How does JLG's PE Ratio compare to its peers?

JLG is expensive based on its Price-To-Earnings Ratio (25.7x) compared to the peer average (23x).

How does JLG's PE Ratio compare vs other companies in the AU Construction Industry?

JLG is expensive based on its Price-To-Earnings Ratio (25.7x) compared to the Global Construction industry average (14.8x).

What is JLG's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

JLG is expensive based on its Price-To-Earnings Ratio (25.7x) compared to the estimated Fair Price-To-Earnings Ratio (21.5x).

What is the Fair Price of JLG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

JLG (A$4.41) is trading below our estimate of [[fair value]] (A$10.5)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is less than 20% higher than the current share price.

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

JLG Stock Overview

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

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

Rewards

Trading at 58% below our estimate of its fair value

Earnings are forecast to grow 11.85% 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

Service Stream

ASX:SSM

AU$995.8m

MAAS Group Holdings

ASX:MGH

AU$1.5b

Monadelphous Group

ASX:MND

AU$1.2b

SRG Global

ASX:SRG

AU$721.7m

Price History & Performance

Summary of all time highs, changes and price drops for Johns Lyng Group
Historical stock prices
Current Share Price	AU$4.41
52 Week High	AU$7.29
52 Week Low	AU$3.15
Beta	0.34
11 Month Change	12.79%
3 Month Change	-18.48%
1 Year Change	-28.76%
33 Year Change	-37.71%
5 Year Change	121.05%
Change since IPO	269.04%

Recent updates

Shareholder Returns

	JLG	AU Construction	AU Market
7D	6.5%	-0.5%	-0.07%
1Y	-28.8%	9.1%	16.9%

Return vs Industry: JLG underperformed the Australian Construction industry which returned 9.1% over the past year.

Return vs Market: JLG underperformed the Australian Market which returned 16.9% over the past year.

Price Volatility

Is JLG's price volatile compared to industry and market?
JLG volatility
JLG Average Weekly Movement	9.1%
Construction Industry Average Movement	4.9%
Market Average Movement	8.5%
10% most volatile stocks in AU Market	17.0%
10% least volatile stocks in AU Market	3.4%

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 (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, retail 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$1.23b
Earnings (TTM)	AU$48.01m
Revenue (TTM)	AU$1.16b

25.7x

P/E Ratio

1.1x

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

2.1%

Current Dividend Yield

54%

Payout Ratio

JLG Stock Overview

Rewards

Risk Analysis

Johns Lyng Group Limited Competitors

ASX:SSM

AU$995.8m

ASX:MGH

AU$1.5b

ASX:MND

AU$1.2b

ASX:SRG

AU$721.7m

Price History & Performance

Recent News & Updates

Johns Lyng Group Limited Announces Board Changes

Investor sentiment deteriorates as stock falls 32%

MD, Group CEO & Executive Director recently bought AU$995k worth of stock

Final dividend of AU$0.047 announced

Full year 2024 earnings released: EPS: AU$0.17 (vs AU$0.18 in FY 2023)

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

Recent updates

Johns Lyng Group Limited Announces Board Changes

Investor sentiment deteriorates as stock falls 32%

MD, Group CEO & Executive Director recently bought AU$995k worth of stock

Final dividend of AU$0.047 announced

Full year 2024 earnings released: EPS: AU$0.17 (vs AU$0.18 in FY 2023)

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

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

Now 20% undervalued after recent price drop

Board Member recently sold AU$618k worth of stock

Now 20% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 16%

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 to Report First Half, 2024 Results on Feb 27, 2024

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.10 in FY 2022)

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.

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

First half 2023 earnings released: EPS: AU$0.097 (vs AU$0.052 in 1H 2022)

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

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 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 Limited Provides Financial Guidance for Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.10 (vs AU$0.083 in FY 2021)

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

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

Johns Lyng Group Limited Provides Earnings Guidance for the Year 2022

Less than half of directors are independent

MD, CEO & Executive Director recently bought AU$984k worth of stock

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Johns Lyng Group Limited Revises Earnings Guidance for the Fiscal Year 2022

Johns Lyng Group Limited to Report First Half, 2022 Results on Feb 22, 2022

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 42.686272 million.

MD, CEO & Executive Director recently bought AU$10.0m worth of stock

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire Reconstruction Experts Inc. for approximately $200 million.

Full year 2021 earnings released: EPS AU$0.083 (vs AU$0.071 in FY 2020)

Johns Lyng Group Limited (ASX:JLG) acquired 60% stake in Unitech Building Services from Anthony and Deborah Gorle for AUD 1.9 million.

Johns Lyng Group Limited (ASX:JLG) and MoneyMe Limited (ASX:MME) acquired Great Northern Pub in Byron Bay from Mooney family for around $80 million.

Johns Lyng Group Limited Upgrades Earnings Guidance for the Full Year of 2021

New 90-day high: AU$3.50

Revenue in line with expectations