CF vs JHX
CF Industries vs James Hardie Industries plc — AI-powered side-by-side comparison
VS
JHX
James Hardie Industries plc
58
Watch
| Metric | CF | JHX |
|---|
| AI Score |
69
|
58
|
| Price |
$117.79
|
$31.10
|
| P/E Ratio |
8.71×
|
123.09×
|
| ROE |
30.1%
|
1.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
42.5%
|
35.9%
|
| Debt / Equity |
0.63×
|
0.69×
|
| Dividend Yield |
1.7%
|
0.0%
|
| RSI (14) |
54.7
|
83.9
|
| Beta |
0.398
|
1.03
|
| Expected Upside |
+7.3%
|
—
|
AI Committee View
Current Innellis committee reasoning for CF versus JHX.
CF leads by 11 points.
CF scores 69/100 (Buy) versus JHX at 58/100 (Watch).
CF Committee View
80% agreement
5 analysts
The primary driver is eps growing 76.3% yoy. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 8.5 is inexpensive for the broad market — Value
- ROE of 40.4% shows genuine earnings power backing the valuation — Value
- EPS growing 76.3% YoY — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
JHX Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 26.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- RSI at 84 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical