JBH Share Price Performance
AU$0
-107.30 (-100.00%)
Price AU$0
Fair ValueAU$92.64
Share Pricen/a
Narrative Update • May 03
JB Hi-Fi Limited Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 101 Fair Values set on narratives written by author
JBH Community Narratives
AN
Fair Value
·Fair Value AU$92.64 20.5% undervalued intrinsic discount
Supply Chain Improvements And E&S Acquisition Will Strengthen Future Operations
2users have liked this narrative
0users have commented on this narrative
41users have followed this narrative
RO
Fair Value
·Fair Value AU$76 3.1% undervalued intrinsic discount
Has JB Hi-Fi Lost Its Point of Difference?
7users have liked this narrative
2users have commented on this narrative
15users have followed this narrative
AN
Fair Value
·Fair Value AU$116.2 36.6% undervalued intrinsic discount
Ongoing Digitization And Urbanization Will Advance Omni-Channel Retail
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0users have commented on this narrative
6users have followed this narrative
JB Hi-Fi will bounce back with the AI-enabled PC replacement cycle
JB Hi-Fi can be understood as a nationwide Australian electronics retailer, selling phones, computers, TVs, gaming devices and home appliances through an extensive store network and online channel. Its business model is straightforward: it purchases products from brands and sells them to consumers at a margin.Read more
XI
AU$69.54
5.9% overvalued intrinsic discount
Fair Value
Revenue
3.98% p.a.
Profit Margin
4.4%
Future PE
19.2x
Price in 2031
AU$103.07
Has JB Hi-Fi Lost Its Point of Difference?
JB Hi-Fi grows from a quirky media shop into a mainstream electronics and appliance chain, and that shift may be erasing the very vibe that once drew customers in. It still looks like a solid operator, but tougher online competition and a fading “point of difference” raise the question of whether it becomes just another appliance retailer.Read more
E-commerce And DTC Rivals Will Crush Brick-And-Mortar Margins
Key Takeaways Intensifying online competition and direct-to-consumer sales are eroding JB Hi-Fi's market share, pricing power, and profitability. Market saturation and shifting consumer trends limit future revenue growth and place persistent pressure on margins.Read more
AN
AU$60.16
22.4% overvalued intrinsic discount
Fair Value
Revenue
3.78% p.a.
Profit Margin
4.11%
Future PE
16.52x
Price in 2029
AU$76.16
Ongoing Digitization And Urbanization Will Advance Omni-Channel Retail
Key Takeaways Integration of e&s and expanding membership programs may drive significant margin expansion, recurring revenue, and premium product growth beyond current projections. Omni-channel focus, private label expansions, and industry consolidation position JB Hi-Fi for above-market growth and increased market share amid evolving tech trends.Read more
AN
AU$116.2
36.6% undervalued intrinsic discount
Fair Value
Revenue
5.38% p.a.
Profit Margin
4.63%
Future PE
27.05x
Price in 2029
AU$146.97
Supply Chain Improvements And E&S Acquisition Will Strengthen Future Operations
Key Takeaways Acquisition of e&s and strategic memberships are set to boost revenue growth and expand JB Hi-Fi's customer base. Supply chain improvements and cost management should enhance net margins and protect profitability amidst competition.Read more
AN
AU$92.64
20.5% undervalued intrinsic discount
Fair Value
Revenue
4.28% p.a.
Profit Margin
4.5%
Future PE
22.81x
Price in 2029
AU$116.85
Trending Discussion
Recently Updated Narratives
XI
JB Hi-Fi will bounce back with the AI-enabled PC replacement cycle
Fair Value: AU$69.54 5.9% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
RO
Has JB Hi-Fi Lost Its Point of Difference?
Fair Value: AU$76 3.1% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
JBH: Higher Discount Rate And Rich P/E Will Sustain Overvaluation Risk
Fair Value: AU$60.16 22.4% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Flawless balance sheet with proven track record and pays a dividend.
1 Risk
2 Rewards
JB Hi-Fi Limited Key Details
About JBH
- Founded
- 1974
- Employees
- 16000
- CEO
- WebsiteView website
JB Hi-Fi Limited retails home consumer products. The company operates through four segments: JB Hi-Fi Australia, JB Hi-Fi New Zealand, The Good Guys, and e&s. It provides computers and tablets; IT accessories and PC parts; headphones, speakers, and audio; smart homes; mobile phones; home appliances comprising large and small appliances, and personal care devices; gaming devices; turntables and vinyl accessories; and collectibles and merchandise, such as trading cards. The company also offers outdoors and travel products, including electric scooters and accessories, garden and outdoor living, and travel products; smart watches, fitness trackers, smart rings, fitness equipment, smart drink bottles, massagers, heat pads, smart scales and health monitors, air treatment, and sleep solutions; drones and cameras; office supplies comprising writing, stationery, notebooks, journals, planners, office tech, office furniture, and filing and storage products; and content creator gear. Additionally, it provides installation services for TV, projector, audio, computer, mobile, tablet, smart home, Wi-Fi, and home appliances; mobile services that include mobile plans; trade in services; home appliance delivery services; and information technology services. The company sells its products through branded retail store network comprising JB Hi-Fi/JB Hi-Fi Home stores in Australia; JB Hi-Fi stores in New Zealand; e&s stores in Australia; and The Good Guys stores in Australia, as well as online. JB Hi-Fi Limited was founded in 1974 and is based in Southbank, Australia.
Recent JBH News & Updates
Narrative Update • Apr 18
