JHX vs. SW: James Hardie Industries vs. Smurfit Westrock Stock Comparison
How do James Hardie Industries (JHX) and Smurfit Westrock (SW) 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 Smurfit Westrock (SW) both fall under the Materials industry group, but JHX is classified in Construction Materials while SW is classified in Containers & Packaging.
| Profile Item | JHX | SW |
|---|---|---|
| Name | James Hardie Industries plc | Smurfit WestRock Plc |
| Country/Region | Ireland | Ireland |
| GICS Sector | Materials | Materials |
| GICS Industry Group | Materials | Materials |
| GICS Industry | Construction Materials | Containers & Packaging |
| GICS Sub-Industry | Construction Materials | Paper & Plastic Packaging Products & Materials |
| Market Capitalization | 16.20 billion USD | 23.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | October 22, 2001 | June 17, 2008 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | JHX | SW |
|---|---|---|
| Total Return (1Y) | 72.20% | 29.05% |
| Total Return (3Y, Annualized) | 0.38% | 14.60% |
| Total Return (5Y, Annualized) | -5.23% | -0.16% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | JHX | SW |
|---|---|---|
| Volatility (1Y, Annualized) | 44.97% | 42.69% |
| Beta (5Y) | 1.74 | 0.89 |
| Max Drawdown (5Y) | -60.26% | -53.49% |
| Avg. Volume (3M) | 9.36M | 4.66M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | JHX | SW |
|---|---|---|
| Sharpe Ratio (1Y) | 1.51 | 0.58 |
| Sortino Ratio (1Y) | 2.59 | 0.94 |
Profitability
ROE (TTM)
Both James Hardie Industries (JHX) at 5.46% and Smurfit Westrock (SW) at 2.57% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
JHX
Materials industry group
5.46%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- JHX
- 5.46%
- Q1
- -3.41%
- Min
- -32.81%
SW
Materials industry group
2.57%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- SW
- 2.57%
- Q1
- -3.41%
- Min
- -32.81%
Net Margin (TTM)
Both James Hardie Industries (JHX) at 6.22% and Smurfit Westrock (SW) at 1.50% 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%
SW
Materials industry group
1.50%
- Max
- 38.66%
- Q3
- 15.98%
- Median
- 5.28%
- SW
- 1.50%
- Q1
- 0.00%
- Min
- -20.40%
Operating Margin (TTM)
Both James Hardie Industries (JHX) at 19.56% and Smurfit Westrock (SW) at 6.38% 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%
SW
Materials industry group
6.38%
- Max
- 66.70%
- Q3
- 28.92%
- Median
- 12.56%
- SW
- 6.38%
- Q1
- 3.28%
- Min
- -14.07%
Profitability Metrics
| Metric | JHX | SW |
|---|---|---|
| ROE (TTM) | 5.46% | 2.57% |
| ROA (TTM) | 4.42% | 2.50% |
| Net Margin (TTM) | 6.22% | 1.50% |
| Operating Margin (TTM) | 19.56% | 6.38% |
| Gross Margin (TTM) | 38.25% | 17.67% |
Growth
Revenue Growth
Smurfit Westrock (SW) at 47.70% 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 SW.
EPS Growth
Smurfit Westrock (SW) at 62.20% 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 | SW |
|---|---|---|
| Revenue Growth (YoY) | 24.71% | 47.70% |
| Revenue Growth (3Y CAGR) | 8.59% | 32.15% |
| EPS Growth (YoY) | -80.61% | 62.20% |
| EPS Growth (3Y CAGR) | -45.13% | -30.01% |
Financial Strength
Current Ratio (MRQ)
Both James Hardie Industries (JHX) at 2.12 and Smurfit Westrock (SW) at 1.48 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
JHX
Materials industry group
2.12
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- JHX
- 2.12
- Q1
- 1.45
- Min
- 0.16
SW
Materials industry group
1.48
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- SW
- 1.48
- Q1
- 1.45
- Min
- 0.16
Debt / Equity (MRQ)
Both James Hardie Industries (JHX) at 0.63 and Smurfit Westrock (SW) at 0.78 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
JHX
Materials industry group
0.63
- Max
- 1.98
- Q3
- 0.89
- JHX
- 0.63
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
SW
Materials industry group
0.78
- Max
- 1.98
- Q3
- 0.89
- SW
- 0.78
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
Financial Strength Metrics
| Metric | JHX | SW |
|---|---|---|
| Current Ratio (MRQ) | 2.12 | 1.48 |
| Debt / Equity (MRQ) | 0.63 | 0.78 |
| Net Debt / EBITDA | 2.43 | 2.96 |
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 Smurfit Westrock (SW) reports a yield of 4.02%, 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%
SW
Materials industry group
4.02%
- Max
- 4.52%
- SW
- 4.02%
- Q3
- 1.85%
- Median
- 0.38%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Smurfit Westrock (SW) reports payout ratio above 100% at 198.63%, meaning dividends exceeded current-period earnings; James Hardie Industries (JHX) pays no dividend (payout 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%
SW
Materials industry group
198.63%
- SW
- 198.63%
- Max
- 83.62%
- Q3
- 41.37%
- Median
- 9.54%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | JHX | SW |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 4.02% |
| Dividend Payout Ratio (TTM) | 0.00% | 198.63% |
Valuation
P/E Ratio (TTM)
Both James Hardie Industries (JHX) at 48.02 and Smurfit Westrock (SW) at 48.99 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
JHX
Materials industry group
48.02
- Max
- 59.00
- JHX
- 48.02
- Q3
- 32.93
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
SW
Materials industry group
48.99
- Max
- 59.00
- SW
- 48.99
- Q3
- 32.93
- 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 Smurfit Westrock (SW) at 0.73 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
SW
Materials industry group
0.73
- Max
- 9.62
- Q3
- 4.34
- Median
- 1.87
- SW
- 0.73
- Q1
- 0.73
- Min
- 0.00
P/B Ratio (MRQ)
On P/B ratio, both James Hardie Industries (JHX) at 2.41 and Smurfit Westrock (SW) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.
JHX
Materials industry group
2.41
- Max
- 6.59
- Q3
- 3.55
- JHX
- 2.41
- Median
- 2.08
- Q1
- 1.26
- Min
- -0.17
SW
Materials industry group
1.28
- Max
- 6.59
- Q3
- 3.55
- Median
- 2.08
- SW
- 1.28
- Q1
- 1.26
- Min
- -0.17
Valuation Metrics
| Metric | JHX | SW |
|---|---|---|
| P/E Ratio (TTM) | 48.02 | 48.99 |
| P/S Ratio (TTM) | 2.86 | 0.73 |
| P/B Ratio (MRQ) | 2.41 | 1.28 |
| Free Cash Flow Yield (TTM) | 0.98% | 4.26% |