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: 0.6
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$6.11

23 Mar
2023

-0.080

OPEN

$6.13

-1.29%

HIGH

$6.16

544,324

LOW

$6.00

TARGET
$9.65 57.9% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BKW . BLD . CSR . JHX . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
JLG: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 10.3 19.7 xxx
DPS (cps) xxx 5.7 8.4 xxx
EPS Growth xxx 24.7% 90.5% xxx
DPS Growth xxx 14.2% 47.4% xxx
PE Ratio xxx N/A 31.1 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 55.1% 42.6% xxx

Dividend yield today if purchased 3 years ago: 2.88%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.93

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: 24/02 - ex-div 4.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2023 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx10.3
DPS All xxxxxxxxxxxxxxx5.7
Sales/Revenue xxxxxxxxxxxxxxx895.0 M
Book Value Per Share xxxxxxxxxxxxxxx123.4
Net Operating Cash Flow xxxxxxxxxxxxxxx25.3 M
Net Profit Margin xxxxxxxxxxxxxxx2.81 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx13.03 %
Return on Invested Capital xxxxxxxxxxxxxxx11.48 %
Return on Assets xxxxxxxxxxxxxxx5.59 %
Return on Equity xxxxxxxxxxxxxxx13.03 %
Return on Total Capital xxxxxxxxxxxxxxx31.74 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx5.9 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 201720182019202020212022
Short-Term Debt xxxxxxxxxxxxxxx26 M
Long Term Debt xxxxxxxxxxxxxxx30 M
Total Debt xxxxxxxxxxxxxxx56 M
Goodwill - Gross xxxxxxxxxxxxxxx244 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx57 M
Price To Book Value xxxxxxxxxxxxxxx4.65

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201720182019202020212022
Capex xxxxxxxxxxxxxxx7.5 M
Capex % of Sales xxxxxxxxxxxxxxx0.84 %
Cost of Goods Sold xxxxxxxxxxxxxxx788 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx28 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

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

22/02/2023

1

Buy

$9.65

57.94%

The interim result from Johns Lyng was robust and Citi finds early encouraging signs in the US. Given the history of upgrades in June, the broker suspects the company is taking a conservative stance with new guidance and potentially underestimating the volume of work likely to emerge.

These events are increasingly larger in scale and longer in duration. The broker's estimate for EBITDA of $117m is ahead of guidance, amid expectations of a buoyant contribution from catastrophe events. Buy rating maintained. Target rises to $9.65 from $8.77.

FORECAST
Citi forecasts a full year FY23 dividend of 8.40 cents and EPS of 19.70 cents.
Citi forecasts a full year FY24 dividend of 9.50 cents and EPS of 23.80 cents.
Access Stockbroker Research History >

JLG STOCK CHART

FNArena News on JLG

1
Australian Broker Call *Extra* Edition – Mar 06, 2023

Mar 06 2023 - Daily Market Reports
2
FNArena Corporate Results Monitor – 22-02-2023

Feb 22 2023 - Australia
3
Australian Broker Call *Extra* Edition – Oct 26, 2022

Oct 26 2022 - Daily Market Reports
4
Rudi’s Comprehensive August 2022 Review

Sep 16 2022 - Feature Stories
5
Rudi’s View: Bega Cheese, Computershare, NextDC, Playside Studios, Treasury Wine And Qantas

Sep 15 2022 - Rudi's View

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