CF Industries vs James Hardie
This page compares CF Industries Holdings, Inc. and James Hardie Industries plc to explain how their business models, financial performance, and market context differ. It presents a neutral, accessible overview of strategy, sector position, and key factors that shape their activities. The content aims to inform without offering investment guidance. Educational content, not financial advice.
This page compares CF Industries Holdings, Inc. and James Hardie Industries plc to explain how their business models, financial performance, and market context differ. It presents a neutral, accessibl...
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Explore BasketInvestment Analysis
Pros
- Reported strong first half 2025 financial performance with net earnings of $698 million and adjusted EBITDA of $1.41 billion.
- Started Donaldsonville carbon capture and sequestration project generating 45Q tax credits, supporting decarbonization and potential financial incentives.
- Demonstrated robust free cash flow of $1.73 billion trailing twelve months, enabling share repurchases and financial flexibility.
Considerations
- Q3 2025 sales volumes declined year over year, impacted by lower beginning inventories despite higher selling prices.
- Profit margins partially offset by rising natural gas costs, increasing operational expenses in ammonia and urea segments.
- Analyst consensus rating is hold with modest price target upside, suggesting limited near-term stock appreciation potential.
James Hardie
JHX
Pros
- Exhibits steady revenue growth around 7.25% and a solid return on equity of 14.68%, reflecting operational efficiency.
- Maintains a relatively strong net margin of 8.75%, indicating effective cost control within its industry.
- Current PE ratio of 29.01, slightly above historical averages, may reflect investor confidence in future earnings growth.
Considerations
- Higher PE ratio relative to many peers could imply a premium valuation, increasing risk if growth expectations are unmet.
- Market cap near $8.79 billion is smaller compared to larger diversified peers, potentially limiting scale advantages.
- Exposed to cyclical construction markets where demand fluctuations may impact sales and profitability.
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