James Hardie Industries (JHIUF)

Basic Materials · Building Materials
$27.89 +0.00% on the day Market cap $15.9B 52-week range $17.58 to $31.00 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
23% a year for 10 years

At a market value of $15.9B, James Hardie Industries's free cash flow of $206M (fiscal 2026) would need to grow about 23% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from James Hardie Industries's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price22.8% a year
Free cash flow, last 9 years-3.4% a year
Revenue, same period10.8% a year
Price to free cash flow77.2x

Fundamental grade

D

Five factors scored 1 to 9 from JHIUF's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation4
Profitability4
Growth4
Financial health4
Cash efficiency4

Key numbers

P/E (trailing)146.8x
P/E (forward)21.9x
Price / free cash flow41.7x
EV / EBITDA21.7x
Price / sales3.29x
Price / book2.48x
Revenue growth+24.7%
Operating margin9.3%
Net margin2.1%
Return on equity1.6%
Dividend yield—
Debt / equity1.06x

Results from SEC filings

Fiscal years, from James Hardie Industries's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20222023202420252026
Revenue$3.6B$3.8B$3.9B$3.9B$4.8B
Net income$459M$512M$510M$424M$104M
Free cash flow$499M$16M$465M$381M$206M
EPS (diluted)$1.03$1.15$1.16$0.98$0.19
Operating margin18.9%19.6%19.5%16.9%9.3%

Where the revenue comes from

Revenue by segments, fiscal 2026.

Siding & Trim$3.0B61%
Deck, Rail & Accessories$795M16%
Europe$557M12%
Australia & New Zealand$521M11%

Superinvestors who own JHIUF

From each investor's latest 13F filing (what a 13F shows).

None of the superinvestors we track held JHIUF in their latest 13F.

Insider buying

Open-market purchases by James Hardie Industries's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of JHIUF in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does James Hardie Industries's stock price imply?

At a market value of $15.9B, James Hardie Industries would need its free cash flow to grow about 23% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew -3% a year.

Are James Hardie Industries insiders buying the stock?

No open-market insider purchases of JHIUF in the last 12 months, according to SEC Form 4 filings.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.