Loading...
JLG logo

Johns Lyng Group LimitedASX:JLG Stock Report

Market Cap AU$1.1b
Share Price
AU$3.91
My Fair Value
AU$4.00
2.2% undervalued intrinsic discount
1Y1.3%
7D0.3%
Portfolio Value
​
View

Johns Lyng Group Limited

ASX:JLG Stock Report

Market Cap: AU$1.1b

Johns Lyng Group (JLG) Stock Overview

Provides integrated building services in Australia, New Zealand, and the United States. More details

JLG fundamental analysis
Snowflake Score
Valuation1/6
Future Growth3/6
Past Performance2/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 12.2% below our estimate of its fair value

Earnings are forecast to grow 13.98% per year

Risk Analysis

No risks detected for JLG from our risk checks.

JLG Community Fair Values

Create Narrative

See what 52 others think this stock is worth. Follow their fair value or set your own to get alerts.

JLG logo
Johns Lyng Group

Urbanisation And Climate Trends Will Expand Insurance Repair Markets

Key Takeaways Unique emergency response capabilities, scalability, and structural industry tailwinds position the company for substantial organic revenue growth and recurring contract wins. Enhanced margins, operational leverage, and disciplined acquisitions are set to drive long-term earnings and significant market share gains.
View narrative
AU$4.00
FV
2.3% undervalued intrinsic discount
12.46%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
8 days ago author updated this narrative
JLG logo
Johns Lyng Group

Evolving Weather Trends Will Depress Restoration And Insurance Margins

Key Takeaways Increased climate resilience and evolving construction technologies threaten the company's traditional revenue streams and long-term competitive advantage. Inflation, labor shortages, and stricter regulations are likely to compress margins and undermine sustained profitability.
View narrative
AU$2.96
FV
31.9% overvalued intrinsic discount
6.44%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
8 days ago author updated this narrative
JLG logo
Johns Lyng Group

Global Extreme Weather Will Sustain Insurance And Restoration Demand

Key Takeaways Recurring demand from extreme weather, aging buildings, and multi-year contracts underpins stable revenue growth and dependable future cash flows. Expansion into new services and markets, alongside industry consolidation, positions the company for market share gains and margin improvement.
View narrative
AU$4.00
FV
2.3% undervalued intrinsic discount
7.29%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
about 19 hours ago author updated this narrative
View Stock Community

Johns Lyng Group Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Johns Lyng Group
Historical stock prices
Current Share PriceAU$3.91
52 Week HighAU$4.49
52 Week LowAU$1.91
Beta0.28
1 Month Change0%
3 Month Change53.33%
1 Year Change1.30%
3 Year Change-42.42%
5 Year Change42.70%
Change since IPO225.83%

Recent News & Updates

Recent updates

Johns Lyng Group Limited (ASX:JLG) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Apr 05
Johns Lyng Group Limited (ASX:JLG) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Johns Lyng Group Limited's (ASX:JLG) Business Is Yet to Catch Up With Its Share Price

Feb 17
Johns Lyng Group Limited's (ASX:JLG) Business Is Yet to Catch Up With Its Share Price
User avatar

US Expansion And Home Services Focus Will Strengthen Future Operations

Expansion in the U.S. with new service lines and partnerships is expected to drive organic growth and increase revenue.

Johns Lyng Group (ASX:JLG) Has A Pretty Healthy Balance Sheet

Sep 26
Johns Lyng Group (ASX:JLG) Has A Pretty Healthy Balance Sheet

Some Confidence Is Lacking In Johns Lyng Group Limited (ASX:JLG) As Shares Slide 33%

Aug 30
Some Confidence Is Lacking In Johns Lyng Group Limited (ASX:JLG) As Shares Slide 33%

Johns Lyng Group Limited's (ASX:JLG) Business Is Trailing The Market But Its Shares Aren't

May 22
Johns Lyng Group Limited's (ASX:JLG) Business Is Trailing The Market But Its Shares Aren't

If EPS Growth Is Important To You, Johns Lyng Group (ASX:JLG) Presents An Opportunity

May 07
If EPS Growth Is Important To You, Johns Lyng Group (ASX:JLG) Presents An Opportunity

We Think Johns Lyng Group (ASX:JLG) Can Manage Its Debt With Ease

Apr 04
We Think Johns Lyng Group (ASX:JLG) Can Manage Its Debt With Ease

Johns Lyng Group Limited's (ASX:JLG) Shareholders Might Be Looking For Exit

Feb 07
Johns Lyng Group Limited's (ASX:JLG) Shareholders Might Be Looking For Exit

An Intrinsic Calculation For Johns Lyng Group Limited (ASX:JLG) Suggests It's 43% Undervalued

Dec 02
An Intrinsic Calculation For Johns Lyng Group Limited (ASX:JLG) Suggests It's 43% Undervalued

Do Johns Lyng Group's (ASX:JLG) Earnings Warrant Your Attention?

Oct 20
Do Johns Lyng Group's (ASX:JLG) Earnings Warrant Your Attention?

Is Johns Lyng Group Limited (ASX:JLG) Trading At A 38% Discount?

Aug 30
Is Johns Lyng Group Limited (ASX:JLG) Trading At A 38% Discount?

Calculating The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Apr 18
Calculating The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Johns Lyng Group (ASX:JLG) Has A Rock Solid Balance Sheet

Mar 17
Johns Lyng Group (ASX:JLG) Has A Rock Solid Balance Sheet

Johns Lyng Group (ASX:JLG) Ticks All The Boxes When It Comes To Earnings Growth

Nov 09
Johns Lyng Group (ASX:JLG) Ticks All The Boxes When It Comes To Earnings Growth

Johns Lyng Group (ASX:JLG) Seems To Use Debt Rather Sparingly

Sep 07
Johns Lyng Group (ASX:JLG) Seems To Use Debt Rather Sparingly

Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 41% Undervaluation?

Jun 10
Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 41% Undervaluation?

Estimating The Fair Value Of Johns Lyng Group Limited (ASX:JLG)

Jan 20
Estimating The Fair Value Of Johns Lyng Group Limited (ASX:JLG)

Shareholder Returns

JLGAU ConstructionAU Market
7D0.3%3.7%0.6%
1Y1.3%15.4%10.9%

Return vs Industry: JLG underperformed the Australian Construction industry which returned 15.4% over the past year.

Return vs Market: JLG underperformed the Australian Market which returned 10.9% over the past year.

Price Volatility

Is JLG's price volatile compared to industry and market?
JLG volatility
JLG Average Weekly Movement8.4%
Construction Industry Average Movement4.9%
Market Average Movement8.8%
10% most volatile stocks in AU Market18.5%
10% least volatile stocks in AU Market3.4%

Stable Share Price: JLG has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: JLG's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19532,600Scott Didierwww.johnslyng.com.au

Johns Lyng Group Limited provides integrated building services in Australia, New Zealand, and the United States. The company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides immediate emergency response; preventative and reactive restoration; reinstatement; building fabric repair and restoration; heating, ventilation, and air-conditioning; contents restoration; disaster management; hazardous waste removal; strata management; and essential compliance and home services.

Johns Lyng Group Limited Fundamentals Summary

How do Johns Lyng Group's earnings and revenue compare to its market cap?
JLG fundamental statistics
Market capAU$1.10b
Earnings (TTM)AU$37.10m
Revenue (TTM)AU$1.18b
29.9x
P/E Ratio
0.9x
P/S Ratio

Is JLG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
JLG income statement (TTM)
RevenueAU$1.18b
Cost of RevenueAU$857.77m
Gross ProfitAU$322.12m
Other ExpensesAU$285.02m
EarningsAU$37.10m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.13
Gross Margin27.30%
Net Profit Margin3.14%
Debt/Equity Ratio32.0%

How did JLG perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/28 15:23
End of Day Share Price 2025/08/28 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Johns Lyng Group Limited is covered by 15 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sam BrandwoodBell Potter
Warren JeffriesCanaccord Genuity
William ParkCitigroup Inc