James Hardie Industries vs UFP Industries
JHX and UFPI side by side, both in materials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How JHX and UFPI compare
James Hardie Industries grew revenue faster over the last twelve months (24.7% versus −4.7% for UFP Industries).
UFP Industries keeps more of each dollar of sales as profit, with a net margin of 4.0% compared with 2.2% at James Hardie Industries.
UFP Industries pays a dividend yielding 1.7%; James Hardie Industries does not pay one.
UFP Industries scores higher on the StockData Score (14 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 | UFPI |
|---|---|---|
| Size and price | ||
| Market cap | – | $4.5B |
| Share price | $27.24 | $81.92 |
| Change, 1 year | 27.5% | −9.0% |
| Change, 5 years | −33.5% | −6.2% |
| Beta (5Y) | 1.33 | 0.97 |
| Employees | 7,500 | 14K |
| StockData Score | ||
| Total score | 4 | 14 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 0 | 1 (better) |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | – | 18.8× |
| P/S | – | 0.7× |
| P/B | – | 1.5× |
| EV/EBITDA | – | 13.1× |
| P/FCF | – | 16.9× |
| FCF yield | – | 5.9% |
| Fair value | – | $85.32 |
| Margin of safety | – | 4.0% |
| Growth | ||
| Revenue growth (TTM) | 24.7% (better) | −4.7% |
| Revenue growth, 5Y average | 10.7% (better) | 4.2% |
| Net income growth (TTM) | −75.5% | −28.3% (better) |
| EPS growth (TTM) | −80.6% | −24.3% (better) |
| EPS growth, 5Y average | −20.3% | 4.6% (better) |
| Profitability | ||
| Gross margin | 35.8% (better) | 16.1% |
| Operating margin | 9.3% (better) | 5.1% |
| Net margin | 2.2% | 4.0% (better) |
| FCF margin | 4.3% | 4.3% (better) |
| Return on equity | 2.4% | 8.1% (better) |
| Return on invested capital | 3.4% | 9.1% (better) |
| Financial health | ||
| Debt / equity | 0.65 | 0.08 (better) |
| Net debt / EBITDA | 4.24 (better) | −1.30 |
| Interest coverage | 1.9× | 31.1× (better) |
| Current ratio | 1.59 | 3.98 (better) |
| Altman Z-score | – | 5.71 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.7% |
| Payout ratio | – | 32.4% |
| Years of dividend growth | – | 7 |
| Dividend growth, 5Y average | – | 22.9% |
| Buyback yield | – | 7.1% |
| Shareholder yield | – | 8.8% |
| Ownership | ||
| Held by institutions | – | 88.5% |
| Held by insiders | 0.25% | 2.2% |
| Insider net buying, 12 months | −$28.2M | −$1.1M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | – | 4.3% |
Go deeper
- JHX stock overview
- JHX income statement
- JHX valuation and score
- UFPI stock overview
- UFPI income statement
- UFPI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.