Johns Lyng Group Limited provides integrated building services in Australia and internationally.
Johns Lyng Group Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$6.36|
|52 Week High||AU$2.86|
|52 Week Low||AU$6.65|
|1 Month Change||4.26%|
|3 Month Change||15.64%|
|1 Year Change||109.90%|
|3 Year Change||631.03%|
|5 Year Change||n/a|
|Change since IPO||430.00%|
Recent News & Updates
Here's Why We Think Johns Lyng Group (ASX:JLG) Is Well Worth Watching
It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 22% Undervaluation?
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Johns Lyng Group...
|JLG||AU Construction||AU Market|
Return vs Industry: JLG exceeded the Australian Construction industry which returned 0.3% over the past year.
Return vs Market: JLG exceeded the Australian Market which returned 21.3% over the past year.
Stable Share Price: JLG is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: JLG's weekly volatility (6%) has been stable over the past year.
About the Company
Johns Lyng Group Limited provides integrated building services in Australia and internationally. The company operates through four segments: Insurance Building and Restoration Services, Commercial Building Services, Commercial Construction, and Other. It provides building fabric repair, contents restoration, hazardous waste removal, and strata management services; and residential and commercial flooring, emergency household repairs, shop-fitting, HVAC mechanical, and pre-sale property staging services.
Johns Lyng Group Fundamentals Summary
|JLG fundamental statistics|
Is JLG overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|JLG income statement (TTM)|
|Cost of Revenue||AU$448.79m|
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
|Earnings per share (EPS)||0.082|
|Net Profit Margin||3.26%|
How did JLG perform over the long term?See historical performance and comparison
0.9%Current Dividend Yield
Is Johns Lyng Group undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JLG (A$6.36) is trading below our estimate of fair value (A$8.24)
Significantly Below Fair Value: JLG is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: JLG is poor value based on its PE Ratio (77.2x) compared to the Australian Construction industry average (16x).
PE vs Market: JLG is poor value based on its PE Ratio (77.2x) compared to the Australian market (19.9x).
Price to Earnings Growth Ratio
PEG Ratio: JLG is poor value based on its PEG Ratio (3.6x)
Price to Book Ratio
PB vs Industry: JLG is overvalued based on its PB Ratio (21.9x) compared to the AU Construction industry average (2x).
How is Johns Lyng Group forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JLG's forecast earnings growth (21.4% per year) is above the savings rate (1.9%).
Earnings vs Market: JLG's earnings (21.4% per year) are forecast to grow faster than the Australian market (11.5% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: JLG's revenue (11.7% per year) is forecast to grow faster than the Australian market (5.5% per year).
High Growth Revenue: JLG's revenue (11.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JLG's Return on Equity is forecast to be high in 3 years time (30%)
How has Johns Lyng Group performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JLG has high quality earnings.
Growing Profit Margin: JLG's current net profit margins (3.3%) are higher than last year (3.2%).
Past Earnings Growth Analysis
Earnings Trend: JLG's earnings have grown by 11.4% per year over the past 5 years.
Accelerating Growth: JLG's earnings growth over the past year (17.1%) exceeds its 5-year average (11.4% per year).
Earnings vs Industry: JLG earnings growth over the past year (17.1%) underperformed the Construction industry 25%.
Return on Equity
High ROE: JLG's Return on Equity (37.4%) is considered high.
How is Johns Lyng Group's financial position?
Financial Position Analysis
Short Term Liabilities: JLG's short term assets (A$166.6M) exceed its short term liabilities (A$147.7M).
Long Term Liabilities: JLG's short term assets (A$166.6M) exceed its long term liabilities (A$27.2M).
Debt to Equity History and Analysis
Debt Level: JLG's debt to equity ratio (15.3%) is considered satisfactory.
Reducing Debt: JLG had negative shareholder equity 5 years ago, but is now positive and has therefore improved.
Debt Coverage: JLG's debt is well covered by operating cash flow (250.2%).
Interest Coverage: JLG's interest payments on its debt are well covered by EBIT (26x coverage).
What is Johns Lyng Group current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JLG's dividend (0.88%) isn’t notable compared to the bottom 25% of dividend payers in the Australian market (2.23%).
High Dividend: JLG's dividend (0.88%) is low compared to the top 25% of dividend payers in the Australian market (5.3%).
Stability and Growth of Payments
Stable Dividend: JLG is not paying a notable dividend for the Australian market, therefore no need to check if payments are stable.
Growing Dividend: JLG is not paying a notable dividend for the Australian market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: JLG is not paying a notable dividend for the Australian market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of JLG's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. Scott Andrew Didier, A.M., has been Managing Director and Chief Executive Officer of Johns Lyng Group Ltd., since September 28, 2017 and February 2004 respectively. He serves as Executive Director of J...
CEO Compensation Analysis
Compensation vs Market: Scott's total compensation ($USD830.64K) is about average for companies of similar size in the Australian market ($USD973.30K).
Compensation vs Earnings: Scott's compensation has been consistent with company performance over the past year.
Experienced Management: JLG's management team is seasoned and experienced (6.3 years average tenure).
Experienced Board: JLG's board of directors are considered experienced (3.9 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: JLG insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Johns Lyng Group Limited's employee growth, exchange listings and data sources
- Name: Johns Lyng Group Limited
- Ticker: JLG
- Exchange: ASX
- Founded: 1953
- Industry: Construction and Engineering
- Sector: Capital Goods
- Market Cap: AU$1.433b
- Shares outstanding: 225.37m
- Website: https://www.johnslyng.com.au
Number of Employees
- Johns Lyng Group Limited
- 1 Williamsons Road
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/24 07:04|
|End of Day Share Price||2021/10/22 00:00|
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 here.