Análisis Argos
JHX
JHXCara2 señales de riesgo
James Hardie Industries plc · Basic Materials
US$ 25.81
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
25/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (3.2%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Piotroski F-Score débil (3/9)
!Beneish M-Score sugiere manipulación (-1.56)
VALOR1/6FUTURO3/6PASADO1/6SALUD0/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO1/6SALUD0/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos25de 100Cara
Ingresos▲25%
US$ 4.8 B
Margen operativo▼45%
9.3%
Flujo de caja libre▼45%
US$ 0.2 B
Deuda neta
US$ 4.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 15.0B
P/E144x
EV/EBITDA28.6x
FCF yield1.4%
ROIC2.1%
Margen operativo9.3%
Crecim. ingresos+24.7%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 27 may
Bear of the Day: James Hardie (JHX)
The struggling housing industry will not recover this year.
seekingalpha.com · 20 may
James Hardie Q4: Hold On To Your Position, But I Wouldn't Add More For Now
James Hardie Industries plc reported mixed Q4 and full-year results, with revenue up 45% y/y but missing estimates and margins under pressure. U.S. Siding & Trim volumes declined organically, and overall group performance saw margin contraction, particularly due to AZEK acquisition expenses. JHX's balance sheet is more leveraged post-AZEK, but liquidity remains manageable with $269.2M cash and interest coverage above 5x on adjusted EBITDA.
seekingalpha.com · 19 may
James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript
James Hardie Industries plc (JHX) Q4 2026 Earnings Call Transcript
marketbeat.com · 19 may
James Hardie Industries Q4 Earnings Call Highlights
James Hardie Industries NYSE: JHX reported higher fiscal fourth-quarter revenue and adjusted EBITDA as the building products company benefited from the addition of AZEK, cost controls and early progress on integration initiatives, while management cautioned that construction markets remain challenging heading into fiscal 2027.
zacks.com · 19 may
James Hardie (JHX) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for James Hardie (JHX) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
businesswire.com · 19 may
James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook
CHICAGO--(BUSINESS WIRE)--James Hardie Reports Fourth Quarter FY26 and Full-Year FY26 Results; Provides FY27 Outlook.
feeds.benzinga.com · 19 may
James Hardie Likely To Report Higher Q4 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
James Hardie Industries (JHX) will release Q4 earnings on May 19 with an expected EPS of 29 cents and revenue of $1.40 billion. Stock closed at $19.27.
benzinga.com · 19 may
James Hardie Likely To Report Higher Q4 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
James Hardie Industries plc (NYSE:JHX) will release earnings for its fourth quarter after the closing bell on Tuesday, May 19.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.