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Jones Lang LaSalle Inc (JLL)

適正価値
Real EstateReal Estate ServicesUnited States

ファンダメンタル

79

株価

$305.52

時価総額

$14.45B

パート1 · 企業の価値

概要

Jones Lang LaSalle Incorporated operates as a commercial real estate and investment management company. It engages in buying, building, occupying, managing, and investing in office, industrial, hotel, multi-family, retail and data center properties in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company also offers agency leasing, tenant representation, property management, advisory, and consulting services; and debt advisory, loan sales and servicing, value and risk advisory, equity and funds placement, merger and acquisition, corporate advisory, and investment sales and advisory services. In addition, it provides on-site real estate management services for office, industrial, retail, multifamily residential, and other properties; cloud-based software solutions; integrated facilities management, space planning, office design, and workplace strategy consulting services; program and project management, implementation and support, managed services, and advisory/consulting services; and investment management services to institutional investors and high-net-worth individuals, as well as designing, building, management, and consulting services to tenants of leased space, owners in self-occupied buildings, and owners of real estate investments. It provides its services to real estate owners, occupiers, investors, and developers for various property types, including critical environments and data centers, offices, industrial and warehouses, residential properties, infrastructure projects, retail and shopping malls, logistics, and military housing and transportation centers; and hotels and hospitality, cultural, educational, government, healthcare and laboratory, and sports facilities. The company was formerly known as LaSalle Partners Incorporated and changed its name to Jones Lang LaSalle Incorporated in March 1999. Jones Lang LaSalle Incorporated was incorporated in 1997 and is headquartered in Chicago, Illinois.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月19日 with claude-haiku-4-5 — shared with all users

P/E: 29.5Score: 63Market cap: $37.75B

CBRE is the other global full-service commercial real estate firm, bidding against JLL for the same corporate outsourcing contracts, leasing mandates and capital markets transactions worldwide.

Colliers competes for the same brokerage, valuation and investment management fees across North America, Europe and Asia-Pacific, often for mid-market and regional clients JLL also pursues.

P/E: 15.1Score: 63Market cap: —

Newmark competes head-on in US capital markets, debt placement and office leasing, and recruits brokers from the same pool JLL depends on.

Cushman & Wakefield plcCWK

Cushman & Wakefield offers the same integrated package of leasing, property management and facilities outsourcing to multinational occupiers and investors that JLL sells.

Savills plcSVS

Savills competes with JLL for advisory, leasing and investment sales mandates in the UK, continental Europe and Asia, where its brand is strongest.

Knight Frank LLPNot tracked

Knight Frank, a private UK partnership, competes for the same commercial and prime residential advisory mandates in Europe, the Middle East and Asia-Pacific.

貸借対照表と流動性

売上高

$27.43B

直近12か月(2026/6/30まで)

純利益

$998M

直近12か月(2026/6/30まで)

フリーキャッシュフロー

-

自己資本合計

$7.50B

負債合計

$10.18B

流動比率

1.13

利払い倍率

14.05

負債/EBITDA

1.86

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

一般的なケース適正価値

適正価値

$392.84

現在株価

$305.52

安全マージン

+22.2%

適正価値レンジ

$255.34 - $530.33

使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。

推定方法

アナリストの目標株価:$427.00
ディスカウンテッド・キャッシュフロー(DCF):$392.25
利益倍率(P/E):$261.75
グレアムの成長公式:$748.97
収益力価値(EPV):$182.68
正当化されたP/B:$191.14
配当割引モデル(ゴードン):算出に必要なデータが不足しています
P/FFO(運用から生まれる資金):$363.38
中間サイクル利益:$375.12
売上高倍率:$564.60
アナリスト・コンセンサス:強い買い (11B / 5H / 0S)
直近の決算サプライズ:+14.36%

バリュエーション指標

P/E レシオ

14.65

ROE

10.6%

P/B レシオ

1.88

P/FCF

-

粗利益率

-

ROIC

9.6%

収益性レーダー

価値創造(経済的モート)

ROIC

9.6%

WACC

10.5%

ROIC − WACC

-0.9 pp

ROICはおおむね資本コストと同水準です。企業はかろうじて資本コストを賄えている状態です。

ファンダメンタル分析基準

合格(19)

  • EPS shows upward trend
  • EPS CAGR 11.86%
  • Price CAGR 13.13%
  • ROIC 9.6%
  • P/B Ratio 1.88
  • Debt/Equity ratio
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 13.6%
  • Revenue Growth 5Y 9.5%
  • Analyst Consensus 69% Buy
  • Earnings Surprise avg 12.6%
  • PEG Ratio 0.90
  • Earnings Quality (OCF/NI) 1.37
  • Share Dilution -0.2%
  • Net Margin Trend 3.6% vs 2.3%
  • Piotroski F-Score 8/9

不合格(4)

  • Operating Margin 4.7%
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)

データなし(5)

  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity

Piotroski F-スコア

8/9

財務健全性が高い

score
criteria

利益の質

1.37

高品質:利益はキャッシュに裏付けられている

株式希薄化

-0.2%

株式を買い戻している。株主に友好的

機関投資家の保有

ガバナンス

経営陣

氏名役職年齢
Mr. Christian UlbrichChairman of Global Executive Board, President, Global CEO & Director59
Ms. Kelly HoweCFO & Member of Global Executive Board-
Mr. Richard W. BloxamGlobal CEO of Capital Markets & Member of Global Executive Board53
Mr. Neil D. MurrayCEO of Real Estate Management Services & Member of Global Executive Board49
Mr. Mihir ShahCEO of JLL Technologies, Co-CEO of Spark & Member of Global Executive Board50
Ms. Karen G. BrennanCEO of JLL's Leasing Advisory Business & Member of Global Executive Board48
Mr. Andy PoppinkCEO of Leasing Advisory of EMEA & APAC and Member of the Global Executive Board51
Ms. Laura AdamsChief Human Resources Officer & Member of Global Executive Board56
Mr. Alastair BennChief Operating Officer-
Mr. Benjamin HawkeChief Accounting Officer40

監査リスク

2

取締役会リスク

1

報酬リスク

3

株主権利リスク

5

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

書類

  • 年次報告書(10-K)

    事業内容、財務実績、リスクをまとめた年次の概要。

    提出日: 2026-02-19

    書類を見る
  • 四半期報告書(10-Q)

    直近3か月間の業績に関する最新情報。

    提出日: 2026-07-30

    書類を見る
  • 臨時報告書(8-K)

    経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

    提出日: 2026-09-30

    書類を見る

via SEC EDGAR

業績推移

via SEC EDGAR

Latest News

Recent headlines for JLL, sourced from Markets Gazette.

  • 4/10/2026POSITIVE
    7 Stocks Leading the Real Estate Recovery

    The commercial real estate sector is showing signs of recovery, with several stocks within the space now considered undervalued. Jones Lang LaSalle Inc. (JLL), a prominent player in real estate services, is highlighted as a key company presenting profitable investment opportunities. This positive outlook suggests that investors may see significant upside potential in JLL and similar firms as the sector gains momentum, driven by improving market conditions and potentially lower valuations.

  • 2/23/2026POSITIVE
    Assessing Jones Lang LaSalle: Insights From 5 Financial Analysts

    Jones Lang LaSalle (JLL) continues to garner consensus among financial analysts, solidifying its position as a stock to watch closely in the real estate services sector. Recent ratings from prominent research firms like Wolfe Research and Raymond James have confirmed an "Outperform" rating. This series of consistently maintained positive ratings reflects strong confidence in JLL's growth prospects and corporate strategy. For investors, a bullish consensus from multiple analysts is a significant signal of potential stock appreciation. The cohesive ratings suggest that the company's operational performance and market position are considered robust, providing a favorable indication for those considering an investment in JLL's stock.

via Markets Gazette