RPM International vs James Hardie
This page compares RPM International and James Hardie, outlining their business models, financial performance, and market context in a neutral, accessible way. It presents comparative insights to help readers understand each company's approach and position within its industry. Educational content, not financial advice.
This page compares RPM International and James Hardie, outlining their business models, financial performance, and market context in a neutral, accessible way. It presents comparative insights to help...
Which Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketUS Companies Shielded from Fed Tariff Stance 2025
The Federal Reserve is holding interest rates steady, signaling that tariff-induced inflation is a primary concern, even over potential employment risks. This creates an investment opportunity in companies that are insulated from international trade disputes and can maintain pricing power during inflationary periods.
Published: August 21, 2025
Explore BasketNavigating Persistent Inflation
Recent data shows inflation remains stubbornly high, reducing the likelihood of Federal Reserve rate cuts. This environment favors companies with strong pricing power that can protect their profit margins by passing increased costs to consumers.
Published: July 31, 2025
Explore BasketWhich Baskets Do They Appear In?
Chemical Sector: Berkshire's $10B Acquisition Impact
Berkshire Hathaway's potential $10 billion acquisition of Occidental's OxyChem unit signals a major investment in the industrial chemical sector. This move could create ripple effects, presenting opportunities for other chemical manufacturers who stand to gain from shifts in the market.
Published: October 1, 2025
Explore BasketUS Companies Shielded from Fed Tariff Stance 2025
The Federal Reserve is holding interest rates steady, signaling that tariff-induced inflation is a primary concern, even over potential employment risks. This creates an investment opportunity in companies that are insulated from international trade disputes and can maintain pricing power during inflationary periods.
Published: August 21, 2025
Explore BasketNavigating Persistent Inflation
Recent data shows inflation remains stubbornly high, reducing the likelihood of Federal Reserve rate cuts. This environment favors companies with strong pricing power that can protect their profit margins by passing increased costs to consumers.
Published: July 31, 2025
Explore BasketInvestment Analysis
Pros
- RPM International reported record sales and earnings per share in fiscal 2025, with consolidated revenue increasing by 7.4% year-over-year to $2.11 billion in Q1 alone.
- The company maintains strong financial health with a solid liquidity ratio of 2.16 and a gross profit margin of 41.38%.
- RPM has a long history of dividend growth, recently increasing its dividend for the 52nd consecutive year, reflecting stable cash flows and shareholder returns.
Considerations
- Despite strong financial performance, RPM’s stock price declined by over 3% pre-market in Q1 2025, signaling market concerns about macroeconomic factors and trade tariffs.
- The company trades at a premium valuation with a P/E ratio around 22x, which may limit upside relative to near-term earnings growth potential.
- RPM faces potential risks from ongoing economic and global trade uncertainties that could pressure margins or disrupt supply chains.
James Hardie
JHX
Pros
- James Hardie Industries has a robust market position in building materials and trades with a P/E ratio (29.01) that is historically consistent, signaling investor confidence in its growth prospects.
- The company has a diversified geographical footprint and product range which supports expansion and resilience against regional construction cycles.
- James Hardie maintains a sizeable market capitalization (~$8.79 billion) and has consistent analyst coverage emphasizing steady operational and financial performance.
Considerations
- James Hardie’s P/E ratio of 29.01 is significantly higher than peers like RPM, possibly indicating a higher valuation risk if growth expectations are not met.
- The company is exposed to cyclical demand fluctuations in the construction sector, which can affect revenue visibility and profitability in downturns.
- With nearly 430 million shares outstanding, there may be dilution risks impacting shareholder value compared to smaller-cap competitors.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
RPM International vs CF Industries
RPM International vs CF Industries: a comparison
RPM International vs Ball
RPM International vs Ball: A stock comparison
RPM International vs SQM
RPM International vs SQM: A comparison