JHX vs OC vs ALLE Stock Comparison

James Hardie Industries, Owens Corning and Allegion Prices as of Oct 29, 2026 Peers: Industry group
OC Owens Corning
$121.64 +2.8% 1M -2.4% 1Y
Market cap
$9.70B
P/E
–
Revenue (TTM)
$9.85B
Div. yield
–
Building Products Industrials
1 win
ALLE Allegion plc
$187.09 +20.4% 1M +13.0% 1Y
Market cap
$15.94B
P/E
20.2x
Revenue (TTM)
$4.39B
Div. yield
–
Building Products Industrials
5 wins

Head to Head

11 decided of 12

Allegion leads on 5 of the 12 questions below (Allegion 5, James Hardie Industries 5, Owens Corning 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJHXOCALLELeader
Larger companyMarket capitalisation $15.69B $9.70B $15.94B ALLE
Cheaper on earningsLower P/E, profitable companies only 107.7x -14.4x 20.2x ALLE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.1x 13.5x 19.9x OC
Faster revenue growthRevenue growth, trailing twelve months +42.9% -7.2% +10.3% JHX
More profitableNet margin, trailing twelve months 2.7% -6.8% — JHX
Better return on capitalReturn on invested capital 2.6% 0.5% — JHX
Less leveragedLower net debt / EBITDA 3.5x 6.5x — JHX
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +26.0% -2.4% +13.0% JHX
Better 5-year returnAnnualised price return, 5 years -7.3%/yr +5.4%/yr +7.8%/yr ALLE
Less volatileAnnualised volatility, 1 year 44.9% 42.2% 29.7% ALLE
Higher overall scoreMean of the five percentile scores vs peers 36/100 42/100 47/100 ALLE

Percentile Scorecard

JHXOCALLE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJHXOCALLE
Valuation 24 #42 of 55 69 #18 of 55 20 #44 of 55
Growth 50 #26 of 51 12 #45 of 51 66 #18 of 51
Profitability 46 #27 of 49 23 #38 of 49 71 #15 of 49
Financial Health 33 #37 of 55 11 #49 of 55 –
Shareholder Returns 26 #30 of 40 97 #2 of 40 31 #28 of 40
Overall 36 42 47
  • JHX ranked among 59 companies in Construction Products
  • OC ranked among 59 companies in Construction Products
  • ALLE ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJHXOCALLESPY
1 month +7.3%+2.8%+20.4% +0.7%
3 months +1.7%-12.4%+19.1% +3.7%
6 months +28.3%-1.4%+36.1% +7.1%
Year to date +29.7%+8.7%+17.5% +12.8%
1 year +26.0%-2.4%+13.0% +11.9%
3 years +8.4%+8.0%+91.5% +85.2%
3 years, per year +2.7%+2.6%+24.2% +22.8%
5 years -31.6%+30.2%+45.8% +67.6%
5 years, per year -7.3%+5.4%+7.8% +10.9%
10 years +80.4%+150.9%+194.2% +262.0%
10 years, per year +6.1%+9.6%+11.4% +13.7%

Risk

MeasureJHXOCALLESPY
Volatility, 1Y 44.9%42.2%29.7% 12.7%
Downside volatility, 1Y 41.0%38.4%27.6% 12.6%
Beta vs S&P 500, 1Y 1.701.490.42 1.00
Return / volatility, 1Y 0.58-0.060.44 0.94
Max drawdown, 5Y -60.3%-53.4%-34.8% -25.4%
From 52-week high -13.4%-23.5%0.0% -1.2%
52-week high $31.09$158.96$187.09 $779.14
52-week low $16.69$98.28$125.65 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJHXOCALLE
P/E now vs peer median 107.2xmedian 20.3x -14.6xmedian 20.3x 20.2xmedian 20.3x
P/S now vs peer median 2.9xmedian 1.6x 1.0xmedian 1.6x 3.6xmedian 1.6x
EV/EBITDA now vs peer median 17.4xmedian 12.6x 19.1xmedian 12.6x —median 12.6x
P/FCF now vs peer median 43.8xmedian 16.9x 10.7xmedian 16.9x 19.7xmedian 16.9x
P/B now vs peer median 2.4xmedian 3.0x 2.5xmedian 3.0x 7.3xmedian 3.0x
PEG now vs peer median -2.70median 1.13 0.39median 1.13 —median 1.13

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJHXOCALLE
Revenue $5.41B $9.85B $4.39B
Gross profit $1.94B $2.56B –
Operating income $526.70M $50.00M $944.20M
Net income $145.70M -$669.00M $691.10M
Free cash flow $356.40M $897.00M –
R&D $64.00M $150.00M –
EPS (diluted) $0.25 $-8.33 –
Cash & equivalents $289.90M $271.00M $388.10M
Total debt $4.28B $5.19B –
Shares (diluted) 584.30M 80.60M 86.00M
Enterprise value $14.76B $8.52B $15.94B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJHXOCALLE
P/E 107.2x -14.6x 20.2x
P/FCF 43.8x 10.7x 19.7x
P/Operating cash flow 21.5x 5.5x 18.9x
P/S 2.9x 1.0x 3.6x
P/B 2.4x 2.5x 7.3x
P/Tangible book 4.8x 7.1x 11.6x
EV/EBITDA 17.4x 19.1x –
EV/EBIT 37.2x 290.6x –
EV/Revenue 3.6x 1.5x 3.6x
EV/FCF 55.0x 16.2x –
EV/Operating cash flow 27.0x 8.3x 18.9x
PEG (3Y EPS CAGR) -2.70 0.39 –

Growth

14 metrics
MetricJHXOCALLE
Revenue growth (1Y) 42.9% -7.2% 10.3%
Revenue CAGR (3Y) 13.2% 0.5% 6.7%
Gross profit growth (1Y) 34.4% -19.6% –
Gross profit CAGR (3Y) 13.0% -0.6% –
Operating income growth (1Y) -5.8% -96.9% 13.1%
Operating income CAGR (3Y) -11.3% -69.8% 10.1%
Net income growth (1Y) -56.0% -300.9% 7.9%
Net income CAGR (3Y) -34.0% -35.8% 7.4%
EPS growth (1Y) -67.6% -313.8% –
EPS CAGR (3Y) -39.7% -37.1% –
Operating cash flow growth (1Y) -11.8% 6.0% 10.7%
Operating cash flow CAGR (3Y) 1.0% 6.1% 13.8%
Free cash flow growth (1Y) 110.4% -1.9% –
Free cash flow CAGR (3Y) 75.0% -2.0% –

Profitability

14 metrics
MetricJHXOCALLE
Gross margin 35.9% 26.0% –
EBITDA margin 20.9% 7.7% –
Operating margin 9.7% 0.5% –
Pretax margin 5.1% -2.2% –
Net margin 2.7% -6.8% –
FCF margin 6.6% 9.1% –
Operating cash flow margin 13.4% 17.8% 19.2%
Return on equity 2.2% -17.8% 32.2%
Return on assets 1.0% -5.2% 12.8%
Return on invested capital 2.6% 0.5% –
Return on capital employed 4.2% 0.5% –
Asset turnover 0.4x 0.8x 0.8x
Cash conversion (OCF / net income) 5.0x -2.6x 1.2x
Stock comp / revenue 0.8% 0.7% –

Financial Health

11 metrics
MetricJHXOCALLE
Debt / assets 31.7% 40.8% –
Debt / equity 0.7x 1.4x –
Net debt / EBITDA 3.5x 6.5x –
Debt / FCF 12.0x 5.8x –
Liabilities / assets 51.5% 70.1% –
Equity / assets 48.5% 29.9% 39.7%
Interest coverage 1.8x 0.4x –
Current ratio 1.6x 1.2x 1.9x
Quick ratio 0.7x 0.6x –
Cash ratio 0.3x 0.1x –
Altman Z-score 2.14 1.97 –

Shareholder Returns

7 metrics
MetricJHXOCALLE
Dividend yield – 2.6% 1.2%
Net buyback yield 1.9% 7.1% –
Shareholder yield 1.9% 9.7% 1.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJHXOCALLE
Forward P/E 19.1xFY2026 13.5xFY2026 19.9xFY2026
EPS, next fiscal year $1.41FY2026 $9.03FY2026 $9.41FY2026
EPS growth, next FY +29.4%FY2026 -25.1%FY2026 +15.6%FY2026
EPS growth, the year after +12.8% +16.7% +2.7%
Revenue, next fiscal year $5.13BFY2026 $10.50BFY2026 $4.67BFY2026
Revenue growth, next FY +6.0%FY2026 +3.9%FY2026 +14.7%FY2026
Revenue growth, the year after +15.1% +0.5% +8.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJHXOCALLE
Held by institutions 49.9% 100.0% 100.0%
Institutions holding 340 688 731
Change in shares held, QoQ +7.1% +4.2% +3.0%
Institutions buying 190 366 336
Institutions selling 100 220 272
Buyers to sellers 1.90 1.66 1.24

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JHXOCALLE
JHX 1.00 0.65 0.48
OC 0.65 1.00 0.47
ALLE 0.48 0.47 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JHX, OC and ALLE?

Allegion (ALLE) is the largest by market capitalisation: James Hardie Industries (JHX) $15.69B, Owens Corning (OC) $9.70B, Allegion (ALLE) $15.94B.

Which stock is cheaper, JHX, OC and ALLE?

Allegion (ALLE) trades on the lowest price-to-earnings ratio (James Hardie Industries (JHX) 107.7x, Owens Corning (OC) -14.4x, Allegion (ALLE) 20.2x). On next year's consensus earnings, Owens Corning (OC) is cheapest (James Hardie Industries (JHX) 19.1x, Owens Corning (OC) 13.5x, Allegion (ALLE) 19.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

James Hardie Industries (JHX) grew revenue fastest over the trailing twelve months: James Hardie Industries (JHX) +42.9%, Owens Corning (OC) -7.2%, Allegion (ALLE) +10.3%.

Which company is more profitable?

James Hardie Industries (JHX) has the highest net margin (James Hardie Industries (JHX) 2.7%, Owens Corning (OC) -6.8%). On return on invested capital, James Hardie Industries (JHX) leads (James Hardie Industries (JHX) 2.6%, Owens Corning (OC) 0.5%).

Which stock has performed better?

Over the past year James Hardie Industries (JHX) returned the most: James Hardie Industries (JHX) +26.0%, Owens Corning (OC) -2.4%, Allegion (ALLE) +13.0%. Over five years, Allegion (ALLE) compounded fastest (James Hardie Industries (JHX) -7.3%/yr, Owens Corning (OC) +5.4%/yr, Allegion (ALLE) +7.8%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Allegion (ALLE) has been the steadiest (James Hardie Industries (JHX) 44.9%, Owens Corning (OC) 42.2%, Allegion (ALLE) 29.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, JHX, OC and ALLE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allegion (ALLE) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.