Johns Lyng Group (ASX:JLG) - Stock Price, News & Analysis

JLG Stock Overview

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

JLG fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	3/6
Past Performance	2/6
Financial Health	5/6
Dividends	1/6

Rewards

Trading at 64.5% below our estimate of its fair value

Earnings are forecast to grow 13.48% per year

Earnings have grown 30% per year over the past 5 years

Risk Analysis

Large one-off items impacting financial results

Johns Lyng Group Limited Competitors

MAAS Group Holdings

ASX:MGH

AU$1.5b

Service Stream

ASX:SSM

AU$894.7m

NRW Holdings

ASX:NWH

AU$1.6b

Monadelphous Group

ASX:MND

AU$1.2b

Price History & Performance

Summary of all time highs, changes and price drops for Johns Lyng Group
Historical stock prices
Current Share Price	AU$3.86
52 Week High	AU$7.29
52 Week Low	AU$3.70
Beta	0.37
11 Month Change	-32.87%
3 Month Change	-31.44%
1 Year Change	-39.88%
33 Year Change	-34.24%
5 Year Change	114.44%
Change since IPO	221.67%

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

May 22

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

May 07

Recent updates

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

May 22

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

May 07

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

Apr 04

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

Feb 07

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

Dec 02

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

Jun 10

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

Jan 20

We Take A Look At Why Johns Lyng Group Limited's (ASX:JLG) CEO Compensation Is Well Earned

Nov 11

Is Johns Lyng Group (ASX:JLG) A Risky Investment?

Nov 01

Here's Why We Think Johns Lyng Group (ASX:JLG) Is Well Worth Watching

Sep 17

Is There An Opportunity With Johns Lyng Group Limited's (ASX:JLG) 22% Undervaluation?

Sep 05

Does Johns Lyng Group (ASX:JLG) Have A Healthy Balance Sheet?

Jun 28

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

Jun 02

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

Mar 14

How Much is Johns Lyng Group's (ASX:JLG) CEO Getting Paid?

Feb 27

Johns Lyng Group's (ASX:JLG) Earnings Are Growing But Is There More To The Story?

Feb 14

A Look At The Intrinsic Value Of Johns Lyng Group Limited (ASX:JLG)

Feb 05

Shareholder Returns

	JLG	AU Construction	AU Market
7D	-27.7%	0.8%	0.6%
1Y	-39.9%	6.7%	10.0%

Return vs Industry: JLG underperformed the Australian Construction industry which returned 6.7% over the past year.

Return vs Market: JLG underperformed the Australian Market which returned 10% over the past year.

Price Volatility

Is JLG's price volatile compared to industry and market?
JLG volatility
JLG Average Weekly Movement	8.6%
Construction Industry Average Movement	5.3%
Market Average Movement	8.3%
10% most volatile stocks in AU Market	17.2%
10% least volatile stocks in AU Market	3.5%

Stable Share Price: JLG's share price has been volatile over the past 3 months.

Volatility Over Time: JLG's weekly volatility (9%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1953	2,300	Scott Didier	www.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 building fabric repair, contents restoration, disaster management, hazardous waste removal, strata management, and essential home services; and residential and commercial flooring, emergency domestic repairs, shop-fitting, HVAC mechanical, and pre-sale property staging 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 cap	AU$1.06b
Earnings (TTM)	AU$48.01m
Revenue (TTM)	AU$1.16b

22.4x

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)
Revenue	AU$1.16b
Cost of Revenue	AU$869.67m
Gross Profit	AU$289.21m
Other Expenses	AU$241.19m
Earnings	AU$48.01m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	0.17
Gross Margin	24.96%
Net Profit Margin	4.14%
Debt/Equity Ratio	7.4%

How did JLG perform over the long term?

See historical performance and comparison

Dividends

2.4%

Current Dividend Yield

54%

Payout Ratio

Does JLG pay a reliable dividends?

See JLG dividend history and benchmarks

When do you need to buy JLG by to receive an upcoming dividend?
Johns Lyng Group dividend dates
Ex Dividend Date	Aug 30 2024
Dividend Pay Date	Sep 16 2024
Days until Ex dividend	1 day
Days until Dividend pay date	18 days

Does JLG pay a reliable dividends?

See JLG dividend history and benchmarks

JLG Stock Overview

Rewards

Risk Analysis

Johns Lyng Group Limited Competitors

ASX:MGH

AU$1.5b

ASX:SSM

AU$894.7m

ASX:NWH

AU$1.6b

ASX:MND

AU$1.2b

Price History & Performance

Recent News & Updates

Full year 2024 earnings: EPS and revenues miss analyst expectations

Johns Lyng Group Limited, Annual General Meeting, Nov 13, 2024

Investor sentiment deteriorates as stock falls 25%

Johns Lyng Group Limited to Report Fiscal Year 2024 Results on Aug 27, 2024

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

Recent updates

Full year 2024 earnings: EPS and revenues miss analyst expectations

Johns Lyng Group Limited, Annual General Meeting, Nov 13, 2024

Investor sentiment deteriorates as stock falls 25%

Johns Lyng Group Limited to Report Fiscal Year 2024 Results on Aug 27, 2024

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

Now 20% undervalued after recent price drop

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

Board Member recently sold AU$618k worth of stock

Now 20% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 17%

Consensus EPS estimates fall by 18%

Now 21% undervalued

First half dividend of AU$0.047 announced

First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.097 in 1H 2023)

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

Johns Lyng Group Limited to Report First Half, 2024 Results on Feb 27, 2024

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?

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

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

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended June 30, 2023, Payment Date of September 18, 2023

Johns Lyng Group Limited, Annual General Meeting, Nov 23, 2023

Johns Lyng Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023

New minor risk - Shareholder dilution

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 64.375 million.

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire 70% stake in Link Fire Holdings Pty Ltd for AUD 11.7 million.

Price target decreased by 9.9% to AU$7.26

Price target decreased by 7.3% to AU$7.52

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

Non-Executive Director recently sold AU$675k worth of stock

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

Consensus revenue estimates increase by 11%

First half 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Announces Board Changes

An unknown buyer acquired a 1.54% stake in Johns Lyng Group Limited (ASX:JLG) from Lindsay Barber.

Johns Lyng Group Limited Provides Sales Guidance for the Fiscal Year 2023

Investor sentiment deteriorated over the past week

Johns Lyng Group Limited acquired 60% stake in A1 Estimates Pty Ltd for AUD 2.34 million.

Less than half of directors are independent

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

Johns Lyng Group Limited, Annual General Meeting, Nov 17, 2022

MD, CEO & Executive Director recently sold AU$25m worth of stock

Johns Lyng Group Limited Re-Confirms Earnings Guidance for the Fiscal Year 2023

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

Johns Lyng Group Limited Provides Financial Guidance for Fiscal Year 2023

Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Johns Lyng Group Limited Declares a Fully Franked Final Dividend, Payable on 19 September 2022

Johns Lyng Group Limited (ASX:JLG) acquired Bright & Duggan Group Pty Ltd. from Trevor Bright for AUD 25.6 million.

Now 21% undervalued

Johns Lyng Group Limited to Report Fiscal Year 2022 Results on Aug 29, 2022

Non-Executive Director recently sold AU$1.3m worth of stock

Investor sentiment improved over the past week

Price target decreased to AU$7.89

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

Johns Lyng Group Limited Revises Earnings Guidance for the Year 2022

Board Member recently bought AU$439k worth of stock

COO & Executive Director recently sold AU$6.7m worth of stock