MJ Gleeson PLC (GB:GLE)
LSE:GLE
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MJ Gleeson PLC
(LSE:GLE)
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Rating:51Neutral
Price Target:
241.00 p
▼(-11.88% Downside)
Action:Downgraded
Date:03/22/26
The score is held back primarily by very weak technicals (price below all key moving averages, bearish MACD, and extremely low RSI) and a demanding P/E valuation. Financial performance is mixed—strong balance sheet and modest revenue growth, but pressured margins and negative recent operating/free cash flow reduce confidence.
Positive Factors
Strong balance sheet / low leverage
A low debt-to-equity ratio and healthy equity ratio provide durable financial resilience across housing cycles. This structural strength preserves capacity to acquire/promote land, fund construction timing mismatches, and access capital on better terms when needed, supporting long-term strategy.
Negative Factors
Declining margins
Eroding gross and net margins signal persistent cost or pricing pressure that can materially reduce long-term profitability. If build costs, land prices, or weak pricing persist, lower margins will compress returns on projects and limit reinvestment capacity and shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong balance sheet / low leverage
A low debt-to-equity ratio and healthy equity ratio provide durable financial resilience across housing cycles. This structural strength preserves capacity to acquire/promote land, fund construction timing mismatches, and access capital on better terms when needed, supporting long-term strategy.
Read all positive factors
MJ Gleeson PLC (GLE) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£140.01M
Dividend Yield2.38%
Average Volume (3M)144.10K
Price to Earnings (P/E)47.4
Beta (1Y)0.99
Revenue Growth8.34%
EPS Growth-13.44%
CountryUK
Employees709
SectorConsumer Cyclical
Sector Strength84
IndustryResidential Construction
Share Statistics
EPS (TTM)0.24
Shares Outstanding58,428,127
10 Day Avg. Volume56,836
30 Day Avg. Volume144,102
Financial Highlights & Ratios
PEG Ratio-0.81
Price to Book (P/B)0.75
Price to Sales (P/S)0.63
P/FCF Ratio-38.68
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£285.00Price Target Upside4.20% Upside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)0.23
Revenue Forecast (FY)£393.79M
MJ Gleeson PLC Business Overview & Revenue Model
Company Description
MJ Gleeson plc engages in low-cost house building and land promotion activities in the United Kingdom. The company operates through two divisions, Gleeson Homes and Gleeson Land. It also engages in the house building activities in the north of Eng...
How the Company Makes Money
MJ Gleeson makes money primarily through two operating segments: (1) Gleeson Homes: This division generates revenue mainly from the sale of newly built residential properties to private customers (and potentially other channels such as bulk or par...
MJ Gleeson PLC Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
75
Positive
Cash Flow
50
Neutral
| Breakdown | TTM | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 381.06M | 365.82M | 345.35M | 328.32M | 373.41M | 288.57M |
| Gross Profit | 86.12M | 83.17M | 84.53M | 90.09M | 97.79M | 89.34M |
| EBITDA | 27.34M | 28.31M | 33.12M | 36.67M | 47.18M | 46.05M |
| Net Income | 14.32M | 15.82M | 19.31M | 24.17M | 35.09M | 33.87M |
Balance Sheet | ||||||
| Total Assets | 441.35M | 419.37M | 378.05M | 376.33M | 367.56M | 313.13M |
| Cash, Cash Equivalents and Short-Term Investments | 1.44M | 6.49M | 12.93M | 5.16M | 33.76M | 34.33M |
| Total Debt | 23.96M | 7.27M | 5.08M | 5.14M | 3.01M | 2.32M |
| Total Liabilities | 136.30M | 111.71M | 80.31M | 90.31M | 95.38M | 68.20M |
| Stockholders Equity | 305.05M | 307.67M | 297.74M | 286.02M | 272.18M | 244.93M |
Cash Flow | ||||||
| Free Cash Flow | 3.89M | -5.99M | 15.95M | -18.86M | 8.15M | 20.35M |
| Operating Cash Flow | 6.55M | -3.95M | 17.99M | -14.42M | 11.84M | 24.18M |
| Investing Cash Flow | -2.60M | -1.72M | -1.33M | -3.15M | -2.10M | -2.97M |
| Financing Cash Flow | -4.42M | -3.04M | -8.88M | -11.03M | -10.30M | -63.69M |
MJ Gleeson PLC Technical Analysis
Negative
273.50
Price Trends
263.59
Negative
321.82
Negative
339.90
Negative
Market Momentum
-8.40
Negative
39.72
Neutral
22.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GLE, the sentiment is Negative. The current price of 273.5 is above the 20-day moving average (MA) of 241.72, above the 50-day MA of 263.59, and below the 200-day MA of 339.90, indicating a bearish trend. The MACD of -8.40 indicates Negative momentum. The RSI at 39.72 is Neutral, neither overbought nor oversold. The STOCH value of 22.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:GLE.
MJ Gleeson PLC Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £106.64M | 12.62 | 8.30% | 1.63% | 12.94% | 57.01% | |
62 Neutral | £2.13B | 8.04 | 4.43% | 2.62% | 13.29% | 7.12% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | £834.94M | 4.81 | 4.20% | ― | -4.38% | 100.09% | |
51 Neutral | £140.01M | 47.38 | 4.67% | 2.38% | 8.34% | -13.44% | |
46 Neutral | £56.77M | -2.83 | -6.53% | ― | -22.78% | -543.24% | |
40 Underperform | £169.44M | -23.59 | 0.30% | 1.79% | -1.20% | ― |
* Consumer Cyclical Sector Average
GB:GLE
MJ Gleeson PLC
240.00
-271.29
-53.06%
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GB:SPR
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MJ Gleeson PLC Corporate Events
Regulatory Filings and Compliance
MJ Gleeson Executives Boost Holdings via HMRC-Approved Share Scheme
Positive
May 7, 2026
MJ Gleeson has disclosed a series of small share purchases by senior managers under its HMRC-approved Profit Sharing Employee Share Ownership Scheme. The transactions, carried out on 5 May at £2.43 per share, saw the CEO, CFO, COO of Gleeson ...
Regulatory Filings and Compliance
MJ Gleeson Chair Increases Stake with Insider Share Purchase
Positive
May 7, 2026
MJ Gleeson plc has disclosed that its chair, Fiona Goldsmith, purchased 3,000 ordinary shares in the company on 7 May 2026 at a price of £2.44 per share on the London Stock Exchange. Following this transaction, Goldsmith’s total holding...
Business Operations and StrategyFinancial Disclosures
MJ Gleeson Restructures Regions and Books Legacy Site Costs as Trading Holds Firm
Neutral
May 1, 2026
MJ Gleeson reported resilient trading at Gleeson Homes in the 11 weeks to 24 April 2026, with net reservation rates slightly ahead of last year and selling prices broadly stable despite modest build cost inflation. Management remains focused on pr...
Business Operations and StrategyFinancial Disclosures
MJ Gleeson Maintains Resilient Trading as It Restructures Regions and Tackles Legacy Site Costs
Neutral
May 1, 2026
MJ Gleeson reported resilient trading at its Gleeson Homes division over the 11 weeks to 24 April 2026, with net reservation rates slightly ahead of last year and selling prices broadly stable despite modest build cost inflation. Management remain...
Business Operations and StrategyFinancial Disclosures
MJ Gleeson Sets Timetable for FY2026 Trading Updates and Results
Neutral
Apr 23, 2026
MJ Gleeson plc has outlined its timetable for financial communications for the year ending 30 June 2026, confirming it will issue a further trading update on 1 May 2026, followed by a pre-close trading statement on 10 July 2026 and full-year resul...
DividendsRegulatory Filings and Compliance
MJ Gleeson Executives Add Shares Through Dividend Reinvestment Plan
Positive
Apr 14, 2026
MJ Gleeson plc has disclosed that senior executives acquired additional ordinary shares through the company’s dividend reinvestment plan, in line with UK Market Abuse Regulation reporting rules. Chief Financial Officer Stefan Allanson, Chief...
Executive/Board ChangesRegulatory Filings and Compliance
MJ Gleeson Executives Add Shares Through HMRC-Approved Employee Scheme
Positive
Apr 14, 2026
MJ Gleeson Plc has disclosed that several senior executives, including the chief executive, chief financial officer, chief operating officer of Gleeson Homes and the company secretary, have acquired small tranches of ordinary shares under an HMRC-...
Regulatory Filings and Compliance
MJ Gleeson Executives Add Shares via HMRC-Approved Employee Scheme
Neutral
Mar 6, 2026
MJ Gleeson Plc has disclosed that several senior executives, including the chief executive, chief financial officer, chief operating officer of Gleeson Homes and the company secretary, have acquired small tranches of ordinary shares under an HMRC-...
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.