James Hardie Industries PLC

James Hardie Industries PLC(JHX)の株式分析

$26.150

-0.384 (-1.47%)終値時点

Loading chart…
高値
26.660
始値
26.460
出来高加重平均価格
26.25
出来高
5.59M
時価総額
13.84B
安値
25.930
売買代金
146.81M
EV/EBITDA(TTM)
12.75

James Hardie Industries plc is a provider of exterior home and outdoor living solutions, with a portfolio that includes fiber cement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railing products. Its portfolio is marketed and sold throughout North America, Europe, Australia and New Zealand. The Siding & Trim segment manufactures fiber cement and PVC exterior siding and trim products, as well as molding, interior linings, and accessories in the United States. The Deck, Rail & Accessories segment manufactures decking, railing, cladding, pergolas, cabanas and related accessories in the United States. The Australia & New Zealand segment includes fiber cement products manufactured in Australia. The Europe segment includes fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States. Its brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure.

AI分析 of James Hardie Industries PLC (JHX)

買い

James Hardie Industries PLC is a good buy right now due to its recent earnings performance and positive analyst outlook. The company reported a Q1 non-GAAP EPS of $0.36, exceeding expectations by $0.03, and a revenue increase of 64.5% year-over-year to $1.48 billion. Additionally, analysts have set a price target of $36 from Melius Research, suggesting a potential upside of 39.5% from the current price. However, the main risk is its high P/E ratio of 103.20, indicating that the stock may be overvalued if growth does not continue as expected.

バリュエーション指標

James Hardie Industries PLC(JHX)の現在の予想PERは21.79で、5年平均は20.43です。

予想PER

適正
5年平均 P/E
20.43
現在のP/E
21.79
割高
26.13
割安
14.73

予想EV/EBITDA

適正
5年平均 EV/EBITDA
12.74
現在のEV/EBITDA
12.75
割高
15.34
割安
10.14

予想PSR

適正
5年平均 P/S
3.03
現在のP/S
2.67
割高
3.71
割安
2.34

Alphio AI による JHX の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%JHX

$24.92

シナリオ価格

基

基本

基本 · 50%JHX

$22.93

シナリオ価格

弱

弱気

弱気 · 25%JHX

$19.26

シナリオ価格

JHX を保有するクジラ

D

D1 Capital Partners L.P.

+ を保有JHX

+2.26%

3か月リターン

A

Alyeska Investment Group, L.P.

+ を保有JHX

+2.00%

3か月リターン

N

Netwealth Investments Ltd.

+ を保有JHX

+1.03%

3か月リターン

M

Maplelane Capital, LLC

+ を保有JHX

-1.05%

3か月リターン

K

KKR & Co. Inc.

+ を保有JHX

-1.42%

3か月リターン

A

Australian Foundation Investment Company Limited

+ を保有JHX

-2.35%

3か月リターン

イベントタイムライン

2026-09-15 (ET)

16:30:00

Stocks Decline as U.S. 10-Year Treasury Yield Hits 5%

12:00:00

Stocks Decline as Bond Yields Rise

09:00:00

CFO Ryan Lada Reaffirms FY 2027 Sales Guidance and Raises Free Cash Flow Outlook

2026-08-20 (ET)

17:00:00

James Hardie Sells European Operations for €840 Million

ニュース

JHX のよくある質問 — Alphio AI が回答

James Hardie Industries plc is a provider of exterior home and outdoor living solutions, with a portfolio that includes fiber cement siding and trim, fiber gypsum interior walls and floors, and composite and PVC decking and railing products. Its portfolio is marketed and sold throughout North America, Europe, Australia and New Zealand. The Siding & Trim segment manufactures fiber cement and PVC exterior siding and trim products, as well as molding, interior linings, and accessories in the United States. The Deck, Rail & Accessories segment manufactures decking, railing, cladding, pergolas, cabanas and related accessories in the United States. The Australia & New Zealand segment includes fiber cement products manufactured in Australia. The Europe segment includes fiber gypsum products and cement bonded boards manufactured in Europe, and fiber cement products manufactured in the United States. Its brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure. It operates in the Basic Materials sector (CONCRETE PRODUCTS, EXCEPT BLOCK AND BRICK industry).

James Hardie Industries PLC is a good buy right now due to its recent earnings performance and positive analyst outlook. The company reported a Q1 non-GAAP EPS of $0.36, exceeding expectations by $0.03, and a revenue increase of 64.5% year-over-year to $1.48 billion. Additionally, analysts have set a price target of $36 from Melius Research, suggesting a potential upside of 39.5% from the current price. However, the main risk is its high P/E ratio of 103.20, indicating that the stock may be overvalued if growth does not continue as expected.

コミュニティ

もっと見る ↗

投稿はまだありません

登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める