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Jones Lang LaSalle Inc (JLL)

合理估值
Real EstateReal Estate ServicesUnited States

基本面

79

价格

$305.52

市值

$14.45B

第一部分 · 这家公司值多少

概览

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.

资产负债表与流动性

营收

$27.43B

最近12个月(截至2026/6/30)

净利润

$998M

最近12个月(截至2026/6/30)

自由现金流

-

股东权益合计

$7.50B

负债合计

$10.18B

流动比率

1.13

利息覆盖率

14.05

债务/EBITDA

1.86

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

一般情形合理估值

公允价值

$392.84

当前价格

$305.52

安全边际

+22.2%

公允价值区间

$255.34 - $530.33

所用估值方法之间的离散区间,并非经过统计校准的置信区间。

估算方法

分析师目标价:$427.00
现金流折现法(DCF):$392.25
市盈率法(P/E):$261.75
格雷厄姆成长公式:$748.97
盈利能力价值(EPV):$182.68
合理市净率(P/B):$191.14
股息折现模型(戈登模型):数据不足,无法计算
P/FFO(运营资金):$363.38
周期中段收益:$375.12
市销率法(P/S):$564.60
分析师共识:强力买入 (11B / 5H / 0S)
最近财报超预期:+14.36%

估值指标

市盈率(P/E)

14.65

ROE

10.6%

市净率(P/B)

1.88

P/FCF

-

毛利率

-

ROIC

9.6%

盈利能力雷达图

价值创造(经济护城河)

ROIC

9.6%

WACC

10.5%

ROIC − WACC

-0.9 pp

ROIC 与资本成本大致持平:公司仅仅覆盖了资本成本。

基本面分析标准

通过(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

未通过(4)

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

不可用(5)

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

Piotroski F-评分

8/9

财务状况强健

score
criteria

盈利质量

1.37

高质量:盈利有现金流支撑

股权稀释

-0.2%

正在回购股份,对股东友好

机构持股

公司治理

管理团队

姓名职位年龄
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

审计风险

2

董事会风险

1

薪酬风险

3

股东权利风险

5

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

文件

  • 年度报告(10-K)

    对公司业务、财务业绩和风险的年度概述。

    提交日期:2026-02-19

    查看文件
  • 季度报告(10-Q)

    最近三个月财务表现的最新情况。

    提交日期:2026-07-30

    查看文件
  • 临时报告(8-K)

    关于重大事件(如管理层变动或重要公告)的通知。

    提交日期:2026-09-30

    查看文件

via SEC EDGAR

损益历史

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