentiment

Quantitative and qualitative valuation - DocuSign, Inc.'s Valuation, Financial and Market sentiment

NASDAQ:DOCU

October-13-2025 ｜ #Valuation, #Financial, #Market sentiment

Current competitive standing - Insulet Corporation's Competitive Advantage, Market Share, and Industry Position

NASDAQ:PODD

October-12-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Investor psychology - KeyCorp's Bulls Say / Bears Say

NYSE:KEY

October-11-2025 ｜ #Bulls, #Bears

Evolution of competition - Teva Pharmaceutical Industries Limited's Competitive Trends and Market Share Trends

NYSE:TEVA

October-10-2025 ｜ #Competitive Trends, #Market Share Trends

Investor psychology - Teva Pharmaceutical Industries Limited's Bulls Say / Bears Say

NYSE:TEVA

October-09-2025 ｜ #Bulls, #Bears

Quantitative and qualitative valuation - Athene Holding Ltd.'s Valuation, Financial and Market sentiment

NYSE:ATH

October-08-2025 ｜ #Valuation, #Financial, #Market sentiment

Long-term sustainability - Zebra Technologies Corporation's Economic Moat / Moat Trend

NASDAQ:ZBRA

October-07-2025 ｜ #Economic Moat, #Moat Trend

Evolution of competition - Tyson Foods, Inc.'s Competitive Trends and Market Share Trends

NYSE:TSN

October-06-2025 ｜ #Competitive Trends, #Market Share Trends

Long-term sustainability - Restaurant Brands International Inc.'s Economic Moat / Moat Trend

NYSE:QSR

October-05-2025 ｜ #Economic Moat, #Moat Trend

Current competitive standing - Zebra Technologies Corporation's Competitive Advantage, Market Share, and Industry Position

NASDAQ:ZBRA

October-04-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Forward-looking insights - SS&C Technologies Holdings, Inc.'s Guidance and Outlook

NASDAQ:SSNC

October-03-2025 ｜ #Guidance, #Outlook

Current competitive standing - International Flavors & Fragrances Inc.'s Competitive Advantage, Market Share, and Industry Position

NYSE:IFF

October-01-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Quantitative and qualitative valuation - Natera, Inc.'s Valuation, Financial and Market sentiment

NASDAQ:NTRA

September-30-2025 ｜ #Valuation, #Financial, #Market sentiment

Current competitive standing - Illumina, Inc.'s Competitive Advantage, Market Share, and Industry Position

NASDAQ:ILMN

September-28-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Current competitive standing - FLEETCOR Technologies, Inc.'s Competitive Advantage, Market Share, and Industry Position

NYSE:FLT

September-27-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Investor psychology - Citizens Financial Group, Inc.'s Bulls Say / Bears Say

NYSE:CFG

September-26-2025 ｜ #Bulls, #Bears

Long-term sustainability - EMCOR Group, Inc.'s Economic Moat / Moat Trend

NYSE:EME

September-24-2025 ｜ #Economic Moat, #Moat Trend

Quantitative and qualitative valuation - EMCOR Group, Inc.'s Valuation, Financial and Market sentiment

NYSE:EME

September-23-2025 ｜ #Valuation, #Financial, #Market sentiment

Current competitive standing - Expedia Group, Inc.'s Competitive Advantage, Market Share, and Industry Position

NASDAQ:EXPE

September-22-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Forward-looking insights - Expedia Group, Inc.'s Guidance and Outlook

NASDAQ:EXPE

September-21-2025 ｜ #Guidance, #Outlook

Current competitive standing - Laboratory Corporation of America Holdings's Competitive Advantage, Market Share, and Industry Position

NYSE:LH

September-20-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Long-term sustainability - Archer-Daniels-Midland Company's Economic Moat / Moat Trend

NYSE:ADM

September-19-2025 ｜ #Economic Moat, #Moat Trend

Quantitative and qualitative valuation - Zimmer Biomet Holdings, Inc.'s Valuation, Financial and Market sentiment

NYSE:ZBH

September-18-2025 ｜ #Valuation, #Financial, #Market sentiment

Evolution of competition - Check Point Software Technologies Ltd.'s Competitive Trends and Market Share Trends

NASDAQ:CHKP

September-17-2025 ｜ #Competitive Trends, #Market Share Trends

Current competitive standing - Lennox International Inc.'s Competitive Advantage, Market Share, and Industry Position

NYSE:LII

September-16-2025 ｜ #Competitive Advantage, #Market Share, #Industry Position

Forward-looking insights - Regions Financial Corporation's Guidance and Outlook

NYSE:RF

September-15-2025 ｜ #Guidance, #Outlook

Quantitative and qualitative valuation - Atmos Energy Corporation's Valuation, Financial and Market sentiment

NYSE:ATO

September-14-2025 ｜ #Valuation, #Financial, #Market sentiment

Forward-looking insights - Halliburton Company's Guidance and Outlook

NYSE:HAL

September-13-2025 ｜ #Guidance, #Outlook