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MJ Gleeson PLC
(LSE:GLE)
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Rating:51Neutral
Price Target:
270.00 p
▼(-3.23% Downside)
Action:Reiterated
Date:04/24/26
Low score driven by poor cash flow, bearish technicals, and high P/E; partially offset by strong balance sheet and dividend yield.
Positive Factors
Strong balance sheet
Low leverage and a healthy equity ratio give the business durable financial flexibility. Over a multi‑month horizon this reduces refinancing and solvency risk, supports land acquisition and development capex, and provides a buffer during housing-market cyclical downturns.
Negative Factors
Margin pressure
Sustained margin compression signals weaker pricing power or rising build costs. Over months this erodes profitability per unit, reduces the ability to fund reinvestment from earnings, and makes returns more sensitive to material and labour inflation.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong balance sheet
Low leverage and a healthy equity ratio give the business durable financial flexibility. Over a multi‑month horizon this reduces refinancing and solvency risk, supports land acquisition and development capex, and provides a buffer during housing-market cyclical downturns.
Read all positive factors
MJ Gleeson PLC (GLE) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£150.80M
Dividend Yield4.23%
Average Volume (3M)76.25K
Price to Earnings (P/E)10.7
Beta (1Y)0.99
Revenue Growth8.34%
EPS Growth-13.44%
CountryUK
Employees688
SectorConsumer Cyclical
Sector Strength84
IndustryResidential Construction
Share Statistics
EPS (TTM)0.24
Shares Outstanding58,428,127
10 Day Avg. Volume54,901
30 Day Avg. Volume76,252
Financial Highlights & Ratios
PEG Ratio-0.81
Price to Book (P/B)0.75
Price to Sales (P/S)0.63
P/FCF Ratio-38.68
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£267.50Price Target Upside-4.12% Downside
Rating ConsensusHold
Number of Analyst Covering2
EPS Forecast (FY)0.24
Revenue Forecast (FY)£421.93M
MJ Gleeson PLC Business Overview & Revenue Model
Company Description
MJ Gleeson plc is a United Kingdom-based enterprise primarily involved in the construction of affordable housing and the strategic development and sale of land. The company's activities are organized into two principal segments: Gleeson Homes and ...
How the Company Makes Money
MJ Gleeson plc makes money primarily by developing and selling new-build homes through its Gleeson Homes division. Revenue is recognized from the sale of completed residential properties to private buyers (and, where applicable, other purchaser ty...
MJ Gleeson PLC Financial Statement Overview
Summary
Income Statement
67
Positive
Balance Sheet
76
Positive
Cash Flow
39
Negative
| Breakdown | TTM | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 381.06M | 365.82M | 345.35M | 328.32M | 373.41M | 288.57M |
| Gross Profit | 86.12M | 83.17M | 84.53M | 90.09M | 97.79M | 89.34M |
| EBITDA | 27.16M | 28.14M | 33.12M | 36.67M | 47.18M | 46.05M |
| Net Income | 14.32M | 15.82M | 19.31M | 24.17M | 35.09M | 33.87M |
Balance Sheet | ||||||
| Total Assets | 441.35M | 419.37M | 378.05M | 376.33M | 367.56M | 313.13M |
| Cash, Cash Equivalents and Short-Term Investments | 1.44M | 6.49M | 12.93M | 5.16M | 33.76M | 34.33M |
| Total Debt | 23.96M | 7.27M | 5.08M | 5.14M | 3.01M | 2.32M |
| Total Liabilities | 136.30M | 111.71M | 80.31M | 90.31M | 95.38M | 68.20M |
| Stockholders Equity | 305.05M | 307.67M | 297.74M | 286.02M | 272.18M | 244.93M |
Cash Flow | ||||||
| Free Cash Flow | 3.89M | -5.99M | 15.95M | -18.86M | 8.15M | 20.35M |
| Operating Cash Flow | 6.55M | -3.95M | 17.99M | -14.42M | 11.84M | 24.18M |
| Investing Cash Flow | -2.60M | -1.72M | -1.33M | -3.15M | -2.10M | -2.97M |
| Financing Cash Flow | -4.42M | -3.04M | -8.88M | -11.03M | -10.30M | -63.69M |
MJ Gleeson PLC Technical Analysis
Negative
279.00
Price Trends
266.21
Negative
254.62
Positive
304.49
Negative
Market Momentum
-1.59
Positive
40.44
Neutral
8.15
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:GLE, the sentiment is Negative. The current price of 279 is above the 20-day moving average (MA) of 270.90, above the 50-day MA of 266.21, and below the 200-day MA of 304.49, indicating a bearish trend. The MACD of -1.59 indicates Positive momentum. The RSI at 40.44 is Neutral, neither overbought nor oversold. The STOCH value of 8.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:GLE.
MJ Gleeson PLC Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £124.89M | 8.85 | 8.30% | 1.89% | 12.94% | 57.01% | |
69 Neutral | £2.31B | 15.59 | 4.43% | 3.50% | 13.29% | 7.12% | |
69 Neutral | £872.45M | 6.43 | 4.20% | 7.03% | -4.38% | 100.09% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
51 Neutral | £150.80M | 10.73 | 4.67% | 4.23% | 8.34% | -13.44% | |
43 Neutral | £148.41M | -4.99 | -4.32% | 5.29% | -8.41% | 58.66% | |
39 Underperform | £41.31M | -4.87 | -6.89% | 9.32% | -20.73% | -2133.33% |
* Consumer Cyclical Sector Average
GB:GLE
MJ Gleeson PLC
260.00
-60.53
-18.88%
GB:BWY
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2,058.00
-167.22
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GB:VTY
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GB:WJG
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GB:SPR
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106.00
13.66
14.79%
MJ Gleeson PLC Corporate Events
Business Operations and StrategyFinancial Disclosures
MJ Gleeson holds profit in line with forecasts as homes arm strengthens and land sales slip
Neutral
Jul 10, 2026
MJ Gleeson plc, the affordable housebuilder and land promoter, reported that its adjusted group profit before tax for the year to 30 June 2026 is expected to be in line with market expectations, underpinned by a strong performance at Gleeson Homes...
Regulatory Filings and Compliance
MJ Gleeson Executives Add Shares Through HMRC-Approved Scheme
Positive
Jul 8, 2026
MJ Gleeson PLC has disclosed that several senior executives, including the chief executive, chief financial officer, company secretary and the chief operating officer of Gleeson Homes, each acquired 80 ordinary shares in the company on 6 July 2026...
Regulatory Filings and Compliance
MJ Gleeson Executives Increase Holdings via Employee Share Scheme
Positive
Jun 9, 2026
MJ Gleeson plc has disclosed a series of small share purchases by senior executives under its HMRC-approved Profit Sharing Employee Share Ownership Scheme. The transactions, completed on 5 June at £2.48 per share, involved the acquisition of ...
Business Operations and StrategyFinancial Disclosures
MJ Gleeson Warns Land Sale Delays Will Hit FY2026 Profit
Negative
Jun 9, 2026
MJ Gleeson plc has warned that completion of a major Gleeson Land site sale, representing about half of its forecast plot sales for FY2026, is now unlikely to occur this financial year, with most technical conditions agreed but closing pushed into...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
MJ Gleeson Adds Keith Adey to Nomination Committee in Governance Refresh
Positive
Jun 2, 2026
MJ Gleeson plc has updated its board governance structure, appointing Keith Adey to the Nomination Committee with immediate effect. The change signals an ongoing review of board committee composition and may influence future decisions on board app...
Regulatory Filings and Compliance
MJ Gleeson Executives Boost Holdings via HMRC-Approved Share Scheme
Positive
May 7, 2026
MJ Gleeson has disclosed a series of small share purchases by senior managers under its HMRC-approved Profit Sharing Employee Share Ownership Scheme. The transactions, carried out on 5 May at £2.43 per share, saw the CEO, CFO, COO of Gleeson ...
Regulatory Filings and Compliance
MJ Gleeson Chair Increases Stake with Insider Share Purchase
Positive
May 7, 2026
MJ Gleeson plc has disclosed that its chair, Fiona Goldsmith, purchased 3,000 ordinary shares in the company on 7 May 2026 at a price of £2.44 per share on the London Stock Exchange. Following this transaction, Goldsmith’s total holding...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.