$21.09

0.01 (0.05%)

17 Jun 2015
Buy
below
Hold
up to
Sell
above
Buy Hold Sell Meter
Locked Recommendation

Analysis

Overview

Current recommendation Preview
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
9,393
446

Current Price Data+

Current Price $21.090
Open $20.710
High $21.190
Low $20.710
Last Close $21.080
Volume 953280
Price Movement $0.01 ( 0.05% )
  • +Security prices are delayed by least 20 minutes and are indicative only.

Stock Price

Current Broker Consensus Recommendation

Sell
30 May 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 (%)
2018 F 393.8 89.2 10.3% 23.6 61.4 2.9% 0.0%
2017 F 359.3 80.9 25.3% 26.1 55.7 2.6% 0.0%
2016 A 287.3 64.5 10.1% 26.4 44.9 2.6% 0.0%

Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2016 A 2017 F 2018 F 2016 A 2017 F 2018 F 2016 A 2017 F 2018 F
Adelaide Brighton (ABC) $3,658M 0.1419 -0.0703 0.0550 17.7603 19.1042 18.1087 3.37% 4.53% 4.73%
Brickworks (BKW) $2,264M 0.1848 0.2136 -0.0331 18.7693 15.4659 15.9958 2.96% 3.15% 3.15%
Boral (BLD) $5,042M 0.8393 0.1649 0.1152 22.6832 19.4716 17.4607 2.65% 3.24% 3.62%
Fletcher Building (FBU) $5,656M 0.0479 -0.0348 0.1004 16.0086 16.5857 15.0718 4.00% 4.12% 4.24%
James Hardie (JHX) $9,393M -0.1759 0.1738 0.1179 29.4085 25.0535 22.4112 2.35% 2.77% 3.10%

Financial Summary

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.00 28.60 -31.90 1.96
Market 1.00 16.60 1.32 1.61
Sector 0.97 14.90 1.05 0.67

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
19 May 2017 Report (Annual)
18 May 2017 Report (Prelim)
17 February 2017 Report (Interim)
17 November 2016 Report (Interim)
05 August 2016 Div Pay Date
11 July 2016 Report (Annual)
09 June 2016 Books Close
08 June 2016 Div Ex Date
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