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← CockpitCompetitor Analysis › JHD.L James Halstead plcOpen in the cockpit ↗

James Halstead plcJHD.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Building Products
Momentum neutral 51
Mkt cap
$762M
US dollars, full cap
Free float
80%
of shares outstanding
$/day
$1.39M
20-day average traded
Fwd P/E
15.1×
forward earnings
ROIC−WACC
+21.7 pp
WACC 8.0%
Hurdle
-4 pp
Req g minus delivered
Next earnings
145 days
31 Mar 2027
Close · GBP£135.00
1D-1.3%
1W+0.9%
1M+7.7%
3M+1.4%
6M+4.3%
YTD-1.5%
1Y-3.6%
ATR %3.8%
52w lowhigh8.5% off high

What James Halstead does

No business profile yet.

James Halstead at a glance

Size James Halstead (JHD.L) is a United Kingdom Industrials company (Building Products) with a market value of $762M, the 247th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £135.00 on 6 Nov 2026.

Performance Over six months the shares gained 4.3%, against -22.8% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 4th highest of 21 in its peer set.

Growth Revenue fell 0.8% over the last twelve months (peer median -0.5%); the operating margin is 17.8% (peer median 3.4%).

Valuation It trades at 15.1× forward earnings against a peer median of 18.8× (7th cheapest of 16).

Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -4 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 21.7 points above its cost of capital (8.0% WACC).

Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011011 May 202611 Aug 20266 Nov 2026JHD.L 104Peer median 77
Six months, rebased to 100: James Halstead against the median of its 20 peers (local-currency closes).

James Halstead financials

Reported figures in GBP; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue£260M£260M£262M£275M£304M
Revenue growth—-1%-5%-9%—
Gross profitn/a£116M£117M£121M£115M
EBITDA£54.4M£54.4M£60.4M£61.0M£58.0M
Net income£35.4M£35.4M£40.6M£41.5M£42.4M
Free cash flow£48.3M£48.3M£34.4M£48.6M£46.8M
Capital expenditure£2.87M£2.87M£3.88M£3.31M£2.85M
Total debtn/a£9.15M£4.89M£6.59M£7.48M

Quarterly statements and history in the cockpit →

James Halstead competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%0%002135603111300249NPKI688408002641603098002774437730001322LYTS603221JBI301129603269300217NX9958002047JHD.L6-month return →1-month return →
Up and to the right = strong over both horizons. James Halstead is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×100×200×300×002135300249NPKI688408002641001322LYTS603221JBI603269300217NXJHD.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. James Halstead is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%002135603111NPKI002641002774001322LYTSJBI301129300217NX600894JHD.LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. James Halstead is the large dot.

James Halstead competitors and peer comparison

How James Halstead compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

James Halstead against its 20 peers (data as of 6 Nov 2026)
MeasureJHD.LPeer medianRank in peer set
1-month return+7.7%-11.0%4th highest of 21
6-month return+4.3%-22.8%4th highest of 21
Distance from 52-week high-8.5%-45.5%highest of 21
Revenue growth (TTM)-0.8%-0.5%11th highest of 21
Operating margin17.8%3.4%3rd highest of 21
Forward P/E15.1×18.8×7th cheapest of 16
Growth the price implies (Req g, 7 yrs)-4.7%7.4%3rd least demanding of 13
Growth delivered (Del g)-0.5%+3.1%4th lowest of 13
Hurdle (Req g minus delivered)-4.2 pp+6.6 pp5th least demanding of 13
ROIC minus cost of capital+21.7 pp-2.0 pphighest of 21
EV / EBITDA9.2×8.8×4th most expensive of 8
Net debt / EBITDA-1.2×2.3×least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
James Halstead JHD.LUnited Kingdom$762M+4%-1%18%15.1×-4.7%-0.5%
Zhejiang Southeast Space Frame 002135.SZChina$764M-46%-4%2%25.7×-12.0%+0.3%
Nanjing Kangni Mechanical & Electrical 603111.SSChina$749M-16%-1%8%n/a-7.1%+4.8%
Yimikang Tech 300249.SZChina$739M-38%+29%2%77.5×n/an/a
NPK International NPKIUnited States$725M-42%+19%18%16.4×15.5%-10.9%
Arctech Solar 688408.SSChina$820M-38%-19%-1%34.8×n/an/a
ERA 002641.SZChina$690M-11%-2%0%42.0×-1.8%-2.5%
Center International 603098.SSChina$847M-26%-30%4%n/an/an/a
IFE Elevators 002774.SZChina$677M+10%+3%2%n/a30.1%+9.3%
Samhyun 437730.KSSouth Korea$860M-31%-18%-17%n/an/an/a
Arrow Home 001322.SZChina$887M-14%-12%-2%280.0×15.8%-0.1%
LSI Industries LYTSUnited States$642M-30%+20%7%14.3×7.7%+16.9%
Elegant Home-Tech 603221.SSChina$635M+53%-9%-6%18.8×n/an/a
Janus International JBIUnited States$633M-11%0%11%7.0×2.9%-4.6%
Runa Smart Equipment 301129.SZChina$617M-26%+18%20%14.3×18.1%+5.5%
Jiangsu Seagull Cooling Tower 603269.SSChina$943M+40%+8%11%38.4×n/an/a
Zhenjiang Dongfang Electric Heating Technology 300217.SZChina$944M-17%-23%0%26.6×22.5%+6.5%
Quanex Building Products NXUnited States$949M+2%+1%6%10.7×6.0%+16.6%
Century Iron & Steel Industrial 9958.TWTaiwan$611M-25%+18%21%6.0×n/an/a
Shenzhen Bauing Construction 002047.SZChina$608M-50%-62%12%n/an/an/a
Guangzhou Guangri Stock 600894.SSChina$956M-20%+2%0%9.6×7.2%+1.4%

Questions

Which companies are James Halstead's closest peers?
The cockpit's peer set: Zhejiang Southeast Space Frame (002135.SZ), Nanjing Kangni Mechanical & Electrical (603111.SS), Yimikang Tech (300249.SZ), NPK International (NPKI), Arctech Solar (688408.SS), ERA (002641.SZ), Center International (603098.SS), IFE Elevators (002774.SZ).
Is James Halstead expensive compared with its peers?
On forward p/e it trades at 15.1× against a peer median of 18.8×, 7th cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -4 pp: the price already allows for a slowdown.
How has James Halstead stock performed?
Over six months to 6 Nov 2026 the shares returned +4.3% against -22.8% for the median peer; over one year -3.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.