GLE Share Price Performance
UK£4.05
-1.00 (-19.80%)
8.0% overvalued intrinsic discount
UK£3.75
Fair Value
Price UK£4.05
AnalystLowTarget UK£3.75
AnalystConsensusTarget UK£5.29
AnalystHighTarget UK£6.17
Fair ValueUK£3.75
Share Pricen/a
MJ Gleeson plc Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
GLE Community Narratives
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Fair Value UK£3.75 8.0% overvalued intrinsic discount
Tighter Lending And Ageing Demographics Will Constrain Housing Demand
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Fair Value UK£5.29 23.4% undervalued intrinsic discount
Expansion And Operational Improvements Will Increase Future Housing Deliveries
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Fair Value UK£6.17 34.4% undervalued intrinsic discount
UK Affordable Home Demand Will Fuel Digital And Sustainable Reforms
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UK Affordable Home Demand Will Fuel Digital And Sustainable Reforms
Key Takeaways Demand resilience for affordable homes, strong land pipeline, and efficient site openings could drive outsized top-line growth and operating leverage. Standardization, deep cost control, and unique land acquisition model may accelerate margin expansion and ensure resilience against industry cycles and market volatility.Read more
2
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AN
UK£6.17
34.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
17.2% p.a.
Profit Margin
5.34%
Future PE
15.22x
Price in 2028
UK£7.88
Expansion And Operational Improvements Will Increase Future Housing Deliveries
Key Takeaways Gleeson's expansion in site openings and improved operational efficiencies are set to boost future revenue and net margins. Strategic land sales, planning consents, and project partnerships are expected to drive revenue growth and profitability.Read more
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UK£5.29
23.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
13.09% p.a.
Profit Margin
5.25%
Future PE
14.73x
Price in 2028
UK£6.74
Tighter Lending And Ageing Demographics Will Constrain Housing Demand
Key Takeaways Shrinking first-time buyer demand and tighter mortgage conditions threaten core sales growth and long-term earnings stability. Rising regulation, regional focus, and industry cost inflation undermine margin resilience and future profitability.Read more
12
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UK£3.75
8.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
16.67% p.a.
Profit Margin
5.3%
Future PE
9.35x
Price in 2028
UK£4.72
Trending Discussion
Recently Updated Narratives
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Tighter Lending And Ageing Demographics Will Constrain Housing Demand
Fair Value: UK£3.75 8.0% overvalued intrinsic discount
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AN
UK Affordable Home Demand Will Fuel Digital And Sustainable Reforms
Fair Value: UK£6.17 34.4% undervalued intrinsic discount
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Expansion And Operational Improvements Will Increase Future Housing Deliveries
Fair Value: UK£5.29 23.4% undervalued intrinsic discount
3 followersusers have followed this narrative
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Snowflake Analysis
MJ Gleeson plc Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Feb 11, 2026
- 0.27
- 22.73%
- 4.33%
- 2.4%
About GLE
- Founded
- 2014
- Employees
- 688
- CEO
- WebsiteView website
MJ Gleeson plc engages in house building, and land promotion and sale businesses in the United Kingdom. The company operates through two divisions, Gleeson Homes and Gleeson Land. It builds homes in the North of England and Midlands; and promotes and sells land in the South of England. MJ Gleeson plc was incorporated in 2014 and is headquartered in Sheffield, the United Kingdom.
