Supply Chain Improvements And E&S Acquisition Will Strengthen Future Operations

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

11 Dec 25

Views

235

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.1%

7D

0.1%

Loading

1Y

-3.1%

7D

0.1%

You can edit this narrative until Dec 12 12:10 AM. Then, changes will post as Updates.

Author's Valuation

AU$102.058.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 0.073%

JBH: Modest Discount Rate Shift Will Support Stronger Future Performance Outlook

Analysts have nudged their price target on JB Hi-Fi slightly lower to approximately $102.05 per share from about $102.12. This reflects a modest uptick in the assumed discount rate that only partially offsets small improvements in forecast revenue growth, profit margins and future valuation multiples.

Shared on 26 Nov 25

Fair value Increased 1.89%

JBH: Market Dynamics Will Shape Sustainability of Current Fair Performance

Analysts have raised their price target for JB Hi-Fi from $100.23 to $102.12. This reflects slight adjustments to growth and profitability forecasts in response to evolving market expectations.

Shared on 15 Aug 25

Fair value Increased 5.68%

The increase in consensus price target for JB Hi-Fi primarily reflects a slight upward revision in revenue growth forecasts, resulting in a higher fair value estimate of A$100.23. Valuation Changes Summary of Valuation Changes for JB Hi-Fi The Consensus Analyst Price Target has risen from A$94.85 to A$100.23.

Shared on 29 Jul 25

Fair value Increased 5.49%

The increase in JB Hi-Fi's consensus price target is primarily driven by a higher projected future P/E multiple, reflecting improved growth expectations despite a slight rise in the discount rate, resulting in a revised fair value of A$94.85. What's in the News JB Hi-Fi Australia reported comparable sales growth of 6.0% for the quarter and 6.9% year to date.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

AU$102.05

8.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.41%

Specialty Stores revenue growth rate

0.29%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.10%

Calculation

AU$564.98m

Earnings '28

x

24.89x

PE Ratio '28

=

AU$14.06b

Market Cap '28

AU$14.06b

Market Cap '28

/

109.33m

No. shares '28

=

AU$128.61

Share Price '28

AU$128.61 Share Price '28

Discounted to 2025 @ 8.13% p.a.

=

AU$101.74

Fair Value '25