JBH Share Price Performance
AU$85.28
-12.77 (-13.02%)
16.4% undervalued intrinsic discount
AU$102.05
Fair Value
Price AU$85.28
AnalystConsensusTarget AU$102.05
Robbo AU$76.00
AnalystHighTarget AU$122.00
Fair ValueAU$102.05
Share Pricen/a
JB Hi-Fi Limited Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 86 Fair Values set on narratives written by author
JBH Community Narratives
AN
Fair Value AU$102.05 16.4% 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
31users have followed this narrative
RO
Fair Value AU$76 12.2% overvalued intrinsic discount
Has JB Hi-Fi Lost Its Point of Difference?
6users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
AN
Fair Value AU$122 30.1% undervalued intrinsic discount
Ongoing Digitization And Urbanization Will Advance Omni-Channel Retail
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.Read more
1.2k
users have viewed this narrative6users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
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
31
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AU$70.37
21.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
4.75% p.a.
Profit Margin
4.09%
Future PE
19.55x
Price in 2029
AU$88.73
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
279
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
AN
AU$102.05
16.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.48% p.a.
Profit Margin
4.57%
Future PE
24.85x
Price in 2029
AU$128.65
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
59
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AU$122
30.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.77% p.a.
Profit Margin
4.56%
Future PE
27.89x
Price in 2028
AU$153.6
Trending Discussion
Recently Updated Narratives
RO
Has JB Hi-Fi Lost Its Point of Difference?
Fair Value: AU$76 12.2% overvalued intrinsic discount
13 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
JBH: Index Additions Will Drive Richer P/E And Heighten Overvaluation Risk
Fair Value: AU$70.37 21.2% overvalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
JBH: Index Inclusions And Stable Assumptions Will Shape A Balanced Outlook
Fair Value: AU$102.05 16.4% undervalued intrinsic discount
31 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
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.
