LENDLEASE GROUP (LLC)
Share Price Analysis and Chart

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LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 9.95
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Lendlease Group is a multinational construction, property and infrastructure company originally founded in 1958 and listed on the ASX in 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$6.18

19 Dec
2024

-0.310

OPEN

$6.25

-4.78%

HIGH

$6.36

2,688,736

LOW

$6.12

TARGET
$6.96 12.6% upside
Franking for last dividend paid out: 33%
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GMG . GOZ . GPT . HPI . LIC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 219.9 61.2 xxx
DPS (cps) xxx 16.0 24.6 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 0.0% 54.0% xxx
PE Ratio xxx N/A 9.9 xxx
Dividend Yield xxx N/A 4.1% xxx
Div Pay Ratio(%) xxx N/A 40.3% xxx

Dividend yield today if purchased 3 years ago: 1.54%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.64

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: 23/08 - ex-div 9.51c (franking 33%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-219.9
DPS All xxxxxxxxxxxxxxx16.0
Sales/Revenue xxxxxxxxxxxxxxx9,407.0 M
Book Value Per Share xxxxxxxxxxxxxxx708.0
Net Operating Cash Flow xxxxxxxxxxxxxxx-55.0 M
Net Profit Margin xxxxxxxxxxxxxxx-15.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-26.22 %
Return on Invested Capital xxxxxxxxxxxxxxx-15.45 %
Return on Assets xxxxxxxxxxxxxxx-8.25 %
Return on Equity xxxxxxxxxxxxxxx-26.22 %
Return on Total Capital xxxxxxxxxxxxxxx3.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-204.0 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 xxxxxxxxxxxxxxx94 M
Long Term Debt xxxxxxxxxxxxxxx4,415 M
Total Debt xxxxxxxxxxxxxxx4,509 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,000 M
Price To Book Value xxxxxxxxxxxxxxx0.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx63.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.67 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,564 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx512 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx2,746 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

0.1

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

03/10/2024

3

Equal-weight

$7.35

18.93%

Morgan Stanley highlights over the past two years cap rates for listed REITs have increased, but with the stabilisation of global interest rates and the potential for rates to move lower, the broker views the upside risks to REIT valuations over the next 12-18 months.

The analyst forecasts a -20-24bps fall in cap rates and the potential for REIT stock prices to trade nearer to net tangible asset (NTA) valuations, if not above. Historically the asset class tends to trade at either a discount or premium not in line with NTA valuations.

Equal-weight rating. Target price for Lendlease Group lifts to $7.35 from $6.35. Industry view: In-Line. 

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 29.70 cents and EPS of 59.40 cents.
Morgan Stanley forecasts a full year FY26 dividend of 16.40 cents and EPS of 32.70 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

4

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

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
Access Extra Coverage Research History >

LLC STOCK CHART

FNArena News on LLC

1
Ask FNArena: High Multiples About To Collapse?

Dec 17 2024 - Rudi's View
2
ESG Focus: The Little Big Things – 02-10-2024

Oct 02 2024 - ESG Focus
3
Next Week At A Glance – 16-20 Sep 2024

Sep 13 2024 - Weekly Reports
4
Next Week At A Glance – 26-30 – Aug 2024

Aug 23 2024 - Weekly Reports
5
FNArena Corporate Results Monitor – 20-08-2024

Aug 20 2024 - Australia

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