IP vs. JHX: International Paper vs. James Hardie Industries Stock Comparison
How do International Paper (IP) and James Hardie Industries (JHX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
International Paper (IP) and James Hardie Industries (JHX) both fall under the Materials industry group, but IP is classified in Containers & Packaging while JHX is classified in Construction Materials.
| Profile Item | IP | JHX |
|---|---|---|
| Name | International Paper Co. | James Hardie Industries plc |
| Country/Region | United States | Ireland |
| GICS Sector | Materials | Materials |
| GICS Industry Group | Materials | Materials |
| GICS Industry | Containers & Packaging | Construction Materials |
| GICS Sub-Industry | Paper & Plastic Packaging Products & Materials | Construction Materials |
| Market Capitalization | 18.29 billion USD | 16.20 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | October 22, 2001 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IP | JHX |
|---|---|---|
| Total Return (1Y) | -2.70% | 72.20% |
| Total Return (3Y, Annualized) | 6.64% | 0.38% |
| Total Return (5Y, Annualized) | -2.14% | -5.23% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IP | JHX |
|---|---|---|
| Volatility (1Y, Annualized) | 42.71% | 44.97% |
| Beta (5Y) | 0.96 | 1.74 |
| Max Drawdown (5Y) | -48.61% | -60.26% |
| Avg. Volume (3M) | 5.09M | 9.36M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IP | JHX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.16 | 1.51 |
| Sortino Ratio (1Y) | -0.24 | 2.59 |
Profitability
ROE (TTM)
International Paper (IP) reports a negative ROE of -22.30%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile James Hardie Industries (JHX) reports 5.46%, ranking against industry peers normally.
IP
Materials industry group
-22.30%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- Q1
- -3.41%
- IP
- -22.30%
- Min
- -32.81%
JHX
Materials industry group
5.46%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- JHX
- 5.46%
- Q1
- -3.41%
- Min
- -32.81%
Net Margin (TTM)
International Paper (IP) reports a negative net margin of -14.32%, usually indicating a net loss over the period. Meanwhile James Hardie Industries (JHX) reports 6.22%, ranking against industry peers normally.
IP
Materials industry group
-14.32%
- Max
- 38.66%
- Q3
- 15.98%
- Median
- 5.28%
- Q1
- 0.00%
- IP
- -14.32%
- Min
- -20.40%
JHX
Materials industry group
6.22%
- Max
- 38.66%
- Q3
- 15.98%
- JHX
- 6.22%
- Median
- 5.28%
- Q1
- 0.00%
- Min
- -20.40%
Operating Margin (TTM)
Both International Paper (IP) at 5.89% and James Hardie Industries (JHX) at 19.56% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
IP
Materials industry group
5.89%
- Max
- 66.70%
- Q3
- 28.92%
- Median
- 12.56%
- IP
- 5.89%
- Q1
- 3.28%
- Min
- -14.07%
JHX
Materials industry group
19.56%
- Max
- 66.70%
- Q3
- 28.92%
- JHX
- 19.56%
- Median
- 12.56%
- Q1
- 3.28%
- Min
- -14.07%
Profitability Metrics
| Metric | IP | JHX |
|---|---|---|
| ROE (TTM) | -22.30% | 5.46% |
| ROA (TTM) | 1.60% | 4.42% |
| Net Margin (TTM) | -14.32% | 6.22% |
| Operating Margin (TTM) | 5.89% | 19.56% |
| Gross Margin (TTM) | 29.78% | 38.25% |
Growth
Revenue Growth
International Paper (IP) at 49.25% sits in the top revenue growth quartile, while James Hardie Industries (JHX) at 24.71% is closer to the peer norm — faster top-line expansion for IP.
EPS Growth
Neither side shows strong earnings momentum: James Hardie Industries (JHX) at -80.61% sits in the bottom EPS growth quartile, and International Paper (IP) at -542.68% is weaker still, below its industry range.
Growth Metrics
| Metric | IP | JHX |
|---|---|---|
| Revenue Growth (YoY) | 49.25% | 24.71% |
| Revenue Growth (3Y CAGR) | 3.75% | 8.59% |
| EPS Growth (YoY) | -542.68% | -80.61% |
| EPS Growth (3Y CAGR) | -- | -45.13% |
Financial Strength
Current Ratio (MRQ)
James Hardie Industries (JHX) at 2.12 keeps current ratio within its industry’s typical mid-range, while International Paper (IP) at 0.99 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for IP.
IP
Materials industry group
0.99
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- Q1
- 1.45
- IP
- 0.99
- Min
- 0.16
JHX
Materials industry group
2.12
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- JHX
- 2.12
- Q1
- 1.45
- Min
- 0.16
Debt / Equity (MRQ)
Both International Paper (IP) at 0.79 and James Hardie Industries (JHX) at 0.63 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
IP
Materials industry group
0.79
- Max
- 1.98
- Q3
- 0.89
- IP
- 0.79
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
JHX
Materials industry group
0.63
- Max
- 1.98
- Q3
- 0.89
- JHX
- 0.63
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
Financial Strength Metrics
| Metric | IP | JHX |
|---|---|---|
| Current Ratio (MRQ) | 0.99 | 2.12 |
| Debt / Equity (MRQ) | 0.79 | 0.63 |
| Net Debt / EBITDA | 2.40 | 2.43 |
Dividends
Dividend Yield (TTM)
James Hardie Industries (JHX) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile International Paper (IP) reports a yield of 5.40%, ranking against industry peers normally.
IP
Materials industry group
5.40%
- IP
- 5.40%
- Max
- 4.52%
- Q3
- 1.85%
- Median
- 0.38%
- Q1
- 0.00%
- Min
- 0.00%
JHX
Materials industry group
0.00%
- Max
- 4.52%
- Q3
- 1.85%
- Median
- 0.38%
- JHX
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
International Paper (IP) reports payout ratio above 100% at 402.17%, meaning dividends exceeded current-period earnings; James Hardie Industries (JHX) pays no dividend (payout 0.00%).
IP
Materials industry group
402.17%
- IP
- 402.17%
- Max
- 83.62%
- Q3
- 41.37%
- Median
- 9.54%
- Q1
- 0.00%
- Min
- 0.00%
JHX
Materials industry group
0.00%
- Max
- 83.62%
- Q3
- 41.37%
- Median
- 9.54%
- JHX
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IP | JHX |
|---|---|---|
| Dividend Yield (TTM) | 5.40% | 0.00% |
| Dividend Payout Ratio (TTM) | 402.17% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: James Hardie Industries (JHX) trades at 48.02 times trailing earnings, ranked against its peers, while International Paper (IP) has no P/E ratio this period.
IP
Materials industry group
--
- Max
- 59.00
- Q3
- 32.93
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
- IP
- --
JHX
Materials industry group
48.02
- Max
- 59.00
- JHX
- 48.02
- Q3
- 32.93
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
P/S Ratio (TTM)
On P/S ratio, both International Paper (IP) at 0.76 and James Hardie Industries (JHX) at 2.86 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
IP
Materials industry group
0.76
- Max
- 9.62
- Q3
- 4.34
- Median
- 1.87
- IP
- 0.76
- Q1
- 0.73
- Min
- 0.00
JHX
Materials industry group
2.86
- Max
- 9.62
- Q3
- 4.34
- JHX
- 2.86
- Median
- 1.87
- Q1
- 0.73
- Min
- 0.00
P/B Ratio (MRQ)
On P/B ratio, both International Paper (IP) at 1.39 and James Hardie Industries (JHX) at 2.41 are valued close to their industries’ norm against book — neither stands out from peers.
IP
Materials industry group
1.39
- Max
- 6.59
- Q3
- 3.55
- Median
- 2.08
- IP
- 1.39
- Q1
- 1.26
- Min
- -0.17
JHX
Materials industry group
2.41
- Max
- 6.59
- Q3
- 3.55
- JHX
- 2.41
- Median
- 2.08
- Q1
- 1.26
- Min
- -0.17
Valuation Metrics
| Metric | IP | JHX |
|---|---|---|
| P/E Ratio (TTM) | -- | 48.02 |
| P/S Ratio (TTM) | 0.76 | 2.86 |
| P/B Ratio (MRQ) | 1.39 | 2.41 |
| Free Cash Flow Yield (TTM) | 12.53% | 0.98% |