Stock Performance: James Hardie Industries has seen a significant decline in stock price, dropping 16.4% in the past week and 20.1% over the last month, attributed to rising input costs and softening demand in the building materials sector.
Valuation Insights: A Discounted Cash Flow (DCF) analysis indicates that James Hardie is undervalued by 54.4%, with an estimated intrinsic value per share of $58.06 compared to its current trading price.
PE Ratio Analysis: The company's Price-to-Earnings (PE) ratio stands at 30.1x, which is above the industry average but close to its Fair PE Ratio of 27.1x, suggesting that the stock is fairly valued based on its earnings outlook.
Investor Narratives: Investors are encouraged to create personal narratives around James Hardie Industries, considering various factors such as expansion and demand risks, which can influence their valuation and investment decisions.
Wall Street analysts forecast JHX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JHX is 24.50 USD with a low forecast of 21.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast JHX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JHX is 24.50 USD with a low forecast of 21.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 24.540
Low
21.00
Averages
24.50
High
30.00
Current: 24.540
Low
21.00
Averages
24.50
High
30.00
Barclays
Equal Weight
initiated
$21
2025-12-08
Reason
Barclays
Price Target
$21
AI Analysis
2025-12-08
initiated
Equal Weight
Reason
Barclays initiated coverage of James Hardie with an Equal Weight rating and $21 price target. The firm says the premium siding category is "uniquely attractive" with long-term material conversion driving outgrowth. It prefers P Building Solutions on a relative basis.
Vertical Research
Adam Baumgarten
Hold
to
Buy
upgrade
$21
2025-11-19
Reason
Vertical Research
Adam Baumgarten
Price Target
$21
2025-11-19
upgrade
Hold
to
Buy
Reason
Vertical Research analyst Adam Baumgarten upgraded James Hardie to Buy from Hold with a $21 price target.
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Baird
Outperform
downgrade
$28 -> $26
2025-11-19
Reason
Baird
Price Target
$28 -> $26
2025-11-19
downgrade
Outperform
Reason
Baird lowered the firm's price target on James Hardie to $26 from $28 and keeps an Outperform rating on the shares. The firm updated its model following Q2 results and noted its outlook is a step in the right direction.
Citi
Neutral -> Buy
upgrade
$33
2025-11-04
Reason
Citi
Price Target
$33
2025-11-04
upgrade
Neutral -> Buy
Reason
Citi upgraded James Hardie to Buy from Neutral with a price target of A$36.50, up from A$33. The firm sees an attractive risk/reward at current share levels as it believes the company is on pace to beat fiscal 2026 expectations. Citi views James Hardie's risks as manageable and is "cautiously optimistic" on the housing market.
About JHX
James Hardie Industries plc is an Ireland-based company, which is engaged in providing exterior home and outdoor living solutions, with a portfolio that includes fiber cement, fiber gypsum, and composite and PVC decking and railing products. The Company's segments include North America Fiber Cement, Asia Pacific Fiber Cement and Europe Building Products. The Company's North America Fiber Cement segment manufactures fiber cement interior linings, exterior siding products and related accessories in the United States and these products are sold in the United States and Canada. The Company's Asia Pacific Fiber Cement segment includes fiber cement products manufactured in Australia and sold in Australia and New Zealand. Its Europe Building Products segment includes fiber gypsum products manufactured in Europe, and fiber cement products manufactured in the United States that are sold in Europe. The Company’s brands include Hardie, TimberTech, AZEK Exteriors, Versatex, fermacell and StruXure.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
