Skip to contentHome page Seeking Alpha - Power to InvestorsMay 02, 2026, 12:35 PM ETJames Hardie Industries plc (JHX) StockSandpiper Investment Research1.53K FollowersCommentsJames Hardie is rated a 'buy' at current levels, trading well below its historical EV/EBITDA average after a 47% selloff.JHX's dominant North American fiber cement siding position, resilient R&R exposure, and successful cost synergy execution underpin a durable secular growth thesis.The AZEK acquisition was expensive but strategically expands JHX into outdoor living; cost synergies are ahead of schedule, supporting future free cash flow growth.With muted R&R market expectations and normalized inventories, JHX offers double-digit return potential even without multiple expansion, making it attractive for long-term investors.ferrantraite/E+ via Getty ImagesJames Hardie (JHX) is reporting its Q4’26 results on May 19. At around $21 per share, the stock has fallen nearly 31% from its 52-week high. Most of the reason for this was following the company’s acquisition of AZEKThis article was written bySandpiper Investment Research1.53K FollowersI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods of time.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.