Why These Two ASX200 Stocks Are on Investors' Radars in 2025

May 06, 2025 02:01 PM AEST | By Team Kalkine Media

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Highlights

James Hardie shares dip over 25% in 2025

CSL trades near its 52-week low

Valuation metrics hint at potential upside for JHX

As the ASX200 continues to respond to global economic pressures and domestic factors, some notable companies are experiencing meaningful share price movements. Two such names — James Hardie Industries (JHX) and CSL Limited (CSL) — have caught attention for very different reasons in 2025.

James Hardie (ASX:JHX): A Value Opportunity in Building Solutions?
Shares of James Hardie Industries, the global leader in fibre cement and gypsum products, have declined approximately 25.4% since the beginning of 2025. Despite the pullback, the fundamentals of the business remain strong. Operating across North America, Europe, Australia, and New Zealand, the company serves the construction industry with products that are fire-resistant, durable, and low maintenance — features increasingly valued in modern building practices.

One interesting valuation metric is the price-to-sales ratio, currently sitting at 1.71x compared to its 5-year average of 4.14x. This suggests shares are trading significantly below historical norms. With revenue growth over the last three years, this lower valuation may reflect market sentiment rather than business performance. While this doesn’t guarantee future performance, it may indicate an undervalued opportunity when considering historical trends.

CSL (ASX:CSL): A Consistent Performer Near Its 52-Week Low
CSL, a leader in biotechnology and medical innovation, has seen its share price rise 12.3% above its 52-week low. The company operates across three divisions — CSL Behring (plasma therapies), CSL Seqirus (vaccines), and CSL Vifor (nephrology treatments). With a global footprint and critical contributions to public health, CSL continues to be viewed as a defensive asset in volatile markets.

Its strong track record of dividend payouts and operational stability has also placed it among top ASX dividend stocks for income-focused portfolios. Many see CSL’s position in the healthcare sector as a hedge against broader economic uncertainty.

Looking Ahead
Both James Hardie and CSL offer contrasting but compelling stories within the ASX200 framework. While JHX presents a potential value case amid falling prices and steady revenue growth, CSL continues to showcase resilience with reliable operations and a presence in essential healthcare sectors.

As 2025 progresses, the spotlight remains on these two companies — not just for their recent price movements but also for what they represent within the broader themes of value, growth, and stability in the ASX200.

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