JOHNS LYNG GROUP LIMITED (JLG)
Share Price Analysis and Chart

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JLG - JOHNS LYNG GROUP LIMITED

FNArena Sector : Building Products & Services
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 0.71
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.82

02 Jul
2024

0.110

OPEN

$5.70

1.93%

HIGH

$5.82

483,090

LOW

$5.69

TARGET
$7.29 25.3% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . ACF . BKW . BLD . BRI . CSR . FBR . FBU . JHX . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JLG: 1
Title FY22
Actual
FY23
Actual
FY24
Forecast
FY25
Forecast
EPS (cps) xxx 17.9 20.2 xxx
DPS (cps) xxx 9.0 9.7 xxx
EPS Growth xxx 73.5% 12.5% xxx
DPS Growth xxx 57.9% 8.1% xxx
PE Ratio xxx N/A 28.7 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx 50.2% 48.2% xxx

Dividend yield today if purchased 3 years ago: 1.82%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

1.55

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 01/03 - ex-div 4.7c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx17.9
DPS All xxxxxxxxxxxxxxx9.0
Sales/Revenue xxxxxxxxxxxxxxx1,281.3 M
Book Value Per Share xxxxxxxxxxxxxxx136.8
Net Operating Cash Flow xxxxxxxxxxxxxxx140.7 M
Net Profit Margin xxxxxxxxxxxxxxx3.66 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx13.80 %
Return on Invested Capital xxxxxxxxxxxxxxx12.16 %
Return on Assets xxxxxxxxxxxxxxx6.53 %
Return on Equity xxxxxxxxxxxxxxx13.80 %
Return on Total Capital xxxxxxxxxxxxxxx22.74 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx107.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx22 M
Long Term Debt xxxxxxxxxxxxxxx62 M
Total Debt xxxxxxxxxxxxxxx85 M
Goodwill - Gross xxxxxxxxxxxxxxx248 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx130 M
Price To Book Value xxxxxxxxxxxxxxx3.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx14.2 M
Capex % of Sales xxxxxxxxxxxxxxx1.11 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,126 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx57 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

30/04/2024

3

Hold

$6.20

6.53%

Bell Potter was underwhelmed by Johns Lyng’s first half US result but management sees the US at an "inflection point” post the Allstate panel win and has targeted a 25% year-on-year step-up in second half revenue.

In the broker's view, this is a potential outcome that is yet to be valued by the market.

Target falls to $6.20 from $6.30, Hold retained.

FORECAST
Bell Potter forecasts a full year FY24 dividend of 9.90 cents and EPS of 19.80 cents.
Bell Potter forecasts a full year FY25 dividend of 11.00 cents and EPS of 21.30 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

JLG STOCK CHART