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: 0.59
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.65

20 Dec
2024

0.030

OPEN

$3.67

0.83%

HIGH

$3.71

2,381,974

LOW

$3.62

TARGET
$4.67 27.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACF . BKW . BRI . FBR . FBU . JHX . MGH . RWC . SFC . SRG . WGN .
FNARENA'S MARKET CONSENSUS FORECASTS
JLG: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 17.3 18.1 xxx
DPS (cps) xxx N/A 9.0 xxx
EPS Growth xxx - 3.3% 4.2% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 20.2 xxx
Dividend Yield xxx N/A 2.5% xxx
Div Pay Ratio(%) xxx N/A 49.6% xxx

Dividend yield today if purchased 3 years ago: 1.12%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.58

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 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx17.3
DPS All xxxxxxxxxxxxxxx9.4
Sales/Revenue xxxxxxxxxxxxxxx1,158.9 M
Book Value Per Share xxxxxxxxxxxxxxx162.1
Net Operating Cash Flow xxxxxxxxxxxxxxx29.3 M
Net Profit Margin xxxxxxxxxxxxxxx4.14 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx11.86 %
Return on Invested Capital xxxxxxxxxxxxxxx10.38 %
Return on Assets xxxxxxxxxxxxxxx6.11 %
Return on Equity xxxxxxxxxxxxxxx11.86 %
Return on Total Capital xxxxxxxxxxxxxxx19.27 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-3.9 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx23 M
Long Term Debt xxxxxxxxxxxxxxx53 M
Total Debt xxxxxxxxxxxxxxx76 M
Goodwill - Gross xxxxxxxxxxxxxxx318 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx74 M
Price To Book Value xxxxxxxxxxxxxxx3.52

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx9.5 M
Capex % of Sales xxxxxxxxxxxxxxx0.82 %
Cost of Goods Sold xxxxxxxxxxxxxxx996 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx65 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

0.6

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

18/10/2024

3

Hold

$4.40

20.55%

Bell Potter tweaks earnings forecasts slightly for Johns Lyng on the back of recent acquisitions including Keystone in Qld.

Regarding the Australian outlook, the company's work rate from both CAT and 'flow-through' appears to be moderating as La Nina related back works are cleared. Further year-on-year declines in business-as-usual are also highlighted as a risk.

The analyst highlights domestic business-as-usual margins are projected to bottom in FY26, down -200bps below FY24 to 11.8% according to consensus estimates.

In the US, Johns Lyng completed CAT work of $31.5m over FY23-24 for Hurricane Ian in Oct 22, with insured losses for Florida's hurricanes between US$50-US$70bn.

A lower risk-free rate lifts the target price to $4.40 from $4.20. No change to Hold rating.

FORECAST
Bell Potter forecasts a full year FY25 dividend of 9.40 cents and EPS of 18.20 cents.
Bell Potter forecasts a full year FY26 dividend of 10.00 cents and EPS of 20.10 cents.

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Moelis

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Canaccord Genuity

26/09/2024

1

Buy

$6.10

67.12%

Following the recent acquisitions of SSKB Strata and Chill-Rite HVAC, Johns Lyng is also acquiring an 87.5% equity interest in Queensland-based Keystone Group.

The transaction helps expand Johns Lyng's core domestic Insurance Building & Restoration Services (IB&RS) business, notes the broker.

Scale and capacity will also be increased to effectively respond to large-scale catastrophic (CAT) weather events, points out the analyst.

The broker's Buy rating is kept, and the target falls to $6.10 from $6.23.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 10.00 cents and EPS of 19.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 10.00 cents and EPS of 21.00 cents.
Access Extra Coverage Research History >

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