Amrize Ltd (AMRZ) vs James Hardie Industries PLC. (JHX)

Amrize Ltd and James Hardie Industries PLC. are both Building Materials companies. Amrize Ltd is the larger, with a market value of $20.5B against $15.2B — 1.4× the size. Amrize Ltd trades at the lower P/E: 17.5× against 104×. James Hardie Industries PLC. grew revenue faster over the last twelve months: 42.9% against 1.67%. Amrize Ltd has the higher net margin (9.99% vs 2.69%) and the higher return on invested capital (6.54% vs 3.17%). Across the 20 metrics below, Amrize Ltd leads on 17 and James Hardie Industries PLC. on 3.

Valuation

Metric AMRZ JHX Building Materials median
P/E 17.45 104.40 17.22
P/S 1.73 2.80 1.54
P/B 1.64 2.32 2.26
Price to free cash flow 15.58 32.60 30.28
EV/EBITDA 9.22 16.76 9.38
EV/Sales 2.17 3.51 1.85
Earnings yield 5.73% 0.96% 4.53%
Free cash flow yield 6.42% 3.07% 3.08%

Profitability

Metric AMRZ JHX Building Materials median
Gross margin 25.23% 35.88% 27.27%
Operating margin 15.56% 9.73% 13.85%
Net margin 9.99% 2.69% 9.59%
Free cash flow margin 11.12% 8.59% 8.06%
Return on equity 9.62% 3.31% 9.62%
Return on assets 5.03% 1.44% 5.86%
Return on invested capital 6.54% 3.17% 6.03%

Growth

Metric AMRZ JHX Building Materials median
Revenue growth (TTM) 1.67% 42.93% 6.93%
EPS growth (last fiscal year) (7.02%) (80.61%) —
Revenue growth, 5-year CAGR — 10.70% 7.63%
Net income growth, 5-year CAGR — (16.92%) 7.04%

Health

Metric AMRZ JHX Building Materials median
Debt to equity 0.47 0.67 0.51
Current ratio 1.10 1.59 1.58
Net debt to EBITDA 1.19 4.35 1.48

Dividend

Metric AMRZ JHX Building Materials median
Dividend yield — 3.46% 0.74%
Payout ratio — 0.00 0.08

Size

Metric AMRZ JHX Building Materials median
Market cap 20.52b 15.15b 2.76b

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