Johns Lyng Group Limited

CHIA:JLG Stock Report

Market Cap: AU$1.0b

Johns Lyng Group Valuation

Is JLG undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Below Fair Value: JLG (A$3.7) is trading below our estimate of fair value (A$6.99)

Significantly Below Fair Value: JLG is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for JLG?

Key metric: As JLG is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for JLG. This is calculated by dividing JLG's market cap by their current earnings.
What is JLG's PE Ratio?
PE Ratio21.7x
EarningsAU$48.01m
Market CapAU$1.04b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for JLG vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average24.1x
SSM Service Stream
29.5x15.6%AU$952.9m
SRG SRG Global
22.4x16.1%AU$773.0m
TEA Tasmea
23.2x22.7%AU$703.8m
MGH MAAS Group Holdings
21.2x20.3%AU$1.5b
JLG Johns Lyng Group
21.7x11.5%AU$1.0b

Price-To-Earnings vs Peers: JLG is good value based on its Price-To-Earnings Ratio (21.7x) compared to the peer average (24.1x).

Price to Earnings Ratio vs Industry

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

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
JLG 21.7xIndustry Avg. 15.9xNo. of Companies4PE0816243240+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: JLG is expensive based on its Price-To-Earnings Ratio (21.7x) compared to the Australian Construction industry average (15.8x).

Price to Earnings Ratio vs Fair Ratio

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 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio21.7x
Fair PE Ratio20.8x

Price-To-Earnings vs Fair Ratio: JLG is expensive based on its Price-To-Earnings Ratio (21.7x) compared to the estimated Fair Price-To-Earnings Ratio (20.8x).

Analyst Price Targets

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

The above table shows the analyst JLG forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentAU$3.70
AU$4.91
+32.7%
11.5%AU$6.10AU$4.10n/a12
Dec ’25AU$4.18
AU$4.98
+19.1%
10.3%AU$6.10AU$4.40n/a12
Nov ’25AU$3.72
AU$4.98
+33.8%
10.3%AU$6.10AU$4.40n/a12
Oct ’25AU$3.79
AU$5.01
+32.3%
10.7%AU$6.10AU$4.20n/a12
Sep ’25AU$3.78
AU$5.44
+44.2%
17.3%AU$7.20AU$4.20n/a12
Aug ’25AU$5.83
AU$7.06
+21.1%
11.8%AU$8.65AU$5.26n/a12
Jul ’25AU$5.72
AU$7.02
+22.7%
11.7%AU$8.65AU$5.26n/a12
Jun ’25AU$5.63
AU$7.02
+24.7%
11.7%AU$8.65AU$5.26n/a12
May ’25AU$5.65
AU$7.02
+24.4%
11.7%AU$8.65AU$5.26n/a12
Apr ’25AU$6.40
AU$7.03
+9.8%
11.6%AU$8.65AU$5.26n/a12
Mar ’25AU$6.02
AU$7.19
+19.4%
8.9%AU$8.65AU$6.27n/a11
Feb ’25AU$6.64
AU$7.35
+10.7%
10.6%AU$9.00AU$5.79n/a12
Jan ’25AU$6.13
AU$7.22
+17.8%
14.5%AU$9.00AU$4.72n/a11
Dec ’24AU$5.76
AU$7.07
+22.8%
15.8%AU$9.00AU$4.72AU$4.1812
Nov ’24AU$6.14
AU$7.07
+15.2%
15.8%AU$9.00AU$4.72AU$3.7212
Oct ’24AU$6.55
AU$7.15
+9.1%
16.5%AU$9.00AU$4.72AU$3.7911
Sep ’24AU$6.42
AU$7.10
+10.6%
16.8%AU$9.00AU$4.72AU$3.7811
Aug ’24AU$5.23
AU$7.17
+37.2%
17.1%AU$9.45AU$5.24AU$5.8311
Jul ’24AU$5.34
AU$7.08
+32.6%
16.2%AU$9.25AU$5.34AU$5.7211
Jun ’24AU$6.51
AU$8.11
+24.6%
14.8%AU$9.65AU$5.43AU$5.6312
May ’24AU$6.70
AU$8.19
+22.3%
15.0%AU$9.65AU$5.43AU$5.6511
Apr ’24AU$6.36
AU$8.46
+32.9%
10.9%AU$9.65AU$6.50AU$6.4010
Mar ’24AU$6.21
AU$8.18
+31.7%
15.1%AU$9.65AU$5.43AU$6.0211
Feb ’24AU$5.81
AU$8.01
+37.9%
16.9%AU$10.20AU$5.43AU$6.6410
Jan ’24AU$6.24
AU$8.01
+28.4%
16.9%AU$10.20AU$5.43AU$6.1310
Dec ’23AU$7.36
AU$8.01
+9.0%
16.9%AU$10.20AU$5.43AU$5.7610

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 04:50
End of Day Share Price 2024/12/23 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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 here.

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 .

Analyst Sources

Johns Lyng Group Limited is covered by 18 analysts. 12 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