$18.85

0.32 (1.73%)

Buy
below
Hold
up to
Sell
above
Buy Hold Sell Meter
Locked Recommendation

Analysis

Overview

Current recommendation
12 month range
Maximum portfolio weighting
Business risk Medium
Share price risk Medium

General Information

James Hardie Industries Plc
JHX
http://www.jameshardie.com
Construction Materials
8,257
446

Current Price Data+

Current Price $18.850
Open $18.580
High $18.870
Low $18.500
Last Close $18.530
Volume 508459
Price Movement $0.32 ( 1.73% )
  • +Security prices are delayed by least 20 minutes and are indicative only.

Stock Price

Current Broker Consensus Recommendation

Sell
27 Apr 2016
2

Company Overview

Business Description

James Hardie Industries Plc (JHX) is involved in the residential and commercial building industries. JHX's flagship product is fiber cement, with applications in external siding, internal walls, ceilings, floors, soffits and fences. Its products and services include exterior products, Colorplus Technology, interior products and weather barrier. The principal markets are the US, Australia, New Zealand, the Philippines, Canada, and Europe - UK and France.

Financial Summary

Year to Mar NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2017 F 368.0 85.2 8.3% 21.7 50.0 2.7% 0.0%
2016 F 346.5 78.7 34.3% 23.5 47.1 2.5% 0.0%
2015 A 261.7 58.6 26.9% 22.7 35.5 2.7% 0.0%

Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2015 A 2016 F 2017 F 2015 A 2016 F 2017 F 2015 A 2016 F 2017 F
Adelaide Brighton (ABC) $3,348M 0.1419 -0.0703 0.0550 16.2776 17.5093 16.5970 3.68% 4.95% 5.15%
Brickworks (BKW) $2,277M 0.1848 0.2136 -0.0330 18.8803 15.5574 16.0887 2.94% 3.14% 3.14%
Boral (BLD) $4,707M 0.8393 0.1649 0.1152 21.1777 18.1792 16.3018 2.84% 3.48% 3.88%
Fletcher Building (FBU) $5,249M 0.0479 -0.0334 0.1009 14.8554 15.3691 13.9603 4.31% 4.45% 4.58%
James Hardie (JHX) $8,216M 2.5680 -0.1062 0.0986 21.1978 23.7170 21.5875 4.05% 2.76% 2.99%

Financial Summary

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.00 23.80 -31.10 0.00
Market 1.05 16.10 1.31 1.54
Sector 1.15 15.30 1.05 0.68

Directors

Name Position Start Date
Mr Louis Gries Executive Director, Chief Executive Officer 22 Oct 2004
Mr Michael N Hammes Non-Executive Chairman 7 Feb 2007
Professor Brian D.O Anderson Non-Executive Director 14 Dec 2006
Mr James R Osborne Non-Executive Director 13 Mar 2009
Mr David D Harrison Non-Executive Director 19 May 2008
Mr Russell Langtry Chenu Non-Executive Director 15 Aug 2014
Mr Rudy M J Van Der Meer Non-Executive Director 7 Feb 2007
Ms Alison Littley Non-Executive Director 27 Feb 2012
Ms Andrea Gisle Joosen Non-Executive Director 20 Mar 2015
Mr Donald Gordon McGauchie Non-Executive Director, Non-Executive Deputy Chairman 15 Aug 2003

Management

Name Position
Matthew Marsh Chief Financial Officer
Natasha Mercer Company Secretary
Mark Fisher Executive General Manager - International
Sean Gadd Executive General Manager - Northern Division
Ryan Sullivan Executive General Manager - Southern Division
Sean O'Sullivan Vice President - Investor & Media Relations

Substantial Shareholders

Holding Name
36,903,554 (8.28%) FMR LLC and FIL (formerly FMR Corp and FIL)
35,688,372 (8.01%) Baillie Gifford & Co
28,720,923 (6.44%) Lazard Asset Management Pacific Co
28,198,184 (6.33%) National Australia Bank Limited Group
25,245,664 (5.66%) Commonwealth Bank of Australia
22,495,341 (5.05%) BlackRock Group

Calendar of Events

Date Event
17 February 2017 Report (Interim)
17 November 2016 Report (Interim)
11 July 2016 Report (Annual)
20 May 2016 Report (Annual)
19 May 2016 Report (Prelim)
© 2011 Morningstar, Inc. All rights reserved. The data and content contained herein are not guaranteed to be accurate, complete or timely. Neither Morningstar, nor its affiliates nor their content providers will have any liability for use or distribution of any of this information. To the extent that any of the content above constitutes advice, it is general advice that has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making any financial investment decision. If applicable investors should obtain the relevant product disclosure statement and consider it before making any decision to invest. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). DISCLOSURE: Employees may have an interest in the securities discussed in this report. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.asp.