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

$5.74

01 Dec
2023

-0.180

OPEN

$5.85

-3.04%

HIGH

$5.85

557,301

LOW

$5.66

TARGET
$7.175 25.0% 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 21.4 xxx
DPS (cps) xxx 9.0 9.5 xxx
EPS Growth xxx 73.5% 19.3% xxx
DPS Growth xxx 57.9% 5.8% xxx
PE Ratio xxx N/A 26.8 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx 50.2% 44.5% xxx

Dividend yield today if purchased 3 years ago: 3.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.57

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: 01/09 - ex-div 4.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 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 xxxxxxxxxxxxxxx-

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

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

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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Morgans

30/08/2023

1

Add

$7.40

28.92%

Following a June update, Johns Lyng's FY23 result was broadly in line with Morgans forecasts and management guidance.

The broker suggests positive momentum across the group should flow through to FY24, with guidance implying around 20% business-as-usual (BAU) year-on-year growth.

The analyst expects market share gains across the five key growth pillars in Australia, the US and New Zealand, elevated levels of insurance claims activity and ongoing market consolidation via M&A.

A final dividend of 4.5cps was declared. The Add rating is maintained while the target eases to $7.40 from $7.80.

FORECAST
Morgans forecasts a full year FY24 dividend of 9.50 cents and EPS of 21.20 cents.
Morgans forecasts a full year FY25 dividend of 10.40 cents and EPS of 23.20 cents.

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial
Access Stockbroker Research History >

JLG STOCK CHART

FNArena News on JLG

1
ESG Focus: Rounding Up A Psychosocial FY23 Season

Nov 20 2023 - ESG Focus
2
Australian Broker Call *Extra* Edition – Sep 04, 2023

Sep 04 2023 - Daily Market Reports
3
FNArena Corporate Results Monitor – 30-08-2023

Aug 30 2023 - Australia
4
Rudi’s View: ARB, Corporate Travel, Goodman Group, NextDC, Orora, Worley & Xero

Jul 26 2023 - Rudi's View
5
Australian Broker Call *Extra* Edition – Jul 17, 2023

Jul 17 2023 - Daily Market Reports

Latest Building Products & Services News

1
Brickworks Underestimated & Cheap, Brokers Say

Oct 04 2023 - Australia
2
Analysts In Love With James Hardie, Yet Again

Aug 23 2023 - Australia
3
Johns Lyng And The Weather Factor

Jun 26 2023 - Small Caps
4
Treasure Chest: Boral To Prove Sceptics Wrong?

Apr 04 2023 - Treasure Chest
5
Added Bite from Reliance Worldwide’s New Products

Mar 30 2023 - Australia
6
Boral Shares Surge, Brokers Remain Cautious

Feb 09 2023 - Australia
7
Eye On (Small Cap) Building & Materials Stocks

Feb 01 2023 - Small Caps
8
Cost Blow-Out Rattles Fletcher Building

Dec 21 2022 - Australia
9
Divided Opinions on Reliance Worldwide

Dec 21 2022 - Australia
10
Maas Moves In On Melbourne Market

Dec 12 2022 - Small Caps