James Hardie Industries vs Owens Corning
JHX and OC side by side, both in materials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How JHX and OC compare
James Hardie Industries grew revenue faster over the last twelve months (24.7% versus −7.2% for Owens Corning).
James Hardie Industries keeps more of each dollar of sales as profit, with a net margin of 2.2% compared with −6.8% at Owens Corning.
Owens Corning pays a dividend yielding 2.6%; James Hardie Industries does not pay one.
Owens Corning scores higher on the StockData Score (6 against 4 for James Hardie Industries), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | JHX | OC |
|---|---|---|
| Size and price | ||
| Market cap | – | $9.6B |
| Share price | $27.24 | $121.15 |
| Change, 1 year | 27.5% | −2.8% |
| Change, 5 years | −33.5% | 27.0% |
| Beta (5Y) | 1.33 | 1.25 |
| Employees | 7,500 | 25K |
| StockData Score | ||
| Total score | 4 | 6 (better) |
| Valuation score | 0 | 0 |
| Growth score | 2 (better) | 1 |
| Performance score | 0 | 0 |
| Health score | 2 | 2 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/S | – | 1.0× |
| P/B | – | 2.5× |
| EV/EBITDA | – | 17.9× |
| P/FCF | – | 10.7× |
| FCF yield | – | 9.4% |
| Fair value | – | $76.61 |
| Margin of safety | – | −58.1% |
| Growth | ||
| Revenue growth (TTM) | 24.7% (better) | −7.2% |
| Revenue growth, 5Y average | 10.7% (better) | 7.4% |
| Net income growth (TTM) | −75.5% (better) | −302% |
| EPS growth (TTM) | −80.6% (better) | −311% |
| EPS growth, 5Y average | −20.3% | – |
| Profitability | ||
| Gross margin | 35.8% (better) | 26.0% |
| Operating margin | 9.3% (better) | 0.51% |
| Net margin | 2.2% (better) | −6.8% |
| FCF margin | 4.3% | 9.1% (better) |
| Return on equity | 2.4% (better) | −15.0% |
| Return on invested capital | 3.4% (better) | 0.43% |
| Financial health | ||
| Debt / equity | 0.65 (better) | 1.14 |
| Net debt / EBITDA | 4.24 (better) | 5.28 |
| Interest coverage | 1.9× (better) | 0.1× |
| Current ratio | 1.59 (better) | 1.16 |
| Altman Z-score | – | 1.97 |
| Piotroski F-score | 4 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | – | 2.6% |
| Years of dividend growth | – | 12 |
| Dividend growth, 5Y average | – | 23.9% |
| Buyback yield | – | 7.1% |
| Shareholder yield | – | 9.7% |
| Ownership | ||
| Held by institutions | – | 106% |
| Held by insiders | 0.25% | 1.3% |
| Insider net buying, 12 months | −$28.2M | −$447K (better) |
| Superinvestors holding | – | 2 |
| Short interest, % of float | – | 3.1% |
Go deeper
- JHX stock overview
- JHX income statement
- JHX valuation and score
- OC stock overview
- OC income statement
- OC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.