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Company Analysis Jardine Matheson Holdings Limited
1. Summary
Advantages
- Price (45.44 $) is less than fair price (50.27 $)
- Dividends (5.85%) are higher than the sector average (4.86%).
- The stock's return over the last year (27.02%) is higher than the sector average (9.56%).
Disadvantages
- Current debt level 22.36% has increased over 5 years from 20.02%.
- The company's current efficiency (ROE=-1.65%) is lower than the sector average (ROE=22.44%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Jardine Matheson Holdings Limited | Industrials | Index | |
|---|---|---|---|
| 7 days | 5.1% | -0.9% | -0.3% |
| 90 days | 36.4% | 5.9% | 17.4% |
| 1 year | 27% | 9.6% | 11.1% |
JARLF vs Sector: Jardine Matheson Holdings Limited has outperformed the "Industrials" sector by 17.47% over the past year.
JARLF vs Market: Jardine Matheson Holdings Limited has outperformed the market by 15.9% over the past year.
Stable price: JARLF is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: JARLF with weekly volatility of 0.5196% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (45.44 $) is lower than the fair price (50.27 $).
Price not significantly lower than the fair price: The current price (45.44 $) is slightly lower than the fair price by 10.6%.
4.2. P/E
P/E vs Sector: The company's P/E (16.65) is lower than that of the sector as a whole (34.5).
P/E vs Market: The company's P/E (16.65) is lower than that of the market as a whole (59.87).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.2238) is lower than that of the sector as a whole (3.57).
P/BV vs Market: The company's P/BV (0.2238) is lower than that of the market as a whole (3.17).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.3335) is lower than that of the sector as a whole (2.39).
P/S vs Market: The company's P/S indicator (0.3335) is lower than that of the market as a whole (3.43).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (6.08) is lower than that of the sector as a whole (15.37).
EV/Ebitda vs Market: The company's EV/Ebitda (6.08) is lower than that of the market as a whole (40.12).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 3.76% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (3.76%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-7.04%).
5.4. ROE
ROE vs Sector: The company's ROE (-1.65%) is lower than that of the sector as a whole (22.44%).
ROE vs Market: The company's ROE (-1.65%) is lower than that of the market as a whole (41.73%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.5319%) is lower than that of the sector as a whole (8.8%).
ROA vs Market: The company's ROA (-0.5319%) is lower than that of the market as a whole (29.55%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.37%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.99%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 5.85% is higher than the average for the sector '4.86%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 5.85% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 5.85% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (66.33%) are at a comfortable level.
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