RelianceJames Hardie

Reliance vs James Hardie

This page compares Reliance and James Hardie to illuminate differences in business models, financial performance, and market context. The content remains neutral and accessible, describing how each co...

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Domestic Auto Suppliers | Stellantis $10B Opportunity

Domestic Auto Suppliers | Stellantis $10B Opportunity

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Published: October 6, 2025

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The Domestic Advantage: Tariff-Resistant Industrials

The Domestic Advantage: Tariff-Resistant Industrials

Ford has lowered its annual profit forecast due to the financial impact of U.S. tariffs, creating a potential advantage for companies with resilient domestic supply chains. This theme identifies businesses that are well-positioned to outperform in a protectionist trade environment.

Published: July 31, 2025

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U.S. Protectionism: American Advantage

U.S. Protectionism: American Advantage

This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.

Published: July 14, 2025

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Investment Analysis

Reliance

Pros

  • Reliance Steel & Aluminum Co. operates a diversified metal solutions business with a strong moat and leadership position in the US and Canadian markets.
  • The company demonstrated solid financial performance and resilience in Q3 2025, outperforming industry shipment trends by 6.2%.
  • Analysts have a consensus 'Buy' rating with a 12-month price target indicating potential upside of around 17%, supported by record tons sold and market share gains.

Considerations

  • Revenue and earnings declined in 2024 by 6.56% and 34.49% respectively compared to the prior year, indicating recent profitability pressure.
  • The stock price has shown short-term volatility with recent forecasts suggesting potential downtrends into late 2025.
  • Lower trading volumes during price gains may indicate weakening momentum and potential risk for trend reversal.
James Hardie

Pros

  • James Hardie Industries plc maintains a relatively stable price-to-earnings ratio around 29, which is below its 4-quarter average and suggests improved valuation metrics recently.
  • The company is a major player in the building products sector with a strong global presence and significant market cap near $8.8 billion.
  • Recent PE ratios suggest improved earnings relative to peers in related industries, indicating potential operational efficiency or growth prospects.

Considerations

  • James Hardie’s PE ratio, while improved, remains significantly higher than many commodity and material sector peers, indicating possibly stretched valuation.
  • The company's share count is high at around 429 million shares outstanding, which might dilute earnings per share and impact investor returns.
  • There is limited recent data on near-term catalysts or earnings momentum suggesting potential uncertainty around short-term growth drivers.

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