JHX vs. SHW: James Hardie Industries vs. Sherwin-Williams Stock Comparison
How do James Hardie Industries (JHX) and Sherwin-Williams (SHW) 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
James Hardie Industries (JHX) and Sherwin-Williams (SHW) both fall under the Materials industry group, but JHX is classified in Construction Materials while SHW is classified in Chemicals.
| Profile Item | JHX | SHW |
|---|---|---|
| Name | James Hardie Industries plc | The Sherwin-Williams Company |
| Country/Region | Ireland | United States |
| GICS Sector | Materials | Materials |
| GICS Industry Group | Materials | Materials |
| GICS Industry | Construction Materials | Chemicals |
| GICS Sub-Industry | Construction Materials | Specialty Chemicals |
| Market Capitalization | 16.20 billion USD | 83.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 22, 2001 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | JHX | SHW |
|---|---|---|
| Total Return (1Y) | 72.20% | 5.74% |
| Total Return (3Y, Annualized) | 0.38% | 13.18% |
| Total Return (5Y, Annualized) | -5.23% | 2.84% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | JHX | SHW |
|---|---|---|
| Volatility (1Y, Annualized) | 44.97% | 29.59% |
| Beta (5Y) | 1.74 | 1.02 |
| Max Drawdown (5Y) | -60.26% | -42.46% |
| Avg. Volume (3M) | 9.36M | 1.72M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | JHX | SHW |
|---|---|---|
| Sharpe Ratio (1Y) | 1.51 | 0.05 |
| Sortino Ratio (1Y) | 2.59 | 0.08 |
Profitability
ROE (TTM)
Sherwin-Williams (SHW) at 63.70% clears its industry range for ROE, a sharper capital-efficiency signal than James Hardie Industries (JHX) at 5.46%, which is closer to a typical peer reading.
JHX
Materials industry group
5.46%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- JHX
- 5.46%
- Q1
- -3.41%
- Min
- -32.81%
SHW
Materials industry group
63.70%
- SHW
- 63.70%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- Q1
- -3.41%
- Min
- -32.81%
Net Margin (TTM)
Both James Hardie Industries (JHX) at 6.22% and Sherwin-Williams (SHW) at 10.74% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
JHX
Materials industry group
6.22%
- Max
- 38.66%
- Q3
- 15.98%
- JHX
- 6.22%
- Median
- 5.28%
- Q1
- 0.00%
- Min
- -20.40%
SHW
Materials industry group
10.74%
- Max
- 38.66%
- Q3
- 15.98%
- SHW
- 10.74%
- Median
- 5.28%
- Q1
- 0.00%
- Min
- -20.40%
Operating Margin (TTM)
Both James Hardie Industries (JHX) at 19.56% and Sherwin-Williams (SHW) at 17.56% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
JHX
Materials industry group
19.56%
- Max
- 66.70%
- Q3
- 28.92%
- JHX
- 19.56%
- Median
- 12.56%
- Q1
- 3.28%
- Min
- -14.07%
SHW
Materials industry group
17.56%
- Max
- 66.70%
- Q3
- 28.92%
- SHW
- 17.56%
- Median
- 12.56%
- Q1
- 3.28%
- Min
- -14.07%
Profitability Metrics
| Metric | JHX | SHW |
|---|---|---|
| ROE (TTM) | 5.46% | 63.70% |
| ROA (TTM) | 4.42% | 9.48% |
| Net Margin (TTM) | 6.22% | 10.74% |
| Operating Margin (TTM) | 19.56% | 17.56% |
| Gross Margin (TTM) | 38.25% | 48.60% |
Growth
Revenue Growth
Both James Hardie Industries (JHX) at 24.71% and Sherwin-Williams (SHW) at 2.06% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Sherwin-Williams (SHW) at -2.75% is around its peer norm for EPS growth, while James Hardie Industries (JHX) at -80.61% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | JHX | SHW |
|---|---|---|
| Revenue Growth (YoY) | 24.71% | 2.06% |
| Revenue Growth (3Y CAGR) | 8.59% | 2.10% |
| EPS Growth (YoY) | -80.61% | -2.75% |
| EPS Growth (3Y CAGR) | -45.13% | 9.95% |
Financial Strength
Current Ratio (MRQ)
James Hardie Industries (JHX) at 2.12 keeps current ratio within its industry’s typical mid-range, while Sherwin-Williams (SHW) at 0.71 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SHW.
JHX
Materials industry group
2.12
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- JHX
- 2.12
- Q1
- 1.45
- Min
- 0.16
SHW
Materials industry group
0.71
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- Q1
- 1.45
- SHW
- 0.71
- Min
- 0.16
Debt / Equity (MRQ)
James Hardie Industries (JHX) at 0.63 is near its industry mid-range for debt-to-equity ratio, while Sherwin-Williams (SHW) at 3.72 sits above its benchmark range, pointing to a heavier debt load relative to equity.
JHX
Materials industry group
0.63
- Max
- 1.98
- Q3
- 0.89
- JHX
- 0.63
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
SHW
Materials industry group
3.72
- SHW
- 3.72
- Max
- 1.98
- Q3
- 0.89
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
Financial Strength Metrics
| Metric | JHX | SHW |
|---|---|---|
| Current Ratio (MRQ) | 2.12 | 0.71 |
| Debt / Equity (MRQ) | 0.63 | 3.72 |
| Net Debt / EBITDA | 2.43 | 3.04 |
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 Sherwin-Williams (SHW) reports a yield of 0.91%, ranking against industry peers normally.
JHX
Materials industry group
0.00%
- Max
- 4.52%
- Q3
- 1.85%
- Median
- 0.38%
- JHX
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SHW
Materials industry group
0.91%
- Max
- 4.52%
- Q3
- 1.85%
- SHW
- 0.91%
- Median
- 0.38%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
James Hardie Industries (JHX) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Sherwin-Williams (SHW) reports a payout of 29.35%, ranking against industry peers normally.
JHX
Materials industry group
0.00%
- Max
- 83.62%
- Q3
- 41.37%
- Median
- 9.54%
- JHX
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SHW
Materials industry group
29.35%
- Max
- 83.62%
- Q3
- 41.37%
- SHW
- 29.35%
- Median
- 9.54%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | JHX | SHW |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.91% |
| Dividend Payout Ratio (TTM) | 0.00% | 29.35% |
Valuation
P/E Ratio (TTM)
Sherwin-Williams (SHW) at 31.66 is near its industry’s usual P/E ratio, while James Hardie Industries (JHX) at 48.02 sits in the richer quartile — JHX needs stronger growth or earnings quality to justify the premium.
JHX
Materials industry group
48.02
- Max
- 59.00
- JHX
- 48.02
- Q3
- 32.93
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
SHW
Materials industry group
31.66
- Max
- 59.00
- Q3
- 32.93
- SHW
- 31.66
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
P/S Ratio (TTM)
On P/S ratio, both James Hardie Industries (JHX) at 2.86 and Sherwin-Williams (SHW) at 3.34 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
JHX
Materials industry group
2.86
- Max
- 9.62
- Q3
- 4.34
- JHX
- 2.86
- Median
- 1.87
- Q1
- 0.73
- Min
- 0.00
SHW
Materials industry group
3.34
- Max
- 9.62
- Q3
- 4.34
- SHW
- 3.34
- Median
- 1.87
- Q1
- 0.73
- Min
- 0.00
P/B Ratio (MRQ)
James Hardie Industries (JHX) at 2.41 sits near its industry’s typical P/B ratio, while Sherwin-Williams (SHW) at 20.78 prices above its benchmark range — SHW looks rich relative to book.
JHX
Materials industry group
2.41
- Max
- 6.59
- Q3
- 3.55
- JHX
- 2.41
- Median
- 2.08
- Q1
- 1.26
- Min
- -0.17
SHW
Materials industry group
20.78
- SHW
- 20.78
- Max
- 6.59
- Q3
- 3.55
- Median
- 2.08
- Q1
- 1.26
- Min
- -0.17
Valuation Metrics
| Metric | JHX | SHW |
|---|---|---|
| P/E Ratio (TTM) | 48.02 | 31.66 |
| P/S Ratio (TTM) | 2.86 | 3.34 |
| P/B Ratio (MRQ) | 2.41 | 20.78 |
| Free Cash Flow Yield (TTM) | 0.98% | 2.98% |