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Jones Lang LaSalle (JLL) Could Be 28% Undervalued Following Leadership Changes

Simply Wall St · 2d ago

Leadership changes put Jones Lang LaSalle in focus

Jones Lang LaSalle (JLL) has drawn fresh attention after creating a new Country CEO, U.S. role for Mark Gibson and reshaping senior capital markets positions on both sides of the Atlantic.

Recent leadership announcements arrive after a softer run for Jones Lang LaSalle’s shares, with the 30 day share price return down 6.6% and the year to date share price return down 10.5%. However, the 3 year total shareholder return of about 141% and 5 year total shareholder return of 17% point to a very different long term picture.

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After a weak recent share price run, Jones Lang LaSalle now trades at about a 26% discount to the average analyst target and roughly a 51% gap to one intrinsic estimate. Which side of that spread deserves more weight?

Most Popular Narrative: 28% Undervalued

Jones Lang LaSalle’s most followed narrative points to a fair value of $416.70 against a last close of $300.61. This view emphasizes the durability of its fee streams, data capabilities and a potential recovery in capital markets activity.

Rapid growth in annuity-like, recurring revenue streams from Workplace and Project Management, supported by mid to high single digit growth in Real Estate Management Services and high single digit to double digit growth in Workplace Management alongside 25% two year stacked growth in Project Management, supports higher revenue visibility and margin stability that can feed into earnings power.

See why 9 investors see Jones Lang LaSalle as 28% undervalued.

Result: Fair Value of $416.70 (UNDERVALUED)

Still, if capital markets activity weakens again or office vacancies stay elevated, the bullish Jones Lang LaSalle narrative could come under real pressure.

Find out about the key risks to this Jones Lang LaSalle narrative.

Next Steps

Mixed signals on Jones Lang LaSalle’s outlook can make any conclusion feel slippery. Move fast, test the assumptions against the numbers, and pressure test the optimism highlighted in 5 key rewards.

Want more ideas beyond Jones Lang LaSalle?

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