JHX

JHX — Valuation Models

Interactive models with editable assumptions. All calculations run client-side.

Valuation Summary

ModelIntrinsic Valuevs Price ($22.93)
DCF$30.06+31.1%
Graham Number$7.72-66.3%
Reverse DCFimplied g: 26.3%
DDM
EV/EBITDA$23.89+4.2%

Values reflect default assumptions. Adjust inputs in each model below to update.

1 — Discounted Cash Flow (DCF)

Assumptions

Yahoo: $300.41M
Rev: 30.1% / EPS: -64.1%
Default: 9% (no SEC data)

Results

Intrinsic Value / share$29.99
Current Price$22.93
Upside / Downside+30.8%
Net Debt (used)$4.53B
Sensitivity: WACC (rows) × Near-term g (cols)
WACC \ Near-term22.1%26.1%30.1%34.1%38.1%
7.0%$35.10$42.36$50.58$59.86$70.30
8.0%$26.19$31.90$38.36$45.65$53.85
9.0%$20.09$24.73$29.99$35.92$42.58
10.0%$15.67$19.54$23.92$28.86$34.41
11.0%$12.32$15.61$19.34$23.53$28.24

2 — Graham Number

Assumptions

Graham used 22.5 (15× P/E × 1.5× P/B)
Yahoo: $0.24
Yahoo: $11.03

Results

Graham Number$7.72
Current Price$22.93
Margin of Safety-66.3%
Formula: √(22.5 × max(0,EPS) × max(0,BVPS))

3 — Reverse DCF (Implied Growth)

Assumptions

Default: 9% (no SEC data)

Results

Current Price$22.93
Implied Near-term FCF Growth26.3%
Historical Revenue Growth30.1%
Historical Earnings Growth-64.1%
Base FCF (TTM)$300.41M
Implied growth is the FCF growth rate (yrs 1–5) that makes the DCF intrinsic value equal the current price. Long-term growth is set to half the implied near-term rate.

4 — Dividend Discount Model (DDM)

Assumptions

Yahoo: —

Results

This company does not pay a dividend. DDM is not applicable — the intrinsic value shown uses D0 = $0 unless you enter a hypothetical dividend above.
DDM Intrinsic Value / share
Current Price$22.93
Upside / Downside
Formula: D0 × (1+g) / (r − g)

5 — EV/EBITDA Multiple

Assumptions

Yahoo: $1.10B
Current: 16.7×
Default: $4.53B

Results

Implied Equity Value / share$23.89
Current Price$22.93
Upside / Downside+4.2%
Implied EV$18.38B
Sensitivity: EV/EBITDA multiple (rows) × Net Debt (cols)
Mult \ Net Debt$2.53B$3.53B$4.53B$5.53B$6.53B
12.7x$19.73$18.00$16.28$14.55$12.83
14.7x$23.53$21.81$20.08$18.36$16.63
16.7x$27.34$25.61$23.89$22.16$20.44
18.7x$31.14$29.42$27.69$25.97$24.25
20.7x$34.95$33.23$31.50$29.78$28.05