LLC logo

Lendlease Group Stock Price

ASX:LLC Community·AU$1.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

LLC Share Price Performance

AU$2.77
-2.77 (-50.00%)
AU$2.40
Fair Value
AU$2.77
-2.77 (-50.00%)
15.4% overvalued intrinsic discount
AU$2.40
Fair Value
Price AU$2.77
ANTONI0 AU$2.40
AnalystConsensusTarget AU$3.59
AnalystLowTarget AU$3.09

LLC Community Narratives

Fair Value
·
Fair Value AU$2.4 15.4% overvalued intrinsic discount

Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?

1users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value AU$3.59 22.9% undervalued intrinsic discount

Restructuring And Divestment Will Refocus International Operations

0users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
·
Fair Value AU$3.09 10.4% undervalued intrinsic discount

Capital Recycling And Construction Pipeline Will Shape Margins While Supporting A Fairly Valued Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative

Trending Discussion

No trending discussion available.

Updated Narratives

LLC logo

Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?

Fair Value: AU$2.4 15.4% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LLC logo

LLC: Lower Discount Rate And Margin Improvement Will Support Future Upside

Fair Value: AU$3.59 22.9% undervalued intrinsic discount
25 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LLC logo

LLC: Fair Outlook Will Hinge On Capital Recycling And Asset Sales Execution

Fair Value: AU$3.09 10.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential and fair value.

2 Risks
2 Rewards

Lendlease Group Key Details

AU$5.4b

Revenue

AU$5.0b

Cost of Revenue

AU$437.0m

Gross Profit

AU$1.2b

Other Expenses

-AU$749.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Feb 22, 2027
-1.10
8.05%
-13.80%
92.2%
View Full Analysis

About LLC

Founded
1958
Employees
n/a
CEO
Penelope Ransom
WebsiteView website
www.lendlease.com

Lendlease Group operates as a real estate company in Australia, Singapore, Malaysia, China, Japan, the United Kingdom, Italy, and the United States. It operates through Investments, Development, Construction, and Capital Release Unit segments. The company is involved in fund and asset management, as well as real estate co-investment portfolio activities; and creates and develops mixed-use precincts, including build to rent and build to sell apartments, and workplaces, retirement, retail, residential, commercial assets, and social and economic infrastructure. It also provides project management, design, and construction services for social infrastructure, defense, and data centre sectors. In addition, the company engages in the overseas development projects; residual ownership interest in retirement assets and the retained Australian Communities, Engineering, and Services projects. The company was founded in 1958 and is headquartered in Barangaroo, Australia.

Recent LLC News & Updates

New Narrative Aug 19

Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?

Lendlease (ASX: LLC) at $2.80 — Cheap Assets, But Is the Return Good Enough? I’ve rebuilt my Lendlease valuation following the FY26 result and stress-tested the original thesis.

Recent updates

No updates