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Company Analysis Jardine Matheson Holdings Limited
1. Summary
Advantages
- Dividends (4.85%) are higher than the sector average (2.89%).
- The stock's return over the last year (49.15%) is higher than the sector average (-1.46%).
Disadvantages
- Price (61.18 $) is higher than fair price (54.4 $)
- 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=29.73%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Jardine Matheson Holdings Limited | Industrials | Index | |
|---|---|---|---|
| 7 days | 3.5% | -17.3% | 0.8% |
| 90 days | 24.7% | -11.9% | 11% |
| 1 year | 49.1% | -1.5% | 16.1% |
JMHLY vs Sector: Jardine Matheson Holdings Limited has outperformed the "Industrials" sector by 50.6% over the past year.
JMHLY vs Market: Jardine Matheson Holdings Limited has outperformed the market by 33.08% over the past year.
Stable price: JMHLY 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: JMHLY with weekly volatility of 0.9451% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (61.18 $) is higher than the fair price (54.4 $).
Price is higher than fair: The current price (61.18 $) is 11.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (-36.01) is lower than that of the sector as a whole (13.06).
P/E vs Market: The company's P/E (-36.01) is lower than that of the market as a whole (45.94).
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.2275) is lower than that of the sector as a whole (4.4).
P/BV vs Market: The company's P/BV (0.2275) is lower than that of the market as a whole (4.35).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.339) is lower than that of the sector as a whole (5.67).
P/S vs Market: The company's P/S indicator (0.339) is lower than that of the market as a whole (12.92).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (6.13) is lower than that of the sector as a whole (8.46).
EV/Ebitda vs Market: The company's EV/Ebitda (6.13) is lower than that of the market as a whole (27.36).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -11.93% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-11.93%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-4.22%).
5.4. ROE
ROE vs Sector: The company's ROE (-1.65%) is lower than that of the sector as a whole (29.73%).
ROE vs Market: The company's ROE (-1.65%) is lower than that of the market as a whole (51.79%).
5.5. ROA
ROA vs Sector: The company's ROA (-0.5319%) is lower than that of the sector as a whole (10.9%).
ROA vs Market: The company's ROA (-0.5319%) is lower than that of the market as a whole (36.08%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (10.2%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.95%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 4.85% is higher than the average for the sector '2.89%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 4.85% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 4.85% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (66.33%) are at a comfortable level.
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