tiprankstipranks
Trending News
More News >
Johns Lyng Group Ltd (AU:JLG)
ASX:JLG
Australian Market

Johns Lyng Group Ltd (JLG) AI Stock Analysis

Compare
75 Followers

Top Page

AU

Johns Lyng Group Ltd

(Sydney:JLG)

Rating:71Outperform
Price Target:
AU$3.50
â–˛(37.80%Upside)
Johns Lyng Group Ltd is well-positioned with strong financials and a fair valuation, but technical indicators suggest caution due to overbought signals. The company should focus on managing its cash flow and monitoring debt levels to sustain growth.

Johns Lyng Group Ltd (JLG) vs. iShares MSCI Australia ETF (EWA)

Johns Lyng Group Ltd Business Overview & Revenue Model

Company DescriptionJohns Lyng Group Ltd (JLG) is a leading integrated building services provider in Australia, specializing in insurance building and restoration services. The company operates across various sectors, including insurance, commercial, and residential construction. It offers a wide range of services such as emergency building repairs, restoration, and project management, leveraging its extensive network and expertise to deliver high-quality solutions to its clients.
How the Company Makes MoneyJohns Lyng Group Ltd primarily generates revenue through its insurance building and restoration services, which involve repairing and restoring properties damaged by events such as storms, floods, and fires. The company works closely with insurance companies, acting as a preferred contractor to manage claims and repairs efficiently. Additionally, JLG earns income from its commercial and residential construction projects, where it offers project management and building services. The company's strategic partnerships with major insurance firms and its strong market presence significantly contribute to its earnings by ensuring a steady stream of contracts and projects.

Johns Lyng Group Ltd Financial Statement Overview

Summary
Johns Lyng Group Ltd shows consistent revenue growth and improved profitability, although there is a slight revenue decline in 2024. The balance sheet is strong with a healthy equity ratio, but rising debt levels need monitoring. Cash flow remains positive, but cash management could be improved.
Income Statement
80
Positive
The company has shown consistent revenue growth over the years, with a notable increase from 2019 to 2023. Gross profit margin and net profit margin have improved, reflecting enhanced operational efficiency and profitability. However, the slight decline in revenue from 2023 to 2024 suggests potential market challenges or competitive pressures.
Balance Sheet
75
Positive
The company maintains a healthy equity ratio, indicating a strong financial position. The debt-to-equity ratio remains manageable, although there has been an increase in total debt over the years. Return on equity (ROE) has improved, showcasing efficient use of equity capital. The increase in stockholders' equity is a positive sign of financial stability.
Cash Flow
70
Positive
The cash flow from operations has been positive, but there is a noticeable decrease in operating cash flow in 2024 compared to previous years. Free cash flow remains positive, suggesting adequate cash for reinvestment and debt servicing. However, the decline in free cash flow growth rate indicates potential cash management challenges.
Breakdown
TTMJun 2024Jun 2023Jun 2022Jun 2021Jun 2020
Income StatementTotal Revenue
1.12B1.16B1.28B895.02M568.37M495.11M
Gross Profit
231.69M289.21M155.79M106.59M65.59M54.03M
EBIT
101.84M97.80M98.71M69.16M41.99M32.88M
EBITDA
117.70M128.08M118.41M74.24M50.57M40.55M
Net Income Common Stockholders
39.12M48.01M46.85M25.12M18.56M15.85M
Balance SheetCash, Cash Equivalents and Short-Term Investments
63.00M73.82M130.03M56.97M43.31M46.77M
Total Assets
960.45M786.07M785.48M640.08M248.37M229.40M
Total Debt
208.66M75.95M84.81M55.96M33.19M38.45M
Net Debt
145.67M2.13M-45.22M-1.01M-10.12M-8.31M
Total Liabilities
459.25M325.80M391.31M307.26M174.96M170.30M
Stockholders Equity
479.90M451.00M358.75M319.71M65.56M51.81M
Cash FlowFree Cash Flow
13.50M19.83M126.46M17.83M25.57M48.86M
Operating Cash Flow
22.79M29.31M140.68M25.32M28.12M50.24M
Investing Cash Flow
-127.50M-100.56M-49.71M-187.82M-8.23M-20.96M
Financing Cash Flow
58.68M15.03M-17.91M176.16M-23.34M-12.57M

Johns Lyng Group Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2.54
Price Trends
50DMA
2.29
Positive
100DMA
2.74
Positive
200DMA
3.27
Negative
Market Momentum
MACD
0.10
Negative
RSI
78.56
Negative
STOCH
69.53
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:JLG, the sentiment is Positive. The current price of 2.54 is above the 20-day moving average (MA) of 2.48, above the 50-day MA of 2.29, and below the 200-day MA of 3.27, indicating a neutral trend. The MACD of 0.10 indicates Negative momentum. The RSI at 78.56 is Negative, neither overbought nor oversold. The STOCH value of 69.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:JLG.

Johns Lyng Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (66)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
AUJLG
71
Outperform
AU$719.11M18.108.61%1.97%-10.74%-16.14%
AUJHX
68
Neutral
$17.59B27.8521.09%―2.20%-16.72%
AUWGN
67
Neutral
€359.43M18.1014.64%1.40%-14.99%195.52%
66
Neutral
$4.51B12.295.40%3.67%4.15%-12.21%
AUBKW
53
Neutral
$4.92B―-1.34%1.16%-7.76%-123.85%
AUSXL
46
Neutral
AU$149.94M―-71.41%1.66%-7.85%-3088.82%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:JLG
Johns Lyng Group Ltd
2.99
-2.76
-48.00%
AU:BKW
Brickworks Ltd
32.15
6.32
24.47%
AU:WGN
Wagners Holding Co. Ltd.
1.93
1.19
160.49%
AU:SXL
Southern Cross Media Group Limited
0.64
-0.05
-7.97%
AU:JHX
James Hardie
41.61
-6.61
-13.71%

Johns Lyng Group Ltd Corporate Events

Johns Lyng Group Receives Acquisition Proposal from Pacific Equity Partners
Jun 11, 2025

Johns Lyng Group Limited has received a conditional and non-binding indicative proposal from Pacific Equity Partners to acquire 100% of the company’s issued shares through a scheme of arrangement. An Independent Board Committee has been formed to evaluate the proposal, granting PEP a period of exclusivity for due diligence. The proposal’s outcome remains uncertain, as it requires further approvals from various stakeholders.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Ceases Substantial Holding in Johns Lyng Group
Jun 10, 2025

Johns Lyng Group Ltd has announced that Norges Bank has ceased to be a substantial holder in the company as of June 9, 2025. This change in holding, which involved the return of collateral shares, affects 57,826 common stock votes and may influence the company’s shareholder dynamics and market perception.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Norges Bank Acquires Substantial Stake in Johns Lyng Group
Jun 10, 2025

Norges Bank has become a substantial holder in Johns Lyng Group Ltd, acquiring a 5.01% voting power through its management of ordinary shares. This acquisition signifies a notable investment by the Central Bank of Norway, potentially impacting the company’s market positioning and stakeholder interests.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Initiates Trading Halt Amidst Speculation
Jun 10, 2025

Johns Lyng Group Ltd has requested a trading halt on its securities due to media speculation about a potential change of control transaction. This halt will last until the company makes an announcement regarding the transaction or until normal trading resumes on June 12, 2025. The halt aims to manage the market’s expectations and ensure fair trading conditions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Ceases Substantial Holding in Johns Lyng Group
Jun 5, 2025

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders in the company as of June 3, 2025. This change involves various transactions and securities lending agreements managed by JPMorgan’s subsidiaries, including J.P. Morgan Securities Australia Limited and J.P. Morgan Securities PLC. The cessation of substantial holding by JPMorgan may impact the company’s shareholder structure and could influence market perceptions and investor relations.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be Substantial Holder in Johns Lyng Group
Jun 4, 2025

Johns Lyng Group Ltd, a company listed on the stock exchange, has experienced a change in its substantial shareholders. Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders as of June 2, 2025. This change involves a decrease in their relevant interest in the company’s ordinary fully paid shares. The adjustments in shareholding are part of securities lending agreements and standard stock market transactions. This shift in substantial holding could impact the company’s market perception and influence stakeholder decisions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group
May 21, 2025

Citigroup Global Markets Australia Pty Limited has become a substantial shareholder in Johns Lyng Group Ltd, acquiring a 5.1233% voting power in the company. This development indicates a significant investment and interest from Citigroup, potentially impacting Johns Lyng Group’s market positioning and stakeholder dynamics.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Ceases to be a Substantial Holder in Johns Lyng Group
May 20, 2025

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders in the company as of May 16, 2025. This change in substantial holding involves a decrease in relevant interest by Citibank, N.A. Sydney Branch and Citigroup Global Markets Inc, while Citigroup Global Markets Australia Pty Limited and Citigroup Global Markets Limited have increased their relevant interests. The shifts in holdings reflect changes in securities lending agreements and standard stock market transactions.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Change in Substantial Holding for Johns Lyng Group Ltd
May 20, 2025

Johns Lyng Group Ltd has announced a change in its substantial holders, with State Street Global Advisors, a subsidiary of State Street Corporation, ceasing to be a substantial holder as of May 16, 2025. This change in substantial holding could impact the company’s shareholder structure and influence its governance and decision-making processes.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Citigroup Becomes Substantial Shareholder in Johns Lyng Group
May 19, 2025

Johns Lyng Group Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related entities have become substantial shareholders in the company, holding a 5.3296% voting power as of May 15, 2025. This development indicates a significant investment by Citigroup, potentially impacting the company’s market position and signaling confidence in its future prospects.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

JPMorgan Chase & Co. Increases Stake in Johns Lyng Group Ltd
May 18, 2025

JPMorgan Chase & Co. has increased its voting power in Johns Lyng Group Ltd, a company involved in the construction and building services industry, from 5.25% to 6.48%. This change in substantial holding indicates a strategic move by JPMorgan Chase & Co. to strengthen its influence within the company, potentially impacting its operations and market positioning.

The most recent analyst rating on (AU:JLG) stock is a Buy with a A$5.03 price target. To see the full list of analyst forecasts on Johns Lyng Group Ltd stock, see the AU:JLG Stock Forecast page.

Johns Lyng Group Announces Change in Substantial Holder Status
May 1, 2025

Johns Lyng Group Ltd has announced a change in the status of a substantial holder, with State Street Corporation and its subsidiaries ceasing to hold a significant interest in the company as of April 29, 2025. This change could impact the company’s market dynamics and shareholder composition, potentially influencing its strategic decisions and stakeholder relationships.

Johns Lyng Group Welcomes New Substantial Holder
Apr 30, 2025

Johns Lyng Group Ltd has announced a significant change in its shareholder structure, indicating a new substantial holder as of April 28, 2025. This development could impact the company’s governance and strategic direction, as substantial holders often have considerable influence over company decisions. The announcement details the voting power and relevant interests of the new substantial holder, which includes a variety of institutional investors, potentially signaling increased institutional interest and confidence in the company’s future prospects.

State Street Corporation Reduces Stake in Johns Lyng Group
Apr 27, 2025

State Street Corporation, through its subsidiaries, has announced that it has ceased to be a substantial holder in Johns Lyng Group Limited as of April 23, 2025. This change in holding could impact the voting dynamics and influence within Johns Lyng Group, potentially affecting its strategic decisions and shareholder relations.

State Street Corporation Ceases Substantial Holding in Johns Lyng Group
Apr 22, 2025

State Street Corporation and its subsidiaries have ceased to be substantial holders in Johns Lyng Group Ltd, a company involved in the construction and insurance building services industry. This change in substantial holding could influence the company’s market dynamics and investor confidence, as State Street Corporation is a significant player in financial services globally.

Johns Lyng Group to Release Shares from Voluntary Escrow
Apr 22, 2025

Johns Lyng Group Limited announced the release of 170,682 fully paid ordinary shares from voluntary escrow on April 30, 2025. These shares were initially issued as part of the acquisition of the remaining 40% interest in Unitech Building Services. This move marks a significant step in JLG’s strategic growth and consolidation efforts, potentially impacting its market positioning and shareholder value.

State Street Becomes Substantial Holder in Johns Lyng Group
Apr 17, 2025

Johns Lyng Group Ltd has announced that State Street Bank and Trust Company, along with its subsidiaries, has become a substantial holder in the company. This development indicates a significant investment and interest from a major financial institution, which may impact the company’s market positioning and stakeholder confidence.

Johns Lyng Group Announces Change in Substantial Holding
Apr 9, 2025

Johns Lyng Group Ltd has announced a change in substantial holding, indicating that a previous substantial holder has ceased to hold a significant interest in the company as of April 7, 2025. This change involves State Street Corporation and its subsidiaries, which are no longer substantial holders in Johns Lyng Group. The announcement may impact the company’s shareholder composition and could influence its market dynamics and stakeholder relations.

State Street Corporation Ceases Substantial Holding in Johns Lyng Group
Apr 4, 2025

Johns Lyng Group Ltd has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of April 2, 2025. This change in substantial holding may impact the company’s shareholder structure and could have implications for its market position and stakeholder interests.

Johns Lyng Group Director Increases Stake with Significant Share Acquisition
Apr 4, 2025

Johns Lyng Group Limited announced a change in the director’s interest, with Nicholas Carnell acquiring 395,170 fully paid ordinary shares through an on-market purchase. This transaction, valued at $850,000.37, increases the total shares held by NSC Collective Pty Ltd, where Mr. Carnell is a director, to 2,808,096 shares. The acquisition, conducted during a closed period with prior written clearance, reflects a significant investment by the director, potentially indicating confidence in the company’s future performance.

State Street Corporation Acquires Substantial Holding in Johns Lyng Group
Apr 2, 2025

Johns Lyng Group Ltd has announced a substantial holding by State Street Corporation and its subsidiaries, indicating a significant investment in the company. This development could potentially impact the company’s market positioning by increasing its visibility and credibility among investors, possibly leading to enhanced stakeholder confidence.

Johns Lyng Group Announces Director Departure
Apr 1, 2025

Johns Lyng Group Limited announced the cessation of Mr. Curtis Mudd as a director effective April 1, 2025. Mr. Mudd, who held no direct shares, was a beneficiary of the Mudd Family Trust, which holds 728,344 fully paid ordinary shares in the company. This change in the board may impact the company’s governance structure and stakeholder dynamics.

Johns Lyng Group Announces Board Changes with Curt Mudd’s Retirement
Apr 1, 2025

Johns Lyng Group Limited announced the retirement of Curt Mudd from its Board, effective immediately. Mudd, who has been with the Board since 2017 and served as Chair of the Nomination & Remuneration Committee, was praised for his contributions to the company. With his departure, the Board will consist of seven directors, five of whom are independent non-executives, and Alison Terry will take over as Chair of the Nomination & Remuneration Committee.

Citigroup Ceases Substantial Holding in Johns Lyng Group
Mar 25, 2025

Citigroup Global Markets Australia Pty Limited and its related entities have ceased to be substantial holders in Johns Lyng Group Ltd as of March 21, 2025. This change in substantial holding is due to a decrease in relevant interest in shares through securities lending agreements, impacting the company’s shareholder composition and potentially its market perception.

Johns Lyng Group Director Increases Stake with On-Market Purchase
Mar 25, 2025

Johns Lyng Group Limited announced a change in the director’s interest, with Scott Didier acquiring 108,815 fully paid ordinary shares through an on-market purchase. This acquisition reflects an increase in the director’s indirect interest in the company, potentially indicating confidence in the company’s future performance and stability, which could positively impact stakeholder perceptions.

Johns Lyng Group Director Acquires Shares, Signaling Governance Shift
Mar 25, 2025

Johns Lyng Group Limited announced a change in the director’s interest, with Director Alison Terry acquiring 10,000 fully paid ordinary shares valued at $23,275 through an on-market purchase. This acquisition reflects a direct interest and marks a notable change in the director’s securities holdings, potentially impacting the company’s governance and shareholder dynamics.

State Street Ceases Substantial Holding in Johns Lyng Group
Mar 20, 2025

Johns Lyng Group Ltd has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of March 18, 2025. This change in substantial holding may impact the company’s shareholder structure and could influence its market positioning and investor relations.

JPMorgan Ceases Substantial Holding in Johns Lyng Group
Mar 13, 2025

Johns Lyng Group Ltd has announced that JPMorgan Chase & Co. and its affiliates have ceased to be substantial holders of the company’s voting securities. The change in holding involves various transactions by JPMorgan entities, including securities on loan, investment management, and proprietary trading. This development may impact the company’s shareholder composition and influence its market dynamics.

Johns Lyng Group Addresses ASX Inquiry on Earnings Expectations
Mar 13, 2025

Johns Lyng Group Limited responded to an ASX inquiry regarding its earnings expectations for the half-year ending December 2024. The company clarified that its earnings did not materially differ from market expectations, despite a slight downgrade in its guidance for the fiscal year ending June 2025. The updated guidance indicated a 5% decrease in sales revenue and a 4.5% decrease in EBITDA compared to previous estimates. The company emphasized that these variances were not significant enough to impact the market value of its securities.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.