Its a good deal.
AZEK doesnt trade below 40x and price to cashflow would indicate purchasing the asset sub 35 p/e would be impossible due to its underlying profit growth,
Will add $1.5b revenue and $150m NPAT to the business almost instantly then strip out synergy costs and margin improvement over 2-3 years and this could easily churn far more than current profit growth.
Its a good acquisition.
- Forums
- ASX - By Stock
- JHX
- Ann: Investor Call Script
JHX
james hardie industries plc
Add to My Watchlist
2.82%
!
$37.89

Ann: Investor Call Script, page-10
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
$37.89 |
Change
1.040(2.82%) |
Mkt cap ! $16.28B |
Open | High | Low | Value | Volume |
$37.99 | $38.36 | $37.59 | $122.6M | 3.236M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 664 | $37.85 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$38.06 | 700 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 664 | 37.850 |
2 | 622 | 37.810 |
4 | 6580 | 37.800 |
2 | 3658 | 37.720 |
1 | 1523 | 37.650 |
Price($) | Vol. | No. |
---|---|---|
38.060 | 700 | 3 |
38.100 | 400 | 1 |
38.130 | 622 | 2 |
38.170 | 500 | 1 |
38.270 | 933 | 2 |
Last trade - 16.14pm 24/06/2025 (20 minute delay) ? |
Featured News
JHX (ASX) Chart |